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Ways to increase sales with Odoo CRM software

Ways to increase sales with Odoo CRM software

Neenu RobinAug. 16, 2019

Odoo CRM

Customers are the most important resource of an organization. Regardless what industry, what is your focus, what kind of services and products you offer clients are the pillars of the organizations that helps you grow. 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 clients and helps in finding new potential customers. In addition, CRM is an indeed excellent application for sales and management also. As a result, it gives them a well organized view about the activities of the sales and marketing teams. With the data from CRM they can analyse their sales based on different aspects and come up with new strategies to boost sales. In short, Odoo CRM is one of the best web based CRM available in the market with unique highlights & odoo crm benefits.

Odoo CRM provides easy and user friendly interface which makes it attractive and simpler to use. It is a cost effective license free application so it can be used by any number of employees in the organization with a single implementation.That is to state, with the Odoo CRM we will have centralized data. Moreover, web based Odoo CRM makes the work of any marketing concerned person simple. They can access the system from anywhere using a laptop, mobile or ipads. In addition, they can enter leads, contact person details, schedule activities and meetings with few clicks. Certainly, they can be free from the fear of data loss. A decent relationship can be maintained by your business to the customers along with an odoo crm software. It can definitely benefit your business. The odoo crm benefits will definitely understands you why it recognises from any other crm. Now let's have a look into the odoo crm features and odoo crm benefits in detail.

Odoo CRM features

1. Simple and user friendly Interface

Simple and user friendly Interface of Odoo-Open Source CRM

The dashboard gives an organized view of sales pipeline. Each opportunity are represented as cards with some basic details on it.

2.   Lead Generation

A lead can be an individual or a company who have an interest in what you are selling.As such, Leads can be any business cards, Contact form filled in the website etc. Nowadays many companies maintain different teams for doing marketing like telemarketing, digital marketing, direct sales marketing. So the number of leads generated will be high. It is not necessary that all leads get converted to a successful sale. Moreover, Odoo CRM helps in maintaining leads separately from opportunities. Thus, it tries not to add a number of prospective customers to your real customers list and avoiding lengthy sales pipeline.

In addition, leads can be used as a capability step before creating an opportunity. With Odoo CRM we can easily convert a lead to an opportunity.

Similarly, to enable the lead stage go to configurations of the CRM module and select settings. Then enable the leads.

CRM → Configurations → Settings → Enable Lead.

 Lead Generation in odoo crm

lead in ODoo crm

When the lead is generated at any time we can convert the lead to an opportunity.

Odoo supporting the feature of converting the lead to an opportunities

Converting the lead to an opportunity in odoo crm

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

3. Proper tracking of Leads and opportunities

Companies nowadays utilise different marketing methods to increase their sales. As a result, 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.

Proper tracking of Leads and opportunities with odoo crm

If the organization has more than one marketing team in different nations, enter the sales team.

enter the sales team of organization

Besides, if the lead is through any digital marketing media like campaigns, website, Facebook, twitter, ads and so on. Thus, we can add the details under the marketing fields and can assign a sales person to follow with the lead. If the lead is referred by any particular person add the name in the Referred By field.

Lead generation

All these information are important for management. Thus, it helps them to analyze the amount of sales achieved through different marketing channels.

4.   Lead Prioritization

Odoo CRM allows to add priority to the lead.

 Lead Prioritization a feature in odoo crm

This feature helps the sales people to give more attention to the leads with higher priorities.

5.   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

Customizable Stages in odoo crm


6. Improved analytical data and reporting

Odoo CRM stores information in a single place which leads to improved analyzing of data. As a result, the dashboard can be personalized to quickly locate data 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.

Improved analytical data and reporting one of the odoo crm benefit

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

That is to say, filters By provides a lot of options to filter data. For an example 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.

filter opportunities in odoo crm based on activities pending

Group By feature helps to group all opportunities based on different aspects. As a result, group By based on country, will group all opportunities based on prospective customers location.

Grouping based on customers location in odoo crm

  7.  Activities Management

‘Schedule Activity'  help us to be more coordinated with our work. That is to say, Odoo CRM will notify what are the activities to be done today, and number of activities are late or pending and what are the scheduled activities for the coming days.

 Activities Management in odoo crm

In the business pipeline each opportunity chatter box will show how many activities are pending with each opportunity. In addition, Odoo CRM support sales people to follow up with all their opportunities and to maintain a constant touch with client which helps in increasing their sales in the future.

Direct scheduling of activity from the chatterbox is also possible.

activity scheduling from the chatterbox

8.  Automatic Next Activities Planning

With Odoo CRM we can plan a chain of activities which followed after completing an activity. Thus, Odoo CRM recommends the next activities based on previous activity consequently.

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.

CRM → Configuration → Activity Types

Automatic Next Activity Planning with odoo crm

Odoo CRM allow us to plan some activities to be recommended once we done the current activity. Now, we can plan our next activity based on the recommendation.

planning next activity based on the recommendation in odoo crm

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

Odoo CRM itself schedule the next activity

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

scheduling next activity as a call

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

scheduling an activity Email on odoo crm

Activity scheduling in odoo crm

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

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

9. Easy Scheduling of Meetings

With Odoo ERP we can easily plan meetings with customers.Therefore, it can be synchronized with phone and google calendar.

Easy Scheduling of Meetings with google calendar in odoo crm

Easy Scheduling of Meetings is one of the odoo crm benefits

Another element of Odoo Meeting scheduler is setting security 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.

privacy for the meeting is one of the important odoo crm benefits

feature of Odoo Meeting scheduler

10. Detailed Logs

Odoo CRM makes it feasible for any worker to provide the same high level of service, by having access to the same customer information. Therefore, 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. Also, Odoo CRM maintains a detailed log of all opportunities from its starting stage. So a new person coming to the team can easily understand the full history of the lead. Like 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 can be tracked easily.

Availability of Detailed Logs as a benefit of odoo crm

11.   Management of Multiple Contacts per Customer

Odoo CRM helps to manage more than one contacts from a client 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.

Management of Multiple Contacts per Customer

12. Quotation generation directly from Odoo CRM

Odoo CRM allows to generate quotation directly from the CRM.

Quotation generation directly from Odoo CRM

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


13.  Easy sales analysis

Odoo CRM provides various methods to analyse sales. ‘Filters’ and ‘Group by’ features gives the management a good idea about the progress of sales. Therefore, they can simply analyse 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.

CRM → reporting → Pipeline

 Easy sales analysis comes under odoo crm benefits

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

14. Report Generation

The data with the Odoo CRM can easily exported to an excel sheet. As a result, the report generation is very simple.

odoo crm benefits

Benefits of odoo CRM

1. Cost effective implementation.
2.  License free
3.  Simple User Interface.
4.  Easily Understandable.
5.  Reduced Data Entry.
6.  Organize contact data.
7.  Leads priority.
8.  Good Customer Satisfaction.
9.  Supports mass mailing.
10. Integration google calendar, VoIP calls.
11. Able to access system even if you are outside the office.
12. Odoo CRM is compatible for using in mobile phones.
13. Multi contacts management.
14. Good sales forecast.
15. Sales report generation.
16. Personalized customer interaction.
17. Meeting scheduling.
18. Notification about scheduled tasks and activities.
19. No Data Loss.
20. Possible to integrate with other modules like invoicing, accounting, website, e commerce etc.
21. Time saving by the automated tasks management.

Are you amazed with the odoo crm benefits??? Then why you are awaiting..Choose the best odoo crm services..make use of odoo crm benefits and grow up your customer relationship.

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