Business success is measured by the number of loyal customers. To achieve consistently good feedback from customers, companies must keep the bar high: be clear, consistent, and fast. Today, businesses that use crm system for sales. Automation of routine processes helps to avoid mistakes, store and structure important information, retain customers, and free up time for salespeople to focus on really important strategic tasks. In fact, we at ToDo implement crm for the sales department We use Odoo ourselves. We invite you to get to know this effective tool.
What is sales automation using a CRM system?
Automation is not about replacing people, but about delegating routines to the system. In the case of Odoo CRM, this means that every stage of the sale is under control: nothing is lost, managers work in a coordinated manner, and customers receive timely attention.
What does the system take on?
- Saving a complete history of interactions: calls, letters, meetings, files - everything is recorded in the client or transaction card
- Automatic lead generation: from websites, forms, emails, or phone calls - everything goes into CRM without manual input
- Control of deadlines and tasks: reminders, checklists, and auto-tasks help you not to miss important things
- Ready-made templates of letters and documents: for quick creation of commercial offers, contracts, or responses to customers
- Automated funnel scenarios: the system suggests the next steps by itself - especially convenient for new employees
Automation of the sales department is also an effective tool for strategic management. Thanks to additional CRM capabilities, the team gets a complete picture of sales and can work with the customer base more deeply and efficiently.
What else can it do? CRM system for sales Odoo
- Segment customers by category, type, or behavior for targeted emails and personalized offers.
- Real-time analytics: sales, conversions, managerial workload - everything is visible in dashboards.
- Mobile version of CRM: managers can work from anywhere - relevant for field sales.
- Fast file management: easily add, attach, and find documents or scans in one click.
- Transparent recording of actions: the entire history of working with a client is available to every team member.
Such complexity of sales department automation is achieved due to the modularity of Odoo ERP. Each of them helps to perform different tasks.
What modules does Odoo CRM for sales include
Sales automation system Odoo CRM is a powerful set of tools that covers the entire process, from lead acquisition to closing the deal. Each module is integrated with other Odoo applications, enabling seamless automation and efficient teamwork.
Lead management
- Automatic lead generation: leads are generated from emails, calls, website forms, chats, events, and other sources.
- AI lead scoring: artificial intelligence estimates the likelihood of a lead's success, helping to prioritize the most promising opportunities.
- Geo-tracking: determining the location of website visitors using GeoIP.
- Integration with live chat: built-in chat on the website for direct communication with potential customers.
Funnel
- Kanban interface: a convenient view of opportunities in the form of cards that can be dragged and dropped between stages.
- Customize stages: create individual stages for each sales team.
- Action planning: automatically assign next steps after each action, such as a call or meeting.
Communication
- Email templates: create standard emails for different scenarios.
- Integration with IP telephony: calls directly from CRM, automatic call logging, and follow-up planning.
- Automatic notifications: Receive notifications about important events and tasks.
Analytics and reports
- Dashboards: real-time visualization of key performance indicators (KPIs).
- Conversion analysis: assessing the effectiveness of each sales stage and lead source.
- Revenue forecasting: estimating future revenues based on current capabilities.
Integrations
- Integration with Odoo modules: CRM integrates with the Sales, Warehouse, Subscriptions, and other modules to fully automate business processes.
- Integration with external services: connecting to email services, telephony, SMS, and other platforms.
These modules allow you to effectively manage the process, reducing manual work and increasing team productivity. The big advantage sfm for sales Odoo has the ability to gradually integrate modules. You can start with the most necessary and gradually expand the system to other departments of the company.
Order the implementation of a CRM system for the sales department in ToDo on a turnkey basis
To get the most effective tool for automating the work of the sales departmentIf you're looking for a new CRM system, you should entrust it to professionals. At ToDo, we don't just install the system - we adapt it to the specifics of your business, set up all the processes, and train your team to work with the new tool. We know exactly how to effectively implement crm for the sales department, We have more than 35 completed projects in manufacturing, retail, logistics, and e-commerce.
Implementing Odoo on a turnkey basis means that we are involved in the project from the initial analysis and planning to the full launch and support. This way, we avoid mistakes, save time, and ensure that automation of the sales department will work for you from day one. With us, your sales team will become more organized, faster, and more customer-oriented.
