1) Odoo is an all-in-one management software that helps organizations grow by fully integrating and automating business processes across operations, production, and sales.
2) It offers a wide range of apps that expand with a company's needs across various business functions like sales, finance, operations, marketing, and human resources.
3) Implementation involves configuring Odoo according to a company's specific needs through data creation/import, training users, and going live once users are trained on the new system.
Odoo development is the process of creating custom software solutions using the Odoo platform. This can include customizing existing modules or creating new ones to meet specific business needs. Odoo development requires programming skills in languages such as Python, as well as knowledge of the Odoo framework and its APIs. It also involves working with databases and integrating with other systems and applications. The goal of Odoo development is to provide businesses with tailored, efficient solutions that improve their operations and help them achieve their goals.
This document outlines an implementation methodology for large Odoo projects with the goals of delivering expected benefits on time and within budget while avoiding unnecessary custom developments and complexities. It describes a phased approach including: business needs analysis, a full-featured prototype, data import and specific development, validation and training, deployment, and second deployment. Key aspects are keeping things simple, prioritizing the software's standard features, and focusing on an initial deployment that covers core functionality rather than full integration or customization. Customer expectations should be set to integrate 90% of their business needs rather than 100% to optimize efficiency and minimize costs and risks.
This is a simple power point for basic introduction of odoo. Very first facts and figures about the company and software plus the reasons odoo is a good ERP for SMB and even big enterprises.
[V14] Odoo functional training Pinakin NayiPinakin Nayi
This document provides an overview and agenda for an Odoo 14 functional training. The training will cover key Odoo modules like CRM, sales management, and inventory. For CRM, it will discuss concepts like pipelines, sales teams, leads, and activities. For sales, it will cover order management, pricing, discounts, and reporting. For inventory, it will include adjustments, replenishment, traceability, shipping, and advanced concepts like routing and costing methods. The goal is to help understand Odoo functionality and enhance productivity. The trainer is available for any Odoo help via Skype or email.
Odoo is the leading open source suite of business applications helping enterprises to manage their operations: eCommerce, Manufacturing, Finance, Marketing, Sales and much more. More than 55000 companies and 2 million users across the globe are presently reaping the Odoo benefits for growing their business potential. Traditional ERP is more finance-centric. On the contrary, Odoo offers a complete 360 degree of the sales process from initial sales inquiry, product delivery & invoicing to after sales support.
Visit: https://www.envertis.in.
This document provides an overview of the Odoo open source ERP software. It discusses what Odoo is, why use it, installation instructions, module development including directory structure and the manifest file, common ORM methods like search, create and write, and links to a live Odoo project playground. The original authors were Fabien Pinckaers and it is written in Python, JavaScript, and XML with a PostgreSQL database.
1) Odoo is an all-in-one management software that helps organizations grow by fully integrating and automating business processes across operations, production, and sales.
2) It offers a wide range of apps that expand with a company's needs across various business functions like sales, finance, operations, marketing, and human resources.
3) Implementation involves configuring Odoo according to a company's specific needs through data creation/import, training users, and going live once users are trained on the new system.
Odoo development is the process of creating custom software solutions using the Odoo platform. This can include customizing existing modules or creating new ones to meet specific business needs. Odoo development requires programming skills in languages such as Python, as well as knowledge of the Odoo framework and its APIs. It also involves working with databases and integrating with other systems and applications. The goal of Odoo development is to provide businesses with tailored, efficient solutions that improve their operations and help them achieve their goals.
This document outlines an implementation methodology for large Odoo projects with the goals of delivering expected benefits on time and within budget while avoiding unnecessary custom developments and complexities. It describes a phased approach including: business needs analysis, a full-featured prototype, data import and specific development, validation and training, deployment, and second deployment. Key aspects are keeping things simple, prioritizing the software's standard features, and focusing on an initial deployment that covers core functionality rather than full integration or customization. Customer expectations should be set to integrate 90% of their business needs rather than 100% to optimize efficiency and minimize costs and risks.
This is a simple power point for basic introduction of odoo. Very first facts and figures about the company and software plus the reasons odoo is a good ERP for SMB and even big enterprises.
[V14] Odoo functional training Pinakin NayiPinakin Nayi
This document provides an overview and agenda for an Odoo 14 functional training. The training will cover key Odoo modules like CRM, sales management, and inventory. For CRM, it will discuss concepts like pipelines, sales teams, leads, and activities. For sales, it will cover order management, pricing, discounts, and reporting. For inventory, it will include adjustments, replenishment, traceability, shipping, and advanced concepts like routing and costing methods. The goal is to help understand Odoo functionality and enhance productivity. The trainer is available for any Odoo help via Skype or email.
Odoo is the leading open source suite of business applications helping enterprises to manage their operations: eCommerce, Manufacturing, Finance, Marketing, Sales and much more. More than 55000 companies and 2 million users across the globe are presently reaping the Odoo benefits for growing their business potential. Traditional ERP is more finance-centric. On the contrary, Odoo offers a complete 360 degree of the sales process from initial sales inquiry, product delivery & invoicing to after sales support.
Visit: https://www.envertis.in.
This document provides an overview of the Odoo open source ERP software. It discusses what Odoo is, why use it, installation instructions, module development including directory structure and the manifest file, common ORM methods like search, create and write, and links to a live Odoo project playground. The original authors were Fabien Pinckaers and it is written in Python, JavaScript, and XML with a PostgreSQL database.
ERP is a category of business management software that integrates core business processes through a common database. ERP provides an integrated view of activities like finance, manufacturing, and human resources. It tracks key resources and business commitments. ERP systems can be installed on-premises or accessed through the cloud.
Odoo accounting has so many features that make it a user-friendly and capable accounting software. There are some cool features like Paypal connectivity, synchronized transaction, instant invoice creating, mail sending, integration with other apps and so on.
