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A Complete Insight into the Odoo 15 CRM

A Complete Insight into the Odoo 15 CRM

CRM- Customer Relationship Management includes all the technologies, strategies, tools and techniques employed by the enterprise to maintain, develop and gain customers and clients. It is very important to make sure that every interaction done with the customer is effective so that it reflects in the overall profits of the business. CRM gathers the data of the customers and stores the details of every activity done between the customer and company. This account of history will help in building a better customer relationship in future. Even the personal information, purchase behaviour pattern, sales and purchase history is saved. It is essential to optimise the operating processes, making benefits from customer relationships or sales leads in order to have growth opportunities. This might not be successful without effective and integrated CRM. 

CRM ensures a good and productive relationship with customers, suppliers and associates. New customers can be found easily with effective CRM and also can maintain them with proper support, trust and additional services. Any unit of the organization can benefit from a CRM system, be it the sales or the business development or marketing department. The external relationship of the business can also be managed with CRM.
Easy access to the collected data is another feature of having a CRM. This helps in eradicating delay in the plans and also helps in making future projects with the stored data. With an increase in the competition, Odoo CRM can be used by businesses regardless of their size. 

Here, let us check out how Odoo CRM helps you in growing your business with its effectiveness. 

As discussed earlier, CRM is an advanced tool used by companies in maintaining customer relationships. It is important to keep follow ups on the customer for the growth of the business. With Odoo CRM all the details of the customers along with their contracts are tracked and stored in the database. These details will help in knowing more about the customer, besides that the products and services offered can be tailored according to their needs. Everyday leads and activities are recorded in the Odoo CRM, so that you don't have to manage it individually and manually. They ensure enriching the customer information, examining them and delivering the products according to their likes and requirements.

Pipeline option in the Odoo CRM assists you in analysing the areas where improvement is required. The pipeline details can be viewed in Kanban, List, Graph or in Activity in the module. This makes analysing more easier. Different leads are categorized into different sections according to their relationship stage. These stages can be viewed from the dashboard along with opportunity, customer name and expected revenue with probability percentage. The stages can be customized as per the requirement of the company. 
Generation of leads in Odoo CRM is just a single click away. Earlier the lead generation and its management used to be in two separate departments, but with Odoo CRM the leads can be assigned to the salesperson from the module itself. The leads can be generated from websites and from e- Commerce platforms. Apart from these, leads can also be generated from incoming mails, marketing campaigns and promotional programs. Odoo CRM has advanced tools on leads that will help in business. These tools help in management of the leads and also add a good amount of advantage on opportunity generation. Continue reading on A Complete Insight into the Odoo 15 CRM
A Complete Insight into the Odoo 15 CRM
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A Complete Insight into the Odoo 15 CRM

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