For organizations to succeed and expand, customer relationship management, or CRM, is essential. A popular program that provides improved functionality for companies of all sizes is Odoo. With its additional features, enhanced automation, and enhanced insights, the 17’s CRM module is revolutionary. It can improve client interaction and expedite processes. Your client management procedures can be completely changed by updating your company with the Odoo 17 CRM module.
Odoo 17 CRM is a user-friendly and intuitive CRM platform that offers a range of features to enhance productivity and streamline processes. Its user-friendly interface allows quick access to critical information, reducing the learning curve and allowing teams to focus on closing deals and building customer relationships.
Features of Odoo 17 CRM Module
- Odoo 17 CRM’s most recent upgrade ensures timely follow-ups and job completion by automating repetitive operations like lead assignment, follow-up scheduling, and email marketing.
- Companies may program automation rules to correspond with their sales procedures, freeing up time for important duties like closing deals and engaging customers.
- With the powerful lead and pipeline management offered by Odoo 17 CRM, customers can monitor the complete sales process on a single platform, from lead generation to deal completion.
- Users can easily move leads through different stages of the pipeline with the aid of the drag-and-drop capability. This helps sales teams prioritize prospects and make data-driven choices for higher conversion rates.
- All departments are connected thanks to the seamless interaction with other Odoo modules, which offer real-time access to inventory levels, project progress, and customer support features.
- Deeper insights into sales success, customer behavior, and team efficiency are provided via advanced reporting and analytics services. Adjusting sales plans based on KPIs with customizable reports is made easier for managers.
- Businesses may check sales predictions, keep an eye on ongoing operations, and swiftly adjust their strategy in reaction to changes in the market thanks to real-time analytics.
- Sales representatives can react to leads instantly, managers can monitor team performance from any location, and Odoo 17 CRM delivers improved mobile accessibility by letting users access essential functions from smartphones or tablets.
- Customization options enable firms to adapt reports, forms, and processes to their own requirements. Custom modules may be developed to increase CRM capability thanks to the open-source framework.
- One of the most affordable CRM options is Odoo, which gives small and medium-sized organizations access to enterprise-level capabilities without the hefty price tags of alternative systems.
- The sophisticated capabilities of the Odoo 17 CRM module, such as automation, data analytics, and seamless connection with other Odoo apps, enhance both operational efficiency and customer relationship management.
- It helps companies of all sizes expand and simplify operations by improving lead tracking, streamlining sales procedures, and raising customer satisfaction.
Sales Menu and Dashboards
The CRM module’s primary dashboard is the first screen users see when they access it. In Odoo 17, leads and opportunities are organized based on their progress in the sales pipeline, following a staged approach including My Pipelines, My Activities, My Quotations, Teams, and Customers.
Odoo’s highly integrated design allows leads to be collected from multiple sources, such as a company’s website, social media platforms, live chat, email, SMS, and more. With Odoo 17 CRM, businesses can efficiently manage these leads, which can be converted into opportunities and, eventually, sales quotations based on customer interactions. This CRM module plays a crucial role in helping businesses maximize sales opportunities.
The CRM module offers four main menus: Sales, Leads, Reporting, and Configuration, each containing a variety of options to manage customer relationships.
The My Pipeline section under the Sales menu provides an overview of all leads generated from different channels.
The updated design of the Odoo 17 CRM dashboard includes a colorful and user-friendly interface.
Users can view data in various formats such as Kanban, List, Calendar, Pivot, Graph, Map, and Activity views, similar to previous versions of Odoo. The Kanban view of the pipeline, in particular, organizes leads by stage, making it easy for users to track their progress and assign them to various stages.
Stages such as New, Qualified, Proposition, and Won are pre-defined, but users can add custom stages by clicking the +Stage button. This button opens a new field to name the stage, and stages can be customized further by clicking the gear icon next to the stage name. Options like Fold, Edit, Automation, and Delete allow for complete control over the stages. Additionally, users can designate a stage as the Won stage, fold it in the Kanban view, and assign it to specific sales teams.
