Description
Odoo Multi Branch in CRM: Manage your relationship with the customers efficiently as it plays a vital role in enhancing the growth of your business. So, it is better to distinguish the branches of your business for managing customer relationships. It lets you build a strong relationship with your customers; thus, boosts the sales.
Manage your customer relationship per branches in Odoo!
The quality of relationship you manage with your customers directly depends upon your sales. Customers always prefer to get valued; so if you'll manage CRM properly then it will increase their chance to shop from you again. Moreover, they'll refer your service and products to their friends and family.
Odoo Multi Branch in CRM helps you to manage the branches for each department and let you manage customer relationships on the basis of branches. You can also manage the multiple branches for the sales team, leads and opportunities.
The module makes customer relationship you to manage the multi branches for the employees of your company!
Prerequisites For Using Odoo Multi Branch in CRM Module
Odoo Multi Branch CRM Module works in conjunction with the following module:
You would need to install this module first for Odoo Multi Branch in CRM to work properly.
Odoo Multi Branch in CRM Features
Manage Branches in Odoo
- You can manage multiple branches in Odoo
- The branches are used to segregate data
Create Branches in Odoo
- Now, you can create branches in Odoo for each Company
- Fill out the required details to create branches
Assign Branches to the Users
- Users can set multi branches for the users
- And, then assign one or more branches to the user
Assign Branches to the Odoo CRM
- You can assign branches to the sales team in the Odoo CRM
- The sales team can create the pipeline as per their dedicated branches
Associate Branches to the Leads & their Reports
- You can associate each lead with different branches
- The reports of the leads are also managed as per the branches
Associate Branches to the Opportunities & their Reports
- You can associate each Opportunities with different branches
- The reports of the Opportunities are also managed as per the branches
Manage Sales teams per Branch in Odoo
- Segregating sales team on the basis of branches can result in better customer relationship management.
- You can select the branch of a sale team while creating a new one or can also edit it whenever you want.
- Hence, the module helps you to maintain the smoothest relationship with the clients and manage the data accordingly.
Link the Leads to the Branches in Odoo
- The pipeline of the sales team is also managed on the basis of their branches.
- Along with the leads, you can also manage opportunity on the basis of the branches in Odoo.
- Moreover, branch wise reports of the leads and opportunities are also maintained in Odoo backend.
Other Extensions of Odoo Multi Branch
Dedicated Support For Your Odoo Multi Branch in CRM Module
Webkul's dedicated support provides you with the customizations and troubleshooting solutions for your Odoo Multi Branch in CRM Module.
For any query or issue please CREATE A TICKET HERE
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