20/06/2017
CRM Modules Features:
1- Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Import Leads
Easily import prospects files with Odoo's column matching tool.
Online Acquisition
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live Chat
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or
pages.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Call-to-actions
Optimise leads acquisition with Odoo's five call-to-actions and the a/b testing tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
2- Opportunities
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Customize stages
Customize your pipeline by adding description on stages.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log Calls
Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Lost reasons
Analyze lost reasons on your opportunities to improve your
sales effectiveness.
Revised configuration options
Activate leads if needed.
3- Customers
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
4- Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
