Odoo Webinar Notes: CRM Module

Introduction

• Welcome and greetings from Subhisha, Functional Consultant at Cybrosys Technologies.
• Webinar focus: Features and configurations of Odoo CRM module (Auto70).
• Odoo: Open source ERP solution gaining popularity for customization, affordability, integration, adaptability, and security.

Overview of CRM Module

• Facilitates effective customer administration and development.
• Key features include:
  • Management of leads and opportunities.
  • Activity scheduling.
  • Commission plans for sales referrals.
  • Reporting tools for analyzing CRM operations.

Key Features of Odoo 70 CRM

Dashboard

• Main dashboard shows pipeline operations arranged in different stages under "My Pipeline" (Sales menu).
• Four main menus: Sales, Leads, Reporting, Configuration.
• Kanban view allows easy identification of lead progress.
• Customizable stages for leads based on business requirements.

Managing Leads

• New leads appear under the "New" stage; qualified leads move to the "Qualified" stage.
• Users can add and edit stages easily.
• Drag-and-drop functionality to change lead stages updates expected revenue automatically.

Activity Scheduling

• Small clock icon for scheduling activities on leads.
• Planned activities color-coded:
  • Green: Planned
  • Red: Overdue
  • Brown: Due today
• Activity types can be configured in the settings menu.

Lead Generation Sources

• Leads can be generated from:
  • Live chat
  • Email inquiries
  • Website contact forms
• Lead mining feature helps generate leads automatically (Enterprise edition only).

Converting Leads to Opportunities

• Positive responses from customers can convert leads into opportunities with ease.
• Direct conversion to sales quotations possible based on customer interest.

Sales Teams

• Effective management of leads requires assigning sales teams.
• Sales team option available in the configuration menu.
• Multi-team functionality allows a salesperson to belong to multiple teams.

Commission Plans

• Commission plans can be configured for partners under the Reseller tab.
• Example: 10% commission for partners on referred sales.

Reporting Tools in Odoo CRM

• Reporting is crucial for understanding module performance.
• Reports available for daily, monthly, and yearly CRM operations, including:
  • Forecasted revenue
  • Pipeline analysis
  • Lead and activity analysis
  • Partnership analysis

Conclusion

• Odoo CRM module supports managing leads from generation to successful sales.
• For more information, refer to Cybrosys blogs and technical videos.
• Contact: [email protected] for inquiries and further assistance.