CRM Module

OpenERP CRM and sales management allows you to track your sales activities from the first contact all the way to the fulfillment of the sales order. Leads initiated from the contact form on your web site are automatically integrated in the CRM. OpenERP allows you to keep track of all mails and documents exchanged with the customers.

 

 

The CRM Plug-in  module  seamless integrates with the Thai Accounting & Finance System, and is delivered with source coding

Key Points

  • Automatic incoming and outgoing email processing using the mail gateway
  • A generic and fully customizable system
  • A configuration wizard to help you to setup as per your requirements

Integration Benefits

  • Integrated with the enterprise calendars,
  • Integrated with sales, purchases and after-sales services,
  • Enterprise processes running through workflows.

CRM Functionalities

A lead is a first, unqualified, contact with a new prospect. Use leads when you import a database of prospects or integrate your website's contact form with OpenERP. After having been qualified, the lead can be converted to a partner and a business opportunity for a further detailed tracking of the related activities.

Opportunities allow you to track the pipeline of your best deals: history of the communication, expected revenues, stage of each opportunity, expected closings, etc. Opportunities are usually connected with the email gateway which allows you to keep the history of the mails exchanged with the customer. Your teams will be able to schedule meetings and phone calls on opportunities, to convert opportunities into quotations, to manage documents related to the opportunity and to track all activities related to this customer.

The sales orders module manages the invoicing, the product fulfilment and the delivery processes. OpenERP can handle products, services and consumables. A sale order can trigger tasks, manufacturing orders, purchases, etc... It supports several invoicing methods depending on your configuration.

The Address book manages your customer list. The form for customers allows you to record details on your customers (address, contacts, price-list, account, etc.). With the history tab, you can follow all moves and transactions related to a customer, like sales order, claims, etc.

The calendar of meetings is shared between sales teams and is fully integrated with the other applications like employee holidays. You can also synchronize meetings with your mobile phone using the caldav interface.

Easily trace all your Inbound calls. The Inbound menu opens a search view in editable mode, so that you can easily modify or add a new call record. With the action buttons convert a lead into an opportunity or plan a meeting. The Outbound menu opens a search view in editable mode, so that you can easily modify or plan a new call. Action buttons allow you to  make your call status evolve for a better follow up of your planned calls. During calls, convert your lead into an opportunity, plan a meeting or cancel it.

Lines to invoice opens a search view with sale order lines and their status. You can use this menu to create invoices from sale order lines that are already delivered but not invoiced yet.

Claims. Record and trace your customers' claims here. A claim is defined by a clients name, several types, status and a priority level. A claim can also be a preventive or repairing action. A claim can be linked to a reference like a sales order, or a product lot number. You can send emails with attachments directly from OpenERP and get the history of the claim treatment (emails sent, interventions type, etc.).