August 6, 2020
Imagine how difficult it would be to collect customer data, analyze their history, keep a track of each and every touch point and interactions you’ve had with them, all this without any strategy in place. Don’t you think your customer information will be all over the place thereby leading to a drawn out sales cycle, with a sub-par customer experience?
A customer relationship management (CRM) software plays a critical role by providing a birds eye view of customer analysis i.e. order history, buying behavior, interactions, etc. and helps efficiently manage your organization’s interactions with the existing as well as potential clients. Its vast feature-packed offering makes it the heart and soul of any business across any scale, size, or industry. When coupled with Odoo, it provides benefits across multiple business dimensions, especially saving considerably on costs and making the management of relationships with customers more efficient. Its efficient pipeline management feature helps accelerate and organize the CRM activities of an organization.
With a multitude of CRMs available in the market, Pragmatic has come up with a couple of integrations through which one can seamlessly manage their leads, opportunities, customers, orders, price lists, and quotations with Odoo.
Let us look at these tools one by one.