Odoo CRM Training

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.

Odoo CRM (Customer Relationship Management) is a powerful tool that helps businesses manage their interactions and relationships with customers. It provides a centralized platform to manage customer data, sales, marketing, and customer support.

Course Key Learnings

How to deal with odoo CRM system
Collect clients data
Analyze customer needs
Manage customer lead, quotation and meetings.

Course Content:

Module1. Introduction to Odoo CRM: –

Overview of Odoo CRM and its features –
Benefits of using Odoo CRM for sales and marketing –
How Odoo CRM integrates with other Odoo modules

Module2:Setting up Odoo CRM:

Installing and configuring Odoo CRM
Creating a new company and configuring settings
Adding users and assigning roles and permissions

Module3: Managing leads and opportunities:

Creating and managing leads in Odoo CRM
Converting leads into opportunitie
Tracking opportunity stages and probabilities
Generating reports on leads and opportunities

Module4:Sales management:

Creating quotes and orders in Odoo CRM
Managing product catalogs and prices
Generating invoices and payment
Tracking sales performance with dashboards and reports

Module5:Marketing automation:

Creating marketing campaigns in Odoo CRM
Segmenting your audience based on criteria such as location, industry, or behavio
Sending email campaigns with templates and automation workflows (e.g., follow-up emails)
Measuring campaign performance with analytics and reports

Module6:Customer support:

Managing customer tickets in Odoo CRM
Assigning tickets to agents based on priority or expertise leve
Responding to tickets via email or chat integration (e.g., Facebook Messenger)
Generating reports on customer satisfaction and support metrics (e.g., response time)

Module7-Advanced features:

Customizing Odoo CRM with modules such as project management, inventory management, or eCommerce integration (e.g., Shopify or Magento)
Integrating Odoo CRM with third-party tools such as Google Analytics, Mailchimp, or HubSpot for marketing automation or lead generation.