Odoo Essentials - CRM
Become an Expert in the Odoo CRM Application
ENROLL NOW SPACE IS LIMITED
The Odoo CRM Application is a simple but powerful platform for managing a company's interaction with current and potential customers. In this course you will learn how to harness the features of Odoo CRM to create a streamlined workflow for any industry. Unlike most courses, Odoo Essentials CRM uses real-world examples to not only show you all the features, but show you how those features can be used to transform businesses.
Over the past 30 years I have been involved in literally hundreds of CRM implementations. The one thing I can promise you is that it is not something you want to attempt on your own the first few times. There are countless small tips and tricks you will only learn once you have been involved in many CRM implementations across multiple industries. With each attempt you get better and improve the process. My goal in this course is to cut the learning curve 90% and provide you all my knowledge and experience to help you become an expert in Odoo CRM.
Most importantly this course includes one-on-one consultation and training to help you create the perfect CRM pipeline.
Real World CRM Solutions
Unlike most IT training courses, OdooClass focuses on real-world business solutions. Learn best case practices and how CRM systems have been utilized to dramatically increase company income.
More than any other Odoo application a well implemented CRM system has the ability to 10x a business and drive massive growth. Do you wish to maximize customer acquistion and retention, sell your most profitable products and services, and dominate your competitors? Then implementing a best-in-class CRM system is a fundamental step.
Become an Odoo Expert
Odoo is a powerful open-source business application with hundreds of modules and applications. In Odoo Essentials LIVE you get best in class Odoo instructional videos along with one-on-one Odoo training with Odoo expert Greg Moss. After completing this course you will understand Odoo's core business applications and how they can be put to use for your business.
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Course Curriculum
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StartA Simple CRM to Sales Workflow and Introduction to Transforming Businesses with Odoo CRM (28:38)
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StartCreating and Organizing Opportunities in the CRM Pipeline (28:32)
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StartEfficiently Manage and Scale your Operations with Sales Teams (9:34)
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StartSchedule Activities to Create Timely Followups for your Opportunities (11:26)
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StartUnderstanding and Using the Odoo Calendar (8:34)
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StartDefining Custom Stages to Customize your Sales Pipeline (26:47)
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StartUsing Tags to Better Manage and Organize your Opportunities (5:40)
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StartHow to Implement Leads Management to Create a Full Cycle CRM Platform in Odoo (15:58)
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StartCustomizing and Chaining Activities to Create Sophisticated Custom Workflows for Almost any Scenario (11:34)
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StartDefining the Reasons for Losing an Opportunity (3:33)
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StartCRM Reporting and Analysis - Leverage Odoo's Growing Array of Dashboard and Reporting Tools (10:46)
Your Instructor
Greg Moss started working with personal computers at 12 years old. At age 15, he wrote his first paid business application, a loan management application for First American Acceptance Corporation. A few months later Greg developed a statistical application to process surveys for John A Logan College. Now more than 30 years later, Greg has produced hundreds of commercial applications and training courses, and has been involved in numerous enterprise application projects.
In addition to completing degrees in Business Administration and Information Systems Design, Greg is a Certified Information Systems Auditor, a Six Sigma Black Belt, and holds an Information Assurance Certification from Carnegie Mellon University. In addition to his successful consulting practice, Greg has worked in positions as a Chief Information Officer (CIO), Chief Executive Officer (CEO), and excels in delivering technology-enabled growth to companies. He is an experienced digital marketer and focuses on real-world results and solutions.
Greg is the founder of First Class Ventures, LLC and OdooClass.com. Over the past 8 years Greg has produced over 200 video courses covering business application development and game design.
Greg is the author of Working with Odoo, Working with Odoo 10, Working with Odoo 11, Working with Odoo 12, and Learn Odoo.