Improve customer retention with Odoo! Surekha Technologies guides you through CRM, automation, and loyalty strategies to strengthen customer relationships.

1. HOW TO IMPROVE
CUSTOMER RETENTION
WITH ODOO

2. TOP 5 PROVEN ODOO WORKFLOWS
Customer retention is no longer just about delivering good
service—it’s about being proactive, consistent, and
personalized. With Odoo’s powerful workflow automation,
businesses can design processes that not only prevent churn
but also build long-term loyalty.

3. 1. SLA REMINDERS FOR CUSTOMER SUPPORT
When it comes to customer service, responsiveness is everything.
Odoo workflows can automatically track Service Level
Agreements (SLAs) and send reminders when tickets approach
deadlines.
Benefit: Customers experience quicker resolutions and consistent
support.
Retention Impact: Builds trust and reliability, showing customers
you value their time.

4. 2. RENEWAL TRIGGERS FOR SUBSCRIPTIONS
& CONTRACTS
Businesses offering subscriptions or recurring services often risk
losing customers simply due to missed renewals. With Odoo, you
can set up automated renewal triggers that:
Notify customers in advance about upcoming renewals.
Offer discounts or personalized offers to encourage continuation.
Escalate non-renewals to sales reps for follow-ups.
Retention Impact: Ensures steady recurring revenue and reduces
churn.

5. 3. LOYALTY SCORING & REWARD CAMPAIGNS
Keeping customers engaged beyond their first purchase is critical.
Odoo workflows allow businesses to build a loyalty scoring system
based on factors like purchase frequency, recency, and spend
value.
Customers can be segmented and rewarded with exclusive
discounts or offers.
Automated loyalty campaigns can be triggered when scores hit
certain thresholds.
Retention Impact: Encourages repeat purchases and fosters brand
advocacy.

6. 4. PROACTIVE FEEDBACK COLLECTION
One of the most underrated retention strategies is listening. Odoo
can trigger automated feedback surveys after:
A purchase is completed.
A support ticket is resolved.
A project milestone is delivered.
This proactive loop helps businesses identify dissatisfaction early
and resolve issues before they escalate.
Retention Impact: Shows customers that their opinions matter and
strengthens relationships.

7. 5. CROSS-SELL & UPSELL FOLLOW-UPS
Odoo’s intelligent workflows can analyze buying patterns and
recommend relevant cross-sells or upsells at the right time. For
example:
Sending complementary product recommendations after a
purchase.
Offering an upgrade before a subscription expires.
Retention Impact: Creates value-added engagement while
boosting revenue.

8. CONCLUSION
Odoo’s workflow automation doesn’t just simplify processes
—it empowers businesses to anticipate customer needs,
reduce churn, and build loyalty. By leveraging SLA
reminders, renewal triggers, loyalty scoring, feedback
automation, and smart upsells, you can ensure customers
feel valued at every stage of their journey.

9. @SUREKHATECH
At Surekha Technologies, we specialize in helping businesses
customize and optimize Odoo workflows for maximum customer
retention and operational efficiency. Whether you need tailored
automation or advanced CRM solutions, our team is here to help
you turn customers into long-term partners.

10. THANK YOU