CRM plays a vital role in businesses to help streamline their Sales and build stronger customer connections. With the release of Odoo 19, CRM enhanced with powerful features to simplify business processes and help boost productivity. Let’s explore the most impactful updates that make Odoo CRM faster and intuitive than ever.
‣ Priority Filter in Rule-based lead assignment
This feature will help Sales teams to get high value Leads as per configuration defined in rules.
‣ When you open Add Condition it will allow to add rules
‣ This Filter allows us to set rules to control which Leads to be assigned to a Salesperson, depending on criteria such as country or probability.
‣ Only leads that meet all the conditions in the filter will be assigned to that person.
‣ AI Insights
‣ As AI is everywhere nowadays, Odoo included it into CRM to predict win/loss odds
‣ To ensure what really influences the probability score it shows what are the Top Positives and Top negatives.
‣ Lead Generation Via Business Card
‣ Odoo 19 now supports physical business card scanning is enough to generate Lead rather than adding each detail manually
‣ This will extract the name, company, email, phone,etc. With accuracy and create Lead/Contact.
‣ If you are using phone then directly scan it using camera otherwise while using PC import the image and its done
‣ Quick-create Contacts
‣ In new Kanban card of CRM > pipeline > new lead, one more field added named Company which will directly create contact
‣ Instead of adding contact from Contacts app > create company > and select in added Lead, It will link directly.
‣ Conclusion:
CRM’s latest improvements in Odoo 19 shows how technology continues to evolve in making sales processes more efficient and user-friendly. These features are tailored to save time, minimise sales person’s manual efforts, and maximise conversion potential. Are you ready to implement an effective ERP solution with Serpentcs to boost your business productivity? Contact us today at: contact@serpentcs.com
