Chapter 3. Exploring Customer Relationship Management in Odoo 10
Until recently, most business and financial systems had product-focused designs, while records and fields maintained basic customer information, processes, and reporting typically revolved around product-related transactions. In the past, businesses were centered on specific products, but now the focus has shifted to center the business on the customer. A Customer Relationship Management (CRM) system provides the tools and reporting necessary to manage customer information and interactions.
In this chapter, we will cover the following:
- Looking at what it takes to implement a CRM system as part of an overall business strategy
- Install the CRM application and set up salespersons that can be assigned to our customers
- Learn how to create and manage Leads
- Create opportunities and schedule events in Odoo
- Discover the Odoo Open Chatter feature
