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Lead management in Odoo CRM | Importance of Odoo 14 CRM Tool to Manage Leads
September 23, 2021
Customer relationship management is a significant aspect of any business. A good customer management system is essential for efficient lead generation and management.
All ERP tools have separate CRM software to manage lead generation and contact management, and Odoo has a separate CRM tool to manage customer-related operations and promote sales. Odoo open source ERP and CRM support effective customer management and business operation management by guaranteeing comprehensive support for lead management.
A significant feature of Odoo 14 CRM is the inclusion of lead generation and management support. Before diving into the details of lead management with Odoo 14, let us check what lead generation is?
What is Lead Management?
We can define lead generation as the process of acquiring leads. Or, it is the process of collecting the details of potential customers by different means. The leads will help the sales team to interact with the potential customers to convert the leads into opportunities. Let us check the different types of leads. When a customer visits an e-commerce website and fills in the inquiry form, the person leaves a lead for the sales team. In the same way, a chat through the live chat facility or a mail communication enquiring about the service can be considered as a lead. Besides, a phone call to the customer care number and a query in the social media marketing platform also helps the users to gather the details of the customers. In short, a lead is the details of a customer interested in purchasing a service or product offered by the company.Importance of Odoo 14 CRM Tool to Manage Leads
Odoo 14 CRM tool, or customer relationship management tool, is the software application that helps manage customer details for sale promotion. An efficient CRM tool will help the business to gather all the leads. The real customer interaction begins after the lead generation. The CRM tool helps the sales team to assign leads to various salespersons and follow up the leads efficiently. The advantage of using the CRM tool is that it automatically stores the details of the customers. Besides, it allows the transformation of leads into opportunities. We can categories opportunities into won opportunities and lost opportunities. This categorization is done based on the response that the salesperson receives from the customer.SCHEDULE A FREE LIVE DEMO - SEE HOW ODOO WORKS
Significance of Odoo 14 for Lead Management
Odoo 14, being the latest version Odoo, has all the enhanced features required for efficient lead generation, lead gathering and lead management. It is not just a CRM tool of Odoo that supports us to generate and manage leads. Along with CRM, sales, e-Commerce, live chat, social media marketing and email marketing tools also play significant roles in lead generation and management.-
Leads from Emails
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Leads from website
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Importing contacts to generate leads
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Manual lead creation
Leads Management with Odoo 14 CRM
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Create Leads
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Converting Leads to Opportunity
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Create quotation
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Won and Lost Opportunity
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Assigning leads to salespersons and teams
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Lead Scoring