Duration 3 days – 21 hrs
Overview.
This Mastering Odoo CRM training course provides a comprehensive, hands-on guide to leveraging Odoo’s powerful Customer Relationship Management (CRM) module. Participants will learn how to manage pipelines, automate lead tracking, optimize sales team performance, and enhance customer engagement through Odoo’s built-in tools. The course covers lead generation, predictive scoring, automation, reporting, and CRM integrations to streamline business operations and increase sales efficiency.
Objectives
- Understand and navigate the Odoo CRM module effectively.
- Set up pipelines, track opportunities, and manage customer interactions.
- Automate CRM activities and optimize sales processes.
- Utilize lead scoring, mining, and enrichment techniques to enhance customer acquisition.
- Integrate marketing tools, email tracking, and activity scheduling in Odoo CRM.
- Configure sales team structures and automate lead assignments.
- Generate detailed CRM and sales performance reports.
Audience
- Sales Managers and Representatives
- Business Owners and Entrepreneurs
- CRM Administrators and IT Professionals
- Marketing Professionals using Odoo CRM
- Customer Support and Sales Teams
- Anyone responsible for lead generation, tracking, and reporting
Pre- requisites
- Basic knowledge of sales processes
- Familiarity with CRM concepts (preferred)
- Experience with Odoo (not mandatory but beneficial)
- Basic understanding of business workflows
Course Content
Module 1: Introduction to Odoo CRM
- Overview of Odoo CRM and its key features
- Understanding the sales funnel and pipeline management
- Navigating the Odoo CRM interface
Module 2: CRM Basics – Managing Pipelines & Opportunities
- Creating and configuring sales pipelines
- Managing opportunities and stages
- Setting probabilities and expected revenues
- Assigning and tracking sales team activities
Module 3: CRM Scheduling Activities and Follow-Ups
- Scheduling meetings, calls, and reminders
- Automating CRM tasks
- Tracking customer interactions
Module 4: Wins and Losses Analysis
- Converting leads into successful deals
- Managing lost opportunities
- Strategies to improve sales conversion rates
Module 5: Sales Teams Setup & Lead Assignment
- Configuring sales teams and assigning roles
- Automating lead assignments based on rules
- Sales territory and region-based assignments
Module 6: CRM Automation and Reporting
- Creating automated workflows for CRM activities
- Implementing CRM activity rules
- Generating and interpreting sales reports
Module 7: Sales Team Performance & Reporting
- Monitoring sales KPIs and performance dashboards
- CRM activity logs and historical tracking
- Advanced filtering and custom reporting
Module 8: Gmail Mailbox Plugin & Email Integration
- Setting up Gmail and Outlook email integration
- Email tracking and follow-ups in Odoo
- Automated responses and template customization
Module 9: Marketing Attribution & Campaign Tracking
- Understanding marketing attribution models
- Integrating CRM with email campaigns and ads
- Tracking lead sources and customer journeys
Module 10: Lead Generation Strategies
- Creating lead forms and email aliasing
- Using events, appointments, and website visitor tracking
- Lead mining and automated enrichment
Module 11: Lead Management & Qualification
- Understanding the lead qualification process
- Merging, categorizing, and segmenting leads
- Assigning leads to sales reps and teams
Module 12: Predictive Lead Scoring & Optimization
- Implementing predictive analytics for lead prioritization
- Understanding AI-driven lead scoring in Odoo
- Optimizing conversion strategies using data insights
Module 13: Advanced CRM Features & Customization
- Customizing Odoo CRM dashboards
- Managing user roles and permissions
- Integrating third-party applications
