Before jumping into the specific CRM features of Odoo, it is valuable to briefly discuss the importance of a comprehensive approach to implementing a CRM system in your business. The fact is that successfully implementing a CRM system requires much more planning than just installing software and asking employees to fill in the data. CRM software systems are only a technical tool in assisting your sales and marketing department in acquiring and keeping customers. Certainly the software will play an important role, but to obtain real benefits from a CRM system you must do the hard research to understand your customer and exactly how you wish to shape their customer experience.
It is critical that the sales people ...
