The Customer Relationship Management (CRM) Module for Odoo is specifically made for managing current customers effectively. Every organization may use it to manage the pipeline, gather, allocate, and track leads, evaluate performance, and streamline daily operations. CRM solutions assist in analyzing and focusing on client wants so that items can be supplied in accordance with those needs. The CRM module in Odoo helps to handle product supply, manufacturing, sales, purchasing, and accounting. It enables personnel to effectively monitor and manage the relationships with customers and suppliers. For lead management, contact management, sales management, and interactive reports, the Odoo 14 CRM module is ideal.

Any ERP solution’s success depends on its appropriate deployment and support. In the Middle East and India, Febno Technologies is a prominent supplier of Odoo ERP solutions. Based on the needs of the business, an accomplished team of Odoo specialists from Febno Technologies will implement Odoo ERP systems. They evaluate and examine your company and make expert recommendations for expanding it. Let’s examine the Odoo CRM Module’s outstanding characteristics.

Lead Control : Every firm has to handle its leads. The CRM module in Odoo makes it simple to track leads and assists in turning them into opportunities. Customer queries regarding the company’s goods and services are the first phase of CRM, and converting leads into customers is the second. Lead management and generation are essential for any organization. The CRM module aids in the conversion of leads into opportunities by responding to consumer inquiries via email, messaging, phone calls, etc. When a chance arises, the appropriate salesperson can undertake the job of turning them into clients. When the client approves the quotation, it is simple to make a sales order and issue an invoice in response.

Sell quicker : Every firm has to make sales. Odoo 14’s cutting-edge features and sleek user interface assist in streamlining a company’s sales processes. The contemporary user interface was created primarily to manage sales operations with ease. A clearer picture of the sales operations is provided by the dashboard. The number of data-entering activities is decreased, and leads are generated automatically from emails, VoIP calls, etc. With just a few clicks, quotes could be sent, and drag-and-drop options made the pipeline simple to handle. The mobile user interface of Odoo facilitates speedier product sales from any location. Another benefit of Odoo CRM 14 is the improved large-screen display.

Possibility Management : The order of activities is organized based on the opportunities. You may record, monitor, and examine your team’s operations. In CRM management, pipeline management is crucial. With the drag-and-drop interface, one can work more quickly and easily acquire a clear picture of the pipeline of opportunities. Each stage of the process can be tailored, meetings can be scheduled, activities can be planned, calls can be recorded, and all the information is available in the opportunity.

Management of contacts and effective communication : With the aid of Odoo contacts, Odoo 14 contact management enables the user to quickly track contact details transactions, and interactions. Multiple addresses and contacts for a single firm can be found in a clear address book shared by salespeople. Email correspondence is automatically associated with the appropriate opportunity. Alerts can be tailored based on pertinent activities.

Integration : Odoo is a comprehensive platform that integrates easily with tools for marketing, sales, inventory, Google Docs, and online shopping. This integration strengthens marketing and fosters a relationship between the client and the supplier (business).

The Odoo CRM module assists companies in turning leads into possibilities, and its sophisticated capabilities offer a clear perspective of transactions and aid in forging enduring relationships with clients. One of the top Odoo ERP solution providers, Febno Technologies, helps you put this clever solution into practice for your company and takes it to the next level. Join Febno on its journey as it undergoes a digital revolution.

Leads in Odoo 14 

When a customer inquires about the products or services that the business provides, the first step to a potential business contract is a guide, also known as a lead. The corporation can turn these leads into a business opportunity. Lead generation and management are essential for an organization to be successful.

Let’s say you run a business and someone asks you about your offerings. This investigation is a potential lead. Therefore, there is a higher chance of closing a sale with the consumer thanks to this lead. Follow-up by email, phone calls, or conferences can assist with this. The lead is then turned into chance, and extra sales procedures are added. Thus, a ‘lead’ generated in an organization will provide them with proper analysis and the outcomes of the business opportunity in the initial phase.

All of these stages must be taken by the user if they wish to convert the lead into a successful business transaction.Pre-stage revenues for a company depend on the type of business. The many stages before the transaction include:

Steps before sales

1) Developing leads

2) Using activity channels like calls or emails to follow up on the lead

3) Setting up a discussion forum

4) Submit quotes

Here, we’ll talk about lead creation and management.

We must first install Odoo CRM and the sales module.

In the CRM module, you may create leads, convert them into opportunities, and generate sales quotes up until the opportunity is secured.

When the CRM opens, you may see the pipeline with the current leads at various places.

A new “Lead” option has now been added to the taskbar. Direct lead generation from CRM is possible, and email generation based on leads is also possible.

CRM performs the role of a salesperson. Create leads under CRM’s Leads menu option. This will launch a lead generation form, as seen below.

