Post on 20-Jun-2022
Customer Relationship Management (Rainbow)
Track Leads 1
Close Opportunities2
Get Accurate Forecasts3
Track opportunities with plenty of views – kanban,
list, calendar, pivot, graph, cohort, dashboard and
activity
Work inside sales funnel and get instant visual next
actions, new messages, top opportunities and
expected revenues
Boost sales process with great management for
business of any size
Pipeline Tracking
Social Network Integration
Bring social intelligence to
sales process
Gain insights from the social
media sites
Load the collected data into
the address book
Find duplicates, merge
leads and assign them to
the right salesperson in a
single operation
Automatically create
leads from the incoming
emails or phone calls
Spend less time on
administration and more
time on qualifying leads
Analyze leads efficiently
and compare performance
by campaign, department,
channel or sales team
Lead Management Made Easy
Manage all customer
interactions from the
opportunity like emails,
phone calls, internal
notes, meetings and
quotations
Organize Opportunities
Follow opportunities
that are interesting and
be notified about
specific events : deal
won or lost, stage
changed, new customer
demand, etc.
Organize opportunities
to stay focused on best
deals
Route the incoming emails to the
appropriate opportunities or sales team
New leads are created on the fly
Interested salesperson are
notified automatically through
email and other alternatives if any
Work with the email
application , no one needs
to change the way they
work, so everyone stays
productive
Route, sort, filter
incoming emails
automatically
Odoo CRM
handles
incoming emails
Email Integration and Automation
Sync your sales inbox with odoo email system
Manager can set up a timeline for the tasks assigned to
the team members
Schedule meetings and phone calls using the integrated
calendar
You can see your agenda and your colleague’s agenda
in a single view
Manager can view the end to end activities of the team
Collaborative Agenda
Assign the person who is in charge of the task and schedule meetings, phone calls
Lead Automation / Marketing Campaigns
01Use our Marketing campaigns to automate lead
acquisition, follow ups and promotions
02 Define automated actions (e.g. ask a salesperson
to call, send an email, set up a reminder etc.)
based on triggers
03
Optimize campaigns from lead to close, on every
channel. Make smarter decisions about where to
invest and show the impact of marketing activities
on your organization’s bottom line
Customize Sales Cycle
TSR QA/QC TL FPC QA DOC SA CUSTOMER
• Customize by configuring sales stages that
perfectly fit your sales approach
• Odoo allows you to create own template for
the stages
• Control statistics to get accurate
forecasts to improve your sales
performance at each stage of
customer relationship
Leads Customer
Reporting & Dashboard
• Get the insights you need to
make smarter decisions
• Design custom dashboards to
get a picture of your business
• Dig deeper with real-time
reports and flow charts
Dialler Integration
Adds calls statistics and recordings to
leads and opportunities
Assign leads to calls, lead field in
active channels/ calls history form
Create opportunities from calls with a
click
Click to call from leads and
opportunities
Auto create and open leads for
incoming calls for unknown callers
Thank
Thank
You