A Quick Overview of Odoo CRM's Most Important Tools and Functions

CRM is one of Odoo's most sophisticated apps. The program is capable of dealing with huge numbers of clients and leads in a smooth and effective manner. The software comes with a number of features and tools that will make your job easier and more productive.

This article will provide a brief overview of the key CRM features and functionalities in Odoo 14.

CRM is a system that is very well integrated. The CRM application, like the majority of the Odoo apps, has access to all of the Odoo applications. The Sales application is the one that is the most tightly connected with the CRM. As a result, CRM may access the majority of the sales settings. All you have to do to get access to this is go to the sales tab at the top of the CRM dashboard and choose different sales-related choices from there; some of the sales tasks will be carried out automatically by the CRM program.

Excel sheets and spreadsheets used to control the business world and were the only systems available to business owners before ERP systems were introduced, but they still play a big and vibrant part in business, and ERP systems have access to the different data entry sheets out there. Odoo's CRM application has access to Odoo 14's spreadsheet. The spreadsheet in CRM may be used directly as a monitoring tool to keep track of your sales force and guide them based on the information provided in the sheet. As a result, you can keep an eye on the sales team to provide timely sales and CRM management recommendations. This technology is crucial to CRM since it offers you immediate access to your team's sales and lead management performance. If you wish to check out this feature, go to your CRM application's Dashboard and click on Reporting, then pick "Activities" from the drop-down menu. You'll be able to view a graphical depiction of your sales team's full activities.

You may use the data in the charts to make important decisions about your company's sales operations. The chart may also serve as a progress report for your workers, allowing you to track their activity in CRM and the paths they've chosen to take with certain Leads. From within the CRM platform, you can simply monitor and guide them. In the spreadsheet, the tool provides a thorough overview of the entire procedure. Because the CRM application in Odoo is so well linked with the rest of the Odoo ecosystem, you can quickly navigate around it without having to open another program. Odoo's spreadsheet tool is incorporated into virtually all of the software's apps, making it simple to check and view data rapidly. You can also build and distribute real-time reports and flowcharts using Odoo CRM. With these capabilities, you can quickly evaluate your progress toward your monthly goals and arrange your work based on predetermined activities.

Odoo's CRM application, as previously said, is extensively linked with other apps. Sales, sign, invoicing, and email marketing are all linked within the CRM platform. Each of these modules serves as a critical tool in CRM and has its own set of functions. Because both business activities operate together, the sales application has a good amount of space in CRM. The sales application may be accessed straight from the CRM application's dashboard. The sales module enables your sales staff to focus on client interactions, and when used together, CRM and Sales may help your team achieve their goals quickly and efficiently. Because of the tight link between the two roles in a business, the sales application has the greatest capability in the CRM, making it easier for sales to work on leads from the CRM module and demonstrate efficiency in customer management and sales. The most essential tool in the CRM application is the sales application.

Inventory, like sales, is connected with the CRM program and may work closely with sales since inventory is a key function of the sales sector. You may use CRM's Inventory application to obtain real-time product availability data from sales. The sales team needs inventory information in order to follow up with comparable leads or customers to determine whether they can meet their demands and go forward with CRM. The program helps your sales staff to operate more efficiently in CRM, and having the Inventory application connected into the CRM also allows you to make more informed sales and customer service decisions.

You can make your Odoo CRM application do nearly anything with the robust API (application programming interface). You may link the app to other applications of your choice to automate lead generation and other tasks. You may utilize API to make your Odoo CRM even more powerful and user-friendly. This is one of the benefits of using an open source software system. You may even attach any document to your opportunities using the Google Docs integration. These papers might include qualifying forms, advanced price tables, and other product or sales-related information. And, using Odoo Marketing tools and applications like Email marketing, Events URL trackers, landing sites, and more, you can advertise effectively through CRM.

All of these connectors are essential components of the Odoo CRM solution. You can navigate the CRM program with simplicity and speed. The Odoo environment allows you to have the highest level of application reliability, and you may use the API interface to make the application do anything. The program helps you to expand your business while also allowing you to enjoy it to the fullest.

Odoo Spreadsheet's Role in the Sales Module