Odoo Sales & CRM
Training for Sales, Marketing, and Efficient Customer Management | Training in German | 13:00 – 17:30 | In-person training
Odoo Sales & CRM
Training for Sales, Marketing, and Efficient Customer Managementt
The Odoo Sales & CRM training is aimed at companies and employees who want to use Odoo professionally for sales and marketing. In this hands-on CRM training, participants learn how to efficiently manage the entire sales flow in Odoo ERP – from lead generation and offer preparation to sales data analysis.
The Odoo course provides comprehensive knowledge of the Odoo Sales app and CRM features, enabling structured, transparent, and efficient sales processes. Participants also learn how to leverage artificial intelligence in Odoo to automate processes and increase sales productivity.
The training emphasizes practical application: best practices, tips, and tricks allow participants to immediately implement what they learn in daily business operations.
The in-person format allows participants from different companies to exchange experiences and gain new perspectives on modern CRM and sales processes using Odoo ERP.
Duration:
- Half-day intensive training
- Plus 30 minutes for individual questions
Upon successful completion, all participants will receive a certificate for completing the Odoo basic training.
Key Training Topics:
In this Odoo CRM training for sales and marketing, participants learn how to digitally map and optimize the entire sales process.
Lead Generation and Marketing with Odoo
- Creating landing pages with Odoo
- Generating and qualifying leads
- Using lead magnets in online marketing
- Email marketing with Odoo
- Using email templates for automated communication
Lead and Customer Management in Odoo CRM
- Processing and structuring leads
- Communicating with prospects directly via Odoo CRM
- Planning and managing appointments
- Managing opportunities
- Effective customer management with Odoo
Sales processes and offers with Odoo Sales
- Managing products and categories
- Working with price lists in Odoo
- Planning discounts and loyalty campaigns
- Using offer templates
- Professional offer creation
- Using the Odoo customer portal
Analysis, Automation, and AI
- Reporting and analyses in Odoo CRM
- Using artificial intelligence in Odoo
- Automating sales processes
- Best practices for an efficient Odoo Sales workflow
Efficient Sales Management
- Sales process management (phase management in sales)
- Working in sales teams
- Assigning and prioritizing leads
- Collaboration and knowledge management with the Odoo Knowledge App
Target Audience
This Odoo CRM and Sales training is specifically aimed at:
- Sales representatives
- Marketing teams
- Sales managers
- CRM administrators
- Companies aiming to fully leverage Odoo CRM and Odoo Sales
The course is suitable for anyone who wants to digitize and optimize their sales processes using Odoo ERP.
Training Provider
rising systems AG
Benrather Schloßallee 99
40597 Düsseldorf
Website: https://www.rising-systems.de
rising systems AG supports companies in implementing, optimizing, and training teams in Odoo ERP, as well as in digitizing sales and CRM processes.