An Odoo CRM implementation is not simply a matter of installing the Odoo CRM app and creating a few pipeline stages.
The difficult part is usually everything around the software: understanding the existing sales process, preparing customer data, defining requirements, configuring the system correctly, testing it with users, and making sure the organization is ready for Go-Live.
After working with ERP implementations, one lesson becomes clear:
A CRM implementation succeeds when the business process, people, data, and technology are aligned.
Here are seven practical lessons that can make an Odoo CRM implementation more controlled and easier to manage.