Odoo 17 also provides tools for estimating potential revenue at each stage, with the Expected Revenue displayed at the top right of each stage. Users can drag and drop leads between stages, and the system will automatically update the estimated revenue. Each lead in the pipeline is marked with stars to indicate priority levels: Medium, High, or Very High. Leads with higher priorities can be easily identified this way. Additionally, users can schedule lead-related activities directly from the main dashboard using the clock icon. If there are already scheduled activities, they will appear when this icon is clicked. Otherwise, users can create new activities by selecting the Schedule An Activity button.
A new feature in Odoo 17 CRM is the Call Queue, which allows users to add leads to a call queue with a single click. This option is located near the activity scheduling button. Leads can also be quickly added to various stages using the Quick Add option, indicated by a “+” icon next to each stage’s title.
Odoo 17 CRM provides advanced filtering and sorting options through the Filters, Group By, and Favourites features, allowing users to quickly locate specific data.
In the List view of the pipeline, users can see a detailed preview of each opportunity, including information like the name of the Lead, Email, City, Country, Assigned Partner, Salesperson, and Sales Team, as shown below.
Additional lead information, such as customer location, priority, and expected closing date, can be included in the list view to further enhance the data presentation. Users can also communicate directly with salespersons via email or SMS from the leads section.
My Activities Menu
The My Activities window provides a similar view to the My Pipeline window but only displays leads and opportunities assigned to the user. This feature allows sales teams to focus on their assigned tasks efficiently.
Generate Leads
Odoo 17 Enterprise offers a simple lead generation feature within the CRM module. To enable it, activate the “Lead Mining” option from the Settings menu under the Lead Generation tab.
Users can automatically generate leads by clicking the “Generate Leads” button in the Leads management window.
A pop-up will appear, allowing you to set Lead rules and target Countries, States, Industries, Filters, and Companies. Then, assign Sales Teams or Salespersons.
Then press the ‘Generate Leads’ button. This will automatically generate leads. However, lead generation is a paid service requiring credits. So, if you do not have enough credits, the window will show a warning message asking you to buy credits, as shown below.
Then, click on the ‘Buy Credits’ button to buy credit points for certain amounts from an Odoo IAP window, as shown below.
Here, we can easily buy the credit points by simply clicking on the Buy button when you have already configured your Odoo account credentials and bank account details.
You can also access lead mining requests through the Lead Mining Requests section of the Configuration menu, where you can manage and submit new requests based on specific criteria, such as lead count and target details.
Reporting Menu
The reporting tool in Odoo 17 CRM is a key feature that helps analyze the overall performance of the module. You can track CRM activities daily, monthly, and yearly through the Reporting menu. Reports are available for the Dashboard, Forecast, Pipeline, Leads, Activities, Partnerships, and Lead Generation.
Forecast
The forecast reporting tool lets you analyze anticipated revenues, which are available in Kanban, Graph, Pivot, and List views. You can filter reports by measurements, groups, and filters and view prorated revenue by month in the Kanban view.
Pipeline Analysis
This option helps analyze all pipeline operations within the CRM module.
Leads Analysis
The Leads reporting feature shows lead reports from various channels. It helps make data-driven decisions to improve lead generation.
Activities
View reports on all scheduled and completed activities in the CRM module.
Partnerships
This feature displays a graphical analysis of financial turnover with partners, along with reports on opportunities created with their assistance.
Odoo 17 CRM provides comprehensive tools for managing and analyzing leads, making it an ideal solution for efficient lead and opportunity management.
Configuration Settings Menu
The Configuration Menu of the CRM module can be used to tune in various settings options. These settings can enhance functionality related to the CRM, Lead Generation, and Partner Commissions tabs provided under the Settings window. These include:
Recurring Revenues: Enable this to define recurring plans and revenues for opportunities.
Multi Teams: Allows assigning a salesperson to multiple sales teams simultaneously.
Predictive Lead Scoring: Estimates the probability of closing leads based on factors like stage, email, and phone quality.
