Automated A CRM& Rental&Subscriptions System with ODOO AI
What you'll learn
- Odoo CRM - Keep opportunities within view
- How To Leverage Your CRM for Better Sales Pipeline Analysis
- Win/Loss Analysis and Optimization: How To Get It Right
- How to Manage a Sales Team & Team Members in Odoo CRM
- ODOO CRM/How to use leads/opportunities
- Odoo CRM ODOO CRM/Generate leads/opportunities
- What is lead enrichment? And how can automation elevate your lead enrichment process?
- Leads. Opportunities. Quotes. | Odoo CRM Software
- Assign leads with predictive lead scoring – Odoo
- CRM Activity Management - Calls, Tasks, Events
- Sales Reporting & Forecasting | CRM Solutions
- Using CRM to Manage Subscriptions
- Subscription Management Software - CRM SaaS
- How to Improve Your CRM Renewal Rates
- Upsell Subscriptions _ Odoo Subscription
- How to Create CRM Reports for Your Sales Team
- Schedule and Manage Alerts in Dynamics ODOO CRM
- CRM Rental Management
- CRM Development Planning and Strategies
- Mastering Customer Relationship Management- CASE STUDY-1
- Mastering Customer Relationship Management- CASE STUDY-2
Requirements
- No CRM marketing experience required.
- No prerequisites. You also DON'T NEED to have a ODOO CRM account prior to this course (we will create a free account )
Description
do you know what makes the difference between good and great sales teams the tools they use this is odoo CRM a great tool to organize sales activities automate tasks and empower teams with customer daily with o2 CRM you can drag and drop your opportunities through every stage of the pipeline it's that easy
you can schedule meetings calls or tasks in just a click see an overview of today's meetings and next activities
call your prospects directly from the app once you get more information about an opportunity just click on it send emails from within the opportunity it makes it incredibly easy to track all of your opportunities actions and history
with odoo CRM you don't need to record
data manually in the system emails are
automatically integrated and the VoIP
integration allows you to make calls
directly from the opportunities record
your schedule is also synchronized with
odoo calendar and your mobile phone to
help keep you organized use odoo crm
along with all your other odoo apps on
your smartphone or tablet
odoo reporting functions provide
greater insight into your individual and team performance drill down into any data points you'd like to compare create pivot tables to better analyze your
pipeline in just a few clicks the o2 CRM app is fully integrated with other
business applications like the e-commerce marketing sales key signature
emailing etc design professional quotes in under a minute
create visually engaging email campaigns automate frequent actions and follow-ups
with a marketing automation app sign contracts easily with ODOO signature ODOO to helps thousands of businesses
spend more time focusing on their sales opportunities and less time on
unnecessary manual data entry Oh to CRM the CRM that salespeople love try it
Do not forget Get eBook with a 90% discount Low offer link in the welcome message!!!
Start And Grow Your Own Consulting Business From Zero: Artificial Intelligence in Accounting Practical Applications Odoo 17
Who this course is for:
- Marketing professionals
- Professionals who want to increase their knowledge and skills in ODOO CRM Analytics
- Mid level or more experienced marketers (e.g. Snr CRM Mgrs / Heads of CRM / Marketing Directors / CMOs) whose CRM programs are not working as well as they would like / are under pressure to maximize results and want to put more insight and structure around their programs, but don’t know where to start.
- Anyone considering using ODOO CRM for their business
- Professionals and entrepreneurs looking to enhance their understanding of how the customer works and thinks
- Beginners / Students / Junior Marketers / Mid level Marketers who want to learn fast how some of the worlds biggest brands drive the best results from CRM marketing and be able to apply the approaches quickly in their business context
Instructor
Office of the Chartered Accountant Masters Academy
For accounting, auditing, training, financial, administrative, and marketing consulting
Academic degrees:-
*Postgraduate studies in financial and administrative planning
* Doctorate degree in financial and administrative development strategies for organizations
*Registered with the Ministry of Finance (Register of Chartered Accountants and Auditors)
* Certified trainer certificate in administrative systems, planning and monitoring human resources components.
* Certified trainer certificate in marketing strategies and systems for preparing feasibility studies and corporate restructuring.
* Certified Digital Marketing Specialist Certificate from the Skills Program from Google
* Certified digital marketing specialist certificate from the Facebook Blueprint program
* Certified digital marketing specialist certificate from the HubSpot Academy program
Professional fellowships:-
* Member of the Association of Auditors and Accountants
* Member of the Tax Association
* Member of the Public Finance and Taxation Association
* Member of the Society of Certified Public Accountants
* Financial and administrative planning consultant at Cambridge College, Britain
Executive experience:-
* Founder and Director of Masters Group for Administrative, Accounting and Consulting Systems
* Administrative development consultant for many companies in the Kingdom of Saudi Arabia
* Full-time consultant at Al-Amin Hospitals
* Administrative development consultant for many companies
* Previously certified trainer at the Cambridge College
* Certified trainer at the Professional Managers Center in Cambridge College
A brief history of the office “Masters for Administrative and Accounting Systems”:-
- A consulting institution specialized in the field of developing accounting and administrative performance
-It was established in early 2008 with the idea of making the concept of accounting and administrative development available to all those interested in developing their administrative and accounting skills, and it took upon itself to create an integrated system that is easy for all ages to develop their accounting and administrative skills.
We have a doctrine that leads to
- Raising and developing the skills of those responsible for accounting or administrative work
- Raising the levels of applied awareness of the accounting or administrative tasks assigned to human resources by various economic institutions, whether we are accountants, administrators, or even newly experienced in this important field.
Areas of administrative specialization
Specialized in administrative and organizational restructuring
Specialized in developing professional development plans and human resources performance
Specialized in restructuring job description cards
Specialized in preparing a system of functional powers, policies and procedures
Specialized in preparing job performance development systems
Specialized in preparing job evaluation forms
Areas of marketing specialization
We provide actionable training programs focused on improving awareness, leads and sales
Our most popular training workshops include
Advanced lessons in digital marketing strategy
Acquire customers online
Social media and content marketing
Email marketing
Digital marketing research and competitor analysis
Improve conversion “from potential customers to actual customers”
Google Analytics and how to manage businesses using analytics
Our specialist trainers deliver workshops in a range of sectors including Agency, B2B, Charity, Financial Services, Healthcare, Retail, Travel, Pharma, Small Business and Publishing/Restaurants/Medical.