{"id":17810,"date":"2020-05-05T13:30:55","date_gmt":"2020-05-05T13:30:55","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?post_type=solutions&#038;p=17810"},"modified":"2025-07-24T06:01:38","modified_gmt":"2025-07-24T06:01:38","slug":"odoo-erp-for-marketing","status":"publish","type":"solutions","link":"https:\/\/tenthplanet.in\/odoo\/solutions\/odoo-erp-for-marketing\/","title":{"rendered":"Odoo For Marketing Automation"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row full_width=&#8221;stretch_row_content_no_spaces&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1691574148494{padding-top: 50px !important;padding-bottom: 50px !important;background-color: #f5f5f5 !important;}&#8221;][vc_column][vc_row_inner full_width=&#8221;inner_row_contained&#8221; content_placement=&#8221;middle&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner width=&#8221;2\/3&#8243; css=&#8221;.vc_custom_1673334425114{padding-right: 30px !important;padding-left: 0px !important;}&#8221; offset=&#8221;vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-6 vc_col-sm-offset-2&#8243; css_tablet_landscape=&#8221;.vc_custom_1673334425115{padding-right: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1673334425117{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_mobile=&#8221;.vc_custom_1673334425118{padding-right: 15px !important;padding-left: 15px !important;}&#8221;]<header class=\"kd-section-title col-lg-12 text-left  subtitle-below-title kd-animated fadeIn   vc_custom_1687858818547\" data-animation-delay=200><h1 class=\"separator_off\" style=\"font-size: 36px;line-height: 48px;margin-bottom:30px;\">Odoo ERP For Marketing<\/h1><h6 class=\"subtitle\" style=\"color: #7a7d8c;\">Helps to manage all the marketing activities, leads &amp; pipelines to improve the customer service and increase sales &amp; profitability of the business.<\/h6><\/header><a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color  btn-align-left button-action-link   kd-animated zoomIn\" data-animation-delay=200><span class=\"prim_text\">GET IN TOUCH<\/span><\/a>[\/vc_column_inner][vc_column_inner css=&#8221;.vc_custom_1673334466089{padding-right: 0px !important;padding-left: 100px !important;}&#8221; offset=&#8221;vc_col-lg-6 vc_col-md-6&#8243; css_tablet_landscape=&#8221;.vc_custom_1673334466090{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1673334466091{padding-right: 15px !important;padding-left: 15px !important;}&#8221; css_mobile=&#8221;.vc_custom_1673334466092{padding-top: 50px !important;padding-right: 15px !important;padding-left: 15px !important;}&#8221;][vc_single_image image=&#8221;22531&#8243; img_size=&#8221;full&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_id=&#8221;solution-catalog&#8221; css=&#8221;.vc_custom_1677066492413{padding-top: 50px !important;}&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_id=&#8221;solution-catalog-boxes&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Master Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Effective use of an erp system by setting up required master data required to run the business<\/h4>\n<ul>\n<li>Manage Company<\/li>\n<li>Manage Users<\/li>\n<li>Manage Roles<\/li>\n<li>Manage Products<\/li>\n<li>Manage Tax<\/li>\n<li>Manage Customers<\/li>\n<li>Lost Reasons<\/li>\n<li>Activity Types<\/li>\n<li>Manage Com<\/li>\n<li>Team Target setup<\/li>\n<li>Manage Lead Rules<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Sales Team Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Effective use of sales team to manage Customer relationship activities<\/h4>\n<ul>\n<li>Manage Sales Team<\/li>\n<li>Team Leader Assignment<\/li>\n<li>Manage Team Members<\/li>\n<li>Team Member assignment to sales team<\/li>\n<li>Team Target setup<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Salesman Directory<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>a complete suite to manage all details of Salesmen details<\/h4>\n<ul>\n<li>Employee Self Service Portal<\/li>\n<li>Manage Personal Information<\/li>\n<li>Manage Professional Information<\/li>\n<li>Manage HR Documents<\/li>\n<li>Maintain Skills, Qualification and Experience<\/li>\n<li>Manage Family Details<\/li>\n<li>Manage Insurance and Claims<\/li>\n<li>Organization chart<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Access Control<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>admin user can create multiple users and assign different roles depends upon their need<\/h4>\n<ul>\n<li>Individual