For the time being, we are at that point where we can only provide you with an overview of what progress Odoo has made in the past 12 months, and how the Techloyce Odoo Consultants have assisted multiple industries in implementing customized Odoo CRM & ERP. However, as soon as the clock hit midnight on 31 December 2021, we would be left with a clean slate to fill it up with new goals, objectives, and resolutions to achieve in the coming year. Here we would like to highlight the challenges that every business has faced amidst global lock-down and, the significant effect has been seen by Support, Sales, Marketing, and HR departments. Along with this, it has opened up the doors to new opportunities that benefited SMBs and SMEs alike, with which not everyone is familiar. Therefore, we have crafted this article, to sum up, key challenges that key verticals had faced so that you can avoid those and optimize your new year resolutions with Odoo. Along with this, we have also listed top Odoo Integrations provided by Techloyce.
Read More: Revisit Business Strategy with Odoo & Optimize It for 2022
Challenges posed by 2021
1. Sales Department
When we talk about where the effect of COVID has been seen, the Sales department of every company rate higher. The statistical proof of this is, 40% of companies failed to fulfill the sale goals due to the sudden shift in onsite to online shopping, while 30% SMBs are simultaneously facing competition with low-cost providers. Moreover, on a micro-level, 46% of sales reps complain about not having enough data on leads and this results in more effort on closing the lead.
In addition to these statistics, there are many more which you need to vary of, and it starts with building trust virtually. Since cold calling and email blasts are rendered ineffective, there is a need to adopt innovative methods ranging from cold calling to social media profile building and using it to interact with potential leads, and setting up a consistent brand image across the teams and platforms.
2. Marketing Department
The next department is in line with the sales in ‘marketing.’ In recent years, many things have been changed and significant impact has been seen on the part of marketing a company, brand, or organization, no matter small or large they are in size. But having a digital presence has become more important than ever. This includes efficient pipeline building with heavy personalization.
Some other challenges that 2021 has posed for the marketing department include a content promotion, innovating to match the platform, and building image on multiple-platform.
Read More: Publish, Optimize, & Track Everything From A Single Dashboard WITH Odoo CMS
3. Human Resource department
However, the impact of COVID can be seen more than any other department, the reason behind this is the increase in remote work trends and lower-retention rate of employees. To cater to this, companies are devising multiple strategies i.e. employee development programs, coffee breaks and mentorship for remote workers, and much more. This has increased the HRs’ strategic role amidst COVID as claimed by 71% CFO. This has created many challenges for HR, an estimated 74% of HR claimed that they are battling with preparing for the new normal e.g. hybrid and remote work culture, and, keeping the skill of employee updates. But the most challenging thing for HR is to ensure effortless remote onboarding since it increases the retention rate by 82%.
Read More: Odoo Customization, Why You Should Opt For Certified Odoo Consultant & Partners
4. Projects Management
Along with the different departments, the remote work culture has also impacted project management, routine work, and team management. Surprisingly, 42% of businesses still do not recognize the importance of project management tools, while only 51% use project management software. However, the top of the list includes setting the right deadline and ensuring the work is being done in the right manner.
5. CRM
The last thing on our list is having the right CRM for their organization. And, in the worst case when you don’t have the right CRM tool, you often find the need to ask your other team members to send data on customers, no track of opportunities, less information on your leads, and lower reporting. All of these combined and make relationship management difficult for the
Read More: How and Why Open Sourced is Better Than Closed Source ERP System
Top 3 Techloyce Odoo Integration
1. Odoo Integration with Dropbox
When it comes to customizing Odoo CRM and ERP to match your business needs there are many things that one needs to consider starting from the security of the online platform, the secrecy of the document, and sharing documents with others. For this very reason, Techloyce is offering Odoo integration with Dropbox. The integration allows businesses to share files, synchronize the file with custom sync rules, with scanning and flagging features.
2. Odoo DocuSign Integration
Along with dropbox, the second application that has been ranked is the Odoo DocuSign integrations. Since the world is operating remotely and even managing the key operations from resources onboarding to clients acquisition and project management, there are so many things and documents that needed to be signed. Therefore, the need for having a system that ensures quick document approval. In this regard, Odoo DocuSign integration is offered by Techloyce. This provides a secure process and eases the process of document approval. Hence, the integration is proven to be essential for the HR department.
3. Odoo monday.com Integration
The integration that has gained the third position on our ranking is Odoo monday.com integration. This empowers the organization in managing teams, projects, and operations with utmost ease. Moreover, it offers a CRM that enhances the feature of project management by bringing everything to a single platform one can use the automation, and workflow creation to their benefit. Some of the features it offers are sprint, scrum, and waterfall project management features. Besides, you can use multiple templates to customize the interface to match your needs.
Conclusion
New year, 2022 is right around the corner. Soon the achievement made by companies will become a part of history and everyone will be left with a clean slate to fill with new resolutions or goals. However, increasing competition is making unrealistic goals e.g. increasing customer base by 200%. But, with the right strategy and tool, you can make everything achievable. To start with, it is recommended that you start with ensuring sales and marketing team efficiency by integrating tools to empower every member with central data. Later you can move to HR and Project management.
To know more about the Odoo integration offered by Techloyce, feel free to contact Odoo Partners.