To make it work in your favor, add details like the lead’s name and potential. Additionally, include corporate specifics such as name, address, contact information, email, job description, phone number, website, needed operating language, salesperson, and sales team for whom this lead was generated. Priority and tags may also be assigned to the path based on the value.

If necessary, internal notes can be used to define notes for correspondence within the company. To the additional data page, one can add monitoring data. From there, the campaign and the pertinent data are obtained for the particular lead generation.

Here, we’ll talk about lead creation and management.

We must first install Odoo CRM and the sales module.

In the CRM module, you may create leads, convert them into opportunities, and generate sales quotes up until the opportunity is secured.

When the CRM opens, you may see the pipeline with the current leads at various places.

A new “Lead” option has now been added to the taskbar. Direct lead generation from CRM is possible, and email generation based on leads is also possible.

CRM performs the role of a salesperson. Create leads under CRM’s Leads menu option. This will launch a lead generation form, as seen below.

To make it work in your favor, add details like the lead’s name and potential. Additionally, include corporate specifics such as name, address, contact information, email, job description, phone number, website, needed operating language, salesperson, and sales team for whom this lead was generated. Priority and tags may also be assigned to the path based on the value.

If necessary, internal notes can be used to define notes for correspondence within the company. To the additional data page, one can add monitoring data. From there, the campaign and the pertinent data are obtained for the particular lead generation.

Simply keep the lead and turn it into an opportunity.

The process moves on to the next stage when we turn a lead into an opportunity. Now another window appears.

The salesperson in charge of this opportunity may change or be appointed here. Often, the newly generated lead might be paired with an already-existing opportunity. They can be changed by utilizing “Conversion Motion.” The fresh lead can be integrated with an existing option or transformed into a different possibility.

This incentive can frequently be related to a client or not connected to anyone by having a potential client. This might also be connected to a current client. The lead turns into an opportunity when you click Create OPPORTUNITY.

From this point forward, a corporation’s potential is less significant, and it is now being developed. Open CRM and select Sales > Pipelines. The opportunity that was created is in the pipeline.

Depending on the success of the lead, the process may be set up for the incentive and the pipeline phases may shift from new to qualified to the proposal to won. To change pipeline phases, you can just drag and drop the different leads. The pipeline phases are the steps that the potential takes to move from the first level’s “new” phase to the “won” phase.

At any stage of the process, you can schedule meetings or other actions like emails, calls, etc. Frequently, the accountable body will designate the opportunity as gained or lost from every point of the pipeline itself.

The salesman must record the justification for the opportunity after marking it as lost by hitting MARK LOST.

After pressing Indicate WON to mark the opportunity as won, the salesman will submit quotes, confirm the contract, and make the payment.

If the customer approves the quotation when it is presented to them, we will then establish a sales order and issue an invoice in the future.

In Odoo 14, the leads are managed in this manner.

Make opportunities out of leads : Opportunity is a qualified lead; a particular transaction has satisfied certain requirements that show a high value to the firm or a high likelihood of closing; yet, when you have visitor information, it is merely a lead. You must gather sufficient information from your visitors before you can turn them into opportunities if their interests align with your own.

Instead of creating an opportunity, you may gather leads and build up a procedure to qualify them before turning them into opportunities.

Business argument : Let’s assume that my business uses a visitor monitoring system or a contact us page to capture all visitors’ contact information. From the contact information, generate leads and then qualify them before turning them into opportunities.

Prepare Leads : Send bulk mail to newly acquired leads each day, write an email with a clear summary of your product’s features, and make an effort to learn more about the prospects’ needs and expectations.

If a visitor responds to an email you send via bulk mail, you can turn those leads into opportunities.

Transform a lead into a chance : Depending on the number of leads you have, the leads can either be transformed manually or automatically into opportunities.

Automatic conversion : Review your leads each day that have responses from prospects and turn each lead into an opportunity. You may use a filter. Unread Messages You can convert chosen leads into opportunities by launching the Convert to Opportunity wizard from the Action menu.

When the system discovers duplicate leads in the database based on email or phone number, the Apply Duplication option will be automatically selected, and the duplicate leads will be shown below the form.

If you want to move the opportunity to another channel, you can alter the sales channel. You can decide whether you want to create a new opportunity, link an existing one with a customer, or leave the field empty. Later, when you are creating a proposal for them, you can create a customer.

While converting leads into opportunities, the Salesman must be personally assigned.

Automatic transformation : With the aid of the Lead Score program, the opportunity can be converted and assigned automatically. To turn leads into opportunities and allocate them to the appropriate team member, you must install and configure the scoring criteria and assignment rules.

On the sales channel, you may specify a domain that will gather leads appropriately and turn them into opportunities. The domain may contain lead scores, visitor page visits, and other data like nation, city, email, or phone availability.

Please read the Customer Relationship Management section’s topic on automatically assigning leads to team members.