Features of Customer Engagement in odoo 12
Odoo 12 provides a number of features that facilitate customer interaction on various platforms. Its user-friendliness makes it highly accessible to businesses in order for them to interact with their customers. The sales module assists in monitoring customer interactions and leads in an efficient manner. Email marketing facilities enable customized communication, while event management capabilities permit businesses to arrange and market events effortlessly.
The Point of Sale system is integrate smoothly with other modules, giving a comfortable shopping experience. The Helpdesk option ensures that customer inquiries are dealt with in a timely manner, raising satisfaction levels. With an excellent CRM system, companies can handle relationships more effectively, and e-commerce and website options enable effective online presence, it being easier to deal with customers.
Sales
Configuration Bar
Configure your sales app in a few clicks to start sending real quotations in no time.
Delivery Date
Requesting a specific delivery date from the sales order is easier.
Addresses
Ability to edit invoicing and shipping addresses of a confirmed order.
Sections & Notes
Add sections and notes on the fly to give a professional and neat structure to your quotations and invoices.
Sales Reports
The sales reports have been unified with all the sales teams including Point of Sale.
Templates
Use building blocks to build a quotation builder. Set a default validity duration and have standardized template offers.
Online Sales
New screen for customers to sign or pay their quotations. You can also combine signature & payment to strengthen the customer commitment.
Products
In case of stockout in the selected warehouse, Odoo will tell you in which warehouse you can pick available products.
Email Marketing
Outgoing Email Server
Use a specific email server to send mass mailings. It is useful to avoid having the main mail server reported as spam.
Blacklist & Opt-out
Customers can easily opt out of your mailing lists. In the backend, users can also blacklist email addresses so that the customer no longer receives any mass email from your system.
Statistics
You can now see the # of clicks in the measures of the analysis menu of sent emails. New stat buttons on emails to see the leads/opportunities & sales orders they generated.
Plain Text Emails
Write plain text emails that look more personal, with the same easiness than traditional email software.
UTM Tracking
Complete end-to-end marketing ROI tracking with UTMs on emails, website, leads, opportunities, quotations, sales orders, invoices, and their respective reports.
Mailing Lists
You are now able to merge mailing lists.
Events
Calendar
Add events to the calendar after the subscription.
Twitter Wall
integrate a tool to run tweets during your events.
Cohort View
Keep an eye on the registration progress of your events and compare it with previous events thanks to the new cohort view made available in attendees lists.
Point of Sale
Settings
Configure taxes, pricing, and payments from Point of sales settings.
Hardware
The PoS box has been replaced by the IoT box.
Helpdesk
SLA
As helpdesk teams may have different working schedules, SLA is now defined at the team level.
Attachments
New attachment field has been added by default on the ticket submission form. The attachments are logged in the chatter of the ticket for easier access.
CRM
Partner Autocomplete
Autocomplete partner information from a list of matching contacts or VAT #.
Dashboard
Dashboard views have been added in order to analyze lead generation and conversion at a glance.
Domain Selector for Lead Scoring
Setting a domain on incoming leads is now way easier with the new domain selector.
Notifications
Followers of sales teams are notified at the creation of a new lead. The first user follows the default sales team.
Sales Teams
Sales Channels have been renamed into “Sales Teams”.
Reveal (IaP)
Turn website visits into leads using their IP address.
Onboarding
Starting tips have been improved to facilitate user onboarding: customize the pipeline, create an opportunity, schedule activities, and more.
e-Commerce
Configuration Bar
Get your payment methods and taxes configured in a few clicks to run your eCommerce.
Dashboard
Analyze your online sales using all the filter, grouping and comparison possibilities of new dashboard views.
Coupons
Print and send codes to customers with a dedicated mail template.
Checkout
The checkout experience has been considerably optimized: quicker, easier, fully responsive. The new checkout flow will positively impact your sales!
Portal
Better design. Free sign-usign-up is also the new default mode for customer portal accounts.
VAT number
A customer can set company data and VAT number in the checkout or portal interface as long as a first order is not confirmed.
Zoom on product images
Zoom on product images has been revamped. It applies to any picture allowing a 50% zoom. A zoom feature is also a configurable option: no zoom, on click, on hover.
Website
Multi-Websites
Manage several websites from Odoo, each with different themes, URLs, pages, products, blogs, etc.
Custom Color Picker
Define custom colors for your website components (background, header, footer, text & icons, highlight, etc.).
Customize Themes
New generic screen to customize the look and feel of your website: branding colors, layout (full width, boxed), fonts, etc.
Building Blocks
Business-oriented content, new customization possibilities. New building blocks have also been added. Quickly customize the height by adding padding. Add or remove columns easily.
SEO Wizard
New SEO wizard with a new keyword tab to spot which part of content to improve in your pages (titles, descriptions, texts, H1, H2). Ability to set images for social share.
Media Manager
Choosing background pictures is quicker thanks to a direct access to the new media manager.
Menu
New option on the website topbar menu to embed it in the first block of the page for better visual harmony. Keep the website menu visible when scrolling down.
Unsplash
Find beautiful free images to build your pages thanks to the Unsplash search in the media manager.
Web Master
The website backend has been redesigned for an easier navigation and configuration. Revamped app store, to install new features more easily.
Images
Customize dynamic pictures by double-clicking to edit them. Import images from URL. Crop, flip, rotate images. Find images from Unplash.
Drop Areas
Areas to drop snippets or to set pictures have been improved for a better design experience.
Better Logo Sizing
The company logo is now displayed in full size in the top menu.
Footer
The automatic website footer has been replaced by a fully customizable one.
Blogs
You can now structure blog tags by category to ease the navigation.
Forum
When archiving a forum, URL of related topics are deactivated making forum pages no longer searchable.
New building block to show a Facebook fan page widget on your website.
Finally, Odoo 12 provides organizations with critical tools for building customer interactions, simplifying processes and increasing overall involvement, resulting in growth and pleasure.