Odoo CRM training: from lead to signature

Who is this Odoo CRM training for?

Anyone involved in business development or customer relationship management:

• Sales rep, sales manager or business developer.
• Internal functional project manager.
• Key user or Odoo champion in charge of the sales scope.

Prerequisites

Being comfortable with a web browser. Basic knowledge of sales processes and customer relationship issues is recommended. Prior experience with Odoo is not required.

What will you be able to do by the end of the day?

This training is part of acquiring, consolidating or perfecting operational skills on Odoo. By the end of the session, each participant can:

• Run sales relationship actions in Odoo.
• Configure the CRM app to the company's organisation.
• Manage and enrich the contact and company records.
• Qualify and process incoming leads.
• Drive opportunities through the sales pipeline.
• Automate follow-ups and sales actions.
• Monitor and analyse sales performance.

Detailed programme of the Odoo CRM training

Round table

• Introduction of the ANOR consultant.
• Gathering each participant's sales context, existing processes and expectations.

Presentation of the course

• Functional scope covered.
• Schedule and pace of the day.

CRM app

• Fundamentals: app architecture, how it connects with the Sales and Email Marketing apps.
• Master data: creating and qualifying contacts, companies and tags, deduplication and merging.
• Leads: manual entry, import, website form, sources and automatic assignment rules to teams.
• Opportunities: conversion from a lead, stages, probability and predictive scoring, expected revenue, expected closing date, lost reasons.
• Sales pipeline: kanban view, filters and grouping, star priority, recurring revenue.
• Prospecting process: scheduling activities, follow-ups, email templates, email and calendar integration.
• Dashboard and analysis: performance indicators, reports by team or by salesperson, revenue forecasts.
• Configuration: pipeline stages, sales teams, tags, activity types, automated actions.

Exercises

• Hands-on work on a demo environment: you process an incoming lead, convert it, schedule your follow-ups and take the opportunity through to the quotation.

Odoo training terms: training organisation, teaching resources and assessment

Venue and organisation

Sessions take place at your premises or remotely, depending on your organisational constraints. If the session is hosted in a third-party venue, any travel and accommodation costs are borne by the training sponsor. Our training organisation is based at 121 rue d'Aguesseau, 92100 Boulogne-Billancourt, France. Each participant has a computer connected to the internet. Payment is due on receipt of the invoice. Any cancellation notified less than seven working days before the session date results in the full training fee being invoiced, separately and not chargeable to professional training funds.

Teaching resources

• A structured course handout with the detailed programme of the day.
• The theory needed for each topic covered.
• Demonstrations on a dedicated Odoo environment, accessible online.
• Practical exercises to validate each skill in a real situation.

Assessment

The consultant assesses each participant on the correct completion of the exercises, command of the app's key features and the ability to run a complete sales cycle independently. Each participant assesses the consultant on teaching quality, clarity of explanations, relevance of the exercises to their activity and the pace of the day.

Accessibility for people with disabilities

Our training mostly takes place at the customer's premises, which lets us adapt the reception conditions to each situation. Contact us before enrolling so that we can look at the necessary arrangements together.