Name: Odoo Marketing Automation (Tour)
Uploaded: 2018-01-30T02:29:50.000Z
Duration: 2 min 52 s
Description: Start your marketing automation project on: https://www.odoo.com/page/marketing-automation

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Bug  Tracking

Development

Business Intelligence (BI)

Collaboration

Environmental Health and Safety (EHS)

Visual Collaboration

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Revenue Management

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Component Content Management

Data Pipeline

Electronic Data Interchange (EDI)

Fraud Detection

Hosted Virtual Desktop

Identity Governance and Administration

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Hosting

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Database Management Systems

Security Awareness Training

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Intent Data

Marketing Automation

Marketing Resource Management

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Prototyping

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Email Tracking

Sales Intelligence

eCommerce

Sales

Operational Technology (OT) Security

Security

Computer-Aided Design (CAD)

Construction Accounting

Loan Servicing

Nonprofit Fundraising

Patient Engagement

Revenue Cycle Management (RCM)

Utilities

Vertical-Specific

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### Email Marketing
User feedback on Odoo Marketing Automation's email marketing functionality is varied and covers a range of experiences and opinions. While some users praise the platform for its ease of use in creating email newsletters and automating email campaigns, others express frustration with limitations such as the inability to upload email lists efficiently. The consensus seems to be that Odoo Marketing Automation offers valuable tools for managing email marketing efforts, but there are areas for improvement, particularly in terms of template customization and integration with other business tools.

### Campaign Management
Users consistently praise Odoo Marketing Automation's campaign creation and management features. They highlight the ease of designing targeted campaigns, tracking performance, and automating email workflows. The platform's ability to streamline marketing processes across multiple channels and provide detailed reports for campaign analysis is widely appreciated. Additionally, users find the graphical interface intuitive and the customization options impressive, enhancing their overall experience with campaign management in Odoo Marketing Automation.

### Lead Management
Users also appreciate Odoo's social media marketing automation and its ability to automate processes from the back end to the front end. The platform's lead management features, including lead generation and tracking in CRM, are highlighted as key strengths. Customers find Odoo to be a comprehensive solution for various automation tasks, making it a valuable tool for businesses seeking efficient lead management solutions.

### Sales Team Coordination
Users have highlighted the positive impact of Odoo Marketing Automation on sales team coordination, emphasizing its role in lead generation, sales team management, and CRM functionalities. The platform's ability to streamline sales processes and enhance team collaboration has been well-received. However, some users recommend integrating additional modules for a more comprehensive approach to sales and customer management. In general, Odoo Marketing Automation appears to offer valuable support for sales team coordination, with room for further optimization and customization based on individual business needs.

### Customer Segmentation
Users consistently praise Odoo Marketing Automation for its robust customer segmentation capabilities. They find it beneficial for splitting customers into segments and defining specific customer flows. The ability to target customer groups and product segments with automated messages through email is highlighted as a key feature that enhances marketing processes. Additionally, users appreciate the ease with which they can manage multiple campaigns and channels, automating tasks efficiently. The platform's customer segmentation functionality is seen as a valuable tool for personalized and targeted marketing efforts.

Users have found that the Odoo Marketing software helps them engage with existing clients effectively. With the automation of email campaigns, the burden of work has been reduced and email delivery and response rates have improved. The integration of inventory management with daily sales enables real-time tracking and reduction of wastages and theft. Additionally, the software allows for faster creation of email newsletters compared to previous systems. Users are able to track visitors from website visits to sales orders or invoices, providing valuable insights into customer behavior. Apart from email campaigns, the software offers various other features such as lead generation. Customers have expressed satisfaction with the lead funnel integration on their websites, as it simplifies the process of delivering the right message to the right prospects. The software has helped users generate leads for their businesses and gather data from individuals with different levels of interest. The different niches of Odoo, including email campaigns, are highly regarded by users who appreciate the ability to automate campaign processes and capture leads. Marketing automation allows for the management of multiple campaigns and channels with ease. Automated messages can be sent to target customer groups and product groups through email, streamlining communication efforts. Furthermore, the software enables the automatic sending of feedback emails to customers after e-commerce sales, allowing for prompt issue resolution. Users can also segment customers and define desired customer flows within the system. Overall, users find that Odoo Marketing seamlessly integrates into their existing workflows, making it a convenient choice for managing their marketing initiatives.

