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116 lines
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Introduction to Odoo CRM
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.. youtube:: fgdz8MH2YHY
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:align: right
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:width: 700
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:height: 394
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Transcript
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Hi, my name is Nicholas, I'm a business manager in the
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textile industry. I sell accessories to retailers. Do you
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know the difference between a good salesperson and an
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excellent salesperson? The key is to be productive and
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organized to do the job. That's where Odoo comes in. Thanks
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to a well structured organization you'll change a good
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team into an exceptional team.
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With Odoo CRM, the job is much easier for me and my entire
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team. When I log in into Odoo CRM, I have a direct overview
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of my ongoing performance. But also the activity of the next
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7 days and the performance of the last month. I see that I
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overachieved last month when compared to my invoicing target
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of $200,000. I have a structured approach of my performance.
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If I want to have a deeper look into the details, I click
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on next actions and I can see that today I have planned a
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call with Think Big Systems. Once I have done my daily
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review, I usually go to my pipeline. The process is the
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same for everyone in the team. Our job is to find resellers
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and before closing any deal we have to go through different
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stages. We usually have a first contact to qualify the
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opportunity, then move into offer & negotiation stage, and
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closing by a 'won'..Well, that's if all goes well.
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The user interface is really smooth, I can drag and drop
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any business opportunity from one stage to another in just
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a few clicks.
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Now I'd like to go further with an interesting contact:
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a department store. I highlighted their file by changing
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the color. For each contact, I have a form view where I can
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access to all necessary information about the contact. I see
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here my opportunity Macy's has an estimated revenue of $50,000
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and a success rate of 10%. I need to discuss about this
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partnership, so I will schedule a meeting straight from the
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contact form: Macy's partnership meeting. It's super easy
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to create a new meeting with any contact. I can as well send
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an email straight from the opportunity form and the answer
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from the prospect will simply pop up in the system too. Now,
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let's assume that the meeting took place, therefore I can
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mark it as done. And the system automatically suggests a
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next activity. Actually, we configured Odoo with a set of
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typical activities we follow for every opportunity, and it's
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great to have a thorough followup. The next activity will
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be a follow-up email. Browsing from one screen to the other
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is really simple and adapting to the view too! I can see my
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opportunitities as a to-do list of next activities for example.
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With Odoo CRM I have a sales management tool that is really
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efficient and me and my team can be well organized. I have
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a clear overview of my sales pipeline, meetings, revenues,
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and more.
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I go back to my pipeline. Macy's got qualified successfully,
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which mean I can move their file to the next step and I will
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dapt the expected revenue as discussed. Once I have performed
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the qualification process, I will create a new quotation
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based on the feedback I received from my contact. For my
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existing customers, I can as well quickly discover the activity
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around them for any Odoo module I use, and continue to
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discuss about them. It's that simple.
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We have seen how I can manage my daily job as business
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manager or salesperson. At the end of the journey I would
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like to have a concrete view of my customer relationships
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and expected revenues. If I go into the reports in Odoo
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CRM, I have the possibility to know exactly what's the
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evolution of the leads over the past months, or have a look
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at the potential revenues and the performance of the
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different teams in terms of conversions from leads to
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opportunities for instance. So with Odoo I can have a
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clear reporting of every activity based on predefined
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metrics or favorites. I can search for other filters
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too and adapt the view. If I want to go in the details,
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I choose the list view and can click on any item
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Odoo CRM is not only a powerful tool to achieve our sales
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goals with structured activities, performance dashboard,
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next acitivities and more, but also allows me to:
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- Use leads to get in the system unqualified but targeted
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contacts I may have gathered in a conference or through
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a contact form on my website. Those leads can then be
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converted into opportunities.
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- Manage phone calls from Odoo CRM by using the VoIP app.
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Call customers, manage a call queue, log calls, schedule
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calls and next actions to perform.
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- Integrate with Odoo Sales to create beautiful online or
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PDF quotations and turn them into sales orders.
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- Use email marketing for marketing campaigns to my customers
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and prospects.
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- Manage my business seamlessly, even on the go. Indeed,
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Odoo offers a mobile app that lets every business
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organize key sales activities from leads to quotes.
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Odoo CRM is a powerful, yet easy-to-use app. I firstly used
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the sales planner to clearly state my objectives and set up
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our CRM. It will help you getting started quickly too.
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