Odoo CRM

Alles wissenswerte über das Odoo CRM - Tutorial & Video Tutorial
Odoo CRM
bloopark systems GmbH & Co. KG , Freddy Czaja

Video instructions

In the video tutorial, we use a workflow to show how the Odoo CRM works in its entirety. It is particularly important to us that you understand all processes related to the planning and implementation of activities (calls, e-mails, meetings, etc.) and that you get to know all the possibilities of CRM and can use them without any problems

 
 

Everything you need to know about CRM

Odoo CRM is integrated directly into Odoo ERP as an independent app. All actions that have to do with customers are controlled from here. Salespeople, account managers or service employees work hand in hand here to satisfy customers. This article explains how this works across all areas.

What does a good CRM have to be able to do?

  • Customer management

  • Recognize and assign sales opportunities

  • Allocation of leads to people and teams

  • Plan activities with a good overview

  • Document all information 

  • Share communication and information

  • Create reports

Advantages of the Odoo CRM

  • CRM fully integrated into the ERP 

  • Modern user interface & responsive

  • Clear Kanban views

  • Very good adaptability

  • Communication directly from the CRM 

  • Real-time data

  • Documentation of all processes

  • Create offers & orders directly

  • Evaluation of leads

  • Generation of prospects (lead mining)

interested persons

A small but nice first area is prospects. All inquiries arrive here first (mails, forms, etc.) and can then be pre-filtered and assigned (or deleted) to the individual salespeople & areas. The area interested parties has a separate menu entry in the header, right next to the menu item Sales (dashboards). The default setting is the list view with the entries subject, e-mail, telephone, company, city, country, company, seller & sales team. The columns can be adjusted according to requirements. From here you can now go to your own dashboard and the other important areas of sales (My Pipeline, My Activities, My Offers, Teams).

Dashboard

At first glance, Odoo CRM is very simple. The core is the dashboard with the Kanban view of your own leads (menu item: My Pipeline). The Kanban view is arranged in columns as usual and shows the processes of order acquisition (if you see it as a typical sales CRM). The standard process steps are: New, Qualification, Sales Forecast, Negotiations and Successful. Companies can of course create specific process stages. 

The Kanban columns now contain the individual inquiries (opportunities) with the first information: Name of the inquiry (subject), expected sales, customer, star rating, activities symbol & a small picture of the seller. Inquiries that reach the next process of order acquisition are moved to the next column using drag and drop - this is very clear and makes orientation easier. 

Activities can now be planned directly from the Kanban view or a chat can be opened with the respective seller in order to act quickly. For more information, just click in the field and you will be in the individual view. More on this in the next paragraph. 

opportunities

In the individual inquiries (single view), sellers see all contact points and previous information that they can use to win orders.

All new information should always be entered by the seller in order to increase the quality. Basically, the single view contains all standard information fields such as customer, e-mail, telephone, salesperson, sales team, internal notes, expected completion, additional contact information (if they differ from the actual contact) and of course documents can also be uploaded.

Another important point is that the expected turnover can be entered & the probability of success in percent.

activities

The real strength of a CRM lies in the overview and the efficient execution of all activities (appointments). The next activities such as phone calls, meetings, e-mails etc. can be entered directly in the individual view of the opportunity (under Schedule activity), with the activity types (e.g. call), due date, assigned to, a brief description and a large information field in the notes on the appointment and the results. 

The new activities for the customer are then automatically entered in their own calendar, which since Odoo 14 can also be connected to Outlook and of course to Google Calendar. But that's not enough to have a really good overview - we come to that in the next paragraph “My Activities”.

It should be mentioned that the activity area (send message, internal note, planning activities) and the documentation for it can be seen on the right on a wide screen (in the individual view of an opportunity) and below the standard entries on a smaller screen - that too Very clear! The documentation is also called “Chatter”. By the way, new activity types can be entered under configuration.

my activities

In order to keep track of many upcoming appointments, there is the important menu item “My Activities”. It shows all appointments in a list view with the name of the opportunity, contact person, e-mail, telephone, company, next activity, deadline, etc. From here you can then work through your activities clearly and plan anew; that also since Odoo 14 with a quick edit of the list.

communication

Sending mails & messages directly from the CRM (from the individual inquiries) makes work a lot easier. All communication is located directly in the lead, which means that there is no need to search for information in various e-mail boxes, smartphones, etc. This means that all information is also available to integrated team members at any time. E-mails and internal messages can of course be attached to documents and calls (Skype) or sms can be made directly at the push of a button. 

Create offers, orders & invoices

A huge advantage of Odoo CRM is that it is integrated in the ERP. Offers that are created in CRM therefore end up directly in sales (app), so that multiple entries of data are no longer necessary. If a potential customer accepts an offer, an order and the invoice can be generated from the CRM at the push of a button. A separate header navigation item Sales> My Offers shows all offers and, above all, the next activities. Very clear, you can now carry out and plan actions, since this list (next activities) can also be edited immediately. 

Team (pipelines)

In larger companies there are different teams of sales and service employees. Separate teams can therefore be created in Odoo, for which there is also a separate area (separate dashboard): Navigation item Sales> Teams. Here managers, team leaders & salespeople can see the following: open opportunities, overdue opportunities, offers and orders to be invoiced, with the associated sales. A button can be used to switch immediately to the pipeline (Kanban overview), to different views such as offers, sales orders, invoices, opportunities or to various reports from the respective team. There is also a quick overview showing how many new opportunities there are compared to the last four weeks.

Live chat

An additional delicacy of Odoo CRM is that when using Odoo Live Chat (app), leads can be created directly without having to switch to CRM.

Reports

The last area is reports. The three important areas can be found here in the Odoo Standard: prospects, pipeline & activities. They can be displayed in separate graphics, in a pivot view & in a list view. The graphics are divided into bar chart, line chart, pie chart & stack chart. The two areas interested parties & pipeline show a comprehensive dashboard with important key figures that can be changed in real time as soon as they are opened. The whole thing is a very clearly designed mixture of different diagrams and pivot tables that leaves nothing to be desired, as it can be adapted to the respective requirements.

Additional

  • Leads can be imported.

  • Different templates for e-mails can be created.

Odoo CRM
bloopark systems GmbH & Co. KG , Freddy Czaja 3 November, 2021
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