On December 19, TILabs held its usual weekly external training with the topic “CRM & Sales,” attended by several customers. The purpose of the event was to provide an overview and highlight key points related to the use of the CRM & Sales modules in the Odoo system as a means to simplify business operations. Below are some insights or key takeaways from the discussion we conducted:
Features of Odoo CRM to simplify your business
- Lead and Opportunity Management
Tracks leads and converts them into opportunities. Enables categorization and prioritization of leads based on various criteria. Provides tools for nurturing leads through different stages of the sales funnel.
- Pipeline Management
Visualizes sales pipelines with drag-and-drop functionality. Allows sales teams to track the progress of opportunities and take necessary actions. Offers a customizable pipeline to match the business process.
- Customer Management
Stores comprehensive customer information, including contact details and interaction history. Helps build stronger customer relationships by providing easy access to relevant data.
- Activity Tracking
Schedules and tracks activities such as calls, meetings, and emails. Provides reminders and follow-ups to ensure timely communication with clients.
- Email Integration
Integrates with email platforms for seamless communication. Allows tracking of email conversations directly within the CRM system.
- Reporting and Analytics
Offers detailed reports and dashboards to analyze sales performance. Tracks key metrics like conversion rates, lead sources, and sales trends.
- Integration with Other Odoo Modules
Integrates with Odoo modules like Sales, Marketing, Accounting, and Inventory. Ensures a unified system for managing business processes.
- Customizability
Allows businesses to customize fields, workflows, and views to suit their unique needs.
Pipeline Overview in Odoo System
- Pipeline is a visual tool used to manage and monitor a sales process or customer lead from start to finish. A pipeline describes the stages or steps that a prospect or opportunity must go through to become a revenue-generating customer. With a pipeline, sales teams can track and organize opportunities more efficiently.
- Inside the ‘pipeline’ form there is data about the prospect. There are interesting features, namely quotation creation through CRM and activity scheduling that is integrated with the calendar.
- On the contact information tab, we can fill in more details about the prospective customer/client information, to simplify and complete the existing data.
Features of Odoo Sales to simplify your business
- Offers and Orders
Easily create offers and convert them into sales orders, including VAT (Value-Added Tax) compliance based on Indonesian regulations.
- Tax Compliance
Recording financial data is also crucial to adhering to applicable laws and regulations. This includes generating accurate and timely financial reports for relevant stakeholders.
- Integration
Directly view stock levels, deduct inventory, and connect seamlessly with the finance and accounting module.
- Performance Evaluation
Comprehensive sales records enable businesses to objectively evaluate performance. This allows you to identify profitable areas and pinpoint those needing improvement.
- Flexible pricelist & discount
The sales module in Odoo includes features for managing multi-pricelists and discounts/promotions.
- Reports and Analysis
Sales reports can be customized to cover sales by region or profit margins in the Indonesian market.
- Customer Management
Track customer information and provide a portal for accessing order history and invoices.
