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.

1. Ways To Increase Sales With Odoo CRM Software

2. Odoo CRM
 A good Customer Relationship Management(CRM)
software enables you to be in good relationship with your
customers.
 Therefore, a CRM helps in enhancing relationships with
existing customers and helps in finding new potential
customers.
 CRM is an excellent application for sales and managing
people also.
 Odoo CRM is one of the best web based CRM available
in the market with unique features and Odoo CRM
benefits.

3.  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.
 With the Odoo CRM we will have centralized data.
 Web based Odoo CRM makes the work of any marketing
concerned person easy.
 They can access the system from anywhere using a
laptop, mobile or ipads.

4.  They can enter leads, contact person details, schedule
activities and meetings with few clicks.
 They can be free from the fear of data loss.
 A nice relationship can be maintained by your business to
the customers along with an odoo CRM software.
 It can definitely benefits your business.
 The odoo CRM benefits will definitely understands you
why it distinguishes from any other CRM.

5. Odoo CRM Features
 Simple and user friendly Interface.

6. Lead Generation
 A lead can be a person or an organization who have an
interest in what you are selling.
 Leads can be any business cards, Contact form filled in
the website etc.
 Many organizations maintain different teams for doing
marketing like telemarketing, digital marketing, direct
sales marketing. So the number of leads generated will
be high.
 Odoo CRM helps in maintaining leads separately from
opportunities.

7.  With Odoo CRM we can easily convert a lead to an
opportunity.
 To enable the lead stage go to configurations of the CRM
module and select settings.
 Then enable the leads.
 CRM → Configurations → Settings → Enable Lead

8.  Once the lead is generated at any time we can convert
the lead to an opportunity.

10.  As a result, now the lead will listed under sales pipeline.

11. Proper Tracking of Leads and
Opportunities
 Odoo CRM helps you to track how much sales they got
through different marketing teams.
 While creating a lead or an opportunity we can enter the
source of the lead. If the opportunity is through direct
sales, enter salesperson name.

12.  If the organization has more than one marketing team in
different countries, enter the sales team.
 Moreover, if the lead is through any digital marketing
media like campaigns, website, Facebook, twitter, ads
etc.
 Thus, we can add the details under the marketing fields
and can assign a sales person to follow with the lead.

13.  If the lead is referred by any particular person add the
name in the Referred By field.
 All these data are important for management. Thus, it
helps them to analyze the amount of sales achieved
through different marketing channels.

14. Lead Prioritization
 Odoo CRM allows to add priority to the lead.
 This feature helps the sales people to give more attention
to the leads with higher priorities.

15. Customizable Stages
 Odoo CRM allows customization of stages of sales
pipeline based on your business nature.
 To create stages go to stages under the configuration tab
of Odoo CRM.
 CRM → Configuration → Stages

16. Improved Analytical Data And Reporting
 Odoo CRM stores data in a single place which leads to
improved analyzing of data.
 As a result, the dashboard can be personalized to quickly
locate information such as sales goals, salesman
performance, Digital marketing performance etc.
 With better reporting data, you can make resourceful and
effective decisions to reap the rewards in customer loyalty
and long-run profitability.

17.  The Filters and Group By in Odoo CRM helps in
personalizing the dashboards.

18.  If you want to filter opportunities based on activities
pending, then select late activities from the list. Then
the opportunities with late activities will only displayed.

19.  Group By feature helps to group all opportunities
based on different aspects.

20.  As a result, group By based on country, will group all
opportunities based on prospective customers location.

22. Activities Management
 ‘Schedule Activity’ help us to be more organized with
our work.
 Odoo CRM will notify what are the activities to be done
today, and how many activities are late or pending and
what are the scheduled activities for the coming days.

23.  In the sales pipeline each opportunity chatter box will
show how many activities are pending with each
opportunity.

24.  In addition, Odoo CRM support sales people to follow up
with all their opportunities and to maintain a constant
touch with customer which helps in increasing their sales
in the future.
 Direct scheduling of activity from the chatterbox is also
possible.

