Odoo CRM Integration: Building and Maintaining Customer Relationships

In today’s world, CRM most often refers to the specific tools–usually a web application or software–that allow organizations to focus their attention on individual customers and associates, or anyone else the organization does business with. The importance of maintaining and perfecting customer relationships is the backbone of creating a successful pipeline.

At the end of the day, Customer relationship management (CRM) is simply just a technology for managing a company’s relationships and interactions with all of its current and soon-to-be customers. As its name suggests, the goal is to improve business relationships. A CRM system helps companies streamline processes, improve profitability, and, above all else, stay connected to customers.

A CRM solution helps a business to focus on their relationships with individual people. This includes everybody your business comes in contact with, from customers and service users to colleagues and suppliers. An optimal CRM solution will help you streamline your processes throughout the entire project lifecycle; find new customers, win their business, and effectively execute concluding tasks such as providing ongoing support and other post-project services.

As an accounts manager for Open Source Integrators, a fully integrated CRM provides me with the tools I need in order to successfully grow our business. Odoo’s CRM gives me a single location where I can not only access my contact, but where I can also access the company as a whole. Can’t emphasize this enough: All of the information I need is in one place, and this allows me to be extremely efficient with my time.

With Odoo’s CRM, I can see exactly where each prospect and current client is in the sales process. This gives me complete visibility of my pipeline.

Without an integrated CRM, it would be very easy for me to become overwhelmed as my pipeline continues to grow. Trying to keep tabs on so many contacts and companies would likely cause me to confuse exactly who I had previously contacted, and leave me without the information needed to interact with each contact according to how they are interacting with my material. Odoo CRM helps me avoid all of this by providing me with the data and tools I need to know my customers and organize them on one easy-to-use platform.

Every company is different and unique. So, while a one-size-fits-all CRM solution would be convenient, you can’t escape the fact that you’ll have to take a close look at your business processes in order to configure a CRM fit to your needs. For me to be able to make the best use of my integrated CRM, I had to ensure that the right business processes were in place. In other words, make sure that your CRM aligns with your processes and that both are working hand-in-hand. The goal is not to have a CRM and business processes the same way you have a cat and a dog–the goal is to use both to build a fully integrated system, with one supporting the other for streamlined operations at all times. With the right processes in place, you’re able to remove barriers to growth at a staggering rate.

Every industry can benefit from a good, quality CRM solution. But one thing Odoo CRM is especially apt at tackling is streamlined property management. If you’re in the Real Estate game, Odoo CRM can help you manage property maintenance, run occupancy analysis and reporting, and keep track of Tenant records such as contracts and leases.

If you want to read more about CRM for Real Estate, check out this article on Open Source Integrators’ Odoo CRM system especially configured for property managers and the like.

Contemporary customers expect a perfect order. When an individual orders your product/service, they do so expecting that it’ll be delivered on time, at the correct location, and with any other special specifications properly fulfilled. What’s more, customers want to know that their chosen vendor will deliver with quality and speed, and will often research their options thoroughly before making a purchase.

At the end of the day, customers want to feel assured that trading their currency for your product/service is a smart decision. With the right CRM solution, you’ll be able to maintain this assurance by getting ahead of any obstacles that might rear their head as you serve your offerings to the very best of your ability. Building optimized business processes is one thing, but the heart of CRM means using the tool to make customers happy. Because, without that, what would any of it matter?