Before jumping into the specific CRM features of OpenERP, it is valuable to briefly discuss the importance of a comprehensive approach to implementing CRM in your business. The fact is that successfully implementing a CRM system requires much more planning than just installing software and asking employees to fill in data. CRM software systems are only a technical tool in assisting your sales and marketing department in acquiring and keeping customers.
Certainly, the software will play an important role, but to obtain real benefits from a CRM system, you must do hard research to understand your customer and exactly how you wish to shape up their customer experience.
It is critical that sales people share account knowledge and that they completely understand the features and capabilities of the system. Often, sales people have existing tools that they have relied on over many years. Without clear objectives and goals for the entire sales team, it is likely...