25. Automatic Next Activities Planning
 With Odoo CRM we can schedule a chain of activities
which followed after completing an activity.
 Thus, Odoo CRM recommends the next activities based
on previous activity automatically.
 We can set the next activity to be done when we are
creating an activity.
 To create an activity go to Activity types under the
Configuration of CRM.

26.  CRM → Configuration → Activity Types
 Odoo CRM allow us to select some activities to be
recommended once we done the current activity. Now, we
can plan our next activity based on the recommendation.

27.  With auto scheduling next activity, Odoo CRM itself
schedule the next activity once the current activity done.

29.  For example, I created an activity ‘Email’. Auto scheduling
next activity is enabled and the next activity is a ‘Call’.

30.  For one of my opportunities, I am scheduling an activity
Email.

31.  Activity is scheduled. Once this activity is done ‘Call’ will
be scheduled automatically.

33.  Once we click the ‘Done and Launch Next’ , the Call will
be scheduled automatically.

34. Easy Scheduling of Meetings
 With Odoo ERP we can easily schedule meetings with
customers. Therefore, it can be synchronized with phone
and google calendar.

37.  Another feature of Odoo Meeting scheduler is setting
privacy for the meeting. The meeting owner can set
privacy for the meeting. Thus, owner can decide if he
want to display the meeting visible in the calendar for
everyone or make it visible for attendees only.

39. Detailed Logs
 Odoo CRM makes it possible for any employee to provide
the same high level of service, by having access to the
same customer data.
 If your customers have a single, main point of contact,
there’s a good chance that at some point that contact
may not be available, and the client may forced to have to
work with someone new.
 Odoo CRM maintains a detailed log of all opportunities
from its starting stage.

40.  So a new person coming to the team can easily
understand the full history of the lead.
 It can easily track who creates the lead, what are the
stage changes happened, how many meetings and follow
up calls have done, the follow ups, what are the
upcoming events scheduled, the communication occurred
related to the opportunity between team members.

42. Management of Multiple Contacts per
Customer
 Odoo CRM helps to manage more than one contacts from
a customer company. Earlier the marketing or sales
concerned people used to keep a lot of business cards.
 A Loss of business card might lead to the loss of an
opportunity.
 With Odoo CRM they can access and add contact details
to the system at any time even if they are outside the
office.

44. Quotation generation directly from Odoo
CRM
 Odoo CRM allows to generate quotation directly from the
CRM.

45.  If the quotation generated or the sale confirmed, Odoo
CRM allows to see the update real time.

46. Easy Sales Analysis
 Odoo CRM provides different methods to analyse sales.
 ‘Filters’ and ‘Group by’ features gives the management a
good idea about the progress of sales.
 Therefore, they can simply analyze the data. Further, the
dashboard visualize the sales team KPI’s in a glance.
 Different type visual analysis of data are possible. Pie
charts, Bar charts and Line charts are there.

47.  CRM → reporting → Pipeline

48.  That is to say, with the pivot view numerical analysis of
sales are possible.

49. Report Generation
 Data with the Odoo CRM can easily exported to an excel
sheet. As a result, the report generation is very easy.

50. Odoo CRM Benefits
Cost effective implementation.
License free.
Simple User Interface.
Easily Understandable.
Reduced Data Entry.
Organize contact data.

51.  Leads priority.
 Good Customer Satisfaction.
 Supports mass mailing.
 Integration google calendar, VoIP calls.
 Able to access system even if you are outside the office.
 Odoo CRM is compatible for using in mobile phones.
 Multi contacts management.
 Good sales forecast.
 Sales report generation.

52.  Personalized customer interaction.
 Meeting scheduling.
 Notification about scheduled tasks and activities.
 No Data Loss.
 Possible to integrate with other modules like invoicing,
accounting, website, e commerce etc.
 Time saving by the automated tasks management.

53. THANKYOU
Email: info@technaureus.com | Skype: technaureus | Tel: +917902290343 |www.technaureus.com