About Odoo software:
Odoo is an open source business administration software using the Python programming language. Odoo/OpenERP offers a wide range of options with over 1000 modules. ready to download and use. Most modules can be obtained for free. Several modules are included in the Odoo software, such as Sales, Manufacturing, Purchasing, Warehouse, HRD, Accounting, Websites and E-Commerce.
The basic features of CRM in Odoo include:
– Lead management (information of potential customers)
– Opportunity management (opportunities to convert leads into customers)
– Control and manage customer information
– Reporting and Editing
Instructions for installing Odoo on your computer(Win 10)
–First of all, please fill in all the information in the description
-Next, go to the following link and download the installation file of Odoo
There are different versions please choose the computer version
-After downloading the installation file, click on the language settings you want to display and click Ok
Click Next to continue the installation
Agree to the terms given by Odoo
Click select Odoo Server and PostgreSQL Database. Then click Next
-Next, you declare parameters for PostgreSQL such as connection port, username and password for Database
-Choose Odoo installation path
– Then you wait for the installation process to take place.
-After the installation process is finished, you will click Next
Then you select Start Odoo and click Finish
At this point Odoo will start running and ask you what browser to open it. You choose the desired browser and click OK
-You proceed to create Database and account for your Odoo
Instructions for installing Odoo 14 on Windows platform
Odoo is available on both Appstore and Google Play platforms, you can use your phone to download
PIPELINE-CRM Application User Manual
-Make an action plan
Operation management function allows users to manage tasks in order of priority, available on all Odoo ERPViet software applications – CRM (customer care) application.
Activities can be planned from conversations or in kanban frames. Here is an example for the opportunity:
Activity type setting
Several types of activities are available by default in Odoo ERPViet – CRM application (e.g. call, email, meeting, etc.)
Schedule a meeting
Meeting schedules are scheduled according to specific dates. If you need to set a meeting time, select the Meeting activity type in the Odoo CRM app. When scheduling a meeting, the calendar pane opens to allow you to select a time frame.
Follow a sequence of activities
Odoo ERPViet software – CRM application allows you to easily plan routine activities. Go to Configuration ‣ Activity Type and set up the steps in the next Recommended Activity.
Manage multiple sales teams in Odoo CRM
Create a new sales channel:
To create a Sales Channel, go to Configuration ‣ Sale Channels.
There you can set email alias. Each message sent to that email address generates one lead/opportunity.
Add members to your sales channel
You can add members to any channel; that way, when joining, new members can see the pipeline structure of the sales funnel. Any leads/opportunities assigned to them will link to the sales funnel.
This will make it easier for team managers to keep track of information.
If you now filter by a specific channel in your pipeline, you will find all its opportunities.
Sales Channel Dashboard
To quickly view the activities and results of any sales funnel, a sales manager can access the sales funnel Dashboard and monitor reports.
Manage the chance of failure in Odoo
When selling, you’ll want to know the reasons why we can’t “close” a sale, helping you assess the opportunity and the ability to close a sale better in the future.
Mark a failure opportunity
In the pipeline, select any opportunity you want to flag as failure. In the details view, you will see a Mark Lost button.
You can then choose an existing failure reason or create a new one.
Management of reasons for failure
You will find a list of your failure reasons under Configuration – Failure Reasons. You can rename or create a new failure reason from this screen.
Look for failure opportunities in Odoo CRM
To be able to find failed opportunities and continue to take other actions on them (send emails, make calls, etc.), select the Lost filter on the search bar.
There you will see all your failed opportunities. If you want to tweak it, you can add a filter to Failure Reason.
Restoring the chance of failure
You can choose any opportunity you want and can also restore it by clicking Archived.
You can also restore multiple items when they belong to the same stage. Select Restore Records from the options. You can also store in the same way.
Convert leads into opportunities
The system can generate leads (leads) instead of opportunities, with the aim of adding an extra step of due diligence before converting the Lead into an Opportunity and delivering it to the right sellers. You can activate this mode from the CRM application settings in Odoo ERPViet software. It applies to all your default sales channels. But you can materialize and apply exclusively to some specific channels through the configuration form.
configuration Odoo CRM
To use this feature, go to CRM ‣ Configuration ‣ Setting and enable the Lead feature.
After the configuration, you will see the appearance of a Lead submenu in the main pipeline menu of the CRM application.
Convert a lead (lead) into an opportunity
When you click on a Lead, you will be able to convert it to an opportunity, assign a carer, a sales channel, and you can create a new customer.
If previously on the system there was an opportunity that matches the information you obtained, Odoo ERPViet software will automatically propose to merge the opportunity. Similarly, Odoo will also automatically suggest you link to an existing customer if that customer already exists.
Generate leads/opportunities from email
Automating lead/opportunity generation will greatly improve your work efficiency. By default, any email sent to sales@database_domain.ext will create an opportunity in the default pipeline of the sales funnel.
Configure email aliases in Odoo CRM
Each sales channel can have its own email alias, to generate leads/opportunities automatically assigned to that channel. This helps you manage sales teams more effectively. You can configure sales channels by going to Configuration ‣ Sale Channels.
Generate leads/opportunities from website contact page
Automating lead/opportunity generation will greatly improve your efficiency. Any visitor using the contact form on your website automatically generates a lead/opportunity in the pipeline.
Use contact us on your website
You should first go to your website application.
With the installation of the Odoo CRM application, you will be able to immediately use the contact form on the Odoo website, thereby automatically pouring leads/opportunities into the system.
To change to specific sales channel go to Website Configuration ‣ Settings in Communication you will find Contact Form information you can change Sales Channel or Person sell.
Designate staff to care for and monitor LEAD in ODOO
Follow up with potential customers
Tracking customer behavior on your website will give you more information about their preferences. Every page a customer goes to will be recorded if the customer uses the contact form on your website.
