A business is considered to be successful only when you get customers to visit your website again and again. One of the biggest factor behind having a successful enterprise is to have repeating customers. Most of the time, people get a large amount of their revenues from the returning customers. With this, it is quite clear that a business can thrive based on its repeated customers. Once you know your repeating customers, you can manage them effectively and offer them support whenever needed. With the help of a CRM software, you can manage all your customer needs with ease. To help you out, here we bring you a detailed blog on Odoo vs Zoho CRM.
Odoo CRM
Odoo CRM is a product offer by Odoo. It is a software company based in Belgium with its offices in North America, the Middle East, Asia, and Europe. First, it initiated with an open source software model but then added a proprietary enterprise edition in 2015. When compared to the other versions, Odoo 16 is power-packed with several features and functionalities for your business. This Odoo version can be installed on-premise, or run in the Odoo.sh platform.
With Odoo CRM, you will get easy access to softwares that you might need for expanding your business. Here, you will get a platform that will help you access and organize your customer’s data.
Odoo CRM can help you,
- To plan your daily schedule and activities
- To execute sales processes automatically.
- To provide reports on metrics for monitoring your performances
- To capture various metrics like web pages viewed or emails opened
Zoho CRM
Zoho CRM is one of the 40 products offered by Zoho corporation. This organization started back in 1996 in India. Zoho is present all around the world with its offices in Europe, the Middles East, North America, Australia, and Asia. This CRM platform offers you with numerous applications that cover all your business processes. Back in 2019, this organization reached a big milestone of crossing the 50 million user mark.
People who make use Zoho CRM tend to recommend it to every one. This platform has several features like omnichannel for easily getting in touch with your customers. You can reach out to your customers through call, mail, chat, and social media. Here, it is possible for you to perform all important sales related tasks and boost your process automatically. With this, you will be able to shift your focus on individual customer interactions.
A Brief Comparison of Odoo vs Zoho CRM
Sales automation
With the help of Odoo CRM, you can get rid of performing manually putting your data entries. All you have to do is import the information to contact records from emails and VoIP calls. This platform lets you import all your leads quickly with from other files or your last CRM with its column matching tool. Odoo CRM lets you send customized emails and help you get leads based on both implicit and explicit basis.
Besides this, you can also decide your upcoming steps on the basis of your lead score. After having a look at these scores, you can pick the one that would turn into an opportunity. It is possible to talk to your leads without leaving the system through live chat or VoIP tool.
Zoho CRM can be used to automate several tasks such as sending emails, scheduling appointments, tracking contracts, and updating opportunities. It can also be used to generate leads from different sources and manage, score, and distribute them to the right sales reps.
This platform can get you leads through different content management systems like WordPress. Zoho CRM is also capable of scanning business cards and turning them into digital customer records. With the help of a visual sales pipeline, you can get a better overview of all the present deals and pick the one that needs the most attention.
Integrations
Odoo CRM can be integrated easily with other Odoo applications easily. With this, Odoo turns into a comprehensive business solution. There are various Odoo applications available for integration such as inventory, sales, and eCommerce. To your surprise, Odoo also works with other tools like Google Docs, an open API, and community-built applications.
Zoho CRM can also be integrated with other Zoho applications and third-party applications. No matter if you are using Office 365 or Zoho Cliq, it can be easily synced with your existing solutions. If you wish to extend your functionality, it can be done through integrating various tools and performing custom integrations.
Reports and analytics
You can get your hands on the statistics of lead sources through Odoo CRM. By having a look at it, you will know the success level of the campaign. Here, you will get the pipeline view for using filters, groupings, and other data organization tools to help you analyze your opportunities.
This platform offers you with predefined dashboard which can also be customized as per your business needs. It also showcases the KPIs of your organization and helps you know about the trending topics. Here, you also get a detailed history of your customers for better profiling and assessment.
When it comes to Zoho CRM, here you can combine data from different analytic tool. With this, you can base your actions and customer interactions on data. This platform looks after all your data and monitors everything going on in your sales cycle. Here, you get the choice of picking a ready-to-use standard report or personalize as per your client’s need. It also has tools that can be used for comparing actual values to the already predicted values. Besides this, you can also calculate or contrast your performance indicators, and other capabilities over different groups or segments.
Conclusion
Odoo CRM offers you with various CRM options. You can first pick as per your need and then choose the application that you need. There are two options available such as – community and enterprise. One of the best thing about this application is that you can try it free of cost for 15 days.
Talking about the Zoho CRM, it is one of the most affordable and robust CRM solutions in the industry. The platform has changed a lot since its inception in 2005. It also offers you with a developer edition for customizing your CRM solution with widgets for deploying on the cellphone and web. Last but not least, you can also try this software free of cost for 15 days.
We hope this blog on Odoo vs Zoho CRM will help you learn more about these two softwares and pick the best one for you. If you have any questions or queries regarding this topic or blog, please feel free to share them in the comments section.