Odoo is a powerful ERP Software to manage your business. That’s what you’ll read in any article about Odoo ERP software, and that’s true. But having a powerful tool is not always enough; you also need to know how to use it effectively. In this article, we’ll show you how to get the most out of your odoo ERP software for small and Medium business.
Build Strong leadership team
Odoo ERP for Medium and Small Business can transform your management significantly creating stronger and more efficient mangers and leaders. Odoo offers advanced instruments to provide clear insights and better monitoring of your business processes.
Odoo’s dashboard and reports enables:
- Tracking of key performance indicators (KPIs)
- Trends analysis
This is essential for any manager to identify areas for improvement.
Another advantage of Odoo ERP is that it enables managers to track employees’ performance and provide feedback. You can use Odoo’s appraisal module to set goals, evaluate progress, and reward achievements.
Odoo also makes it easy to organize the work using its tools for project management, task management, time tracking, collaboration, and communication. It gets easier to create projects, assign tasks, set deadlines, and monitor progress.
By using all of these features of Odoo, you can improve your productivity and efficiency as a manager. You can also influence your employees to get better results by providing them with clear expectations, regular feedback, recognition, and support.
Get the best employees
Matching the right person with the right position is a key factor for achieving better results. This is a well-known principle in the HR world, but it is not easy to apply. Selecting the right candidate can be difficult especially when you have many applicants to choose from, unless you have odoo HRMS Software.
Using odoo HRMS as a system, or the basic odoo HRMS apps allow you to improve the performance of the HR department. They allow you to easily:
- Create employee profiles
- Manage contracts
- Handle timesheets
- Manage attendance and leaves
- Organize recruitments
Start with posting job openings on your own website or on external platforms, then create screening and questionnaires, and schedule interviews.
Odoo HR Management Software does not only help you hire the right people but also helps you retain them and improve their performance. You can monitor their attendance and productivity through timesheets and dashboards, evaluate their skills and competencies through appraisals, manage their leaves and expenses with ease, and reward them with challenges and goals.
Focus on customer service
Customer service is a key factor for increasing your revenue and reputation. But it can be hard to figure out how to improve your clients experience unless you have odoo. You can use odoo to ensure clients satisfaction in many ways, such as:
Giving customer service agents quick access to your products data to help them respond faster and provide more accurate information. For instance, you can use odoo’s inventory app to track your stock levels, prices and availability of your products.
Add notes to each client profile to gain better insights on how to respond. You can use odoo’s CRM Software to store all the information about your customers, such as their contact details, preferences and history of interactions. You can also add notes and tags to each customer profile to record important details or feedback that can help you tailor your responses.
Using automated reminders to make sure no customer request goes unanswered. Use odoo’s helpdesk app to create tickets for each customer request and assign them to the right agents, and set up automated reminders with notifications for each ticket status, such as open, pending or closed.
Relieve your employees from routine tasks
If you value your employees’ time, you don’t want them to waste it on routine tasks like data entry that can be easily automated. Automation can help you save time, money and opportunities by letting your employees focus on more creative and strategic work.
How do you create automation for any repetitive task? Follow these steps:
- Identify the tasks that are frequent, repetitive and simple: These are the ones that don’t require complex details or problem-solving skills, and can be done by following a set of rules or instructions. For example, sending reminder emails, backing up files or scheduling social media posts.
- Create automation rules or workflows. For example, you can set a rule that sends an email to a customer when their issue is resolved.
- Enjoy the default automations that are set from the company to solve commonly known issues.
Keep in mind that this is merely a demonstration of how you can grow your business with Odoo. Odoo offers unlimited possibilities to suit your requirements and objectives. You can know more from our Expert ERP consultants, just give us a call, or send a message on WhatsApp.