To understand the benefits of Odoo in the enterprise, let's outline what the main tasks the systems perform
Increase the level of customer service, which causes their loyalty;
Optimize interaction with them;
Collect and store personalized data about the client, which contributes to the implementation of optimization processes;
Effectively manage the marketing processes of the company;
Structuring and systematizing the work of employees;
Help to build a planning strategy;
Integrate the activities of departments;
Increase the number of sales or demand for services.
This is just a small list of opportunities that implement the platform. This process is multi-stage, but with the right approach will not take much time and energy. However, it will require constant monitoring of company managers and specialists in CRM implementation.
LBS Group specialists go through every stage with your company - from analysis and planning, to implementation.
Thanks to a professional approach at each stage, the work of the company and each employee will be optimized effectively, and the company's goals will be indescribably achieved (increase in sales or demand for services). And most importantly, the reputation of your company's reputation will increase significantly by improving the quality of service.
The initial stage is carried out in order to argue and calculate the benefits. The task includes the work of specialists and managers of the company. It is important to to take into account the benefits, costs and payback period of the project. If the company is actively developing in the market, then most likely it makes sense to buy a program with wide functionality and the ability to embed additional modules. For a large and actively growing company, the standard package will not be enough. While for a small business or a new project, a set of of standard functions will be enough.
CRM-systems
After the goals and needs are formulated, you can proceed to acquaintance with the capabilities of the CRM-system:
Functionality;
Simplicity of the interface;
Integration with other systems;
Improvement and updating of the software;
Technical support of the service.
Each manager has his own goals and requirements for the system. Having this information, you can make the right choice of the appropriate program.
The initial stage is carried out in order to argue and calculate the benefits. The task includes the work of specialists and managers of the company. It is important to to take into account the benefits, costs and payback period of the project. If the company is actively developing in the market, then most likely it makes sense to buy a program with wide functionality and the ability to embed additional modules. For a large and actively growing company, the standard package will not be enough. While for a small business or a new project, a set of of standard functions will be enough.
While for a small business or a new project, a set of of standard functions will be enough. It consists not only in technical aspects, but also in the revision and redistribution organizational and functional structure. For this purpose, the work of both departments, divisions, and individual employees. Employees need to conduct training. In order to implement as efficiently as possible and with minimal resistance of the team, it is necessary to instill CRM culture comprehensively and systematically.
As for the development, the customer must provide a set of requirements and functions. The terms of reference should be clear and understandable. Developers will carry out system configuration, installation of additional modules, integration with other platforms and test the application. After agreeing on the program with customers, implementation is carried out in each department of the enterprise
You will need the help of specialists who can conduct an audit, adapt the system and select tools for your business needs. To carry out installation and provide professional technical support.
If the preparatory stages were carried out qualitatively, then problems with the implementation of the system will not arise. At the same stage, it is very important to create instructions, regulations and conduct training of employees to work in CRM+ERP. Training of all departments - the moment, for which you can not spare time and effort.
Incompetence of employees can lead to the fact that to work in the new system they will start spending more time. This will lead to the opposite consequences - a decrease in productivity and service level. Over time, the picture will normalize, but still it is better to be as prepared as possible.