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+ Community
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+ Enterprise
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+ Odoo.sh
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+
+
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+ + CRM Kit
++ Complete CRM Kit for odoo17. +
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+ 
+
+
+
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+
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+ + Key Highlights +
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+ + Craft Custom Commission to Salesperson and Sales + Team
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+ + Draft Commissions Based on Revenue and + Respective Product
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+ + Define Commission Based on Product Category
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+ + Informative Commission Plan Report
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+ + Upcoming and Recent Scheduled Activity + Monitoring
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+ + Year to Date Bar Graph
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+ + Opportunity Lost Reason Management
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+ + Top Deals and Monthly Revenue Goals
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+ + Clickable Dashboard Cards
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+ + Clickable Dashboard Card
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+ + Commission Plan based on Product + Category
+The + Commission Plan Creation window can be + accessed from the Commission Plan window and + while selecting the Type the Product Wise + options can be selected. Further, the + Product Categories with respect to the + respective Product Category based Commission + Plan can be defined.
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+ + Revenue-based Commission Plan: Straight + Revenue Commission Plan.
+The second + form of Commission Plan in the Odoo CRM Kit + where the Sales Revenue and its percentage + calculation will be provided as Commission + to the Salesperson. + While Creating a Straight Revenue Commission + plan the Commission type can be selected as + Straight Commission. Further, the commission + rate can be defined under the Straight + Revenue Commission tab.
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+ + Revenue-based Commission Plan: Graduated + Revenue Commission Plan.
+While + Creating a Graduated Revenue Commission Plan + the Commission type can be selected as + Graduated Commission. Further, the + commission rate can be defined under the + Graduated Revenue Commission tab.
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+ 
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+ + Assigning Commission Plan for + Salesperson.
+In the CRM + Kit under the respective Salesperson + description tab, there will be a dedicated + tab the Commission Plan where the respective + Commission Plan with respect to the + operation can be defined. +
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+ 
+
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+ + Assigning Commission Plan for Sales + Team.
+In the CRM + Kit under the respective sales team + description tab, there will be a dedicated + tab the Commission Plan where the respective + Commission Plan with respect to the + operation can be defined. +
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+ 
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+ + Print the Commission Plan Report in XLSX + Format.
+The CRM Kit + also holds an advanced operations feature + where the Admins, as well as every User, can + take the Print out of the Commission Plan + Reports based on their need and for the + period of operations that are required. The + Reports can be generated in XLSX formats and + can be saved based on the need. To take the + printout of the Commission Plan Report you + should go to the Reporting tab of the CRM + KIt and further select the Commission Plan + menu and select the Required entries and + Click to Print XLS. +
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+ 
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+ + Year to Date Chart and Lead Analysis
+A dedicated + insight will be provided with the help of + the Funnel Chart on the Leads with + indications as New, Qualified, Proposition, + and Won. The Donut graph based on the + monthly Lead operation will provide a clear + picture of the monthly Lead operations. + Additionally, the Activity Donut graph will + describe the activity analysis on the leads. +
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+ 
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+ + Set custom targets for Salesperson
+For each of + the individual Salespersons, you will be + able to set dedicated Targets using the CRM + Kit. This will ensure that the Salesperson + is motivated to keep with the business. The + Targets can be set under the Settings tab > + User Settings > Below the access right tab. +
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+ 
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+ + Top deals and Monthly Goal Gauge.
+The Top + Deals listing will help the Salespersons to + promote them easily without moving to the + sales module. Moreover, the Top Deals can be + listed out based on the custom ones which + are being defined. The Monthly Goal Gauge + will provide insight on the targets and the + achievement rate of each of the Salesperson. +
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+
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+ 
+
+
+
+
+ + Dashboard View of the User
+The Admin, + as well as the User who has access to the + CRM Kit, can function the various operations + with it and each of the Users and the Admin + have a separate CRM Dashboard based on the + operational authorization. The Following + screenshot depicts the User view of the CRM + Dashboard. Here the information relating to + the respective user and their operations + will be only depicted and the ones which the + respective User has authorization to can be + modified. +
+
+
+
+
+ -
+
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+
 2.svg)
Activity
+ monitoring.
+
+ -
+ Year to
+ date
+ bar graph target field in user settings.
+
+
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+ Top deals
+ and
+ monthly revenue goals.
+
+
-
+ The users
+ will
+ have different authorization based on
+ the employment level.
+
+
+
+
+
+
+
+
+ Version
+ 17.0.1.0.0|Released on:20th January 2024
+
+ + Initial Commit for CRM Kit.
+
+
+
+
+
+ + Related Products
+
+
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+
+ 
+
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+
+ 
+
+ 
+
+
+
+
+ + Our Services
+ +
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+ 
+
+
+ Odoo + Customization
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+
+
+
+ 
+
+
+ Odoo + Implementation
+
+
+
+
+
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+
+ 
+
+
+ Odoo + Support
+
+
+
+
+
+
+
+ 
+
+
+ Hire + Odoo Developer
+
+
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+
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+
+
+ 
+
+
+ Odoo + Integration
+
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+
+
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+
+ 
+
+
+ Odoo + Migration
+
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+
+
+ Odoo + Consultancy
+
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+ 
+
+
+ Odoo + Implementation
+
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+
+
+ Odoo + Licensing Consultancy
+
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+
+
+ + Our Industries
+ +
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+ 
+
+
+ Trading
+Easily procure and sell your products
+
+
+
+ 
+
+
+ POS
+Easy configuration and convivial experience
+
+
+
+ 
+
+
+ + Education
+A platform for educational management
+
+
+
+ 
+
+
+ + Manufacturing
+Plan, track and schedule your operations
+
+
+
+ 
+
+
+ E-commerce & + Website
+Mobile friendly, awe-inspiring product pages
+
+
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+ 
+
+
+ Service + Management
+Keep track of services and invoice
+
+
+
+ 
+
+
+ + Restaurant
+Run your bar or restaurant methodically
+
+
+
+ 
+
+
+ Hotel + Management
+An all-inclusive hotel management application
+
+
+
+
+ + Support
+
+
+
+
+
+
+
+
+
+  1.svg)
+
+
+
+ Need
+ Help?
+ 
odoo@cybrosys.com
+
+
+ Got + questions or need help? Get in touch.
+odoo@cybrosys.com
+
+
+
+
+
+ 
+
+
+
+ WhatsApp
+ 
+91
+ 99456767686
+
+
+ Say hi to + us on WhatsApp!
++91
+ 99456767686
+ + Create New Commission Plan! +
+