In contrast, the initiatives are potential clients that could have come to us a bit of a bounce, even due to confusion regarding what our business markets. For example, it could be the case that a person looking for a painter contacted our paint sales company. If so, the client may not even be interested in starting a conversation with our company salespeople. This, of course, would waste a significant amount of effort and energy on the sales team. Do you want to give yourself that luxury? 

It will depend a bit on how customers reach your business, but to avoid unnecessary communication and effort, it would be enough to create an extra stage that includes the qualification of this customer's interest. The initiatives do not appear in the Odoo system automatically so you should go to the CRM module settings and check the option that says Initiatives. This is a very simple step and one that can help you maximize the efforts of your sales team as early identification of those customers that are not really potential would allow you to focus on those opportunities that do have a chance of materializing.

Once you have created the Initiatives stage, you are ready to start managing them. Let's say you are at a fair in Frankfurt where you have been given a card from someone who has shown interest in your products. Right there in Germany, he opens his computer, logs into the system and manually enters that person's data in the Initiatives stage so that the sales team will take it into account and know that a new one has entered. At that moment, you can even decide which sales team you can assign it to (Latin America, Europe…) and assign it a priority level according to the conversation you have had with the person who gave you the card. 

After the conversation, he is optimistic and gives the initiative a 3-star priority because the customer has asked very accurate questions about one of his products. In addition, it adds a label of the specific product in which this person has shown interest. We remind you that both the labels or the reasons for losses of initiatives or opportunities can be created in the CRM configuration and will respond to the particularities of your business. 

The manager who is in Germany and has entered the data that appears on the card can also go to the reports section of these initiatives and see how many are active at the moment, in addition to the salesperson who has them assigned. If, for example, you realized that a salesperson has 5 initiatives and another only 1 could make decisions about who would be the most appropriate person to take care of it. 

The file with the data of the initiative allows you to assign a specific salesperson and also, without leaving the file, send an email to the potential client indicating that very soon the company's sales staff will contact them to follow up on the conversation in Frankfurt. The salesperson who will be in charge of the initiative will be able to see in its history all the steps taken and conversations held with that client and will not waste time repeating them, or requesting detailed information on the history of communications.

The system also allows very practical things such as setting up a specific email for a specific sales team that would make all the contact forms coming from Latin America on our website, for example, go directly to that team. (americalatina@nubistalia.com) When the Latin American team receives a form, it proceeds to qualify it as an Opportunity by pressing a button and at that moment it is assigned to a specific salesperson. In this way, when the manager consults the team's Sales Flow, he will be able to check which initiatives and opportunities Latin America has received and who manages them. 

Finally, add that initiatives can be loaded by importing an Excel or CSV file, so it is not necessary to enter the data manually, as we have seen in the example of the Frankfurt manager.

If you want more information on how information flows in the Odoo-Kanak CRM, you can read other blogs on the various topic and / or communicate directly with us: https://kanakinfosystems.com, 

https://kanakinfosystems.com/odoo-development-services

Odoo Open Source ERP System Development Services | Odoo CRM Consultant We are dealing in Odoo open source ERP development services offering Odoo CRM, Module development, ERP system development and consultancy services. kanakinfosystems.com

https://kanakinfosystems.com/odoo-customization-implementation-services

Odoo ERP Customization And Implementation Service Provider Company Kanak InfoSystems a leading Odoo domain expert. We are offering flawless Odoo open source ERP implementation & customization services across world. kanakinfosystems.com

Odoo ERP, ECommerce, MobileApp Development And Web Designing CompanyKanak Infosystems: Best Odoo Open ERP, Seo, Web & Mobile Apps Development Company Which Provides Quality Services Across The Globe. Consult Now - 9818211679..kanakinfosystems.com

• Artificial Intelligence ERPs are a step to the next level
• Artificial Intelligence will save us time and costs and help us make better decisions

When we talk about an ERP in the company, we are making it a fundamental element in its management, much more than a program. It helps us organize, define and make decisions based on the data we enter.

Share! One step further in ERP? From the hand of artificial intelligence and machine learning it is possible

But the future of ERP with artificial intelligence will mean a very important qualitative leap that will change how we interact, manage and rely on these systems.

