Managing Sales Teams Made Easy with CRM in Odoo

A Comprehensive Step-by-Step Guide

In the fast-paced world of sales, effective management of your sales teams is crucial to achieving success. However, managing sales teams efficiently can be challenging. That's where Odoo comes into play. It offers a comprehensive set of tools and features to streamline sales team management, enabling you to maximize productivity and drive revenue.

In a previous article, we discussed overcoming the top 5 challenges of sales team management, tackling sales team management challenges with Odoo, from hiring & motivation to performance tracking & conflict resolution. Today, we dive deeper into how Odoo CRM can be a pivotal asset in efficiently managing your sales teams.

How to Manage Sales Team in Odoo CRM

Odoo CRM is an integrated module that manages the entire sales process, from lead generation to upselling, fostering robust customer relationships. Its features include:

  • Multi-Sales Team Management: Odoo CRM allows centralized, secure database access with role-based controls, enhancing collaboration among multiple sales teams.
  • Streamlined Sales Process: The platform provides a structured pipeline for efficient lead and opportunity management, allowing customization of sales stages to align with specific lifecycles.
  • Effective Communication: Odoo facilitates seamless communication through messages, internal notes, scheduled tasks, appointments, and direct calls within the CRM platform.
  • Real-time Data Analytics: The CRM offers insightful reports for evaluating sales performance and making predictions based on real-time data.
  • Full Integration: Odoo CRM seamlessly integrates with other sales-focused Odoo modules, including Sales, Websites, and Marketing tools, enabling comprehensive monitoring of sales revenue and optimizing conversion rates.

Using Odoo CRM to Manage Sales Teams

Odoo CRM module is a powerful tool that can help businesses manage their customer relationships and optimize sales processes. In this step-by-step guide, we will walk you through the process of creating and managing sales teams in Odoo CRM, configuring lead and opportunity pipelines, setting up activity types, and accessing CRM reports.

1. Creating and Managing Sales Teams

To create a new sales team, go to CRM ‣ Configuration ‣ Sales Teams, then click New.

With Odoo CRM, you can create and manage multiple sales teams on a single platform if you manage multiple sales teams. Here, you can create a new sales team by filling in the required details, including the team's name and criteria for splitting, such as team leader, country, and invoicing target. Additionally, by setting up a unique alias email for each sales team, salespeople can receive leads and communicate with clients directly in the CRM platform.

Odoo CRM Sales Team management

Once you have created your sales teams, you can add sales members and give them access rights. The access-right configuration will help control who can view and edit certain data, ensuring confidential data is only accessible to authorized individuals and reducing the risk of data errors.

To do this, you must go to the Settings module → Users & Companies, then set the sales access right based on a salesperson’s access level.Odoo Settings for setting Sales Access

Multinational corporations can manage multiple sales teams on the same platform, thanks to Odoo CRM. Therefore, segmenting sales teams by country, language, or campaign makes management more efficient and guarantees that a sales team specifically trained to meet their needs serves customers with similar language, cultural backgrounds, and habits.

2. Configuring Lead and Opportunity Pipelines

The key role of CRM software is lead and opportunity pipeline management, ensuring the sales process operates smoothly. By default, the Odoo CRM pipeline does not activate Leads mode since it is used as a qualification step to evaluate lead quality, convert it into an opportunity, and assign it to the right salesperson. 

Depending on your sales process, you can activate this mode by going to CRM ‣ Configuration ‣ Settings and activating the Leads mode. You will see the Leads menu in the CRM module.

Odoo CRM leads settings

Moreover, Odoo CRM provides several automatic lead-assigning features that help sales managers boost productivity. According to your specific needs and workflows, you can configure to assign leads based on predictive lead scoring by activating Predictive Lead Scoring mode or based on probability by activating Rule-based Assignment mode.

By estimating the probability of winning a lead, salespeople can handle each lead effectively and save valuable time.

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3. Setting Up Activity Types

Activity types are a way to organize your activities in Odoo CRM. They allow you to group activities by type, such as calls, meetings, or emails.

To set up activity types, navigate to CRM → Configuration and click on Activity Types. Here, you can create new activity types based on your specific sales activities and the timeline for each activity. Odoo lets you set the activity’s action, default user, and time schedule.

Odoo CRM - Set up Activity Types

As mentioned about the powerful communication features in Odoo CRM, the sales manager can schedule different activities for salespeople to nurture customer relationships, or salespeople can schedule ones for themselves. Leveraging activities within Odoo CRM helps salespeople effortlessly monitor and plan follow-up tasks for each stage in the pipeline, guaranteeing that no customer is overlooked.

Odoo CRM - schedule your activity

4. Accessing CRM Reports

Odoo CRM provides a range of reports that can help you analyze your sales data and make informed decisions. To access these reports, navigate to the Reporting menu in CRM

Here, you can view reports on your sales pipeline, leads, opportunities, and more. You can also use these reports to forecast future sales and identify areas for improvement.

Odoo CRM - Pipeline Analysis

Benefits of Managing Sales Teams with Odoo

Effective sales team management with Odoo offers a multitude of benefits, including:

  1. Increased Productivity: Automating lead and opportunity assignments and efficient team structuring allow your sales teams to focus on selling rather than administrative tasks.
  2. Enhanced Customer Interactions: Customers receive more personalized and effective service with well-defined teams, leading to higher satisfaction and increased sales.
  3. Improved Sales Performance: Sales teams that are empowered with the right tools and configurations perform better, ultimately driving revenue growth.

In conclusion, Odoo is not just an ERP software; it's a comprehensive solution for managing sales teams with precision and ease. By splitting your teams, assigning leads and opportunities intelligently, and configuring your team members efficiently, you're setting your sales force up for success.

Are you ready to take your sales team management to the next level? Consider integrating Odoo into your business processes and watch your sales soar. For expert guidance on this subject, contact our team at Portcities.

13 February, 2024
Managing Sales Teams Made Easy with CRM in Odoo
Namita Gangwani
Digital Marketing/ Content Specialist
Namita Gangwani is an experienced Digital Marketing Specialist with a decade of expertise across diverse sectors, including technology, retail, and e-commerce. Holds a post-graduate diploma in business administration, specializing in Marketing. She is passionate about reading, creative writing, and crafting brand narratives. Enthusiastic about staying updated on the latest digital trends and industry innovations.
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