Until recently, most business and financial systems had product-focused designs, while records and fields maintained basic customer information, processes, and reporting typically revolved around product-related transactions. In the past, businesses were centered on specific products, but now the focus has shifted to center the business on the customer. A Customer Relationship Management (CRM) system provides the tools and reporting necessary to manage customer information and interactions.
In this chapter, we will cover the following:
Looking at what it takes to implement a CRM system as part of an overall business strategy
Install the CRM application and set up salespersons that can be assigned to our customers
Learn how to create and manage Leads
Create opportunities and schedule events in Odoo
Discover the Odoo Open Chatter feature