Companies can manage customer accounts, track every customer interaction, and keep contact information for customers up to date by using a CRM system. It is intended to assist companies in enhancing both customer connections and Customer Lifetime Value (CLV). Because organizations produce such huge amounts of data every day, this is essential.
Businesses can think about how many encounters they have with their clients every day. What personal tracking system do they use? They might have an efficient email system or be able to respond to comments and questions on social media right away.
Odoo CRM systems arise as a solution to the problem of storing and keeping client data. Every time a person picks up the phone, converses with a customer, or meets a new lead, they are learning something new and potentially beneficial. Possibly a laptop, an administrative book, or a notebook included this information.
The accurate and suitable data maintenance provided by a solid CRM system, however, can benefit your company. In addition, the enormous amount of data that may be collected makes it a valuable asset for your company.
These kinds of problems are intended to be solved by a customer relationship management system. It takes client data and transforms it into practical, actionable intelligence that may completely change a company. Everyone in a company benefits from having access to the most recent information and being able to simply change data.
Creating leads from the Odoo Dashboard
The Sales, Leads, Reports, and Configuration tabs are the four tabs that are visible in this Home Dashboard panel.
1. Select CRM from the dashboard and then select the New button to create leads. As shown below.
2. Once you select “New”, you will be required to complete the Lead information as shown below. This feature allows you to add the Organization name, opportunity, contact details as well as the expected revenue. Thereafter, select “ADD” to create the lead or “EDIT” to change any information.
3. The lead you created (e.g.. Thando Constructions) will appear under the NEW column.
4. As shown below, you may add as many leads as you wish and the revenue will adjust accordingly.
5. The dashboard furthermore allows you to schedule activities and keep track of progress on those activities.
6. In order to qualify the lead drag the selected Lead from the new column and drag to the “Qualified” section. You will notice an adjustment to the Qualified revenue.
7. After qualifying the lead, we can double click on the qualified lead to update the information. You can add the probability and you can adjust the expected revenue. You can also add notes for the team members that will be working on this lead. As seen below.
8. Selecting Extra Information allows you to add address, job position, mobile and marketing information.
9. With all information complete, the lead can then be qualified as “WON” or “LOST”.
10. We can now see (below) the qualified lead being moved to “Proposition”.
11. The Proposition column can be edited. Select the three dots on the right corner of the lead and then select the “EDIT "option.
11. To be able to duplicate the lead, you can click on action and go to duplicate.
12. After duplicating the lead, we go back to the pipeline, and you will see the duplicate of the lead under new.
13. You can then move the Duplicate lead to Proposition if needed.
14. We can click on one of the leads to edit. For the second proposition we can fill in the information, particularly what the company can buy (for example Thando Constructions opportunity to buy 20 solar panels), expected revenue and save all the changes.
15. Since we now have 2 propositions for Thando Constructions, we can add further stages, we will click on “+Stage”. This can be found on the right, use the scroll bar at the bottom to navigate the page if you can not find it.
16. We can write the column description and press “ADD”.
17. We can move the lead that was updated to the second proposition.
18. We can review the lead on second proposition and press “WON”.
A robust CRM system serves as the backbone of modern business operations, providing a centralized platform for managing customer data and interactions. It empowers companies to harness the immense value within their customer relationships, ultimately driving better customer connections and increasing Customer Lifetime Value. By consolidating and analyzing data, CRM systems offer actionable insights that have the potential to transform the way a company operates. With access to up-to-date information and streamlined processes, businesses can adapt more effectively to the dynamic demands of their customer base, ensuring sustained success in today's data-driven business landscape.