CRM. Commercial management
Este curso ofrece una introducción práctica al CRM de Odoo, enfocándose en su configuración, gestión de oportunidades y seguimiento del pipeline. Aprenderá a organizar equipos de ventas, asignar oportunidades, analizar resultados mediante informes y paneles de control, y aplicar buenas prácticas para mantener actualizado el CRM y favorecer la colaboración interna.
Odoo
Basic
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1. Introduction to Odoo CRM.
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Odoo CRM overviewNew 10 xp
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Odoo CRM for social economy entitiesNew 10 xp
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2. Basic CRM configuration
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Access the CRM application and its features.New 10 xp
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Definition of pipeline phases.New 10 xp
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Sales team configuration.New 10 xp
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Module 3: Opportunity and Activity Management
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Creating new opportunities.New 10 xp
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Assignment to sales representatives.New 10 xp
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Pipeline tracking (kanban).New 10 xp
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Get organized and collaborate with CRMNew 10 xp
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4. Reports and analysis of results
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Control panels and standard reportsNew 10 xp
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Analysis by salesperson, team, or phaseNew 10 xp
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Viewing, exporting, and sharing reportsNew 10 xp
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5. Best practices and final tips
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How to keep the pipeline clean and up to date.New 10 xp
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Internal communication with the team.New 10 xp
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