This document discusses the history and evolution of organizational systems, from early calculation systems used in the 1950s-1980s to address single business functions, to later functional systems of the 1970s-1990s that began integrating some departmental systems. It then describes the development of enterprise resource planning (ERP) systems starting in the 1990s to integrate all business functions and processes across an entire organization onto a single computer system. Key benefits of ERP include integrated data sharing and real-time information across the enterprise. The document also notes some challenges of ERP implementation like whether to modify business processes or software.
Microsoft Power Automate is a workflow automation platform that allows users to automate tasks across hundreds of applications. It provides features like notifications, file synchronization, data organization, and automated approvals. Power Automate can be used to automate both business processes and IT tasks. It has attributes like hundreds of triggers, integration with many apps, extensibility, and data connectivity. Power Automate also has a mobile app that allows users to access flows on the go. Users can import, export, share, and monitor flows in Power Automate. A demo showed how Power Automate can be used to automatically save email attachments from Outlook to OneDrive.
Odoo CRM comes with many features from client interactions, sales prospects to lead management. CRM module will help you to manage the leads, opportunities, and customers of our organization.
Other features which CRM includes are:
GeoIP
Detect countries, states, and cities of leads automatically from your visitor IP address.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Opportunities Analysis
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
For more information contact: info@planet-odoo.com
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
This document outlines the agenda for a 5-day Odoo functional training. Day 1 covers introductions, setup, Odoo Studio, CRM, sales management, and inventory management. Day 2 focuses on stock management with barcodes, website and ecommerce features, point of sale, invoicing, and payments. Day 3 includes purchase management, pricelists, financial management, and online payments. The agenda covers additional modules on subsequent days like project management, HR, and maintenance before concluding extra topics.
Odoo CRM is the Customer Relationship Management module within the Odoo platform. Odoo CRM includes lead management, sales automation, marketing campaign management, and business reporting features.
Odoo CRM simply tracks the workflow from the starting to the end in a sale.
Lead management is the process of tracking and managing prospective customers.
This document summarizes a Salesforce Community Cloud lunch and learn presentation. The presentation covered an overview of the Community Cloud, including different community types like help centers, customer portals, and partner communities. It also discussed how communities can benefit businesses by streamlining processes, increasing self-service, and facilitating collaboration. The presentation concluded with a hands-on challenge for attendees to build a sample "Partner Central" community.
Odoo CRM is one of the best web based CRM available in the market with unique features and Odoo CRM benefits. Odoo CRM provides simple and user friendly interface which makes it attractive and easier to use. It is a cost effective license free application which can be used by any number of employees in the organization with a single implementation.
The document summarizes the story of Odoo, an open-source ERP software. It started as TinyERP in 2005 with 2 employees and has grown significantly over time. The key points are:
- Odoo began as TinyERP and later became OpenERP, aiming to provide an affordable alternative to SAP. It now has over 1000 employees.
- It offers a full suite of business apps and is available in different editions. The software can be used across many industries.
- Odoo follows a multi-tier architecture with presentation, application, and data layers. It uses HTML5, JavaScript, CSS, Python and PostgreSQL.
- Pricing is subscription-based, with options for self-hosting
Dynamics CRM document covers many topics related to customizing and extending the functionality of Dynamics CRM including: creating custom entities and fields, form and view customization, entity relationships, business rules, plugins, workflows, and connecting CRM to external systems using SSIS. The agenda covers areas like security, user management, and administration as well as development topics such as client-side scripting, CRUD operations, and advanced querying.
The document discusses Odoo and its capabilities for manufacturing businesses. It outlines Odoo's modules for manufacturing planning and execution, including MRP, production costing, quality control, and real-time reporting. It also presents a case study of Nedcoffee Vietnam, a coffee manufacturer that implemented Odoo to integrate its business processes, increasing productivity. BESCO is introduced as a leading Odoo implementation partner in Vietnam with strong industry expertise and a focus on Vietnamese business standards and procedures.
Salesforce is a cloud-based customer relationship management platform that allows companies to manage sales, marketing, commerce, and customer support from anywhere using remote cloud servers rather than local servers; it offers various clouds like Sales Cloud, Service Cloud, and Analytics Cloud that provide functionality for sales, customer service, and data analysis; a Salesforce administrator customizes the platform for a company's needs by configuring systems, importing data, and automating processes with tools like Flow.
Odoo 15 Sales Management | Enterprise EditionCeline George
The document discusses key features of Odoo's sales management module, including scheduling activities, creating product variants, setting up pricing lists, generating quotes and invoices, managing sales teams, and analyzing sales performance through various reports. It describes how the module allows efficient management of the entire sales process from leads to orders to invoicing. Sales reports can be viewed in different formats like graphs, pivots, and dashboards to help evaluate team and individual salesperson performance.
The document summarizes the history and key details about the company Odoo. It describes how Odoo started as a small company developing TinyERP in 2005, grew to 100+ employees by 2008 after releasing OpenERP, and became an MNC after releasing version 8 in 2014 with new features. The summary provides an overview of Odoo's evolution from a small ERP challenger to SAP to a global business app suite provider.
ทีมงาน MVPSkill ร่วมกับบริษัท ไมโครซอฟต์ (ประเทศไทย) จำกัดขอเชิญผู้สนใจเข้าร่วมงาน “Power Platform Series : App in a day in Action” งานที่จะมาพาผู้เข้าร่วมงานทุกท่านเดินทางสู่การพัฒนา Application ขึ้นใช้เองในองค์กรอย่างง่ายๆ โดยใช้ Power Platforms ที่มีประสิทธิภาพ และอำนวยความสะดวกให้ท่านเป็นอย่างมาก ท่านจะสามารถพัฒนา Application ขึ้นเองได้โดยเขียน Code เพียงไม่กี่บรรทัด (หรืออาจจะไม่ต้องเขียนเลยก็ได้)
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
La Gestion de la relation client (CRM)
est bien plus qu’une simple application
logicielle. Il s’agit d’une solution d’affaires
qui vous permet de comprendre chacune
des interactions de vos équipes avec votre
clientèle, et ce, à la grandeur de votre
entreprise.
