Introduction to Odoo CRM v10

CRM

Public Channel / Odoo Experience 2016

By Quentin Mathonet - Business Analyste

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4. What is CRM?

3. Introduction 1

6. Our mission is to transform the way companies run their business. We make it simple & fully integrated. Omnichannel sales

8. Demonstration 3

9. Conclusion 4

11. Thank you. #odooexperience EXPERIENCE 2016

5. Characteristics of Odoo CRM 2

2. Introduction 1 Characteristics of Odoo CRM Demonstration Conclusion 2 3 4

1. An introduction to Odoo CRM Quentin MATHONET • Business Analyst EXPERIENCE 2016

10. Benefits of Odoo CRM . ● Fully integrated with other apps (website, sales, ...) ● Flexible to all businesses ● Accessible ● Easy to use ● Excellent communication tool

7.  Lead creation through different channels Get more & more lead via website contact form , emails, campaigns , ...  Great qualification tool Employee assignment , geolocalisation , ...  Excellent communication Easy - to - use chatter for internal as well as customer communication  Planification tool Meetings, next actions to be taken  Performance calculator Pivot view , analysis of leads /actions, ...

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