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Odoo CRM Training

This course is designed to provide you with a comprehensive understanding of the Customer Relationship Management (CRM) module within the Odoo ERP system. Odoo ERP is an integrated business management platform that helps streamline various business processes, including sales, marketing, customer service, and more. The CRM module is essential for managing customer interactions, tracking sales opportunities, and improving customer satisfaction. By the end of this course, you will be equipped with the knowledge and skills to effectively manage CRM functions using Odoo ERP.

Key Learnings:

1. • Learn the fundamentals of the CRM module and its significance within the Odoo ERP ecosystem.
   • Navigate the Odoo interface and efficiently utilize the CRM module’s features.
   • Master the creation and management of leads and opportunities.
   • Learn to track the sales pipeline, from initial lead generation to closing deals.
   • Understand how to manage customer records, including contact information, communication history, and relationship management.
   • Learn to segment customers and tailor interactions based on customer profiles.
   • Discover how to set up and manage sales teams within the CRM module.
   • Understand how to assign leads and opportunities to sales representatives and track their performance.

Course Content: 

 Module1:Introduction to Odoo ERP CRM Management

• Overview of ERP Systems
• Importance of CRM in ERP
• Introduction to Odoo ERP
• Navigating the Odoo Interface

Module2. Setting Up the CRM Module

• Installation of CRM Module
• Configuration Settings
• Customer Database Management

Module3. Lead and Opportunity Management

• Creating and Managing Leads
• Tracking the Sales Pipeline
• Converting Leads to Opportunities
• Closing Deals

Module4. Customer Management

• Managing Customer Records
• Customer Segmentation
• Communication History Tracking

Module5. Sales Team Management

• Setting Up Sales Teams
• Assigning Leads and Opportunities
• Tracking Sales Team Performance

Module6. Activity Management

• Scheduling and Managing Activities
• Activity Planning and Follow-Ups
• Using Activity Types and Tags

Module7. Quotation and Order Management

• Creating Quotations
• Managing Sales Orders
• Tracking Quotation Status and Conversions