Optimization of the workflow in the company Odoo using the CRM-system module

P. O. Marinesko
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引用次数: 0

Abstract

This article provides a brief definition of Odoо ERP-system (Enterprise Resource Planning), talks about commonly used modules, informs about the type of software distribution. Odoo ERP system is enterprise resource planning software used company-wide for the management of business processes. Odoo provides seamlessly integrated functional business apps called Odoo apps that form an ERP solution when combined. Also it demonstrates the operation of modules such as: "Contacts", "Sales" in the form of a "black box", business process presentation and class diagram. Particular attention is paid to the CRM (customer relationships management) system module, the logic of its use is presented in the form of a business process. CRM, the customer relationship management in Odoo allows you to manage the complete customer leads, opportunities and common clients. It includes overview the ongoing processes, upcoming activities and also the previous month performance. Also, track all the leads from different resources and convert them into opportunities. The main provisions of the module are considered to ensure the effective implementation of the work plan in companies, transparent display of the amount of work performed and saving working time.
使用crm系统模块优化公司Odoo的工作流程
本文提供了odomerp系统(企业资源规划)的简要定义,讨论了常用的模块,介绍了软件分发的类型。Odoo ERP系统是企业资源规划软件,用于全公司范围内的业务流程管理。Odoo提供无缝集成的功能性商业应用程序,称为Odoo应用程序,当组合时形成一个ERP解决方案。并以“黑盒子”的形式演示了“联系人”、“销售”等模块的操作,业务流程表示和类图。特别关注CRM(客户关系管理)系统模块,其使用逻辑以业务流程的形式呈现。CRM,客户关系管理在Odoo允许您管理完整的客户线索,机会和普通客户。它包括对正在进行的流程、即将进行的活动以及上个月业绩的概述。同时,跟踪来自不同资源的所有线索,并将其转化为机会。该模块的主要规定是为了保证工作计划在公司内的有效执行,完成的工作量的透明显示和节省工作时间。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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