Odoo CRM: Deep Dive With Jeri Wambeek
Odoo CRM:
Deep Dive With Jeri Wambeek
#WednesdayWebinar #1
Join Us Live Online as We Walk You Through Odoo's CRM Module
Let's explore ways to elevate your CRM game!
Are you juggling multiple spreadsheets and spending countless hours struggling with your CRM processes? Or have you implemented a costly CRM system that does not deliver what you anticipated?
Join Jeri Wambeek, Co-founder and Chief Solutions Architect of WAOConnect, as she dives into Odoo's CRM module and takes you through the exciting functionalities that can potentially make life for your sales and marketing team so much easier.
What Is Odoo?
Odoo is a suite of open-source applications that help businesses streamline, automate and simplify business processes throughout your business. With an app for every process, Odoo offers solutions for your CRM, eCommerce, Accounting, Inventory Management, POS solutions and other processes throughout your business, to boost efficiency and enhance growth.
For Whom?
Sales managers, sales representatives and business owners. Anyone who cares about making sales successfully and providing exceptional customer service from day one.
Key Takeaways
Let's dive deep and learn how to harness the power of:
Leads: nurturing, acquisition, and management; applying assignment rules, automatic contact creation, etc.
Opportunities: pipeline management, customizing stages, scheduling meetings, 360-degree visibility, etc.
Efficient communication: email templates, email gateways, surveys, forms, and more.
Real-time reporting: predefined or custom-built dashboards, visualize team KPIs, run different types of analysis with advanced filters.
Why Join?
Learn from an expert how you too can:
Empower your businesses to efficiently manage customer relationships and optimise sales processes.
Centralise customer information, allowing for a holistic view of interactions and history.
Capture and priorities leads, track opportunities, and automate tasks for streamlined workflows.
Access valuable data through real-time reporting & analytic functions.
Integrate with other Odoo apps to ensure a smooth flow of data across departments.
So, don't lose time; join us for an insightful session on how to step harness the full potential of Odoo's CRM App.
Steered by Jeri Wambeek
Co-founder/Chief Solutions Architect, WAOConnect
An accountant by profession, Jeri is the Co-founder and Chief Solutions Architect of WAOConnect, Australia's trusted Odoo Gold Partner, steering a team of professionals to help product-based businesses thrive in the cloud through Odoo solutions. She is also a Cloud Ecosystem Expert with a strong focus on Inventory and Supply Chain Management.
Steered by Jeri Wambeek.
Co-founder/Chief Revenue Officer, WAO Group.
An accountant by profession, Jeri is the Co-founder and Chief Revenue Officer of WAO Group, Australia's trusted Odoo Partner, steering a team of over 40 professionals to help product-based businesses thrive in the cloud through Odoo solutions. She is also a Cloud Ecosystem Expert with a strong focus on Inventory and Supply Chain Management.