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Odoo ERP system ยป Odoo modules ยป CRM ยป CRM for the commodity business

CRM for the commodity business

In the commodity business, attracting customers depends on more than just a competitive price or a quality assortment. It is necessary to build long-term relationships with customers, understand their needs and respond to them in a timely manner. For this purpose, it is worth implementing a CRM for the commodity business - a program that helps to structure customer relations, improve service levels, and encourage repeat purchases.

What is the Odoo CRM system for the commodity business?

The Odoo CRM system for the commodity business allows you to maintain a customer base, control orders, track payment and delivery statuses, automate reminders and notifications. This allows managers to respond quickly to requests. The business owner has a complete picture of the company's work in real time. Odoo is easily customizable for specific needs, so it is suitable for small stores and large retail chains.

For whom do we recommend implementing a CRM system for a commodity business?

It's hard to imagine a commodity business without automation. It helps to reduce routine work, speed up order processing, and improve the quality of customer service. A CRM system for the commodity business is suitable for use in the following areas:

E-commerce via Instagram and landing pages:

  • Generating a consignment note (TTN) from an order card.
  • Instant access to all integrations.
  • Processing online orders from Instagram, landing pages, marketplaces, and other sources.
  • Financial analytics.
  • Quickly create orders from chats, Telegram, Viber, Instagram.
  • Automatic change of order status according to the delivery stage

Dropshipping:

  • Automatic update of the sending status.
  • Upsells in 1 click.
  • Automation of order processing.
  • Customer management.
  • Automatic SMS for customers.
  • Convenient price management.
  • Financial analytics.
  • Reporting on movements between warehouses.
  • Create multiple warehouses.
  • Fiscalization through the Checkbox cash register.
  • Integration with marketplaces.

CPA and commodity business:

  • Automatic change of order status.
  • Bulk SMS campaigns based on triggers.
  • Anti-fraud system.
  • Automation of commodity business and order processing.
  • Differentiate employee accesses.
  • Specialized reports.
  • Webmaster's office.
  • Integration with VoIPTime Contact Center.
  • Statistics for CPAs.

Thanks to comprehensive sales automation tools, businesses can scale without chaos, work with customers at a new level, and control all processes in one place. Faster software implementation makes the company more competitive and increases profits in the changing environment of online trading.

How can implementing CRM for merchandising increase work efficiency?

Business expansion leads to complications in managing all processes. Implementation of the program for the commodity business helps to facilitate the implementation of daily tasks. The CRM system for the commodity business is supplemented with the following aspects to improve work efficiency: 

  1. The program has a simple and intuitive designis an easy-to-use system. It allows you to quickly manage goods in the warehouse, see the status of orders, and effectively interact with customers.
  2. Automation of routine tasks. The system covers the entire product lifecycle: from the moment of purchase to the final sale. Thanks to this, you can optimize your warehouse stocks, accurately predict demand, and set up automatic orders from suppliers to never be out of stock.
  3. Accurate warehouse accounting guarantees order. The program records every receipt and shipment, always shows the current balances, and even suggests when and how much to order based on demand analysis. This way, you can avoid situations when there is too much or not enough product.
  4. All data is always at your fingertips. A CRM system collects all business-related information in one place: from financial indicators and procurement to production and sales. You don't have to look for the numbers you need in different documents.
  5. Smart forecasting and planning. The system analyzes data so that you can more accurately predict demand, efficiently plan inventory and resources, and develop strategies that will truly increase profits.

The software helps to improve the position of the business among competitors by increasing the efficiency of managers. Automated processes reduce time costs and increase the company's profitability. 

