Odoo CRM Implementation for Investment Portfolio Management Firm

Our client, a prominent financial firm, needed a comprehensive system to streamline customer relationship management, team scheduling, lead creation, and sales tracking.

We provided a customized solution that integrates efficient customer query handling, automated follow-ups, and status updates. The system manages sales targets, employee commissions, and offers detailed BI reports for analysing activities and performance. It also features role-based access control and a unified platform for monitoring all workflows, ensuring smooth operations and enhanced customer engagement.

Project Brief

Our client is a well-known financial sector firm that provides the best plan to reach financial goals as per the need and comfort levels. They have a global presence and provide advisory approach, portfolio solutions, financial goals, and milestones. Also, deliver quality work and services.

Business Needs & Challenges

Efficient Customer Relationship Management

Needed a system to manage customer relationships efficiently and effectively.

Team Activity & Meeting Scheduling

Needed a system where they can manage and schedule the team activities and meetings.

Lead Creation from Customer Responses

Needed a way to quickly create leads based on customers' responses.

Systematic Query Handling & Follow-Ups

Needed a solution to handle customer queries and follow-ups smoothly and systematically.

Sales Targets & Commission Management

Needed a way to manage sales targets and commissions of the employees.

Comprehensive Report Analysis

Needed a way to get report analysis of overall activities, targets, meetings, etc.

Role-Based Access Management

Needed a way to manage the access rights as per the different roles and responsibilities.

Centralized Workflow & Task Control

Needed a system to keep every workflow and task under observation and in full control at a single place.

Technology Stack & Tools

Implementation Overview

Customer Relationship Management Platform

Surekha Technologies' team was involved in requirement gathering, providing a platform to keep customer relationships maintained and run the business smoothly.

Customized Customer Interaction Solution

Provided a customized and integrated efficient solution to maintain the relationship with customers and address them quickly and systematically.

Efficient Query Management System

Provided a system to easily manage customer's queries as per different priorities levels, their follow-ups, and call summaries in order to avoid customer disappointment.

Query Status Notification Feature

Added a feature that sends queries status to the customer.

Sales Targets & Commission Management

Provided a system to manage sales targets and commission of the employees as per their involvement in the selling of various products/services.

Timely Customer Engagement

Helped the client to quickly connect with customers and keep their involvement by several scheduled meetings, calls, and email notifications in a timely manner.

Role & Activity Tracking

Provided a system to keep track of all the roles and responsibilities, employee activities, and tasks through the user-friendly graphical interactions.

Comprehensive BI Reporting

Helped the client to get overall analysis reports of tasks, meetings, activities and their status, sales, etc using BI reports without any complications.

Centralized Task Management

Helped the client to manage all the tasks such as teamwork, customer's queries and communications, sales management, work reports, etc under observation at a single place.

Video Conferencing In Odoo

Struggling with your project?

Odoo CRM Implementation for Investment Portfolio Management Firm

Project Brief

Business Needs & Challenges

Technology Stack & Tools

Implementation Overview

More Question?