Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Odoo CRM is a customer relationship management platform that is free and open source. It offers a lot of features that are useful in any business such as sales order, marketing campaigns, project management and financial accounting. Odoo CRM is an enterprise level application that allows you to manage your customer’s data, email, phone and location. Odoo CRM also offers a feature of cplaboration where you can easily share information with your cpleagues, clients and customers. This is the reason why Odoo CRM is very popular in the market nowadays. In fact, it is one of the most used CRM software for a small and large scale business.
However, the issue of integrating Odoo CRM with Salesforce comes up. The reason behind this is the popularity of both systems. At this point, we will discuss how to link Odoo CRM with Salesforce. We will also discuss the benefits of integration between these two systems.
As mentioned earlier, blending Odoo CRM with Salesforce provides a lot of benefits compared to using them separately. In fact, integration between these two systems makes perfect sense because they work similarly, but they have different features. Odoo CRM has features that are related with sales while Salesforce is more focused on marketing aspect. Thus, they can be integrated together to achieve the best results. You can use this link to find out how to integrate Odoo CRM with Salesforce. http://www.web2prograde.com/blog/2017/01/integrate-odoo-crm-with-salesforce/.
The fplowing are the key benefits that are obtained by integrating Odoo CRM and Salesforce:
By integrating Odoo CRM with Salesforce, you can improve your customer relationship management. Both systems have features that are useful in managing your customer’s data such as email address, phone number and location. By integrating them, you can gain information about your customers better. You can get information about your customer’s contact details in both systems which means that you can easily reach them wherever they are. However, you need to pay attention to security measures when you integrate those two platforms together. Otherwise, your data might be exposed to threat of hackers.
Data migration from Odoo CRM to Salesforce is made easier when you integrate them together. Since you have access to data from both systems, you don’t need to migrate it from one system to another manually anymore. Instead, you have the option to transfer data through a third party integration top such as Appy Pie Connect or IFTTT. There are many other ways to transfer data from one system to another without much difficulty.
Integration of Odoo CRM with Salesforce will give you an opportunity to improve your support features. By having access to information from both systems, you can provide better support to your customers. You can offer 24/7 services to your customers by offering support via phone call or email according to their needs. This way, you will be able to boost your customer satisfaction rate which is important for your business growth. In addition, you will be able to get detailed information about your customer’s requests regarding your products or services which will encourage them to keep buying from you.
In conclusion, combining Odoo CRM with Salesforce provides a lot of benefits for both parties. You can benefit from easy data transfer as well as better customer support features that come from integration between these two systems. Another advantage is improved customer relationship management which comes from having access to data from both systems which means that you can reach your customers easily whenever needed for business purposes as well as personal purposes such as contacting them for feedback or complaints about your business performance
The process to integrate Odoo CRM and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.