Most businesses, big or small, are familiar with the terrific platform, Odoo. The companies find the Odoo platform resourceful, from accounting to CRM. Odoo advances and presents modern solutions and features for all aspects related to various types and natures of businesses. 

CRM, or Customer relationship management, is implementing and hiring technology to manage all your interactions with existing and potential customers. This means that all the policies and steps undertaken to help build relationships with customers fall under the umbrella of CRM. 

Odoo has multiple versions and keeps revising the platform to advance and refresh the CRM features and help businesses with its features and capabilities. Odoo has developed traits that help build stronger customer connections, leading to improved profitability. 

What is CRM? 

Customer Relationship Management – CRM is the process by which organizations establish interactions with its customers. Usually, it is done based on analytical information gathered through surveys and other marketing strategies.

There are mainly three types of CRM that lead to an improved relationship with existing and potential customers. The types of CRM are: 

• Analytical CRM: Analytical CRM is when relationship management is done based on the information gathered about the customers and the target market. These surveys can be taken virtually or in person. 
• Operational CRM: The functional CRM focuses on building relationships through business processes, like handling matters related to customers or customer complaints and suggestions with the utmost attention. 
• Collaborative CRM: In collaborative CRM, the company integrates all the departments in CRM. All the departments work towards achieving customer satisfaction and retaining customers instead of only the sales and marketing teams. This integration leads to all the departments being held accountable for customer relationship management. 

Odoo CRM helps in Business

Odoo is the most accessible all-in-one software that manages all the business aspects and departments. Odoo has features that relate to building more substantial relationships with customers. Odoo uses analytical CRM to establish the bond. Multiple features have been introduced in V16, the new version of Odoo.

The Odoo platform empowers businesses and organizations to use tools that automate opportunities and use them to build profitable relationships through every stage of the pipeline. In the Odoo platform’s new version, you can: 

• Schedule meetings and tasks on the same window in just one click
• Have a track of appointments and following activities on the calendar
• Call your prospective customer listed on your database directly from the app
• Get more information about the opportunity from the tab; just click on the tab and scroll down
• Send emails to the clients from the opportunity tab
• Track your opportunity actions and history
• You don’t have to record data manually on the system if you use Odoo CRM
• Emails are automatically integrated into the Odoo CRM, and the VOIP feature integrates calls and messages
• Your schedules are also synchronized with the Odoo calendar
• You can use Odoo CRM on your mobile devices or tablet like other Odoo applications
• Odoo CRM V16 provides in-depth information about any of the data and can compare to any other company or even country if you want
• You can use different types of charts, like; bar graphs, line graphs, pie charts, etc., to represent your data from the analytics.
• Odoo’s platform for CRM is fully integrated with other Odoo apps like e-commerce, marketing, sales, e-signature, etc.
• You can design professional codes in under a minute
• Create visually engaging email ads
• Automate follow-ups and integration through the marketing app
• Sign contracts quickly with Odoo E-signature

Odoo helps numerous businesses focus on sales promotional activities to increase the organizations’ profitability rather than focus on unnecessary manual data entry tasks. 

Odoo CRM Activities: 

Odoo has improved its version and brought a few significant changes to the CRM feature of its app. The V16 Odoo CRM has the following features that make it easy for organizations to report and build on their CRM analytics: 

• Lead Analysis: you can view all the leads assigned
• Language installation: languages from various other regions are now accessible at Odoo CRM; this makes it easier for businesses to have a larger scale for boundary-less clientele. 
• Lost reason: you can add a closing comment or the reason due to which you lost the opportunity for future reference or just for the record. 
• Archiving partner activation levels: you can grant activation levels to all the partners working on the opportunity to track the progress.
• Merging leads: this is where you can merge opportunities and regroup all the information. 
• Recurring revenues: this is shown in Kanban’s view. 
• Similar lead detection: the opportunities with a similar lead are all detected and highlighted for you on the window.
• Reseller tracking: track the resellers on the Kanban view through the start button.

Various other features make CRM much easier for the organization and its departments. 

Odoo Window: 

The Odoo window for the CRM has a reporting drop down. The reporting drop-down has many subheadings that lead to detailed features of the V16 version of CRM. 

• Dashboard: This allows you to have a window on which you can view all your opportunities. 

• Forecast: it helps gain knowledge about upcoming revenues and opportunities. 
• Pipeline: it gives you a view (graphical) of the opportunities you are working on.
• Activities: it has the graphs, pivot, and list views of all the opportunities. 
• Partnerships: it will allow you to look at your partners’ financial analysis.

Conclusion: 

The Odoo CRM platform is one of the most accessible and helpful tools any organization can undertake. There are multiple eases that come with using the Odoo CRM. 

If you want to make intelligent decisions based on error-free analytics, Odoo CRM is your savior. You save a lot of time and effort by not entering the data manually and having lots of information at hand to make informed decisions for your CRM strategies.