Access Levels<\/li>\n<li>Manager Access Levels<\/li>\n<li>Management Access Levels<\/li>\n<li>Admin role with all privileges<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Tour Plan Schedule<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>effectively manage your meetings to save time and stay productive<\/h4>\n<ul>\n<li>Meetings Scheduling<\/li>\n<li>Set up Reminders<\/li>\n<li>Meeting Notes<\/li>\n<li>Accept \/ Decline Meetings<\/li>\n<li>Sync and share Calendar<\/li>\n<li>Print calendars \/ Meetings<\/li>\n<li>Easy to identify with Color code in Calendar<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Lead Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Effectively manage all your leads to increase sales and profitability<\/h4>\n<ul>\n<li>Manage Leads<\/li>\n<li>Leads from Incoming Emails<\/li>\n<li>Predictive Lead Scoring<\/li>\n<li>Visitors of website to Lead generation<\/li>\n<li>Lead Probability<\/li>\n<li>Capture Lead Priorities<\/li>\n<li>Capture Lead Contacts<\/li>\n<li>Associate Sales person to leads<\/li>\n<li>Capture Lead Internal Notes<\/li>\n<li>Schedule Meetings<\/li>\n<li>Attach Lead related documents<\/li>\n<li>Associate Lead Followers<\/li>\n<li>Convert to Opportunities<\/li>\n<li>Mark as Lost with Reasons<\/li>\n<li>Archive Leads<\/li>\n<li>Copy Leads<\/li>\n<li>Followup through Email<\/li>\n<li>Followup through SMS<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column][vc_row_inner equal_height=&#8221;yes&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; el_class=&#8221;solution-catalog-boxes&#8221;][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Manage Pipelines<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>Effectively manage all the prospects and convert them into sales<\/h4>\n<ul>\n<li>Lead to Opportunities<\/li>\n<li>Merge with Existing Opportunities<\/li>\n<li>Assign Opportunities to Sales team\/Members<\/li>\n<li>Convert Lead to Customers<\/li>\n<li>Link the Opportunities to existing customer<\/li>\n<li>Capture the Expected Revenue<\/li>\n<li>Capture the Probability Percentage<\/li>\n<li>One or More Quotations from Opportunity<\/li>\n<li>Print\/Email Quotations to customers<\/li>\n<li>Mark as Won<\/li>\n<li>Mark as Lost with Lost Reasons<\/li>\n<li>Schedule Meetings<\/li>\n<li>View My Pipeline<\/li>\n<li>Pipeline in Kanban View<\/li>\n<li>Pipeline in List View<\/li>\n<li>Drag &amp; Drop pipelines from one stage to another<\/li>\n<li>Pipelines in Pivot View<\/li>\n<li>Pipelines in graphical view<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;wp-block-column&#8221; width=&#8221;1\/3&#8243;]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title   \" ><h3 class=\"separator_off\" >Expense Management<\/h3><\/header>[vc_column_text el_class=&#8221;border-none&#8221;]<\/p>\n<h4>easily submit all expenses and either approve or reject individual or team requests<\/h4>\n<ul>\n<li>Manage Daily Expenses<\/li>\n<li>Manage Travel Expenses<\/li>\n<li>Manage Food &amp; Miscellaneous Expenses<\/li>\n<li>Approval Flow<\/li>\n<li>Manage Reimbursement \/ Allowances<\/li>\n<li>Maintains Reimbursement history<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; kd_background_image_position=&#8221;vc_row-bg-position-top&#8221; css=&#8221;.vc_custom_1677068321980{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #efefef !important;}&#8221;][vc_column]<header class=\"kd-section-title col-lg-12 text-center  subtitle-below-title kd-animated fadeIn   vc_custom_1687859365161\" data-animation-delay=200><h2 class=\"separator_off\" style=\"font-weight: 400;\">Odoo ERP For Marketing<\/h2><\/header>[vc_row_inner kd_background_image_position=&#8221;vc_row-bg-position-top&#8221;][vc_column_inner css=&#8221;.vc_custom_1600779077245{padding-right: 0px !important;}&#8221; css_tablet_portrait=&#8221;.vc_custom_1600779077246{padding-right: 5px !important;}&#8221; offset=&#8221;vc_col-xs-6&#8243; css_mobile=&#8221;.vc_custom_1600779077246{margin-left: -18px !important;padding-left: 0px !important;}&#8221;]<a  href=\"https:\/\/tenthplanet.in\/getintouch\/\"  target=\"_self\"  title=\"\"  class=\"tt_button tt_primary_button btn_primary_color hover_solid_primary button-center button-action-link   kd-animated zoomIn add-margin-right\" data-animation-delay=200><span class=\"prim_text\">GET IN TOUCH<\/span><\/a>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Helps to manage all the marketing activities, leads &amp; 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