Odoo CRM renforce l’expérience de vos
clients en exécutant de nombreuses
fonctions qu’ils ne verront jamais comme,
par exemple, l’automatisation des processus
d’affaires, une meilleure gestion des
nouvelles relations clients et des relations
clients existantes, une augmentation du
chiffre d’affaires et une réduction des
pertes.
Odoo CRM vous offre des informations
fiables afin de vous guider lors de prises de
décisions importantes.
Odoo CRM primé pour faire la gestion des
forces de ventes, des campagnes marketing
et du service clientèle au quotidien.
This document provides an overview of customer relationship management (CRM) functionality in Odoo Release 8. It describes how to use Odoo CRM to manage sales leads and opportunities through the sales funnel. This includes registering and qualifying leads, converting them to opportunities, assigning opportunities and teams to sales stages, and analyzing sales data through reporting. It also outlines some advanced tools for CRM in Odoo like calendar synchronization with Google, gamification for motivating salespeople, and geolocalizing customer addresses in Google Maps.
ERP is a category of business management software that integrates core business processes through a common database. ERP provides an integrated view of activities like finance, manufacturing, and human resources. It tracks key resources and business commitments. ERP systems can be installed on-premises or accessed through the cloud.
Odoo accounting has so many features that make it a user-friendly and capable accounting software. There are some cool features like Paypal connectivity, synchronized transaction, instant invoice creating, mail sending, integration with other apps and so on.
This document discusses the history and evolution of organizational systems, from early calculation systems used in the 1950s-1980s to address single business functions, to later functional systems of the 1970s-1990s that began integrating some departmental systems. It then describes the development of enterprise resource planning (ERP) systems starting in the 1990s to integrate all business functions and processes across an entire organization onto a single computer system. Key benefits of ERP include integrated data sharing and real-time information across the enterprise. The document also notes some challenges of ERP implementation like whether to modify business processes or software.
Microsoft Power Automate is a workflow automation platform that allows users to automate tasks across hundreds of applications. It provides features like notifications, file synchronization, data organization, and automated approvals. Power Automate can be used to automate both business processes and IT tasks. It has attributes like hundreds of triggers, integration with many apps, extensibility, and data connectivity. Power Automate also has a mobile app that allows users to access flows on the go. Users can import, export, share, and monitor flows in Power Automate. A demo showed how Power Automate can be used to automatically save email attachments from Outlook to OneDrive.
Odoo CRM comes with many features from client interactions, sales prospects to lead management. CRM module will help you to manage the leads, opportunities, and customers of our organization.
Other features which CRM includes are:
GeoIP
Detect countries, states, and cities of leads automatically from your visitor IP address.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Opportunities Analysis
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
For more information contact: info@planet-odoo.com
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
This document outlines the agenda for a 5-day Odoo functional training. Day 1 covers introductions, setup, Odoo Studio, CRM, sales management, and inventory management. Day 2 focuses on stock management with barcodes, website and ecommerce features, point of sale, invoicing, and payments. Day 3 includes purchase management, pricelists, financial management, and online payments. The agenda covers additional modules on subsequent days like project management, HR, and maintenance before concluding extra topics.
Odoo CRM is the Customer Relationship Management module within the Odoo platform. Odoo CRM includes lead management, sales automation, marketing campaign management, and business reporting features.
Odoo CRM simply tracks the workflow from the starting to the end in a sale.
Lead management is the process of tracking and managing prospective customers.
This document summarizes a Salesforce Community Cloud lunch and learn presentation. The presentation covered an overview of the Community Cloud, including different community types like help centers, customer portals, and partner communities. It also discussed how communities can benefit businesses by streamlining processes, increasing self-service, and facilitating collaboration. The presentation concluded with a hands-on challenge for attendees to build a sample "Partner Central" community.
Odoo CRM is one of the best web based CRM available in the market with unique features and Odoo CRM benefits. Odoo CRM provides simple and user friendly interface which makes it attractive and easier to use. It is a cost effective license free application which can be used by any number of employees in the organization with a single implementation.
The document summarizes the story of Odoo, an open-source ERP software. It started as TinyERP in 2005 with 2 employees and has grown significantly over time. The key points are:
- Odoo began as TinyERP and later became OpenERP, aiming to provide an affordable alternative to SAP. It now has over 1000 employees.
- It offers a full suite of business apps and is available in different editions. The software can be used across many industries.
- Odoo follows a multi-tier architecture with presentation, application, and data layers. It uses HTML5, JavaScript, CSS, Python and PostgreSQL.
- Pricing is subscription-based, with options for self-hosting
Dynamics CRM document covers many topics related to customizing and extending the functionality of Dynamics CRM including: creating custom entities and fields, form and view customization, entity relationships, business rules, plugins, workflows, and connecting CRM to external systems using SSIS. The agenda covers areas like security, user management, and administration as well as development topics such as client-side scripting, CRUD operations, and advanced querying.
The document discusses Odoo and its capabilities for manufacturing businesses. It outlines Odoo's modules for manufacturing planning and execution, including MRP, production costing, quality control, and real-time reporting. It also presents a case study of Nedcoffee Vietnam, a coffee manufacturer that implemented Odoo to integrate its business processes, increasing productivity. BESCO is introduced as a leading Odoo implementation partner in Vietnam with strong industry expertise and a focus on Vietnamese business standards and procedures.
Salesforce is a cloud-based customer relationship management platform that allows companies to manage sales, marketing, commerce, and customer support from anywhere using remote cloud servers rather than local servers; it offers various clouds like Sales Cloud, Service Cloud, and Analytics Cloud that provide functionality for sales, customer service, and data analysis; a Salesforce administrator customizes the platform for a company's needs by configuring systems, importing data, and automating processes with tools like Flow.
