Course Outline

1. Introduction to Odoo CRM

  • Overview of the Odoo platform

  • CRM workflow and pipeline management

  • Managing leads and opportunities

  • Customer records and communication tracking

  • Sales pipeline stages and forecasting

2. Lead and Opportunity Management

  • Creating and qualifying leads

  • Lead scoring and prioritization

  • Converting leads into opportunities

  • Managing activities and follow-ups

  • Sales team collaboration within Odoo

3. Marketing Automation in Odoo

  • Overview of Odoo Marketing tools

  • Email marketing campaigns

  • Marketing automation workflows

  • Contact segmentation and targeting

  • Campaign scheduling and tracking

4. Managing Marketing Campaigns

  • Creating mailing lists and templates

  • Designing and launching campaigns

  • Monitoring campaign performance

  • Tracking customer engagement

5. Dashboards and Reporting

  • Odoo reporting capabilities

  • Creating sales dashboards

  • Marketing performance dashboards

  • KPI tracking and visual analytics

  • Customizing dashboard views

6. Data Analysis and Insights

  • Using filters and pivot views

  • Exporting and analyzing CRM data

  • Monitoring pipeline performance

  • Using dashboards for decision making

7. Best Practices

  • CRM data management

  • Marketing campaign optimization

  • Reporting strategies for management

Requirements

Participants should have:

  • Basic understanding of sales or marketing processes

  • General familiarity with business software systems

  • No prior experience with Odoo is required, but basic knowledge of CRM concepts is beneficial

 14 Hours

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