Odoo CRM Integration for a Marketing Company

A leading marketing company in the US was one of our esteemed clients, seeking a solution to overcome the challenges of managing their data.

Our marketing client used to store a bulk of data (name and email address of clients/customers, project status, communication details, etc.) in an Excel spreadsheet. But this tactic wasn’t working out smoothly as they face difficulty in accessing and retrieving certain data instantly. They had to spend hours on data search, ultimately, slowing down their productivity.

The dedicated team at Allianze InfoSoft came up with a tremendous solution of integrating CRM system built on Odoo into the database of our client. Our CRM integration helped the client to review every single data associated with the customers and reviewing the interaction process in detail.

We prefer implementing an effectual CRM system in Odoo as it will help the marketing company to meet their needs strategically.

Our Odoo CRM feature for the marketing client included:

• Chronological representation of the customer interaction
• Storing the name and address of the client/customers into the Odoo CRM automatically
• Easing the process of customer classification based on geographical region, date of last contact, industrial domain, etc.
• Automatically sending the email communications and enhancing sales

How did our Odoo CRM features benefit our marketing-based client?

• Nurturing the leads and strengthening their relationship with customers
• Easing the process of data retrieval instantly
• Prioritizing the leads based on the previously recorded activities
• Minimizing the sales process by sending the leads automatically
• Enhancing the productivity and trimming the marketing