What are the Benefits of Odoo CRM Integrating and ERP Software for Enterprise Business

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The amount of consumer data generated for business owners is increasing on an hourly basis.

Without the proper tools to handle all these customer information, Odoo CRM decision making, forecasting and the purchase & sales process become a great chaos in terms of efficiency.

How will you successfully approach towards the information challenges and building profitable customer relationships at the same time?

As a solution to these issues, most business will separately purchase Odoo CRM & ERP software.

The Odoo CRM is for dealing with the front-end part of the business like:

  1. Sales tracking
  2. Prospecting
  3. Recording customer interactions
  4. Pipeline management
  5. Creating
  6. Evaluating marketing campaigns

ERP software is for handling back-end operations such as billing and shipping, purchasing, accounting, supply chain management, and financial data.

Having separate systems may seem like a manageable way of running your businesses, but integrating them into a single unit will boost up your productivity by streamlining your business processes.

Implementing Odoo CRM ERP systems in a business increases orders. The shipment times by about 23% and increases inventory accuracy by about 97%.

Since satisfied customers are your most valuable asset, imagine what a unified system that includes a Odoo CRM ERP and a virtual phone system would do for your business.

Complete Overview On Odoo CRM  From Your Customer

How well do you know and understand your customers? 

The biggest advantage of a unified system is that it provides you who your customers are.

From support & sales to accounting & finance, the system helps you get complete visibility of your customer order history, buying patterns and general requirements.

Not only does this offer you a better insight into your most valuable asset, but it also offers you a chance to build lasting relationships that will help you identify future opportunities.

Consistently tracking your data offers you better reporting and analytics.

This means you can easily see any changes in customer loyalty, profitability and preferences, allowing you to respond quickly.

Faster Access to Business Critical Information

Without a fully integrated system, there is always the risk that your employees will become less efficient and your customer pays the ultimate price.

For example, if a customer wants to get an order status update, your employee shouldn’t have to crawl through numerous systems to get the information, this could easily result in a negative customer experience, translating to the loss of business.

An Odoo CRM integrated system offers your customer service representative the access to critical information in real time.

The representative is able to view the customer’s call history, payments, financials, shipments and more.

Improved Order Management System

When Odoo CRM proposal generates an order in your Odoo Customization ERP software, switching between the systems and entering the data multiple times is not practical in the real business world.

With software integration, a proposal generation results in an actual order under a single system; reducing the time spent on data management and increasing your business’ efficiency and productivity.

In addition, your sales team will have greater visibility in terms of a customer’s order status and easy access that enables making changes faster.

Increased Mobility

When the sales team is in the middle of a critical point in a customer’s journey, on-the-go access to customer information with product & pricing data can assist in closing deals much faster – your sales team requires up-to-date data during the interaction, and not afterwards.

Odoo CRM Integration between various business departments makes it easier to collaborate as well as streamline information flow.

In addition, business managers will also have access to the critical business transaction in real time. So Odoo CRM Software enabling them to make better-informed decisions.

So, Grab your unified Odoo CRM ERP software at Transines.

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