Read more
2Month/20 Hours Price: 45,000
40,000
Odoo CRM Training
This course is designed to provide you with a comprehensive understanding of the Customer Relationship Management (CRM) module within the Odoo ERP system. Odoo ERP is an integrated business management platform that helps streamline various business processes, including sales, marketing, customer service, and more. The CRM module is essential for managing customer interactions, tracking sales opportunities, and improving customer satisfaction. By the end of this course, you will be equipped with the knowledge and skills to effectively manage CRM functions using Odoo ERP.
Key Learnings:
Learn the fundamentals of the CRM module and its significance within the Odoo ERP ecosystem.
Navigate the Odoo interface and efficiently utilize the CRM module’s features.
Master the creation and management of leads and opportunities.
Learn to track the sales pipeline, from initial lead generation to closing deals.
Understand how to manage customer records, including contact information, communication history, and relationship management.
Learn to segment customers and tailor interactions based on customer profiles.
Discover how to set up and manage sales teams within the CRM module.
Understand how to assign leads and opportunities to sales representatives and track their performance.
Course Content:
Module1:Introduction to Odoo ERP CRM Management
Overview of ERP Systems
Importance of CRM in ERP
Introduction to Odoo ERP
Navigating the Odoo Interface
Module2. Setting Up the CRM Module
Installation of CRM Module
Configuration Settings
Customer Database Management
Module3. Lead and Opportunity Management
Creating and Managing Leads
Tracking the Sales Pipeline
Converting Leads to Opportunities
Closing Deals
Module4. Customer Management
Managing Customer Records
Customer Segmentation
Communication History Tracking
Module5. Sales Team Management
Setting Up Sales Teams
Assigning Leads and Opportunities
Tracking Sales Team Performance
Module6. Activity Management
Scheduling and Managing Activities
Activity Planning and Follow-Ups
Using Activity Types and Tags
Module7. Quotation and Order Management
Creating Quotations
Managing Sales Orders
Tracking Quotation Status and Conversions
International student Fees: USD150$
Job Interview Preparation (Soft Skills Questions & Answers)
Tough Open-Ended Job Interview Questions
What to Wear for Best Job Interview Attire
Job Interview Question- What are You Passionate About?
How to Prepare for a Job Promotion Interview
Stay connected even when you’re apart
Join our WhatsApp Channel – Get discount offers
Internships, Freelance and Full-Time Work opportunities
Join Internships and Referral Program (click for details)
Work as Freelancer or Full-Time Employee (click for details)
Flexible Class Options
Week End Classes For Professionals SAT | SUN
Corporate Group Training Available
Online Classes – Live Virtual Class (L.V.C), Online Training
Related Courses
Odoo ERP – Accounting and Invoicing Training
0 Reviews