Training · Odoo CRM · Sales Reps
Odoo CRM Training: Turn Your Pipeline Into a Closing Machine
Do your sales reps waste time hunting for customer information? In one day, they learn to find, track and follow up on everything from a single screen.
This course is for those who sell and those who manage sellers. It makes you operational on the Odoo CRM module, with exercises that look like your own prospecting.
What does Odoo CRM change in a sales rep's week?
Monday morning, you open the pipeline. You see where every deal stands, what is stalling and what is hot. No file to open, no email to dig up: the customer record gathers the whole history.
The course teaches you to live this routine. You keep control of your priorities, and your manager follows the team's activity without interrupting you.
What you will be able to do at the end of the day
Five objectives, all aimed at the field.
Keep customer records tidy
Create and enrich your records so a colleague can take over a file without calling you.
Keep the pipeline alive
Move deals from stage to stage and spot at a glance the ones that need your attention.
Qualify leads and opportunities
Tell a simple contact from a real opportunity and focus on the deals that matter.
Automate follow-ups
Schedule actions that trigger on their own, so nothing falls through the cracks.
Read the analytics
Use the reports to understand what sells and what blocks.
Lead your teams
Organise sales teams, distribute deals and follow everyone fairly.
One day, four key moments
1
The foundations
We set up the customer record and contacts. Everyone understands what to enter and why.
2
The opportunity cycle
From the incoming lead to the won or lost sale, you run through a complete journey.
3
Automation
You connect automated actions to the stages of your pipeline.
4
Steering
You build the analytics that feed your weekly review.
Who is it for, and what background is needed?
The course suits any level. It runs on site or remotely, over one day. It targets sales reps, team leaders, project key users and internal project managers.
You only need to know how to use a computer and to grasp the stakes of customer relationships. The rest is built during the session.
Want to connect the CRM to your quotes? The Sales course naturally comes next.
How do you anchor the right habits after the session?
One day gives you the keys. Daily practice does the rest. We advise setting a simple ritual: ten minutes each week to review the pipeline with the team.
This short meeting keeps records up to date and quickly reveals the deals that are bogging down. The manager gets a credible forecast, the sales rep a concrete reason to enter information.
Sales reps' questions, field answers
A lead is a contact to qualify. It becomes an opportunity when a real need and a counterpart are identified. The course teaches you to sort them quickly and well.
Yes, in-house. We start from your sales stages and your real cases so the pipeline looks like you.
We show how to make data entry quick and useful. When the tool saves time, updating becomes a reflex.
Yes. You learn to organise teams, distribute deals and compare their results.
Yes. Automated actions remind you to follow up or move a deal according to rules you set.
Absolutely. The analytics give a clear view of the forecast and the blocking points, with no collection meeting.
A free audit lets you see whether your CRM deserves adjustments beyond the training.
Want a pipeline that works for you?
Tell us how you sell today. We will build a day that speaks to your sales teams.