CRM-approach or how to measure quality of your business?

Extent to which customer requirements are implemented, continuous improvements are made and how customer orientated business is.

Customer Relationship Management (CRM) — software for organizations, designed to automate strategies for interaction with customers. In particular to increase sales, optimize marketing and improve customer service by storing customer information and the history of relationships with them, establishing and improving business processes and subsequent analysis of results.

CRM — interaction model, based on the premise that the focus of the entire business philosophy is the client, and the main activities of the company are measures to ensure effective marketing, sales and customer service. Support of these business goals includes the collection, storage and analysis of information about consumers, suppliers, partners, as well as internal processes of the company. Functions to maintain these business goals include sales, marketing and customer support.

CRM–system for marketing, sales and service

Organization and planning

  • Setting up sales stages for each team
  • Calendar meetings planning and synchronization with the mobile version
  • Analysis and forecasting at each stage

Quick sales

  • The multi-channel lead generation
  • Integration with marketing campaigns
  • Intuitive user interface designed for sales

Customer database management  

  • The history of all relationships across all channels
  • Segmentation by feature

Effective communication 

  • Integration with IP telephony
  • Chat and information exchange system
  • Mail service integration

Detailed reporting

  • Reporting Dashboards
  • Lead's sources statistics for the evaluation of marketing campaigns ROI

Integration

  • Full integration with other Odoo modules

Automatic lead processing 

Automatic task assignment

  • Automatic control of lead generation, promotions and appointments. Automatic action assigning - to remind the seller about the call, sending an email or setting a reminder.
  • Optimize campaigns starting from the lead ending with closing each sales. Make informed decisions about where to invest and what to pay attention to in marketing effort.

Visualization of the sales funnel 

Dynamic sales funnel with your own stages.

Pricing based on price lists and established rules.

Access to the deal in 2 clicks.

Calls, meetings and joint calendar planning.

Formation of specifications.

Reporting, graphs, custom analytics.

Integration with Binotel

Vioce over the Internet Protocol (VOIP)

  • The single address book of the enterprise - Odoo CRM module  contains a single directory of counter-parties - suppliers and customers of the company. When an incoming call is carried out, a search through the customer base is made and when the receiver is picked up, the employee already sees who is calling him.
  • Creation of a client card with an incoming call.
  • The client-employee binding.
  • Dialing a number in one click from the card.
  • Save call history. Record conversations.

Customer relationship managment

Convenient tools to grow your business

  • Organize work with offers for clients - this will allow you to focus on the best deals.
  • Manage communication with customers: email, phone calls, internal notes, meetings, commercial offers - all in one place which is always at hand and always relevant.
  • Use subscriptions to be aware of the events: lost or won the deals, change of the phase, new customer requests, violation of the deadline.
  • All information about the client and the history of working with him in one place.
  • Ready-made templates of commercial offers with transparent pricing.
  • Digital signature in documents.

CRM functional coverage Radar depending on the segment

Salesforce CRM Enterprise, Zoho CRM, SugarCRM, Pipedrive, Odoo CRM Online