CRM by Business Unit

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Allowing a multi-channel CRM to split the notion of Sales team and the notion of Business type, create dedicated pipeline for each business type to manage business type effectively

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CRM by Business Unit

Allowing a multi-channel CRM to split the notion of Sales team and the notion of Business type, create dedicated pipeline for each business type to manage business type effectively

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

STORY BEHIND THE FEATURES

ODOO'S FUNCTIONS

Odoo proposes one general pipeline and split opportunities via the sales team notion.

CLUEDOO'S FUNCTIONS

Cluedoo proposes to manage business types thanks to a multi-channel CRM  to split the notion of sales team and the notion of Business type, as well as create a dedicated pipeline for each business type.

MODULE +

Using the same CRM and the same database, but in different fashion: you get the advantages of working together without the drawbacks to find a streamlined working process.

BUSINESS CASE

The classic way of performing a Multi-CRM is to split B2B and B2C activities because the ways to communicate and obtain information are different.

CLUEDOO RECOMMENDATION

Install if you have different businesses with different sales approaches. 

Tips: Combined with Studio, this notion of business type gives the possibility to create extra fields within the CRM which will be visible only according to the business type, allowing for a customized CRM for each channel.

Moreover, Cluedoo also proposes this notion on the Sales side in order to have multi-channel from CRM to Sales.

OUR FEATURES AS SOLUTIONS

 Multi-channel CRM

Create dedicated pipeline for each business type.

HOW TO USE THIS MODULE

Required Module 

Business Unit Management

1

Go to Settings → Users & Companies → Business Type. Create a new business type, give the name, and then set the prefix and suffix.


2

We can also create a menu for this business type.





3

The Create Menu wizard will pop up. Create the name, select the menu action, and then select the parent menu (where the menu will be shown).





4

Now go to CRM → Sales. We can find the menu of the business type that we just created.





5

After creating the business type, go to the user and set "Allowed Business Type". 





6

When we create an opportunity in the Multi-CRM menu, the user can only create with the allowed business type. The lead code will automatically be created based on sequence of the business type.