What's new in CRM Odoo 16?

What’s new in CRM Odoo 16?

Why do businesses need promotion? What purpose? What is the function of taken companies? The company represents the pinnacle of customer service. Without customer support, no business can thrive. Customers are therefore the pillars or most prominent aspect of a business. For a business to have spontaneous and fluid management, it must improvise with a rapport to its customers. An efficient ERP can maintain your business relationships with customers and weed out potential customers who could affect your company’s growth.

A Summary of Odoo 16 CRM

In its most recent iteration, the CRM module of Odoo 16 introduces new features. Effective ERP can unquestionably pave the way for substantial business growth by popularizing customers and reestablishing effective relationships with them. With Odoo 16, you can improve your business from a centralized location. Odoo 16 is an efficient enterprise resource planning (ERP) tool that automates business management and enhances customer relationship activities.

With Odoo 16, you can automate your customer relationship activities and reduce the amount of time spent on data entry. You can organize your activities in a pipeline format, guarantee your activities, and close out your business with the appropriate enhancements. Odoo CRM brings your business activities up to date and expedites customer service. It ensures that your business receives quality feedback and increases the number of potential customers and leads. Odoo cannot compromise its activities and cannot be replaced by another ERP for business enhancement and promotion in a single structure that controls all of your operations. Odoo 16, in its advanced edition, has launched with a new design and greater clarity, including a new backend that focuses on better onboarding and visibility, a new front-end design, new features for email marketing, a new layout for the pay now email notifications, multi-company and multi-domain and server addition, and a wide range of social networking capabilities for tweeting and quoting.

This blog contains a comprehensive description of Odoo 16’s capabilities and their applications for customer relationship management.

Aspects of Odoo 16 CRM

  • Rapidly closes and sells
  • Contemporary User Interface
  • Mobile-compatible interface
  • Reduce data entry

Contemporary User Interface

Using a modern, user-friendly interface, you can organize your activities in a pipeline. You can conclude your sales report with qualified prospects. You will be redirected to a redesigned Dashboard where you can view an overview of the sales activities. You will receive helpful advice and be able to implement your CRM.

Mobile-compatible interface

You can tap your mobile device, utilize the interface anywhere, and operate it as needed.

Reduce data entry

With the new email marketing features, you can quickly send email quotes to your customers and efficiently generate leads. With the customer’s contact information displayed, you can manage VoIP calls with a single click. You can also manage your pipeline by setting a prospective lead’s side aside for straight forward Transactions.

Prospecting and Lead Generation

Lead Development

With Odoo’s CRM module, you can automatically create campaigns to generate leads and send them valid emails with just a few clicks.

Bringing in Leads

You can easily import prospective leads with the corresponding columns and position them in the upper right corner.

Monitoring the GeoIP

By obtaining the visitor’s IP address, you can detect or access the lead’s GeoIP location, including the state, country, city, and more.

Deduplication

You can merge and convert leads that result in an opportunity, automatically creating contacts based on the deduplication-generated leads.

Enhancing Call-to-Action

Odoo’s A/B testing instrument optimizes five call-to-actions, helping you increase your leads and improve your online acquisition strategy.

Acquisition and Social Media Marketing Software

Odoo provides over 30 marketing apps to increase your leads with online acquisition from your website, including social marketing tools to tweet and quote various tasks, and you will develop your leads.

Real-Time Chat and Calling Options

Activate live chat and calling options adjacent to each lead obtained and convert your visitors into leads. Additionally, you can define rules for your key countries and pages.

Assignation Rules

Enable and assign leads to the appropriate salesperson or sales team, as well as track leads based on quotas and segments.

URL Trackers

With UTM trackers integrated into your marketing campaigns, you can monitor and access the source of your leads.

Performing Possibilities

Activities and Call Administration

Arrange activities in the appropriate order based on opportunity. Schedule activities for your sales team members and log them with predefined actions in the opportunity chatter. With this feature, the head’s authority can monitor, analyze, and record the team’s activities.

Customize the Stage Heads

Add stage heads to provide a well-structured pipeline.

Coordinate Following Actions

Plan and coordinate your actions with necessary steps using the pipeline and activities.

