Managing customer relationships often requires a clear understanding of the effort needed to handle opportunities. The Level of Efforts feature allows businesses to assess and track the amount of work required for each opportunity or lead within the CRM. This feature helps sales teams prioritize their efforts based on the complexity and time commitment involved, ensuring that resources are allocated efficiently.
This feature is essential for companies that handle complex sales cycles or projects where gauging the required effort is key to optimizing resource management and closing deals.
Functionality at a glance:
- Enables tracking of the level of effort required for each opportunity in the CRM.
- Helps sales teams prioritize opportunities based on the estimated effort and complexity.
- Supports efficient resource allocation by providing insights into the time and resources needed for each deal.
- Improves decision-making by helping teams focus on high-value or high-priority opportunities.
- Integrates seamlessly with Odoo’s CRM module, enhancing existing workflows.
This feature is particularly useful for businesses with complex sales processes or long sales cycles, as it helps teams manage workloads more effectively and focus on the opportunities that matter most.
Example Use Case:
A project-based consulting firm can use the Level of Efforts feature to estimate how much time and resources will be required to pursue various sales opportunities. By assessing the complexity of each project, the firm can prioritize high-value deals and allocate resources more effectively, improving the chances of winning key contracts while maintaining an efficient sales process.
In summary, the Level of Efforts feature helps businesses manage customer relationships more effectively by providing insights into the resources needed for each opportunity, ensuring that sales teams can focus their efforts where they are most needed.
Level of Efforts (F1898)