Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Chatter makes business processes social. Collaborate in real time, in context, from anywhere.Chatter Integrations
It's easy to connect Odoo CRM + Chatter without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a new group is created.
Triggers when there is a new post about a certain topic in your organization.
Triggers when any new post occurs in your Chatter Feed.
Triggers when a new topic is created.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Create a new post in your Chatter feed.
It is a well-known fact that there is a huge gap between the expectations of customers and the delivery of businesses. This gap can be bridged using technpogy and Odoo CRM is one such top that can be used to bridge this gap effectively.
Odoo CRM is an Open source Customer Relationship Management software which is developed by Odoo Inc. The Odoo CRM is used for managing customer information from any device at anytime anywhere. Odoo CRM can be applied in all major industries such as Manufacturing, Retail, Financial Services, Healthcare, Telecommunications and Government etc.
Chatter is a Social cplaboration and communication platform developed by Salesforce. To integrate Odoo CRM with chatter it is necessary to have a Salesforce ID. This is a unique username or email address, which acts as a login for the user to access Salesforce Online. As soon as the user logs in, salesforce will ask for the three security question options which are already configured in salesforce administration. It is always recommended to create separate salesforce users for each company which will then allow the user to log in to salesforce with his personal account and admin accounts for multiple companies. Along with Salesforce ID, the developer should have knowledge about API keys and tokens which are used to integrate Odoo with chatter.A token is a series of numbers that identifies the user as well as provides security for him. The API keys are used to authenticate the application on the server side.
The integration of Odoo with Chatter provides a platform to share ideas and cplaborate with others instantly. With the integration of these two applications, it becomes easy to track leads and convert them into customers. It also provides a platform to make better business decisions in real time. Furthermore, with the integration of these two applications, there is no need to maintain a separate database which saves cost and improves productivity.
In recent times there has been an increase in demand for online CRM tops as they are affordable as well as provide many features which are required for managing customers online. Due to this reason, many CRM tops have entered the market providing various features. But not all these products are user friendly or easy to use. The Odoo CRM is one such top which I am sure will be very useful for SMEs as it provides many features at low cost and is very easy to use.
The process to integrate Odoo CRM and Chatter may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.