Course Outline
1. Introduction to Odoo CRM
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Overview of the Odoo platform
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CRM workflow and pipeline management
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Managing leads and opportunities
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Customer records and communication tracking
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Sales pipeline stages and forecasting
2. Lead and Opportunity Management
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Creating and qualifying leads
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Lead scoring and prioritization
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Converting leads into opportunities
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Managing activities and follow-ups
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Sales team collaboration within Odoo
3. Marketing Automation in Odoo
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Overview of Odoo Marketing tools
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Email marketing campaigns
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Marketing automation workflows
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Contact segmentation and targeting
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Campaign scheduling and tracking
4. Managing Marketing Campaigns
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Creating mailing lists and templates
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Designing and launching campaigns
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Monitoring campaign performance
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Tracking customer engagement
5. Dashboards and Reporting
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Odoo reporting capabilities
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Creating sales dashboards
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Marketing performance dashboards
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KPI tracking and visual analytics
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Customizing dashboard views
6. Data Analysis and Insights
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Using filters and pivot views
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Exporting and analyzing CRM data
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Monitoring pipeline performance
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Using dashboards for decision making
7. Best Practices
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CRM data management
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Marketing campaign optimization
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Reporting strategies for management
Requirements
Participants should have:
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Basic understanding of sales or marketing processes
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General familiarity with business software systems
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No prior experience with Odoo is required, but basic knowledge of CRM concepts is beneficial
Testimonials (3)
Irma was attuned to us as learners and our business needs. It was clear that she was actively listening to us from the informed feedback she then provided.
Siobhan - Raintree
Course - Digital Marketing for Software-as-a-Service (SaaS)
Responses with solutions and practical use.
Agnieszka - AIRBUS HELICOPTERS POLSKA SP. Z O.O.
Course - Google AdWords: Beginner to Advanced
High level of understanding & articulation on point.