Show Parent Company on Opportunities (F1976)

Display parent company information on CRM opportunities, providing better visibility into client relationships and organizational structures

For businesses that deal with complex customer hierarchies, understanding the relationships between companies is crucial. The Show Parent Company on Opportunities feature allows sales teams to see the parent company of a client directly within the CRM, providing better context for managing opportunities. This is particularly useful when dealing with subsidiaries or when different branches of the same company are involved in a deal.

By displaying the parent company information, sales teams gain a clearer understanding of the organizational structure of their clients, which can influence the strategy and decision-making in the sales process.

Functionality at a glance:

Displays the parent company information directly on the opportunity screen in the CRM.
Provides greater visibility into client relationships and organizational hierarchies.
Improves sales strategy by giving teams context about the broader corporate structure.
Helps sales teams manage opportunities involving multiple branches or subsidiaries more effectively.
Integrates seamlessly with Odoo’s CRM module, enhancing existing functionality.

This feature is particularly valuable for businesses that work with large corporate clients or multinational companies, where understanding the relationship between subsidiaries and parent companies is key to managing opportunities effectively.

Example Use Case:

A global logistics company can use the Show Parent Company on Opportunities feature to track sales opportunities across different subsidiaries of a large multinational corporation. By displaying the parent company information, the sales team can tailor their approach based on the overall corporate strategy and ensure that they are engaging with the right decision-makers at both the subsidiary and parent company levels.

In summary, the Show Parent Company on Opportunities feature helps businesses manage complex client relationships by providing better visibility into the organizational structure of their clients, enabling more informed decision-making and improved sales strategies.