Odoo CRM
Odoo CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities.
Odoo CRM is a comprehensive customer relationship management tool that has been adopted by a wide range of industries and companies worldwide.
It facilitates predictive lead scoring and assists businesses in effectively planning various operations.
Course Content:
- Odoo CRM
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- Creating Leads and Lead Management in Odoo
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- Creating leads from incoming emails
- Creating leads from Website form
- Generate lead through Visits to Leads feature
- Generate lead through Lead Enrichment feature
- Generate leads through Lead Mining feature
- Outlook CRM Extension
- Lead Scoring in CRM
- Scheduling Activities to lead and Opportunities
- Managing and Creating Activity in Odoo
- Converting leads into Opportunities
- Creating Sale order from CRM
- Managing Rental Orders in Odoo CRM
- Commision plan in Odoo CRM
- Creating and editing stages in Odoo
- Creating a Sales team and team overview
- Creating Customers with Odoo CRM
- Pipeline Management with Odoo CRM
- Creating lost reasons in Odoo CRM
- Creating Tags and Recurring plans with Odoo CRM
- Marketing Automation
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- Creating Campaign in Odoo Marketing Automation module
- Creating a parent activity and start to build a workflow in Odoo
- Segment the database with filters in Odoo Marketing Automation
- Social Marketing
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- Managing social media pages and creating content with Odoo Social Marketing
- Adding New Social Stream and Posts with Odoo Social Marketing
- Creating Campaign with Odoo Social Marketing
- SMS Marketing
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- Build, Send and Get Reports from a SMS Mailing with Odoo SMS Marketing
- Manage Contact list and blacklist with Odoo SMS Marketing