Odoo functionalities

The Odoo CRM system is supplemented with features that make it easier to work with clients. For example, it offers:

  • Sales accounting. The CRM for the salesperson records sales, generates reports, and saves hours of manual labor. The freed-up time and resources can be spent on business development, not on endless spreadsheets.
  • Efficiency of sales channels. The program owner can see which sales channels work best. The system analyzes the effectiveness of each of them, helping to focus on profitable areas.
  • Work with several trading platforms. The Odoo CRM system easily integrates with online stores based on OpenCart, WordPress, and Okop, as well as with Rozetka and Prom.ua marketplaces. Plus, you can manage business accounts on Facebook (Meta) and Instagram from a single account. You control your assortment, track orders, and communicate with customers without having to switch between different tools.
  • Multicurrency It allows you to work with any currency directly in the system, without additional programs. Settlements and financial transactions become faster, easier, and safer.
  • Integration with cash registers (Checkbox). Speeds up invoicing and check printing. All information about checks and invoices is always at your fingertips, so you can keep your accounting under full control.
  • Integration with Nova Poshta and Ukrposhta. This allows you to create invoices, track the status of parcels, and receive up-to-date data right in the system.
  • Integration with Telegram. Allows you to instantly receive notifications about new orders and changes in their status.
  • Effective analysis of webmasters' work. CRM for e-commerce provides detailed reports that allow you to analyze the performance of each webmaster in depth. You can track not only the source of the order (webmaster and offer), but also all key conversion rates: the percentage of confirmed, repurchased, and canceled orders, as well as the level of spam. The system also displays the average check, the number of products in the order, and the total redemption amount, helping you to assess profitability. To simplify cooperation, you also have the option to provide each webmaster with a separate account.

CRM reduces costs and gives you confidence in the decisions that determine the future of your business. The program is a reliable partner in achieving sustainable growth and profit.

Why choose Odoo for managing your product business? 

  1. The program allows you to start quickly and grow without limits. Within 15 minutes after setting up CRM for selling physical goods, you're ready to go. Create users, set up a courier service, register the receipt of goods, and you can start accepting online orders right away.
  2. Integration with telephony and call center makes order processing clear and convenient. All orders from different channels appear in a single interface, and triggered SMS campaigns increase the redemption rate of parcels. Auto-dialing will save the team from monotonous dialing and speed up the work of operators.
  3. Flexible settings allow you to customize the system to fit your business. Define roles and access rights so that everyone sees only the information they need and can perform their tasks efficiently.
  4. Odoo CRM works stably and reliably, protecting order and customer information. Regular backups keep all data safe, and round-the-clock availability ensures that your sales team can work without downtime or loss.

Frequently asked questions

Why is it important to use such a system?

CRM for the commodity business is a useful assistant that remembers every customer and their purchases. The program helps to quickly process requests and ship goods on time. With its help, it is easy to track what sells best and plan purchases without unnecessary costs.

How much does a CRM for Odoo cost?

The cost of Odoo CRM for a commodity business depends on the number of users and modules that are connected. The more features you need, the higher the price will be. The way you deploy it also plays an important role: in the cloud or on your own server. In this way, you pay not just for the program, but for a set of tools that can be customized to your business.

How quickly can the program be implemented and what are its stages? 

Implementing a CRM for a commodity business can happen quickly if everything is done correctly. For small companies, the system can be up and running in a few days, and for medium-sized ones, in a few weeks. A large business can reach a new level in just a month if the team is ready to act without delay. 

CRM implementation in the commodity business has its own sequence:

  1. Define the goals. A clear statement of objectives helps to avoid mistakes in the following steps.
  2. Analysis of business processes. We analyze all stages of your work: from the first contact with a customer to the shipment of goods.
  3. Customization of the CRM system. The interface is immediately adapted, the necessary fields are added, and automation is set up so that managers see only what they need to work.
  4. team training. We explain how the system works and help everyone in their work.

Additional modules that can be connected

Our solution combines everything you need for a commodity business: convenient work with orders and customers, delivery control, analytics, calls, chats, warehouse and product management. We also offer ready-made integrations and useful applications so that you can run your business without wasting time. If necessary, you can connect modules for marketing automation, customer loyalty management, accounting, and integration with popular marketplaces and delivery services.

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