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Get the most out of the Odoo 16 CRM Module

The ongoing relationship with customers is an integral part of any business.

The continuity of your business depends on the continuous support that customers give to your brand, which forces marketing departments to generate actions and campaigns to communicate with them and provide them with access to their portfolio of solutions and products.

The Odoo ERP CRM module not only allows you to control and generate actions that help maintain a good relationship with your current customers, but it is also an excellent tool to establish solid links with your potential customers, as it helps you attract new ones. Customers with novel strategies and features.

A well programmed CRM software guarantees success in each contact with your existing and new clients to improve the results of your business. In addition, it offers you all the information captured by the commercial team so that you can evaluate the real market situation and apply new strategies that improve results.

In the new version of Odoo ERP , the open source business management solution that is taking off, the CRM module has been updated. The general improvements and its new functions will allow you to speed up all the activities with your clients and improve your relationship with them, for the benefit of the business.

These are the most outstanding features of the new version of Odoo CRM:

  • Improved user interface

The improved and intuitive user interface of Odoo 16 makes it much easier to plan your funnel activities. In addition, it helps you easily create your sales and opportunity reports with potential customers. Your new dashboard has been redesigned to obtain, at a single glance, all the relevant information and sales operations.

The new user interface is compatible with all your mobile devices, so you and your team can work seamlessly from anywhere.

  • Reduce data entry tasks

Odoo 16's new email marketing features help serve your customers with quick email quotes. In this way, you can generate more opportunities with your potential customers. The contact details of the clients that appear in your CRM, are used at the same time to launch your email marketing campaigns or VoIP calls, without the need to extract or introduce them each time.

  • Lead Generation

    New lead generation features make it easy to create automated campaigns to attract new contacts. In addition, it allows you to import and validate the emails of the prospects.
    With Odoo 16, it is easy to access the geolocation of potential customers by collecting their IP address when they visit our website or interact with our online content.
  • Data deduplication

    Odoo CRM stores your company's data in a safe and efficient way to prevent it from being duplicated and generating unnecessary copies that could cause problems. The deduplication of the data in your CRM allows you to fully optimize the resources used in these tasks. Odoo CRM merges and converts your customer data, so your contact list is always clean and allows your team to spend more time on essential tasks.
  • Online Lead Generation

    Odoo CRM module provides multiple automated marketing apps that help you generate leads from your website. Automatically share and broadcast content through your social networks and blogs to attract the interaction of your potential customers. 
  • Live Chat and Calls Live chat and calls

    The live chat and call functions help to obtain potential customers and eventually convert visitors into potential customers. To do this, you must activate the live chat and call options. Additionally, you can create your own rules for the previously selected countries and websites.
  • Provide multiple addresses with multiple domains and servers The Odoo 16 CRM

    The Odoo 16 CRM module allows you to enter multiple addresses with multiple domains and servers into your customer records. In this way, you generate more contacts and make it easier to reach agreements. Additionally, you can access the customer organization history and analyze orders, budgets, and invoices.
  • Create email messages quickly using its premier templates

    With the new improved email sending functionality, you can easily and quickly send your email messages to your customers. Odoo 16 provides attractive new templates and improved gateways for you to get more and better lead opportunities.
  • Analytics and graphic reports

    Analyze the performance of your commercial department individually by activating this new function that allows you to obtain the most complete reports from clients and your sales team in a clear and simple way. Odoo 16 CRM generates reports in various views such as pivot tables, dashboard, lists, or graphs. 

In short, with Odoo CRM 16, you can easily modernize your way of doing business and safely tackle the digital transformation that today's companies need to ensure their continuity.

At PGR, we have thoroughly studied Odoo's Marketing functionalities, and we will develop them for you in future articles. Contact our specialists if you want to know more about everything that Odoo can offer you.

PGR INGLÉS-CTA GENÉRICA-HORIZONTAL