Odoo 15 Sales Management | Enterprise EditionCeline George
The document discusses key features of Odoo's sales management module, including scheduling activities, creating product variants, setting up pricing lists, generating quotes and invoices, managing sales teams, and analyzing sales performance through various reports. It describes how the module allows efficient management of the entire sales process from leads to orders to invoicing. Sales reports can be viewed in different formats like graphs, pivots, and dashboards to help evaluate team and individual salesperson performance.
The document summarizes the history and key details about the company Odoo. It describes how Odoo started as a small company developing TinyERP in 2005, grew to 100+ employees by 2008 after releasing OpenERP, and became an MNC after releasing version 8 in 2014 with new features. The summary provides an overview of Odoo's evolution from a small ERP challenger to SAP to a global business app suite provider.
ทีมงาน MVPSkill ร่วมกับบริษัท ไมโครซอฟต์ (ประเทศไทย) จำกัดขอเชิญผู้สนใจเข้าร่วมงาน “Power Platform Series : App in a day in Action” งานที่จะมาพาผู้เข้าร่วมงานทุกท่านเดินทางสู่การพัฒนา Application ขึ้นใช้เองในองค์กรอย่างง่ายๆ โดยใช้ Power Platforms ที่มีประสิทธิภาพ และอำนวยความสะดวกให้ท่านเป็นอย่างมาก ท่านจะสามารถพัฒนา Application ขึ้นเองได้โดยเขียน Code เพียงไม่กี่บรรทัด (หรืออาจจะไม่ต้องเขียนเลยก็ได้)
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
La Gestion de la relation client (CRM)
est bien plus qu’une simple application
logicielle. Il s’agit d’une solution d’affaires
qui vous permet de comprendre chacune
des interactions de vos équipes avec votre
clientèle, et ce, à la grandeur de votre
entreprise.
Odoo CRM renforce l’expérience de vos
clients en exécutant de nombreuses
fonctions qu’ils ne verront jamais comme,
par exemple, l’automatisation des processus
d’affaires, une meilleure gestion des
nouvelles relations clients et des relations
clients existantes, une augmentation du
chiffre d’affaires et une réduction des
pertes.
Odoo CRM vous offre des informations
fiables afin de vous guider lors de prises de
décisions importantes.
Odoo CRM primé pour faire la gestion des
forces de ventes, des campagnes marketing
et du service clientèle au quotidien.
This document provides an overview of customer relationship management (CRM) functionality in Odoo Release 8. It describes how to use Odoo CRM to manage sales leads and opportunities through the sales funnel. This includes registering and qualifying leads, converting them to opportunities, assigning opportunities and teams to sales stages, and analyzing sales data through reporting. It also outlines some advanced tools for CRM in Odoo like calendar synchronization with Google, gamification for motivating salespeople, and geolocalizing customer addresses in Google Maps.
Integrated Marketing - Get the always-on, integrated marketing machine to dri...DigitalMarketingShow
This document discusses integrated marketing and getting the "always-on, integrated marketing machine" to drive business forward. It outlines how marketing is shifting from one-time campaigns to always-on efforts across digital and offline channels. The objectives of always-on marketing are to progress buyers through their journey, from initial consideration to purchase. Key aspects include understanding buyer personas, measuring the right KPIs, using multiple positioning strategies, following a process of thinking, doing and measuring, and having the right people and skills for this new approach.
This document outlines the features of a product. While it does not specify the specific product, it appears to be listing the various capabilities and functions that the product provides to users. An abbreviated highlights of the key features are presented without additional context or details about the product itself.
Odoo is an open-source management software founded in 2005 that provides 30 main applications to cover business needs. It has an active community of over 1,500 members contributing more than 4,000 apps, and is supported by a network of 550+ certified partners in over 120 countries. The document then provides instructions on how to create an Odoo user, set the initial password, and change the password.
The document compares the features and pricing of Microsoft Dynamics NAV, NetSuite, and Odoo Online ERP solutions. It finds that all three provide core accounting, sales, CRM, inventory and other functionality important for SMEs. However, Odoo Online offers the most affordable pricing at $25 per user per month and also has over 7,300 customizable apps available compared to a few hundred for NetSuite. Customer satisfaction ratings on review sites also favor Odoo Online.
Odoo - Open Source CMS: A performance comparisionOdoo
The document compares the performance of four open source content management systems (CMS): Odoo, Drupal, Magento, and Prestashop. It finds that Odoo consistently outperforms the other CMS across a number of metrics: it is 3 times faster than Drupal and 6 times faster than Magento based on load testing; it can handle more users before timing out; and its codebase is smaller. While the other CMS have improvements to make in terms of HTML validation, Odoo represents the best balance of speed, scalability, and maintainability according to the analysis in the document.
erpSOFTapp Odoo ERP Business Applications featureserpSOFTapp
Odoo is business application software that provides integrated modules for sales management, purchase management, warehouse and inventory management, accounting, human resource management, and project management. It allows users to manage customers, sales, purchases, inventory, employees, accounting, and projects. Additionally, Odoo offers reporting and business intelligence features, multi-company, multi-user, multi-currency and multi-language functionality, and integrates sales, purchases, inventory, HR, accounting and e-commerce.
This Presentation gives the basic over view of the functional side of odoo .It touches all the Basic features of odoo. The functional features of the Sales, Purchase ,Warehouse,Accounting, MRP modules are discussed in brief .
OpenERP - Managing marketing campaigns with OpenERPOdoo
This document provides an overview of how to manage marketing campaigns using OpenERP. It discusses installing the necessary modules, designing campaigns including activities and segments, simulating campaigns, and following up on campaign performance through monitoring and reporting. The agenda covers setup, campaign design, simulation, and follow-up monitoring and reporting.
