Odoo 17 CRM Webinar 2024 | Odoo 17 Customer Relationship Management | Odoo 17 Functional Webinar
14The Odoo 17 ERP system offers CRM software to facilitate effective customer administration and develop new company relationships.
00:00 - Introduction
1:23 - Why Odoo ERP
01:56 - Introduction to CRM
03:57 - CRM Overview
05:32 - Stage Creation in Odoo 17 CRM
07:14 - Expected Revenue and Priority on CRM Dashboard
07:55 - Scheduling Activities from Dashboard
09:39 - Pipeline creation and different views of the pipeline
12:02 - Lead and Lead generation through Live Chat, Incoming Email and Website
19:16 - Lead Enrichment Lead Mining and Visit to Leads options in Odoo 17 CRM
26:44 - Conversion of Leads to Opportunity
30:02 - My Quotation and My Activity menu in Odoo 17 CRM
31:29 - Sales Team management in Odoo 17 CRM
36:01 - Commission Plan in Odoo 17 CRM
41:22 - Configuring Activity Types and Activity Plans in Odoo 17 CRM
46:21 - Recurring Plans, Tags, Lost Reasons in Odoo 17 CRM
50:19 - Settings menu in Odoo 17 CRM
57:14 - Reporting in Odoo 17 CRM
1:01:08 - Conclusion
Leads can be gathered from a multitude of sources with Odoo's highly integrated design, including the company website, social media accounts, live chat, email, SMS, and numerous more channels. Leads from any of these channels may be effectively managed with the help of Odoo 17 CRM.
For the effective management of leads, opportunities, and other CRM-related procedures, sales teams must be assigned. Using the platform's integrated CRM functions to expedite lead handling, pipeline tracking, and client engagements, the sales team in Odoo plays a critical role in increasing revenue creation.
Regular communication with the affected clients is crucial for taking the lead to the next stage of operations. With the use of the schedule activity tool in Odoo, you may plan a variety of activities with your customers.
Using the commission plan function in the Odoo 17 ERP system, users may award a particular percentage of the total invoice amount to the partner that brought the sales opportunity to the company.
The CRM module's Reports menu allows you to effectively analyze the daily, monthly, and annual CRM operations.
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