Odoo CRM - Leads, Calls & Logs

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Mayelana nalolu hlelo lokusebenza

I-Odoo CRM - Isicelo sokuhola, izingcingo kanye namalogi

I-Odoo CRM iyithuluzi lokuphatha eliholayo elinamandla elakhelwe ukunika amandla abasebenzisi ukuthi baphathe imikhondo kahle, balandelele ukusebenzelana, futhi bahlale bexhumene namakhasimende namathemba. Yakhelwe ngokuguquguquka nokukhiqiza engqondweni, i-Odoo CRM inikezela ngohlu lwezici ezididiyelwe ukuze kube lula ukulandela umkhondo, ukuxhumana, nokuphathwa kwemibhalo—konke kufinyeleleka endaweni eyodwa.

Izici ezibalulekile:
1. Engeza futhi Uphathe Ukuhola
Engeza kalula imikhondo emisha ngokufaka imininingwane ebalulekile efana nolwazi lokuxhumana nemininingwane yebhizinisi. Abasebenzisi bangahlela futhi babuyekeze imikhondo njengoba kudingeka, baqinisekise ukuthi ulwazi luhlala lunembile futhi lusesikhathini samanje.

2. Landelela Imisebenzi Eholayo Namanothi
Gcina irekhodi elihlelekile lokusebenzelana ngokungena imisebenzi efana nezingcingo, imihlangano, nokulandelela. Engeza amanothi ukuze ugcine imininingwane ebalulekile futhi uqinisekise ukuthi alikho ithuba eligejayo ngesikhathi sokusebenzisana namaklayenti.

3. Ukuphathwa Kwemibhalo
Layisha futhi ugcine amadokhumenti ahlobene nomthofu, okuhlanganisa izithombe nama-PDF, ngokuphephile ngaphakathi kohlelo lokusebenza. Uhlelo lokusebenza lucela imvume yokufinyelela amafayela emidiya kulo msebenzi, iqinisekisa ukubuyiswa kalula lapho kudingeka.

4. Ukubuka Kwekhalenda
Bona ngeso lengqondo yonke imisebenzi ezayo, ukulandelela, nokusebenzelana usebenzisa ukubuka kwekhalenda. Phatha isikhathi sakho ngempumelelo ngokulandela umkhondo nemisebenzi endaweni eyodwa.

5. Ukushaya Okuqondile Nokungena Ngezingcingo
Faka izingcingo ngqo kusuka kuhlelo lokusebenza ukuze wenze ukuxhumana kube lula. Ngezimvume ezinikezwe umsebenzisi, uhlelo lokusebenza lungangena imininingwane yekholi, olwenza abasebenzisi bakwazi ukulandelela ukusebenzisana kalula. Ukurekhoda kwekholi ongakukhetha kuyatholakala ukuze udale irekhodi eliphelele lokusebenzisana labaqondisi.

6. Imiyalezo kanye WhatsApp Integration
Yenza ukuxhumana kube lula ngokuqondisa kabusha kuhlelo lokusebenza lwemiyalezo yomdabu lwefoni yakho noma ngokuqalisa izingxoxo ze-WhatsApp ngemikhondo ngokuqondile kusuka kuhlelo lokusebenza.

Izimvume Nenhloso Yazo:
Ukuhlinzeka ngomuzwa olungiselelwe, i-Odoo CRM icela izimvume ezithile. Zonke izimvume zingokuzithandela, futhi abasebenzisi bangajabulela izici eziyinhloko zohlelo lokusebenza ngaphandle kokuzinikeza.

Oxhumana Nabo: Ivumela ukwengeza imikhondo ngokuqondile ohlwini lwakho loxhumana nabo, ukwenza ukufakwa kwedatha kube lula.
Amarekhodi Amakholi: Ivumela imininingwane yekholi yokungena nokusebenzisana ukusiza abasebenzisi ukuphatha imilando yokuxhumana.
Imidiya Yefayela: Ukufinyelela kuyadingeka ukuze ugcine futhi ubuyise amadokhumenti ahlobene nomthofu, njengezithombe noma ama-PDF.
Ikhamera: Thwebula futhi ulayishe izithombe ngokuqondile ngaphakathi kohlelo lokusebenza ukuze uthole imibhalo engenamthungo.
Izaziso: Thola izikhumbuzi nezibuyekezo zemisebenzi ehleliwe nokulandelela.
Ubumfihlo Nokuphepha:
Sibeka phambili ubumfihlo babasebenzisi futhi sithobela izindinganiso eziqinile zokuphepha kwedatha. Izimvume zisetshenziselwa kuphela ukuthuthukisa ukusebenza, futhi yonke idatha ihlala iyimfihlo. Abasebenzisi bangaphuma kunoma iyiphi imvume futhi basajabulele izici eziningi zohlelo lokusebenza.

Kungani i-Odoo CRM?
I-Odoo CRM ingaphezu kohlelo lokusebenza lokuphatha okuholayo—iyikhithi yamathuluzi ephelele yamabhizinisi afuna ukuhlala ehlelekile, athuthukise ukukhiqiza, futhi athuthukise ukuxhumana namaklayenti. Kusukela kumakholi aqondile kuya ekuphathweni kwedokhumenti, zonke izici zenzelwe ukuhlangabezana nezidingo zebhizinisi lakho.

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