Basic Odoo configuration includes setting the user's technical features and timezone, creating a company and configuring its name, country, currency and rate, and enabling multi-currencies to allow recording transactions in different currencies. The document provides instructions on configuring the user, company, currency, and multi-currency settings that are essential for setting up and using the Odoo platform.
Yinius IT Group provides open source software like Rackoon and Cernido for data mining and Odoo. It also develops mobile apps for iOS and Android and works on front-end development for Wordpress, Drupal, and Odoo CMS. Web By Brains offers website design and development for Odoo including designing sites in Photoshop, slicing designs, integrating HTML and CSS, optimizing assets, and using Odoo building blocks. It also provides an hourly developer rental service starting at 30 EUR per hour.
This document discusses Odoo's manufacturing processes functionality. It describes how Odoo allows you to define bills of materials (BOMs), operations, work centers, locations, and work orders to track the consumption and production of materials through a manufacturing process. It also explains how Odoo supports configuration of estimated and real costs for manufacturing orders based on material, machine time, and labor costs. For more details, contact the individual listed in the contact information.
The document outlines the methodology for an OpenERP project. It describes the key steps and phases in the project including pre-analysis, proof of concept, gap analysis, estimation, planning, analysis, development, testing, deployment, training, and post-deployment support. The goal is to take an agile approach, working in short sprints to quickly deliver value to the customer.
Odoo Manufacturing is a manufacturing management module for the Odoo ERP software that allows users to easily manage production processes, schedules, bills of materials, work centers, and routings. It offers intuitive interfaces for planning manufacturing work orders and tracing products through the production process. The module integrates fully with other Odoo applications.
This document provides a comparison of top CRM software solutions, including Salesforce, Zoho CRM, SugarCRM, Pipedrive, and Odoo. It introduces each solution and provides a feature comparison across various categories like customer relationship management, sales, marketing, reporting, and productivity. The comparison includes pricing information for each solution and subjective ratings on aspects like usability. The document aims to offer businesses an overview of the leading CRM options available today.
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s (commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s (commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.
Top cloud CRM overview. Part 1 - Choosing the right CRM solutionEugene Zozulya
Cloud CRM is a software as a service, hosted in a public or private cloud, that allows users to access application and their data remotely. Hosted CRM software can be either single- or multi-tenant. Single-tenant means that each of the vendor’s servers contains one organization’s data. Multi-tenant means that computing resources (servers, databases, etc.) are shared among many different organizations.
Choosing the right CRM solution always a challenge, especially for enterprises. For many small and medium-sized businesses always costs associated with purchasing, installing and implementing a CRM system can greatly overshadow the benefits.
Cloud CRM with free trial can be an easy way to try out you key CRM processes without upfront investments
Uses Of New And Emerging Technologies In Marketing SoftwareJenny Mancini
Salesforce.com spearheaded the cloud CRM platform that can be accessed entirely over the internet without the need for infrastructure. Salesforce.com's CRM service includes Sales Cloud, Service Cloud, Analytics Cloud, Marketing Cloud, and other features. It facilitates case management, task management, and automatic routing. Salesforce.com has over 43,000 customers and attributes its success to its software-as-a-service model and ease of use. However, it faces challenges from increased competition from Microsoft, SAP, Oracle and others replicating its model.
Business automation involves complex hardware & software implementation. This should also supports reducing costs, monitoring all operations, controlling interactions with customers and giving a quick response.
Most companies opt for Salesforce as it helps in streamlining business operations. Salesforce is a cloud-based platform which is not only a CRM solution but an all-in-one solution which offers sales management, customer service, marketing automation and partner relationship management.
According to recent statistics Salesforce has more than 150,000 clients worldwide.
Dynamics Day 2013 Microsoft Dynamics CRM Product Update and RoadmapIntergen
Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.
Steven Foster and Dylan Haskins provide a product update on Microsoft Dynamics CRM, focusing on CRM 2013 and providing an overview of the solution’s future direction.
The document discusses Salesforce.com, the leading provider of customer relationship management (CRM) software delivered as a service. It provides information on Salesforce's history and success, how it overcome key challenges of competitors and expansion, and how features like the App Exchange allow third-party developers to create add-ons for its platform. The document also outlines some of the advantages and disadvantages of Salesforce's software-as-a-service model compared to traditional on-premise CRM software.
Dynamics Day 2014: Microsoft Dynamics CRM - RoadmapIntergen
A sneak preview of the busy road ahead for Microsoft Dynamics CRM, with eight new releases scheduled for 2014 alone.
Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.
Today, Salesforce CRM software has become one of the top five fastest-growing enterprise software companies all around the world. And one of the main reasons for this growth is the massive Salesforce App Market place it has to offer to its clients. This marketplace app helps ease third-party integrations and in addition, its sheer size makes it the most viable option for scalability. So, in this way, your business is likely to outgrow that of your competitors by using the Salesforce CRM. Having said that, it’s now time to look at why Salesforce is such a robust CRM software.
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
CRM in 2016 top new features to lead your company to a competitive CRM victory!Subhakar Rao Surapaneni
The presentation unfolds a sneak peek on the top new features of dynamic CRM process of 2016. It also explains how the fully integrated cloud-based features will function with a series of enhancements that will enable CRM users to govern and route issues to specific person from the specific team rather than one person act as a funnel. Further, customer engagement through CRM new features will help enterprises create long-term relationships through support from optimized sales and marketing alignment at the back-end.
Retail, banking, hotels, financial services, insurance, consulting, and agriculture are among the most common business sectors that use CRM. CRM assists various industries in managing their day-to-day operations and improving client attentiveness.
Let’s take a look at the top 20 CRM software that has always been utilized by large corporations to manage their customer relationships. Some of these CRM software companies emphasized two aspects: ease of use and reasonable pricing.
