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Automated A CRM& Rental&Subscriptions System with ODOO AI
Transform the Way You Manage Sales, Customers, Rentals, and Subscriptions with Odoo, Zoho CRM,and Microsoft Dynamics 365

This Course Includes
udemy
4.4 (19 reviews )
5h 45m
english
Online - Self Paced
professional certificate
Udemy
About Automated A CRM& Rental&Subscriptions System with ODOO AI
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
What You Will 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 Show moreShow less.