Customer Management Functions:

Apart from the above there are many other features available with Odoo CRM solution. If you are looking out for implementing this module you can contact us via sales@globalteckz.com Some of the features listed above may not be available in Odoo Community Edition as they are premium feature and can be implemented via Odoo Enterprise Edition.

Importance of CRM software –

Although we have discussed the features that are available in odoo CRM App let’s discuss about importance of customer relationship management software for your Business. Business can be any be it trading, Manufacturing or Service industry. Customers are key for any business as they make or break business, therefore managing your customer properly is one of the basic need for any organization. Following are the importance or Benefits of CRM Software for your Business.

• Automating Business Processes:

One of the biggest benefits of CRM software is that it automates your business processes. CRM solution capture leads automatically from different sources and your sales executive will hardly miss any lead if you have proper CRM software in place. Creating a lead for your business needs lot of investment and brand value. Any organization invests in multiple branding and advertising functions to gain maximum leads. CRM solution helps you in Business processes and sales automation.

• Conversion

As a manager the roles and hierarchy is defined in the CRM software therefore the targets are completely set which helps you in better lead conversion. Lead nurturing is a time consuming process and there are instances where sales executive may stop nurturing the lead if there is no proper tools available in place as the lead may get lost due to no follow up. CRM tools tracks all the customer interaction including the outcome so in case if the sales executive leave, the new guy knows about the lead background.

• Personalized Product Offering

CRM solutions helps in providing personalized product offering where you can configure each product based on the customers. CRM software helps you to consider different factors such as state, country, industry, age group, preferences etc. Implementing a CRM solution will also help you to up sell and cross sell your products.

• Sales Cycle

With CRM solution you can reduce your sales cycle and understand which executive is taking longer time in sales cycle through which you can assign senior resource or provide proper training in reducing the sales cycle. Since every process from lead to sales order is automated you gain efficiency in your business.

• Segmentation:

Market segmentation or Customer segmentation is an important business activity especially in product based business. You can easily define your market segmentation based on factors such as geography, age, buying behaviour or any custom rule you want to define in your business.

• Campaign Management & Effectiveness:

As we discussed that any organization pump in investment to gain leads and customer for business this can be done through online advertisement, newspaper ads, or any kind of campaigns. CRM software helps you in understanding the effectiveness of a particular marketing campaign as the process is automated. You can understand the number of leads you gained from a particular campaign.  For future campaign it allows you to analyze and understand the cost factors and where you put the investment.

• Improved Customer Services:

Selling products is one part but providing timely services is considered as one of the most important areas to maintain a proper flow of new customers. CRM software helps you to deal with customer suggestions and complaint quickly. You also get information which customer require services time to time or follow ups for cross selling new products.

• Increase Customer Loyalty:

Any business today looks out for loyal customers due to competitive market.  Gaining customer loyalty is important by servicing properly and understanding their needs and requirements. If you customer are satisfied every time you generate more leads and more business from your existing clients. CRM helps you to increase your customer satisfaction and loyalty via automated emailing, follow up, services management and so on…

• Task Management:

With CRM software you don’t need to hand hold every employee on their task, as CRM automates every task which is assign to the sales team. Task management allows the sales team to understand which leads needs follow up, emailing, services, question resolution, meetings, proposals etc.

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