CRM Application on Odoo

Customer Relationship Management (CRM)

CRM is an integrated information system that is used to plan, schedule, and control pre-sales and post-sales activities in an organization.

CRM covers all aspects related to prospective and current customers, including call center, sales force, marketing, technical support, and field service.

Targets and Goals

The main goal of CRM is to increase the long term and profitability of the company through a better understanding of customer behavior (behavior). CRM aims to provide more effective feedback and better integration with return on investment (ROI) controls in these areas.

Functions in CRM

A CRM system must perform the following functions: * The factors that are important to customers. * Adopt measurement based on customer point of view * Establish end to end process in serving customers * Provide perfect customer support * Handle customer complaints / complaints * Record and follow all aspects in sales * Create holistic information about service and sales information from customers.

Implementing CRM

CRM is a corporate-level strategy, focused on building and maintaining customer relationships. Several software packages are available with different approaches to CRM. organization, CRM, the technology itself, a holistic approach to the customer-related philosophy. CRM manages the organization at all levels, including policies and processes, employee training, marketing, systems and information management funds. A CRM system integrates marketing, sales, and customer service from end to end.

Now many software packages are available, one of which is the CRM application from Odoo, Odoo is an open source application suite that covers all the needs of a company and has complete applications such as: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.