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How To Use Odoo CRM For Better Customer Relationship Management

Why is client management important for businesses? Managing relationships with customers is the most critical part of business success. There are many apps available on the market that help you manage the relationship between your customers, but which one is the best in terms of pricing, features, and flexibility? 

Customer management is key to the success of any business, and keeping them happy will help the business grow more in the market. CRM allows the business to manage its customer data and improve service delivery to the customer. Many companies are using Odoo because it integrates with other modules. CRM development services will help businesses track all their activities and be able to manage them from anywhere. 


Why Odoo CRM?


Odoo is the complete business solution for businesses that includes enterprise applications such as HRM, accounting, warehouse management, CRM, marketing, inventory management, and point of sale. Odoo CRM helps businesses obtain applicable information about the customer and improve lead management for the sales and marketing team. The Odoo custom CRM development platform allows the user to control all the sales, marketing, and customer management activities.  


Advantages of Odoo CRM


User-friendly 


Odoo CRM is simple and easy to use by anyone without any difficulties. The dashboard provides all the information about sales and marketing activities that help the user manage the business effectively. 


Schedule Meetings


The best advantage of using Odoo CRM is that it helps the user to easily plan meetings with customers. It automatically syncs with their phone and Google Calendar. The owner can set the display privacy of the meeting to be visible to everyone or only to the attendees.  


Sales analysis


The CRM provides different methods to analyze sales, such as filter and group functions that give the user a piece of brief information about sales. 


Report Generation 


The data collected in the Odoo CRM can easily be exported into an Excel sheet, and the user can generate reports easily and quickly. 


Manage multiple contacts  


In Odoo CRM, the user can manage more than one contact from the same client company. The sales and marketing team can add contact details to the system at any time and from any place. 


Features of Odoo CRM


Enhance Salesforce performance 


The Odoo CRM allows the user to track various activities using the sales dashboard, and this helps the user to get detailed information about every lead. 


Lead management 


Managing customer relationships is the best way to improve your customer experience. The Odoo CRM helps you manage your leads, schedule meetings, update your calendar, and update your customers with email marketing.   


Improve customer relationships 


The CRM module gives you valuable insights into your customer data and helps manage customer queries. Odoo is a powerful tool that identifies customers' preferences, purchase habits, financial data, and delivery methods. 


Reporting and analytics 


Odoo CRM tracks customer data and monitors business operations on a daily, weekly, or monthly basis, which helps to improve sales activities in real-time. The advanced filter in Odoo helps you to find targeted audiences and take follow-ups daily. 


Odoo integration  


Odoo can integrate with many third-party applications such as HRM, payment modules, an eCommerce platform, content management, and many more. 


Conclusion  


Odoo CRM is capable of managing customer data and leads that help businesses make further decisions to improve marketing activities. Surekha Technologies is a CRM development company that provides Odoo CRM services that assist businesses in the management of customer relationships.
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