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Customer Relationship Management

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Boost sales productivity, improve win rates, grow revenue

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-Manage your sales funnel with no effort. Attract leads, follow-up on activities and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application. -

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The real customer centric CRM

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Track leads, close opportunities and get accurate forecasts.

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Your Sales Funnel, The Way You Like It

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-Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues. +

Get accurate forecasts

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Use actionable data to make better decisions

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+ Get the insights you need to make smarter decisions.

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Lead Management Made Easy

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-Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team. + +

+ Design custom dashboards to get a picture of your business at a glance.

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-Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads. -

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Organize Your Opportunities

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A clean user interface with everything in one screen

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-Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, internal notes, meetings and quotations. -

-Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc. -

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Email Integration and Automation

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-Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive. -

-Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on the fly and interested salespersons are notified automatically. -

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Collaborative Agenda

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Lead Automation and Marketing Campaigns

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Drive performance by automating tasks

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- Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.) -

- Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line. -

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Customize Your Sales Cycle

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It Fits Your Sales Approach

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-Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship. -

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Drive Engagement with Gamification

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Leverage sales' natural desire for competition

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Leaderboards

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- Promote leaders and competition amongst sales team with performance ratios. + Dig deeper with real-time reports and flow charts that anyone can create and share.

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Personnal Objectives

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Team Targets

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Many companies already enjoy it

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Hear what they have to say !

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Get more done in less time

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Great Tool = Happy People

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- - With Odoo CRM I keep all the information about leads and customers - in a single place, and share it with my colleagues. It's great and effective. - - - -
Claudia Sebastiani
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Sales manager at CQ Creativi Quadrati.
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+ Automate activities based on your sales scripts: calls, meetings, mails and quotations. Get all information you need, right on the opportunity: page viewed, mails received, etc. +

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Real-time overview

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of your performances & next activities

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+ Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions. +

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Stay connected to your customers

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Real-time messaging to enhance collaboration

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+ Get a quick overview of what's going on in your team. See when a colleague logs a call or send a quote. Share ideas and files in real-time and catch-up things you missed when you were away. +

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