Log Calls and Schedule Meetings

Initiate VoIP calls with customers quickly and sync your mobile device and Google calendar with the customer’s opportunities and meetings.

Visibility in all Directions (360 degrees)

Display the entire opportunity page on a single page, including website visitor, emails, meetings, preceding orders, subsequent actions, etc.

Lost Motives for Your Missed Opportunities

Track and analyze the reasons why opportunities are abandoned and lost, as well as analyze the lost reasons.

Customers

Multiple addresses with multiple domains and hosts. In your customer entry in Odoo 16 CRM, you can enter multiple addresses with multiple domains and servers so that you can contact and transact with multiple individuals within the customer’s organization. You can access the complete history of the organization. With the CRM, your organization’s orders, quotations, and sales orders can be analyzed for improvement.

Effective Interaction

New email templates and timely emails. With Odoo 16, you can enable new email marketing templates and have quick access to send your customers prompt email messages. You can enable the ability to add new templates when sending automated email messages. You can also improve access points to opportunities for adequate customer leads.

Instant or manual VoIP calls. You can provide a dial queue with the corresponding opportunities or leads that have been approached, along with the customer leads that have been responded to. With the customer leads, you can dial them either automatically or manually. While the call is being generated, an integrated pop-up window is automatically generated and integrated with the VoIP server. If the customer reschedules the calls, you can quickly generate an email with a message by placing an icon next to it. By opening the customer form, you can automate the call log and generate emails based on the required actions to serve the next-action.

Reporting

Reports with Analytical Content and Graphical Representations. You will receive detailed customer reports and sales team performance reports, allowing you to assess the performance of team members. On the Odoo 16 Dashboard, you will find predefined reports in a variety of formats, such as spreadsheets, pivot tables, pie charts, etc., and you will receive any type of views or analytical reports based on the filters you apply. Here in Odoo 16, you will be able to send reports to your colleagues, and your crews will be able to easily comprehend their performance status. It is an advanced feature that has now been updated by Odoo 16. And in some instances, you will be able to obtain the reports independently in various views, including dashboard, pivot, list, and graphical analysis.

Customers

In your customer entry in Odoo 16 CRM, you can enter multiple addresses with multiple domains and servers so that you can contact and transact with multiple individuals within the customer’s organization. You can access the complete history of the organization. With the CRM, your organization’s orders, quotations, and sales orders can be analyzed for improvement.

Effective Interaction

With Odoo 16, you can enable a feature of new email marketing templates and have quick access to send your customers prompt email messages. You can enable the ability to add new templates when sending automated email messages. You can also improve access points to opportunities for adequate customer leads.

You can provide a dial queue with the corresponding opportunities or leads that have been approached, along with the customer leads that have been responded to. With the customer leads, you can dial them either automatically or manually. While the call is being generated, an integrated pop-up window is automatically generated and integrated with the VoIP server. If the customer reschedules the calls, you can quickly generate an email with a message by placing an icon next to it. By opening the customer form, you can automate the call log and generate emails based on the required actions to serve the next-action.

Reporting

You will receive detailed customer reports and sales team performance reports, allowing you to assess the performance of team members. On the Odoo 16 Dashboard, you will find predefined reports in a variety of formats, such as spreadsheets, pivot tables, pie charts, etc., and you will receive any type of views or analytical reports based on the filters you apply. Here in Odoo 16, you will be able to send reports to your colleagues, and your crews will be able to easily comprehend their performance status.

Since Odoo CRM is powerful API-integrated software, it can be integrated and connected with other software and easily automates the creation of leads with numerous marketing apps, sales modules, Inventory modules, email marketing URL trackers, etc. It also improves the sending of social media marketing messages and generates leads by sending tweets and quotes through various channels.

Conclusion

By the end of this blog, you will be able to recognize that Odoo 16 is advancing and that withOdoo CRM, you can expand your business without enduring a great deal of stress. Thus, Odoo runs your business with a few clicks and simplifies it without requiring a great deal of effort. You can build your business in a fraction of a second and sustain its rapid expansion without any difficulty. You will be able to calculate your work digitally, without having to manually adjust its consistency.

Ready to take your customer management to the next level? ContactWan buffer Servicestoday to learn more about how we can help you optimize your Odoo 16 CRM strategy and unlock the full potential of your customer relationships.

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