Assignment

on
Odoo CRM System

Submitted by:
Rashmi R
USN: 4NM20BA113
JKSHIM, Nitte

Submitted To:
Prof. Raghupathi Pai
Professor, JKSHIM, Nitte

Date of Submission:
16th May 2022
CRM:
Odoo CRM is the Customer Relationship Management module within the Odoo platform.
It allows you to see all your leads/opportunities in one location, manage them from one stage
to another, and analyse your results. You can manually enter leads into Odoo CRM module
through single entries or by mass importing them. You can also automate lead entry by
integrating your website. When one lead gets converted into opportunities, they usually fall
under four categories, categorized as New, Qualified member, Proposition and Won. When
the company becomes unsuccessful in converting lead into qualified, those type of leads is
categorized as Lost.
Name of our business is Udupi steels, following screenshots shows the various CRM module
stages such as creation of customers and leads in different stages.
Sales team:
For any organization or businesses like Udupi steels it is important to have sales team. Sales
team is responsible in getting leads to organization and converting them into potential
customers by giving excellent customer experience.
Customers:

Either through attracting new customers or by connecting with existing customers of

organization, the opportunity has been created. The system also calculate probability leads
converting into Potential sales.
From the below snapshots it can be understood that opportunity has been already created, and
there are different leads in different stages of conversion, In the below shown snapshot there
is one new lead, one qualified, one proposition and 2 won leads in pipeline.

Won:
When the project passes through different stages such as new, Qualified and once qualified
the project passes through proposition stage and when once the project gets approved, the
symbol ‘Won’ gets inserted to the Order of sales. Once the Opportunity gets a won symbol,
the invoice gets produced and it will be sent to respective customers through Mail. After
receiving invoice customer makes a payment.
Lost:

In the report category the company can check the documents available which are related to
pipeline. The results get shown in different formats such as graphical format, calendar format
etc. The below snapshots show the results in graphical format.
Field Service Automation:
This automation helps to understand where exactly the client company is, and it shows the
exact location where the staff needs to go. This process starts from project creation, allocation
of working personnel to different tasks by manager, the customer information also will be
there for an employee to refer and the email or message including all this information will be
sent to a respective employee after proper allocation.
Through the Field Service Automation, the employee can easily trace where the client or
customer is and where the task has to be performed. It helps to simplify the everyday tasks of
employees.
The manager can monitor different tasks in different formats as per their convenience, the
formats available can be days, weeks or in months. The following snapshot shows task in
month format.

Marketing Automation:
This automation helps the user to create promotions and campaigns to their target customers.
The company can select the target market however they want by applying various filters and
by selecting the options available. The company can test the campaign chosen by test launch
option. The marketing promotions may include some new sales, deals and it may also include
promotional blogs, email messages. The below shown snapshots shows two already created
promotional campaigns.
Test Launch option:

Participants in the campaign created:

Email Marketing:
Email Marketing is an advertisement designed to target individual customers or groups by
making the promotional messages more personalised. The following snapshots shows
customer contacts and the personalised email campaign or advertising messages created for
them.