Key Responsibilities
1. CRM Management and Optimization:
- Configure, customize, and maintain the Odoo CRM module to meet organizational needs.
- Design and implement efficient workflows for lead, opportunity, and sales pipeline management.
- Ensure CRM features are optimized for usability and maximum impact.
2. Practical CRM Utilization:
- Actively use the CRM module to manage customer relationships, track sales performance, and ensure data accuracy.
- Provide insights and suggestions for enhancing the use of CRM from a user’s perspective based on hands-on experience.
3. Reporting and Insights:
- Develop comprehensive reports and dashboards for management to monitor KPIs such as lead conversion rates, sales team performance, and customer retention.
- Present actionable insights to management for strategic decision-making and performance improvements.
4. Integration and Collaboration:
- Ensure seamless integration of the Odoo CRM module with other business systems, such as marketing automation and ERP modules.
- Collaborate with sales and marketing teams to ensure CRM aligns with operational goals and supports cross-functional processes.
5. Training and Support:
- Train team members on how to effectively use the CRM module for their daily tasks.
- Provide ongoing support to resolve issues and answer user queries.
6. Data Management:
- Ensure the integrity and accuracy of CRM data, including lead segmentation, contact updates, and data deduplication.
- Develop processes for regular data audits and cleanup
Requirements:
- Bachelor's/Diploma degree in marketing, business or similar
CRM Expertise: 3 to 5 years of hands-on experience working with Odoo CRM (both as a user and an administrator)
Proven track record in using CRM to manage sales pipelines, leads, and customer interactions effectively
Proficiency in configuring and customizing the Odoo CRM module without heavy reliance on development
Basic knowledge of Odoo Studio and Python for minor adjustments and customizations
Strong communication skills to engage with team members and management effectively
Analytical thinking to interpret CRM data and present actionable insights
Problem-solving mindset to identify and address CRM-related challenges
Experience in integrating Odoo CRM with other tools (e.g., marketing automation platforms, ERP)
Familiarity with best practices in sales and customer relationship manage me