Automated ERP with the help of artificial intelligence

An ERP gathers and analyzes a large amount of data from various sources and facilitates decision-making for companies. Now, with the help of artificial intelligence, ERP goes a step further , since it is capable of learning and improving as we use it.

Thus, an ERP can send us a warning or an alarm to warn us that a product has decreased its stock level . The incorporation of artificial intelligence allows us to anticipate this moment and, in addition, offers us possible solutions to the problem. And this for all kinds of issues that are handled with this software .

An ERP that uses artificial intelligence will be more efficient and will save companies a lot of time

This example is very simple, but the point is that the use of artificial intelligence in ERP , as well as incorporating big data to add more data sources that can help anticipate company needs and predictions for customers, adds a plus for our systems. In manufacturing industries, analyze trends in consumption, spending, etc. It helps to anticipate production or prevent it from running out of production in the warehouse.

ERP with artificial intelligence is a great source of ideas for the business

In addition, it also facilitates the anticipation of our clients' needs, before they even demand them or even have thought about them. But, additionally, they already offer us the solution that will be best for our client. This is the key, it is not only anticipated, but also offers a branch of alternatives for this need.

Enhanced user experience via voice or chat

One of the aspects that ERP will improve significantly with the incorporation of artificial intelligence is the relationship between machine and employees, between software and user.

The use of voice becomes an alternative to retrieve information from the ERP system . This makes it much easier to obtain the data we need at certain times.

The use of an ERP by voice means a significant improvement in the work experience

Mobility and the use of ERP in the cloud mean that we often need data when we are outside the company, without a computer at hand, but we have a smartphone to which we can transmit voice commands and obtain the results we demand. This greatly improves the user experience with ERP.

ERP and artificial intelligence, the sum that improves the user experience

On the other hand, these chatbots will also be able to interact with others from different companies, suppliers that tell us if they have availability of a certain product, which ends up saving us time when generating an order, since we have cost information , availability of different providers and we just have to make the decision which one we choose.

Saving time and making better decisions

One of the great values ​​of incorporating artificial intelligence into ERP is saving time . Keep in mind that now our tool shortens deadlines by performing tasks more efficiently, searching databases, preparing reports or improving the information provided to a scorecard with some suggestions that we had not considered.

It also has the capacity to learn while we make decisions, since one of the virtues it possesses is its ability to recognize patterns. An example would be automatic travel expense approval , which employees often enter into the system expecting someone to review and approve. Most of them are trivial and can be automated, freeing up the time of the person in charge for this task.

Reducing costs by combining artificial intelligence and ERP frees up a lot of resources and time in companies​​​​​​​

Other tasks such as purchase and sale orders, logistics management or acceptance of payments and collections, deliveries and collections or tax settlement can be automated, the data is already in the system, we do not need a person to press a key to that is done, rather it is a question of reviewing and confirming , but the work is already done.

Share! We tell you how an ERP that uses artificial intelligence makes the company more efficient.

More flexibility in the use of resources

Artificial intelligence will go as far as we want . There are certain tasks that will be fully automated and others that will await our confirmation. For example, the completion of an order will automatically imply a pickup order for a carrier, the temperature rise of a sensor will generate a work order for the maintenance team ...

However, for tax filing, we may want you to calculate it, but don't file it until it's reviewed. We limit automation based on our needs and preferences.

Share! Do you want more flexibility in your company? We explain how ERP supported by artificial intelligence will provide it to you.

In the economic area, billing, identification of accounts, collections, reconciliation , etc. it is automated and saves a great deal of time for the finance department , also limiting the number of errors. The information is more precise and will allow to know more exactly the financial situation of our organization.

All this implies great flexibility in the use of company information, obtaining the data we need at all times. It is enough to ask through the mobile with a voice order in the meeting with a client to know a data that he is asking us. The combination of ERP , artificial intelligence , and the cloud  help everything to be interconnected, to collect more data and relate it in a useful way for users.

It is the future that is yet to come, but much closer than we think and that many companies of our competition are already applying.

If you need any Odoo Customization related service then contact us.