#Software #CRMSoftware #Technology #CustomerRelationshipManagement #Management #CRMcompany #BestManagementSoftware
However, I am also aware that different CRM softwares and apps are running on top. It is all because they are highly advanced when it comes to their functionality. Yet being a freelance mobile app developer, building CRM software and apps is quite a smooth process. It mainly stays ahead of me because I have worked to develop CRM for many industries.
1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere.
The Summer '18 release from Salesforce provides enhancements across the Salesforce platform to improve data management, customer engagement, and teamwork. Key features include improved relationship building and intelligence tools in Sales Cloud, enhanced marketing and social capabilities in Marketing Cloud, and new analytics templates and report building tools. The release aims to help businesses better understand and serve their customers.
Learn About The Basic of Salesforce.com (force.com) which is the worlds' first and most popular CRM system headquartered in San Francisco.
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Project Management Integration. New Effective Approaches Data2CRM.API
Uncover the problems by offering an automated data movement between your service and CRM. Achieve the set goals and enlarge the profit growth within Project Management Integration.
Sales Automation
Marketing Automation
Customer Support and Service
Analytics and Reporting
Mobile App
AI-powered Features
Centralized Customer Data:
ZOHO CRM provides a centralized database to store and manage customer information, ensuring easy access and comprehensive insights.
2.Improved Customer Relationships:
The CRM model enables businesses to track customer interactions, leads, and opportunities, leading to better customer engagement and satisfaction.
3.Enhanced Sales Productivity:
ZOHO CRM streamlines sales processes, automates repetitive tasks, and provides real-time analytics, empowering sales teams to be more efficient.
4.Marketing Automation:
The platform allows businesses to automate marketing campaigns, track results, and nurture leads, leading to more effective marketing strategies.
5. Customization and Integration: ZOHO CRM can be customized to suit specific business needs and seamlessly integrates with other applications and tools, enhancing overall productivity.
6.Data Security and Privacy:
ZOHO prioritizes data security, ensuring that customer information is protected and compliant with privacy regulations.
7.Mobile Access:
With mobile apps, ZOHO CRM enables remote access, allowing teams to stay connected and responsive on-the-go.
8.Analytics and Reporting:
The CRM provides powerful analytics and reporting features, helping businesses gain valuable insights into their performance and make data-driven decisions.
Modern CRM systems -Zoho CRM is used by start-ups, large enterprises, and verticals like real-estate, healthcare, insurance, legal, media, restaurants, travel, banking, tax, freelancers, and non-profits to increase their sales, marketing, and customer support efforts.
In general used by - B2B, B2C, SMB’s (Small & Medium Businesses), Enterprises
Customers include - Netflix, OLA, hotstar, Bose, Ducati, and Rain For Rent
Everything within the Zoho ecosystem is built to work together. In the future, if your business requires solutions for your other departments, you can build out a comprehensive platform for every part of your organization with relative ease.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
Maruthi Prithivirajan, Head of ASEAN & IN Solution Architecture, Neo4j
Get an inside look at the latest Neo4j innovations that enable relationship-driven intelligence at scale. Learn more about the newest cloud integrations and product enhancements that make Neo4j an essential choice for developers building apps with interconnected data and generative AI.
Unlocking Productivity: Leveraging the Potential of Copilot in Microsoft 365, a presentation by Christoforos Vlachos, Senior Solutions Manager – Modern Workplace, Uni Systems
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
20 Comprehensive Checklist of Designing and Developing a WebsitePixlogix Infotech
Dive into the world of Website Designing and Developing with Pixlogix! Looking to create a stunning online presence? Look no further! Our comprehensive checklist covers everything you need to know to craft a website that stands out. From user-friendly design to seamless functionality, we've got you covered. Don't miss out on this invaluable resource! Check out our checklist now at Pixlogix and start your journey towards a captivating online presence today.
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
A tale of scale & speed: How the US Navy is enabling software delivery from l...sonjaschweigert1
Rapid and secure feature delivery is a goal across every application team and every branch of the DoD. The Navy’s DevSecOps platform, Party Barge, has achieved:
- Reduction in onboarding time from 5 weeks to 1 day
- Improved developer experience and productivity through actionable findings and reduction of false positives
- Maintenance of superior security standards and inherent policy enforcement with Authorization to Operate (ATO)
Development teams can ship efficiently and ensure applications are cyber ready for Navy Authorizing Officials (AOs). In this webinar, Sigma Defense and Anchore will give attendees a look behind the scenes and demo secure pipeline automation and security artifacts that speed up application ATO and time to production.
We will cover:
- How to remove silos in DevSecOps
- How to build efficient development pipeline roles and component templates
- How to deliver security artifacts that matter for ATO’s (SBOMs, vulnerability reports, and policy evidence)
- How to streamline operations with automated policy checks on container images
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Introducing Milvus Lite: Easy-to-Install, Easy-to-Use vector database for you...Zilliz
Join us to introduce Milvus Lite, a vector database that can run on notebooks and laptops, share the same API with Milvus, and integrate with every popular GenAI framework. This webinar is perfect for developers seeking easy-to-use, well-integrated vector databases for their GenAI apps.
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
Alt. GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using ...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
2. 2
Introduction
Introducing CRM offers available today
Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger
enterprises (which typically require on-premise hosting) while others apply more to the needs of SME’s
(commonly utilizing a cloud-hosted solution).
When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business
landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a
crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain
your customer relationships directly from your phone or tablet changes the way you operate and manage
your sales activities.
Customer expectations are changing regarding CRM functionalities and best practices. Modern businesses
need more than just the ability to manage their contacts; a CRM has to offer other features such as efficient
communication tools, emailing, phone or chat integration, being social, and most importantly, having a great
user interface for your salespeople to be productive.
Features Comparison
In order to offer a fair comparison of the top CRM solutions, we have compiled a table of the most important
features a CRM should offer. These are organized into five categories: Customer Relationship Management,
Sales, Marketing, Reporting, and Productivity & Usability.
