The key to running a successful business is the ability to keep customers satisfied and boost sales and efficiency. CRM is a tool best used to not only keep businesses in touch with their clients but also to process the complex client data to improve performance.
However, simply adopting an out-of-the-box CRM solution is not always helpful for vendors. In fact, it can sometimes have the opposite effect of what is intended.
This is where the open-source nature of CRM like Odoo comes into play. Integration and customization allow vendors to tailor their CRMs according to their needs. These needs could include the integration of a payment gateway such as Stripe to provide customers with an easy transaction process.
The Odoo CRM Integration with Stripe is a perfect example of how seamlessly businesses can run with the right choice of customer service solutions. Let’s explore how!
Leverage The Best CRM Features Odoo Has To Offer
Odoo CRM comes equipped with the best features that enable vendors to streamline their business processes and ensure maximum customer satisfaction. Several of its features make it the CRM of choice for small businesses.
Easy Lead Entry
Odoo CRM offers vendors several options for lead entries to accommodate different types of data collection methods. The entries can be made manually, either through single entries or via a mass import. On the other hand, an automatic lead entry mechanism can be applied by integrating website contact forms or VoIP phones with the system.
Lead Management
Vendors can assign a lead to a salesperson of their choice, and once it is assigned, the sales process of the lead can be tracked as the salesperson moves it from one stage to the next, with a simple drag and drop.
Make Your Own Lead Score
Each business has its own metrics for what makes a task urgent. Odoo CRM allows vendors to choose the lead score based on their own criteria. Using the score, vendors can set priorities on leads and schedule events based on the quality of those leads.
Schedule Your Activities
Activities like phone calls, deadlines, or meetings can be scheduled in Odoo CRM. The email or VoIP integration can allow clients to directly be communicated through the system. Odoo also comes with an in-built calendar, and at the same time, allows external applications like Google Calendar to integrate.
VoIP Integration
With the integration of voice over IP, not only vendors can communicate with clients directly from the system, but the display on the vendor’s end gets populated with important client information.
Why Choose Stripe As Your Payment Gateway?
Now that we have established Odoo as the CRM of choice, let’s see why Stripe can be the perfect partner to Odoo for the best customer experience.
Stripe Checkout
The Stripe checkout allows for customization payment flow, which can work without an issue on any device and updates without additional coding. So there is no need to design payment forms from the very beginning.
In-Person Payments
Stripe offers a range of different mobile card readers and terminals that allow users to accept payments in person. With Stripe's development tools to create a custom point of sale, the integration can be done with the user’s hardware of choice.
Your Security Ensured
With the PCI-DSS requirements met, Stripe offers completely secure transactions that are hassle-free. The additional two-factor authentication adds an additional level of security.
Convenient Invoicing
With the use of Stripe Billing, vendors can send custom invoices and request payment from clients. Stripe billing also allows vendors to create recurring, usage-based, tiered, promotional, and scheduled payments.
Accounting Integration
Clients can connect Stripe with their existing account or ERP system, as it provides real-time reporting access.
Globally Used
Stripe supports businesses in over 25 countries, so vendors can accept payments from customers in their local currencies from around the world.
Integrating Odoo with Stripe
When it comes to getting a fully comprehensive customer service solution, the combination of Odoo and Stripe leaves no stone unturned. Combining the functionalities of Odoo with Stripe can lead to the establishment of a much more efficient vendor-client relationship. Not only can vendors manage their own business processes efficiently, but they can also offer the same efficiency to clients with respect to the payment processes. The resulting relationship is mutually beneficial as well as enduring.
How Can We Help?
RT Dynamic allows businesses to integrate their CRM with additional features and functionalities as per their requirements. This includes the provision of a smooth and secure payment option to cater to the needs of the clients. RT Dynamic is well equipped to provide its integration services when it comes to the Odoo CRM and Stripe. With Odoo and Stripe integration, businesses can aim to keep their customer satisfaction records excellent and maintain their own efficiency without compromising their standards.
RT Dynamic is an Official Odoo CRM Experts firm. From Odoo CRM Integration, Customization, Migration, and Support, we are a one-stop-shop for all your CRM needs. Get in touch now for a FREE Business Analysis. We will be glad to assist you!
