True digital transformation leaders, ERP and CRM are often exposed as completely different solutions that have no real interconnective capabilities. Yet, as we demonstrated in our article ("5 good reasons to connect your CRM to your ERP"), good interoperability of these two solutions is an excellent performance indicator of an organization's digitization progress.
You may ask how does one achieve this? The simplest solution could be to use a CRM integrated ERP. And you’re in luck. The Odoo ERP also offers a very complete CRM app. Here is an overview of some of its functionalities.
Odoo: Built With The CRM That Does It All
When companies are sourcing solutions to drive their sales force, focus usually falls on the big names in CRM such as SalesForce. However, using a big name CRM does not necessarily guarantee success. Do you really need all the features of SalesForce to drive your SME?
To manage the customer relationship of SMBs, our preference - you guessed it - goes to Odoo and its complete and easy to use CRM application.
Fully integrated with the rest of the software’s ERP, The Odoo CRM module enables the transversality of sales operations and customer management within the company's processes.
There are several benefits to this:
There is nothing worse than a salesperson leaving a company and taking their prospect base with them. With Odoo, you keep control of all of your contacts and promote your desired movement of data within your organization.
Full Integration With all Odoo Apps Greater Agility
At the moment, you may only need a CRM. And when the time comes, you will probably naturally seek out a dedicated sales solution to manage your sales. However, the needs of fast-growing SMEs are inevitably expanding to the point where a CRM is no longer enough to properly manage their business. And generally, they then have to move quickly to meet with the demands associated with the company's rise in activity.
Captivea Odoo Gold partner
Do you currently only operate with CRM software? Captivea supports companies in the transition from CRM to the Odoo ERP