Các tính năng mới của Odoo 15 CRM
15 tháng 6, 2022 bởi
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Odoo 15 CRM (Customer Relationship Management) is a one-stop solution for all kinds of business tycoons for their proper business management. An ERP is said to be an enchantment and dynamic tool if it plays an undeniable role in the customer management session. The Odoo ERP is well equipped and attunes to managing all kinds of customers as designed business enterprises. The Odoo 15 CRM can modulate current and forthcoming customers with the ERP software system. In Odoo ERP, CRM is an indelible factor in business. Depending on the company's size, it can be customized for your business.

The advanced Odoo ERP software system conjures the Odoo CRM through an irreplaceable business application used in your gadgets in this digitalized world. CRM in Odoo ERP is a tool interlinked with the customer and your company's sales team and other departments. The respective authority in your company can access and monitor the sales team and how they are controlled and deal the business with the customers with the Odoo CRM. In Odoo 15, the CRM module can bring as many outcomes to your business. It makes your business develop and grow with new opportunities and watch out for the contingencies.

With the Odoo 15 CRM, you can empower your business with a credible hook-up with your customers. You can find out the customers who connect with your business. Odoo CRM is a platform that bridges a relationship with customers. Odoo CRM tools also play a vital role in generating leads. With Odoo CRM, you can convert leads into possibilities and deals within a fraction of the time.

Why is CRM important for all running businesses? The customers stand as the pillars of the company. They must support them with the dedicated and flexible ERP software, the Odoo 15 ERP. The Odoo CRM plays an irrevocable role in this computerized era to manage the customers and satisfy their needs inadequate time. The executives or managers can quickly get detailed queries and complaints about their products and how the sales team has suggested them for the problems they issued with Odoo CRM. With the dedicated Odoo 15 CRM tools, you can also follow up and remain the status updated as per the generations; you can find the booming opportunities of your business with the dynamic Odoo Customer Relationship Management tool.

This blog emphasizes the brand new features of Odoo CRM (customer relationship management) with the Odoo ERP in 2022 with its latest version-Odoo, V-15.

Nowadays, there are a lot of CRM tools available in the market. Still, the managers and owners must be vigilant about searching for the features that make the business more productive in running smoothly with the most advanced and updated version of CRM, which makes them budget-friendly. When choosing the best CRM in the market, all kinds of entrepreneurs must be, depending on their size of business, small or large, must be cautious and buy the CRM, which makes them fit into the affluence with the exact solution. The Odoo CRM is a solitary platform with unique features to make it more affordable under your capital income and makes you expand your business exponentially.

Now let us discuss the significant brand new features of Odoo 15 in the Customer Relationship Management sector.

Brand-New Features of Odoo V-15 CRM

Ultra-modern user interface 

A well-flexile ultra-modern user interface enables handling the variety of operations related to CRM. You can deal with your sales interactions with the dashboard options given in the Odoo CRM. As per your requirement, you can configure it with valuable tips and the best features you can set up in the CRM.

Moderate data entry

You can get the leads added automatically by the emails you receive from the sender and VoIP calls. You can even send quotes by simply managing a few clicks. You can control the pipeline by simply dragging and dropping with the Odoo CRM software. You need not find extra time to add the leads and send quotes since it has smart options.

Smart Mobile Interface

You can use the business application Odoo CRM on your Smart Mobile since you can configure it in your smart mobile and enable access from anywhere you travel.

Accessible Communication with your sales team in an optimized larger screen view

You can interact with your sales team department as it can have the option of a chatterbox at the bottom of the software, and you can have a conversation with them by either enlarging the screen or fitting size to your comfort. In this feature, the manager can develop rapport with the sales team and discuss the meetings if necessary.

Leads Maintenance

You can automatically get leads with the campaigns and send emails directly with the Odoo CRM without moving to any email settings for the responsive clients and managing the activities tailored to the leads.

Merge the prospect leads 

You can import the prospect leads with Odoo’s column matching tool that enhances merging the potential leads as your requirement.

Access the leads with the GeoIP

If a visitor visits the site from any part of the world, you can get leads from them with the IP address they visited and start a business relationship.

Digitalized lead generation

You can collect the probable leads and all other leads with the Odoo CRM, allowing for tracking all the leads formed from the websites, emails, calls, social media, and many other aspects.

Avoiding Reduplication 

Encompass automatically gets a recommendation by converting the leads into potential customers. Also, redirect the leads automatically into contacts based on the leads.

Lead Procurement using Call-to-actions 

Upgrade your activity in lead procurement using Odoo CRM with its call-to-action tools and boost it with the a/b testing tool.

Adheres to a lead rating

Based on specific criteria (on page views, localization, time), equivocally and unequivocally, you can adhere to the lead rating. With the lead rating, you can fix the team assignation rules and other actions required by your business. You can decide which enhances converting into a probability for your business with proper lead rating with the Odoo CRM.

