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CRM: Achieve 360° Customer Vision With Odoo

April 14, 2020 by
CRM: Achieve 360° Customer Vision With Odoo
Captivea USA, Sébastien RISS

For true digital transformation leaders, ERP and CRM are often presented as completely separate solutions with no real ability to work together. Yet, as we showed in our article ("5 good reasons to connect your CRM to your ERP"), strong interoperability between these two solutions is an excellent performance indicator of an organization's progress in going digital.
You might wonder how to make this happen. The simplest option may be to use an ERP with a fully integrated CRM. And you’re in luck. The Odoo ERP also includes a very comprehensive CRM app. Here’s an overview of some of its features.



Odoo: Built With The CRM That Does It All

When companies are looking for solutions to support their sales teams, focus often lands on big CRM names like SalesForce. However, choosing a big-name CRM doesn’t automatically guarantee success. Do you really need every feature in SalesForce to drive your SME?


To manage customer relationships for SMBs, our preference – you guessed it – is Odoo and its complete, easy-to-use CRM application.


Fully integrated with the rest of the ERP software, The Odoo CRM module supports seamless sales operations and customer management across your company’s processes. 


Here are some of the key benefits:

- Anticipate orders and adjust production to accommodate any increase in activity.
- Use centralized databases to unify data between sales and other departments. 

There is nothing worse than a salesperson leaving the company and taking their list of prospects with them. With Odoo, you keep control of all your contacts and manage data flows across your organization the way you want.

In addition to traditional CRM features, Odoo offers completely intuitive navigation for maximum visibility on all the tasks to be completed by the sales team. In addition, creating sales scripts helps set your sales team up for success. Odoo allows you to create orders for lead follow-ups, making contacts, tracking website clicks, scheduling reminders and demos, etc. Odoo puts you in complete control of essential sales activities.
Odoo: Built With The CRM That Does It All
integration with Odoo CRM is as easy as putting together LEGO bricks

Full Integration with All Odoo Apps for Greater Agility

Right now, you may only need a CRM. And when the time comes, you’ll probably naturally look for a dedicated sales solution to manage your sales. However, the needs of fast-growing SMEs inevitably expand to the point where a CRM is no longer enough to properly manage their business. And generally, they then have to move quickly to keep up with the demands that come with the company’s growing activity. 

Odoo CRM can then be integrated with other ERP features, as easily as putting together LEGO bricks 

- Invoicing and Accounting

Once you’ve “closed” a sale, Odoo’s billing module takes over. Edit invoices based on the quotes previously prepared by the sales team. In addition, payment follow-up is clearly displayed in the ERP and you can also accept online payments (PayPal, Stripe, Ingenico, etc.).

- Electronic Signature

No need to print documents just to get them signed! Odoo Sign is a secure electronic signature module that lets you quickly create custom signature blocks at the bottom of documents, encrypt your documents so they are only accessible to authorized users, and protect the content of contracts and/or invoices by customizing each document’s access rights in a single click (e.g., read-only or sign and fill).

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Odoo's CRM module is only one part of Odoo’s commitment to helping your company excel. To learn more about Odoo's many customer relationship management features and decide which ones you’d like to try, contact us today!
Odoo gold partner

Captivea Odoo Gold partner

Are you currently only using CRM software? Captivea supports companies in the transition from CRM to the Odoo ERP.