These categories encompass nearly everything a company might need in order to manage and further develop
its customer relationships and sales pipeline. In this comparison, we have also included a comprehensive list
of the pricing conditions for each solution.
3. 3
Introduction to CRM Software
Salesforce
Founded in 1999 by a former Oracle Executive, Salesforce is the #1 selling CRM software and enterprise
ecosystem. The Salesforce CRM platform, called Sales Cloud, is a SaaS offer which allows your sales teams
multiple cloud-based solutions that will help them to locate leads and close more deals. There are 3 free
major upgrades every year.
19,000
employees
30+
offices across
the globe
150,000+
customers
founded in
1999
“ SELL SMARTER AND FASTER WITH
THE WORLD’S #1 CRM. ”
The only free version of Salesforce is the “Devel-
oper Edition” which is limited in terms of data
and number of users. Salesforce also provides
10 donated subscriptions and deep discounts
to Nonprofit Organizations and higher educa-
tion institutions.
Salesforce business solutions include Sales Cloud,
Service Cloud, Marketing Cloud, Community Cloud,
Wave Analytics, App Cloud, and IoT Cloud. Four
different pricing models and editions are available:
SalesforceIQ CRM Starter, Professional, Enterprise
and Unlimited (all are billed monthly). For this
comparison, we will select Salesforce Enterprise.
4. 4
Zoho CRM
Founded in 1996, the company changed its name from AdventNet in 2009 and began focusing on SaaS
services. Zoho is a business applications suite offering more than 30 apps to manage your company. Only
available on the cloud, the apps are fully integrated and mobile friendly. This leader in cloud software
focuses its budget mainly on R&D projects and insists on the fact that they remain private as no investors
are involved.
15+
million users
3,500
employees
6
offices
founded in
1996
“ THE OPERATING SYSTEM
FOR BUSINESS ”
Zoho CRM exists in 4 versions: Standard, Profes-
sional, Enterprise, and CRM Plus. For instances
of less than 10 users, you can use Zoho CRM for
free. For this comparison we chose to compare
the Professional edition.
5. 5
SugarCRM
SugarCRM is a web-based CRM application available in open source or in a commercial version. Its modern
interface helps both employees and customers to better engage and also includes a mobile application.
Originally released as open source, SugarCRM no longer updates their community version since the release
of version 7, but you can still find open source forks like vTiger.
350+
employees
120
countries
1.5+
million users
26
languages
“ CRM SOFTWARE TRUSTED BY
MILLIONS WORLDWIDE ”
SugarCRM is divided into four editions: Commu-
nity, Professional, Enterprise, and Ultimate. This
solution is available online or on-premise, with the
possibility of customization for both versions. For
this comparison, we chose to include the Enter-
prise edition of SugarCRM.
6. 6
Pipedrive
New in the market, Pipedrive was founded in 2010. This solution is dedicated to managing leads and sales
step-by-step. It was developed in conjunction with sales managers based on their direct sales experience.
CRM is their unique product and only one version is available.
156
employees
$13.4
million raised
10,000+
customers
“ GREAT FOR SMALL TEAMS. ”
Very visual, Pipedrive can be installed quickly (in
as little as 2 minutes) with no specific knowledge
required. The application is cloud-based and you
can work from anywhere via their mobile app.
founded in
2010
7. 7
Odoo Online
Odoo is an open source software that is available in three editions, of which two are local and one is hosted in the
cloud. More than 360 apps are available thanks to the multiple developments made by Odoo S.A. and its commu-
nity. Some of these apps are officially validated by Odoo, whereas others are developed by the community and
dedicated to specific versions for specific needs.
2+
million users
120+
countries
1,500
developers
730
partners
“ GROW YOUR BUSINESS ”
For this comparison we’ll choose the application
Odoo CRM in the cloud-hosted version, Odoo
Online. The unique feature of this offer is that it’s
completely customizable. There are more than
30 apps that cover the vast majority of business
cases. These apps are all connected to the same
database on Odoo’s servers, linking your compa-
ny’s sales pipeline to the rest of your business
operations.
8. Features Comparison
Opportunities are managed directly in the pipeline, rather than a list view
Available in summer 2016
1
2
CRM
Leads Management
Leads Management
Leads Scoring
Deduplication
Sales Quotas
Leads Acquisition
Emails Integration
Contact Forms
Website Call-To-Action
Mass Import
Sales Pipeline
Opportunities
Management
In-Pipeline
Management 1
Pipeline by Expected
Closing Dates
Log Calls
Scripts/Automated
Next Actions
Relationships
Companies
Contacts
Photos in Contacts
Multiple Contacts
per Company
Multiple Companies
per Contact
2
Salesforce
CRM
Enterprise
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
8
11. The brand visibility is measured by Google Trends, measuring the number of searches on brand keywords
Scheduled for release with v10
Since Odoo covers lots of business needs, not all the 7,300 apps are related to CRM
1
2
3
Productivity &
Usability
Productivity
VOIP Integration
Calendar Integration
Realtime Chat
Ability to Add Fields
Drag and Drop Fields
Social Network
Integration
Emails
Email Integration
Email Templates
Users Satisfaction
Brand Visibility 1
Usability
Full Web Interface
Mobile App 2
Android Offline App
iPhone Offline App
Multi-language
Interfaces
API
Apps Store
1,000
Apps
179
Apps
7,300
Apps 3
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
Salesforce
CRM
Enterprise
11
12. Usability
Subjective Ratings
Navigation and Search
Opportunities Pipeline
Mobile App
Reports Flexibility
Speed/Page Reloads 1
User Satisfaction
Ratings on g2Crowd 4.1 / 5 3.6 / 5 3.2 / 5 4.5 / 5 4.6 / 5
Ratings on GetApp 3.9 / 5 4 / 5 4 / 5 5 / 5 5.0 / 5
Ratings on Capterra 4.5 / 5 4 / 5 4.5 / 5 4.5 / 5 5.0 / 5
Salesforce
CRM
Enterprise
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
The speed of the applications was measured by the impact of page loads on performance during standard operations
Pipedrive provides great usability in reports, however those reports are limited. On the opposite end of the spectrum, Salesforce has
robust reporting features and poor usability. In both cases, each software was given 3 stars for overall quality in reports flexibility.