Follow a website
Go to the static page you want to track on your site and under the Ads tab you will find SEO Optimization. There you will see a Tracking Page to follow this page.
Track the pages customers have visited
Every time a lead is generated from the contact form, the system automatically tracks the pages they visit. You have two ways to view those pages, in the upper right corner of your prospect is the Page Views button or below you will see them in conversation.
Both will be updated automatically if the viewer returns to your site or visits more pages.
If a customer visits the same page more than once, Odoo will not record duplicate visits. With this feature, you can capture customer insights easily.
Assign leads based on scoring
With Lead Scoring, you can automatically rank your leads based on set criteria.
Create a scoring rule
After installing the Lead Scoring feature, you will see a new tab appear in the Odoo app to manage the scoring rules.
You can modify any criteria you want and you can also easily add new criteria.
The system will automatically scan once an hour and record points according to the scoring rules you have set up.
Specify potential customers
Once the score is calculated, ready leads are assigned to specific groups of the same region. To do this, go to CRM – Leads Management – Team Assignation and apply a specific area to each team. This area name may include scores.
Evaluate and use unallocated leads
At the time of applying the scoring rule, chances are some of your leads have not been selected yet. Some of them can still become customers so you can take advantage of them to take care of activities to increase the closing rate.
In Odoo’s leads page, you can set a filter to find your unassigned leads.
You can use the Email Marketing app to send them automated emails. This way, you can optimize your chances of closing a sale.
Check pass/fail rate
To understand the efficiency of Odoo’s pipeline, you just need to check the pass/fail ratio. To access this report, go to your pipeline view in the Reports tab.
From there, you can filter opportunities from your sales funnel or from your entire company, etc. Then you can click on the filter and check the pass/fail rate.
Keep track of total projected revenue
You can track projected revenue for each of your periods based on the projected revenue of each opportunity.
Just go to CRM – Reporting – Pipeline Analysis and set up a measure against projected revenue. This report gives you accurate information on projected revenue, helping you better plan and optimize your goals.
Synchronize Google Calendar with Odoo ERP
Odoo ERP – CRM application integrated with Google Calendar whereby you can view and manage your meetings from both platforms.
Set up in Google
Navigate to Google APIs Platform to create a Google Calendar API login. Sign in with your Google account
Then move to API & Services page
At the API & Services page, search for Google Calendar API then tick
If you haven’t done it before, you’ll need to select or create an API project to store credentials
Remember to give it a name to distinguish it from other projects (eg Odoo Sync)
Set up login information
Create a customer ID. Enter the name of the app and the pages you will be redirected to
Switch to the Consent Screen interface by typing in the product name. Remember to check the customization options however, this is not required
You will then be given a client ID. Go to Credentials to get Client Security. Both of these steps are required in Odoo.
Detailed Odoo ERP user guide
Advantages of Odoo’s customer relationship management module
CRM is a must-have system in every business
The use of CRM not only helps businesses manage customers better, but also helps businesses grow and scale more effectively. Having a CRM helps businesses systematize the processes of working with customers. From there, it also helps customers to have good sympathy with the business, easily becoming loyal customers and sticking with the business longer.
Odoo’s CRM module makes it easier for businesses to grow
If you compare Odoo CRM with Salesforce, Zoho, or some other CRM software, most of Odoo’s features are suitable for businesses that want to grow. The reason is because you can use all the functions that Salesforce, Zoho, etc. offers on Odoo, even Odoo has many features that other systems do not have such as predicting closing dates, storing photos. on the customer information system, or the CTA button on the website, etc.
All these features are available on Odoo and even Odoo allows you to edit, customize, add other features that you want to have but other systems don’t. And in addition, the cost for a basic CRM module is also very low, suitable for businesses just starting out.
Odoo adapts and grows with the business
As mentioned above, Odoo is inherently an ERP enterprise resource planning software, so it is completely understandable to adapt and develop according to the business. With small capital, small number of employees, you may not need an ERP system to do anything. But as you grow, with many teams, many departments, many employees, management is bound to become difficult. Other cheap CRM software can’t follow you until you grow, or if you buy a more advanced package of that CRM to use, it will not be a long-term plan.
More specifically, you will definitely need an ERP in the future, and even the most advanced CRM package will not meet the basic features of ERP. You will choose to buy another ERP system that will not be compatible and synchronized with the CRM you are using or can be compatible but will be extremely expensive. So how can this increase your profits? While the basic thing in business management is to want to be profitable, it must increase revenue or reduce costs. Moreover, you also don’t want to be familiar with a completely new system and software, right? Not to mention the use of multiple software will make it difficult for you to manage information in a uniform way.
Disadvantages of CRM Odoo
Difficulty in setting up
Unlike other CRM software, Odoo when you want to use it requires you to provide a variety of information and configuration settings. This will be very difficult for new businesses, the lack of a strong IT department makes the installation and use take a lot of time and money for personnel.
Lack of support from Odoo team
With more than 4 million users worldwide, not just a few hundred thousand people like Salesforce or tens of thousands like Zoho, etc., Odoo’s support team is almost very scarce. This can make it difficult for you to get immediate support like other CRM software. More specifically, if you build a support team for your own business, the cost of Odoo’s courses is equally expensive. This also makes it difficult to maintain or change the system.
However, the above two disadvantages can be completely overcome by hiring an external unit like Magenest – Odoo’s partner to support. This allows you to communicate whenever you need or modify your software as you wish from Magenest’s Odoo experts without having to wait for Odoo to respond directly. Time for any business is very precious, so this method is the most optimal method to save costs as well as human resources for the business.Buy us some coffee
Thank You for your support as we work to give you the best of guides and articles.