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. The 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
- Installing the CRM application and setup salespersons that can be assigned to our customers
- Learning how to create and manage leads
- Creating opportunities and scheduling events in Odoo
- Discovering the Odoo Open Chatter feature
- Managing...