Until recently, most business and financial systems had product-focused designs, while records and fields maintained basic customer information, processes, and reporting, typically revolving around product-related transactions. In the past, businesses were centered on specific products, but now the focus has shifted to center the businesses on customers. 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 topics:
- Exploring 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...