Odoo CRM Course

Odoo CRM Course

149.00 € 149.00 € 149.0

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Odoo / OpenERP functional training online course. CRM.
1 session / 5 users.


Odoo CRM Course

Odoo / OpenERP functional training online course. CRM.

Course description

This course covers the standard modules of Odoo related with the CRM area: Customer service, leads and opportunities, issues and helpdesk.

You can complete your training acquiring other courses or any of our packs with a recommended training schedule.

Duration

Online session up to 5 attendees. Training options:

  • Express: Resolution of questions and doubts about training material. Duration 2 hours. Schedule from 9h to 11h CET.
  • Online: Guided tour, resolution of questions and doubts about training material. Duration 4 hours. Schedule from 9h to 13h CET.

Objectives

After attending this course the participant will be able to:

  • Manage his customer portfolio and contacts.
  • Establish his commercial leads and turn them into business opportunities.
  • Register in his agenda the commercial actions, meetings and phone calls.
  • Segment his commercial channels and organize his sales team.
  • Attend the customer’s complaints.
  • Implement a helpdesk protocol.
  • Analyze his sales team results.

Methodology

Online sessions with certified trainers.

User training, theory and practice.

Access to a private Odoo instance ready for your training.

Language: Spanish, Catalan.

Requirements

Computer or tablet with web browser: Chrome, Safari or Firefox. Broadband internet connection.

It is recommended that the participants have basic knowledge of comercial magement and customer service.

Structure

This course is composed by the following subjects:

  • Customers.
  • Leads. Web channel.
  • Opportunities. Negotiation phases.
  • Lead-Opportunity-Budget flux.
  • Agenda. Phone calls.
  • Sales team. Channel segmentation.
  • Customer complaints.
  • Helpdesk. Issues and support.
  • CRM reports and statistics.

Material

As soon as the training registration is confirmed, the participant will have access to the training material (syllabus, exercises and solutions) and an online Odoo instance in order to prepare the session.

Complete your training in Odoo / OpenERP.

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