Cons:
Lack of Email List Upload: Some users have found it tedious and inconvenient that Odoo Marketing Automation does not provide a way to upload an email list, which hampers their ability to efficiently manage their campaigns.
Shortage of Support in Pakistan: Users have mentioned that there is a shortage of software implementers and developers in Pakistan, which may impact the availability of support for Odoo Marketing Automation. This could be a concern for businesses operating in the region.
Learning Curve with User Interface and Server Actions: Several users experienced confusion with the user interface and stated that some of the server action automation features required additional learning. This suggests that using Odoo Marketing Automation effectively may require time and effort to become familiar with its functionalities.

Odoo Marketing Automation is a software product that enables businesses to easily create targeted and automated marketing campaigns. With this solution, users can segment prospect databases to ensure the right message reaches the appropriate audience at the optimal time in their journey. Advanced workflows can be set up to nurture prospects effectively along the different stages of the sales funnel. Using intuitive visual interfaces, customized workflows can be created for sophisticated end-to-end customer journeys with multiple paths.

Automating tasks such as lead progression, record updates, assignment of engaged prospects to sales teams is made simple by Odoo Marketing Automation. Time triggers and actions like if-then conditions based on email opens or clicks are easy to perform within workflows. This comprehensive marketing automation suite includes Mass Mail, Marketing Automation, SMS and Social functionalities allowing convenient automation for all aspects of an organization's marketing activities with minimal effort needed from busy marketers.

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Free

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Growth

Select

Prime

Ultimate

Odoo Marketing Automation

70% of marketers say Marketing Automation software is critical to their goals. Find the right tool for you.

The Buyer's Guide to Marketing Automation

Marketing Automation is a subset of Enterprise Marketing Management. Marketing automation software nurtures leads with relevant content, and then routes prospects to a sales rep at the optimal point in the buying process. Key functionality includes:

- Automated marketing campaigns & click tracking
- Email, landing pages and online registration pages
- Lead scoring, lead nurturing & lead management
- Analytics and reporting

Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, manufacturing, inventory, accounting and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.The depth of integration within Odoo helps users to reduce redundant manual processes. Every module is interconnected to provide an integrated experience from app to app, and users can automate many processes that would otherwise require manual inputs into multiple applications. Odoo keeps all business functions in one place allowing teams to collaborate with other departments from one unified platform.Odoo is open-source software and offers security features to business technology and software development communities around the world. The Odoo market offers numerous modules and apps that are suitable for a variety of business needs.

Odoo

Odoo Marketing Automation (Tour)

Start your marketing automation project on: https://www.odoo.com/page/marketing-automation

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Ability to test dynamic content

Users can test dynamic content prior to launching a campaign.

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Calendaring

The software helps users maintain a calendar of all marketing activities.

Event/webinar marketing

Users can streamline event marketing with features such as personalized invitations, registration, reminders and post-event follow-ups.

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

Social sharing and campaigns

Users can incorporate social share buttons into campaigns to allow recipients to easily share content. Users can track shares as well.

Social profile integration

The software incorporates social profile data and social share histories to enhance segmentation and scoring of contacts.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Role-based workflow & approvals

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Customizability

Users can customize their instance with features like custom fields and custom objects.

Integration with Salesforce.com

The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with Microsoft Dynamics CRM

The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with SugarCRM

The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Third-party software integrations

Integration functionality with third-party or in-house systems.

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Odoo Marketing Automation

Overview

What is Odoo Marketing Automation?