S01L2 - CRM

Sales:

Odoo embeds a set of applications that gives you the opportunity to manage your sales processes like never before.
• Sales Management is the core application that allow you to record clients, to make a complete sales flow(from the quotation to the confirmation) and to make deep analyses on your sales data;
• Quote Builder helps you to make nice quotations from templates, to be approved by your prospects/customers. The Quote Builder especially fits Service companies;
• Aftersales applications allow you to track and process customer claims or to manage a helpdesk;
• Pricelists enable you to automatically adapt your product/service prices for specific periods, currencies or customers;

CRM:

The CRM application allows you to:
• Track all leads coming from prospection, website contact forms or any other source and push them to real opportunities;
• Gather relevant customer data (address, email, preferences, etc.) to organize the company address book;
• Improve the productivity of the sales force by helping them to be better organized;
• Access all documents and messages related to a lead/opportunity in one place;
• Track the sales pipeline by month and stage to produce accurate sales forecasts at the individual and group levels;
• Track individual performance of sales people and marketing activities；