Book Image

Working with Odoo

Book Image

Working with Odoo

Overview of this book

With this practical guide, you will cover the essential modules to get Odoo up and running for your company. After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you. Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples.
Table of Contents (25 chapters)
Working with Odoo
About the Author
About the Reviewers

Chapter 3. Exploring Customer Relationship Management in Odoo

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. Earlier, businesses were centered on specific products, but now the focus has shifted to the customer. Customer Relationship Management (CRM) systems provide the tools and reporting necessary to manage customer information and interactions.

In this chapter, we will begin by covering the following topics:

  • Looking at what it takes to implement a CRM system as part of an overall business strategy

  • Installing the CRM application, and setting up salespersons that can be assigned to our customers

  • Learning how to create and manage leads

  • Creating opportunities and schedule events in Odoo

  • Discovering the Odoo OpenChatter feature

  • Managing multiple sales teams