1
2
2
12
User Interface
When it comes to efficiency and end-user satisfaction, fine-tuned usability is one of the most important
factors in any software platform. In order to provide a strong value proposition, a CRM solution must take
into account the needs and goals of its users in order to actively help them achieve their objectives. The
user interface supports the overall product design in deciphering human factors such as preferences,
habits, and learned skills in order to effectively serve the intended purpose of the software as it relates to
the businesses that utilize it. A strongly functional design is critical in providing a positive user experience.
Usability is qualitatively measured as a software’s ability to anticipate what a user might need to do.
This includes ensuring that all of the elements in the interface are easy to access, understand, and use.
Well designed software will provide usability that helps the users feel comfortable with the system and
obtaining their unique desired results. It will help users perform actions quickly and become more efficient
in their day to day tasks. Best practices also suggest having a simple interface with consistency (common
elements) and a page layout based on hierarchical importance and flow.
The next section includes screenshots to help you compare the user interface, both in the list and form
view, for each software in the comparison.
13. 13
User Interface - Salesforce
Opportunities - Kanban View
Opportunities - Form View
14. 14
User Interface - Zoho CRM
Opportunities - List View
Opportunities - Form View
15. 15
User Interface - SugarCRM
Opportunities - List View
Opportunities - Form View
16. 16
User Interface - Pipedrive
Opportunities - Kanban View
Opportunities - Form View
17. 17
User Interface - Odoo Online
Opportunities - Kanban View
Opportunities - Form View
18. Pricing &
Conditions
MONTHLY PRICING
$125 /
User
$20 /
User
$65 /
User 1
$12 /
User
Free 2
Contract Duration Yearly
Monthly
or Yearly
Yearly Monthly n/a
Free Cloud Version
Free Trial
Free Updates
Upgrades to
Future Versions
Hosting &
Maintenance
Support 3
Salesforce
CRM
Enterprise
Zoho
CRM
SugarCRM
Pipedrive
O
doo
CRM
O
nline
With a minimum of 10 users
Odoo CRM is free for unlimitied users, as long as you use solely the CRM app; when other apps are added (ex. Sales, eCommerce, Inventory),
the cost is $25/user
Support is not included in the Enterprise plan, however this is offered in the Unlimited plan at $250/user
1
2
3
Pricing & Conditions
18
19. Odoo was formerly known as OpenERP before 2014. Zoho was formerly known as AdventNet before 2009. So
both keywords were used for each company to reflect the growth since their initial stages respectively.
1
19
Market Trends
The following graph was created with the Explore Tool on Google Trends. The color curves show the num-
ber of Google searches for the associated keywords1
. This metric shows the relative consumer interest in
each software platform.
Odoo and Zoho are not exclusively CRM-dedicated softwares. Both are business application suites where
their CRM app is integrated with the other apps they offer. Search volume on this graph might include
non-CRM searches in this regard.
An additional search excluding Salesforce displays a more defined close-up view of the other software
platforms in this comparison.
20. This whitepaper was compiled by Odoo SA. We did our best to make it objective and fair. If you find a mistake or a missing feature,
please report it to feedback@mail.odoo.com and we will update this document. Our goal is to have a continuously updated compar-
ison of the main competitors to be as accurate as possible.
20
Conclusions
Choosing and implementing a CRM solution is an important decision as well as a significant investment.
It should be carefully considered with regards to your unique business needs and operations. If you are in
the process of choosing a CRM solution, here are some points to consider before making your decision.
First, be sure to define your objectives. Examples of such objectives could be to get more leads, improve
conversion rates, manage your sales teams, upsell to existing customers, etc. Secondly, what type of
technology or support does your company prefer to work with? Do you prefer to maintain your software
yourself via an on-premise server or utilize a cloud-hosted solution maintained by the software vendor?
Additionally, what is your budget and internal competencies? On-premise solutions are preferred by large
companies because they provide increased control of the platform and can assist in overcoming security
concerns. Alternatively, online solutions are advisable for SME’s as the customization and costs (hosting,
maintenance, implementation service, etc.) are usually minimal or even included in the base rate.
Once you have weighed the costs and benefits associated with these factors, your business can better
analyze the potential solutions available on the market. When comparing the features of each solution,
remember to consider the functional needs of the employees using the system in their daily operational
tasks. Also, consider the business needs of decision makers in the organization; an optimal solution will
support the efforts of all users.
Be sure to pay close attention to the usability of the system you choose. Simplicity contributes to a faster
adoption of the software for users, and ultimately allows the salespeople in your organization to be more
productive. In terms of usability, Pipedrive and Odoo allow for more advanced features to be learned and
adopted quickly compared to the rest of the solutions on the market. Most CRM solutions offer a free trial,
so it’s easy for businesses to test independently in just a few minutes.
As many CRM experts have mentioned, the future is mobile with integrated solutions supporting multi-
channel sales and efficient communication. A mobile tool allows your employees to react quickly to
customer requests while an integrated tool can seriously save time, empower users to operate more effi-
ciently, and help maintain a clean, unified database.
Lastly, don’t forget to look at the big picture. If a company’s long-term goal is to grow its sales volume, the
best approach to choosing a CRM solution is to start with a solution that can follow that growth over time.
To accomplish this, a flexible solution with robust features that can offer tools which work in tandem with
the CRM to manage the business would be the ideal choice for a scaleable and cost-effective solution.