Transform the Way You Manage Sales, Customers, Rentals, and Subscriptions with Odoo, Zoho CRM,and Microsoft Dynamics 365
Boost Team Productivity with CRM-Driven Management
What you’ll learn
- Odoo CRM – Keep opportunities within view.
- How To Leverage Your CRM for Better Sales Pipeline Analysis.
- Win/Loss Analysis and Optimization: How To Get It Right .
- How to Manage a Sales Team & Team Members in Odoo CRM .
- ODOO CRM/How to use leads/opportunities.
- Odoo CRM ODOO CRM/Generate leads/opportunities .
- What is lead enrichment? And how can automation elevate your lead enrichment process?.
- Leads. Opportunities. Quotes. | Odoo CRM Software .
- Assign leads with predictive lead scoring – Odoo.
- CRM Activity Management – Calls, Tasks, Events.
- Sales Reporting & Forecasting | CRM Solutions.
- Using CRM to Manage Subscriptions .
- Subscription Management Software – CRM SaaS .
- How to Improve Your CRM Renewal Rates .
- Upsell Subscriptions _ Odoo Subscription.
- How to Create CRM Reports for Your Sales Team .
- Schedule and Manage Alerts in Dynamics ODOO CRM .
- CRM Rental Management .
- CRM Development Planning and Strategies .
- Mastering Customer Relationship Management- CASE STUDY-1.
- Mastering Customer Relationship Management- CASE STUDY-2.
- Maximize Your Business Potential with Zoho CRM!.
- Step-by-Step Mastery of Microsoft Dynamics 365: Expert Guide.
Course Content
- Odoo CRM: Sales Pipeline Insights, Win/Loss Analysis & Team Management –> 4 lectures • 40min.
- Odoo CRM: Lead Generation, Enrichment, Scoring & Opportunity Management –> 5 lectures • 50min.
- CRM: Activity Management, Sales Forecasting & Subscription SaaS Solutions –> 4 lectures • 46min.
- CRM: Renewals, Upsells, Reports, Alerts, Rentals & Strategic Development –> 6 lectures • 59min.
- CRM – CASE STUDY –> 2 lectures • 52min.
- Maximize Your Business Potential with Zoho CRM! –> 3 lectures • 1hr 7min.
- The Ultimate Microsoft Dynamics 365 Tutorial: Master It Now! –> 2 lectures • 32min.
Requirements
Boost Team Productivity with CRM-Driven Management
This course is designed to help business owners, sales professionals, CRM administrators, and IT consultants build a complete automated system for managing customer relationships, rentals, and subscription-based business models using Odoo AI. You will also gain valuable insights into Zoho CRM and Microsoft Dynamics 365, enabling you to master the tools needed to boost sales performance, streamline workflows, and maximize business growth.
Through step-by-step lessons, real-world examples, and case studies, you will learn how to set up, manage, and optimize CRM processes. From lead generation to renewals, and from sales forecasting to rental and subscription management, this course covers everything you need to transform your customer relationship management strategy into a powerful growth engine.
This course is for:
- Entrepreneurs and business owners looking to automate CRM, rental, and subscription systems.
- Sales managers and professionals who want to optimize pipelines and improve team performance.
- CRM administrators and IT professionals seeking to master Odoo CRM alongside Zoho and Microsoft Dynamics 365.
- Anyone interested in customer retention, upselling strategies, and advanced reporting in CRM platforms.
By joining this course, you will gain the knowledge and practical skills to implement AI-driven CRM systems that save time, increase revenue, and give your business a competitive edge.
What You Will Learn
Odoo CRM: Sales Pipeline Insights, Win/Loss Analysis & Team Management
- Keep opportunities within view
- Leverage your CRM for better sales pipeline analysis
- Win/loss analysis and optimization techniques
- Managing a sales team and team members in Odoo CRM
Odoo CRM: Lead Generation, Enrichment, Scoring & Opportunity Management
- How to use leads and opportunities in Odoo CRM
- Generating and managing leads and opportunities
- Understanding lead enrichment and automation
- Creating opportunities, quotes, and assignments
- Assigning leads with predictive lead scoring
CRM: Activity Management, Sales Forecasting & Subscription SaaS Solutions
- Managing CRM activities: calls, tasks, and events
- Sales reporting and forecasting with CRM tools
- Using CRM to manage subscriptions
- Subscription management with CRM SaaS solutions
CRM: Renewals, Upsells, Reports, Alerts, Rentals & Strategic Development
- How to improve CRM renewal rates
- Upselling subscriptions with Odoo CRM
- Creating CRM reports for your sales team
- Scheduling and managing CRM alerts
- Rental management within CRM
- CRM development planning and strategy building
Maximize Your Business Potential with Zoho CRM
- Revolutionize your business with Zoho CRM
- Dominate your industry with Zoho CRM
- Transform operations and scale with Zoho CRM
The Ultimate Microsoft Dynamics 365 Tutorial
- Step-by-step mastery of Microsoft Dynamics 365
- Comprehensive guide to Dynamics 365 features and strategies
CRM Case Studies
- Mastering customer relationship management: Case Study 1
- Mastering customer relationship management: Case Study 2