Enhances in online acquisition

You can permit the online acquisition to trigger more relevant leads by fixing more than 30 marketing apps on your website. eg:-Search Engine Optimization tool, form builders, etc.

Facilitates Live Chat

Odoo CRM facilitates providing a live chat with your customers, and if it is relevant, you can convert it into a lead that activates an opportunity. You can also acquire the facility to any key countries or pages with specific rules.

Restrict the assignment with your sales team.

You can assign the leads to the required salesperson or sales team based on the quotas and segments.

Enable the sources with URL Trackers

You can route the sources of leads with the help of a URL tracker, which you get from the marketing campaigns.

Enabling the activities and calls management

The user in control can organize the activities done by the team and the customer management members. They can schedule the activities with them as per the clients' business requirement priority. The members can enhance the activity before logging in to each activity in the opportunity’s chatter with the predefined actions. And the user can have access to tracking, logging, and analyzing the team members' performances in their activities.

Customized pipeline management

You can add the stages in your pipeline with the description as per the business requirement. You can manage the pipeline with customized stages. With customized pipeline management, you can use substages if required for easy processes and allow a fast threshold in your activities. You can also manage the pipeline stages with the easy drag-and-drop operation with a few clicks. If there is an automatic loss of archiving activities, you can find it with Odoo CRM also enhance the activities, but the loss is not seen as a stage but as a separate field. E.g.:- Lost ratio per Stage.

Set your work schedules based on your priorities.

Organize your work plan based on the crucial tasks you handle each day. Plan the daily schedules based on the priorities.

Log calls and VoIP calls

Odoo initiates automatically with the log calls and VoIP calls and organizes the subsequent actions after the calls can be generated with the CRM.

Arrange meetings with the customers. 

With Odoo CRM, you can schedule meetings with your clients from your mobile phones or Google calendars as the clients are synced in your contacts.

Broad Visibility

You can have a 360-degree view of the opportunities with the information on the right track, from the pages, websites, emails, subsequent actions, preceding orders, meetings, etc. Thus the leads acquired will not be found irrelevant, and you can convert the leads with the priority as its requirement.

Highlight the lost opportunities

You can effectively improve your sales efficiency and know-how to enhance customer relationships by picking or highlighting the lost reasons.

Formation of Address book and giving access to restricted persons

You can tabulate and form the customer's address book in your Odoo CRM and share the addresses to your sales persons at the time required. Also, it will provide you with the entire customer history with their opportunities, invoices, orders, total due, etc. Even you can give access to allowing customer preferences with the language, delivery orders, financial data, and many more with the Odoo 15 CRM. By providing multiple addresses from a single company, you can develop numerous address books and give access to required persons.

Transferring explicit Emails and Email gateways

We are designing common email templates for common customers and opportunities and sending communications easily. Attaching all emails automatically with the right opportunities enhances Odoo 15 CRM. Creating relevant leads from incoming emails. You can provide custom alerts with key opportunities based on the appropriate activities.

Instant calls for the failed emails and auto-allocate with a pop-up from the browser

By opening the customer forms and opportunities, you can automatically or manually generate and log calls from the browser itself. You can reschedule in sending emails for failed emails or possess an instant call from the browser itself to the respective customer, and an auto-allocate pop-up is formed for the received calls in the browser. Integrated VoIP calls are created with the Odoo 15 CRM.

Advanced reporting and predefined dashboard

You can enhance by creating an advanced reporting engine and build your predefined dashboards by adding the filter options like Grouping, Drill down, etc., with your sales team.

Cohort Analysis

With the advanced reporting feature cohort analysis, you can track the KPIs and overtime of each salesperson and track the working hours as your need.

Lead inquiry and statistics

With the Odoo 15 CRM, you can examine the appropriate lead sources and evaluate the company's return on investment and its statistics. You can also separate the leads got on marketing campaigns and potential leads with the updated CRM.

Ample viewing dimensions

The Odoo 15 CRM module maintains the user has ample viewing dimensions. The user can have different viewing in with its complete data. There can be a Kanban view, List view, Activity view, calendar view, cohort view, Graph view, Pivot view, a Map View, and Dashboard view.

Integrating CRM with other modules 

The Odoo 15 CRM can facilitate integration with other business applications or modules for improving their business processes. The Odoo can execute integration with the Sales module, Inventory and Warehouse module, Email Marketing, eCommerce, Events, POS (point of sale), etc.

By concluding the blog, the users can get a copious depth of information on using the Odoo 15 CRM with its brand-new features. As Odoo is getting updated with its features every year and its updates, the Odoo CRM is the best and precedent example for all kinds of businesses; without considering its size is capable and budget-friendly used ERP in 2022. With the advanced feature of Odoo CRM, you can enable your business to a remarkable revenue appreciation.

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