Rule-Based Assignment: Automatically assign leads to salespeople based on predefined rules.
Lead Generation: Enables features like Lead Enrichment, Lead Mining, and Visits to Leads to enhance lead management.
Partners Commissions: Set rules for automatic purchase order frequency and minimum amounts.
These options streamline sales processes and boost CRM efficiency.
Visits to Lead Rules
In Odoo 17 CRM, users can convert website visits into leads through the “Visits to Leads Rules” platform, found in the Lead Generation tab under the Configuration menu. To enable this feature, activate “Visits to Leads” in the settings. This integrates with Odoo’s Website module, so ensure it is installed.m,
You can create rules to convert visitors into leads based on their IP address. By clicking the “New” button, set rule details like name, target (companies or contacts), and website traffic conditions (countries, URLs). You can also filter by industry or company size and assign leads to sales teams or salespeople. Save the rule to start converting visits into leads.
Sales Teams
In Odoo 17 CRM, sales teams can be managed through the “Teams” option under the Sales menu. Sales teams are essential for managing leads, opportunities, and CRM processes.
Each team has its own tab showing Open opportunities, Quotations, Expected Revenue, and Orders to Invoice, with access to the pipeline and management options like viewing leads, opportunities, and invoices.
New leads, opportunities, and quotes can be created, and advanced reports are available for each team’s performance. Sales teams can be configured and managed through the Sales Teams window of the Configuration menu, where you can add new teams and members. Customer records are also tracked from various sources, including leads.
Utilize the ‘New ’ button to create new Sales Teams and edit the required details about the new team in the team configuration form as illustrated below.
Activity Types
In Odoo 17, the “Activity Types” feature allows you to schedule and manage various activities with customers, helping maintain regular contact. This feature is available across many sales and customer-related modules. You can configure different activity types through the “Activity Types” option in the Configuration menu.
To create a new activity type, click the “New” button, name the activity, select an action (e.g., call, meeting, reminder), and assign a model and default user. You can set up a default summary, icon, and notes for the activity. Additionally, you can configure “Next Activity” options to suggest or trigger follow-up activities after completing the current one, with options for scheduling and email templates.
Activity types, summaries, assigned employees, due dates, and more can be specified in the activity scheduling dialogue. Once the activity is complete, users can mark it as done or schedule another task using the Mark as Done or Done & Schedule Next buttons. Activities that are overdue will be marked in red, while those scheduled for today will appear in brown.
Lost Reason
In Odoo 17 CRM, you can track reasons for losing leads or opportunities and recover them later if needed. To configure lost reasons, go to the “Lost Reasons” option under the Configuration menu. You can easily add new lost reasons by clicking the “New” button.
When marking an opportunity as lost, select the “Lost” button, choose a reason from the drop-down list, and confirm. If needed, you can restore the lost opportunity by clicking the “Restore” button to reopen the chance for business.
Resellers Configuration
In Odoo 17, you can manage resellers and share leads and opportunities with them. Under the “Resellers” tab on your website, you’ll find a list of resellers.
Partner Levels
You can assign different Partner Levels through the “Partner Levels” option in the Configuration menu. New levels can be created with a name, level weight, and commission plan.
Partner Activation
Set up partner activation methods in the “Partner Activations” option under the Resellers tab. Simply name the activation method to track partner activity.
Commission Plan
Odoo 17 allows you to create commission plans for resellers. When a reseller brings sales, you can assign a commission based on the final invoiced amount. You can set up new commission plans under the “Resellers” tab, specifying product categories, rates, and rules. Once a sale is made, the system will automatically generate a purchase order for the commission, and the partner will receive their share.
Simply create new Commission Plans from the window itself by opening a new configuration form, as illustrated below.
Businesses can boost client interactions, increase revenue, and streamline operations with the help of the Odoo 17 CRM module. With its application features, it delivers data insights, automates workflows, and incorporates cutting-edge lead management solutions. It keeps businesses competitive with its user-friendly layout, adaptable functionality, and smooth interaction with other Odoo apps.
