For true digital transformation leaders, ERP and CRM are often seen as completely separate solutions with no real ability to work together. Yet, as we highlighted 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 organisation's digitisation progress.
You may be wondering how to achieve this. The simplest approach is to use an ERP with an integrated CRM. And you’re in luck. The Odoo ERP also comes with a very comprehensive CRM app. Here’s an overview of some of its key features.
Odoo: Built with the CRM that does it all
When companies are sourcing solutions to drive their sales force, focus usually falls on the big names in CRM such as SalesForce. However, using a big-name CRM does not necessarily guarantee success. Do you really need all the features of SalesForce to drive your SME?
To manage the customer relationships of SMEs, our preference – you guessed it – goes to Odoo and its complete and easy-to-use CRM application.
Fully integrated with the rest of the software’s ERP, The Odoo CRM module enables seamless collaboration between sales operations and customer management across the company’s processes.
There are several benefits to this:
There is nothing worse than a salesperson leaving a company and taking their prospect base with them. With Odoo, you keep control of all your contacts and support the data flows you want within your organisation.
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Full Integration With All Odoo Apps, Greater Agility
At the moment, you may only need a CRM. And when the time comes, you will probably quite naturally look for a dedicated sales solution to manage your sales. However, the needs of fast-growing SMEs will inevitably expand to the point where a CRM is no longer enough to properly manage their business. And in most cases, they then have to move quickly to keep up with the demands that come with the company’s increasing activity.
Captivea Odoo Gold partner
Are you currently only using CRM software? Captivea supports companies in their transition from CRM to the Odoo ERP.