Get the most out of the Odoo 16 CRM Module

Ongoing customer relationships are an integral part of any business .

The continuity of your business depends on the continued support that customers give to your brand, which forces marketing departments to generate actions and campaigns to communicate with them and facilitate their access to their portfolio of solutions and products.

The Odoo ERP CRM module not only allows you to control and generate actions that help maintain a good relationship with your current customers, but it is also an excellent tool to establish strong links with your potential customers as it helps you attract new customers with innovative strategies and features.

A well-programmed CRM software guarantees success in every contact with your existing and new customers to improve your business results. In addition, it offers you all the information captured by the sales team so that you can evaluate the real market situation and apply new strategies to improve results.

In the new version of Odoo ERP , the open source business management solution that is making waves, the CRM module has been updated. The general improvements and its new features will allow you to speed up all your activities with your customers and improve your relationship with them, for the benefit of the business.

These are the most notable features of the new version of Odoo CRM :

• Improved user interface

The improved and intuitive user interface of Odoo 16 makes planning your funnel activities much simpler. It also helps you easily create sales and lead opportunity reports. Its new dashboard has been redesigned to provide you with all relevant information and sales operations at a glance.

The new user interface is compatible with all your mobile devices so you and your team can work seamlessly from anywhere.

• Reduce data entry tasks

The new email marketing features in Odoo 16 help you serve your customers with quick email quotes. This way, you can generate more leads with your potential customers. Customer contact details in your CRM can also be used to launch your email marketing or VoIP call campaigns, without having to extract or enter them every time.

• Lead GenerationNew lead generation features make it easy to create automated campaigns to attract new contacts. It also allows you to import and validate prospects’ emails.
  With Odoo 16 , it is easy to access the geolocation of potential customers by collecting their IP address when they visit our website or interact with our online content.
• Data DeduplicationOdoo CRM stores your company’s data in a safe and efficient way to prevent data duplication and unnecessary copies that can cause problems. Data deduplication in your CRM allows you to fully optimize the resources used in these tasks. Odoo CRM merges and converts your customers’ data so that your contact list is always clean and allows your team to spend more time on essential tasks.
• Online Lead Generation Odoo CRM moduleprovides multiple automated marketing apps that help you generate leads from your website. Automatically share and distribute content across your social networks and blogs to engage your potential customers. 
• Live Chat and CallsLive chat and call features help you get leads and eventually convert visitors into potential customers. For that, you need to activate live chat and call options. Also, you can create your own rules for pre-selected countries and websites. 
• Provide multiple addresses with multiple domains and servers The Odoo 16 CRMmodule allows you to enter multiple addresses with multiple domains and servers in your customer records. This way, you generate more contacts and make it easier to close deals. In addition, you can access customer organization history and analyze orders, quotes and delivery notes.
• Create emails quickly using our premier templatesWith the new and improved email sending functionality, you can easily and quickly send your emails to your customers. Odoo 16 provides new and attractive templates and improved gateways for you to get more and better leads.
• Analytics and graphical reportsAnalyze the performance of your sales department individually by activating this new feature that allows you to obtain the most complete reports on your clients and your sales team in a clear and simple way. Odoo 16 CRM generates reports in various views such as dynamic tables, dashboards, lists or graphs. 

In short, with Odoo CRM 16 , you can easily modernize the way you do business and confidently tackle the digital transformation that today’s businesses need to ensure their continuity.

At PGR we have thoroughly studied Odoo’s Marketing features and will continue to develop them in upcoming articles. Contact our specialists if you want to learn more about everything Odoo can offer you.