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Odoo Marketing

Odoo Marketing unites campaigns, automation and sales

Plan, run and measure your marketing campaigns in one system. Odoo Marketing makes marketing part of a shared customer process.

Odoo Email Marketing view: a sent webinar campaign, 48 messages sent, 43.75% opened, 18.75% clicked, 4 opportunities and 2 quotationsOdoo Email Marketing view: a sent webinar campaign, 48 messages sent, 43.75% opened, 18.75% clicked, 4 opportunities and 2 quotations
43.75%opened
4opportunities

Odoo Email Marketing · measured results of the Autumn Growth Webinar campaign

Marketing as one visible process

Planning, activation, automation and sales follow-up form a single customer process you can track in Odoo.

  1. 01PlanCampaign and audience
  2. 02ActivateThe message to the right audience
  3. 03AutomateA scheduled follow-up path
  4. 04SellSales continue in CRM
  5. 05MeasureResults in the same data

01–02 · Plan + Activate

Plan the campaign and activate the audience

Create campaigns, define target groups and plan the content and timing of the message in one system. Odoo Email Marketing shows both the whole campaign and the message the customer receives.

Odoo Email Marketing: webinar message content, Plan, Automate and Measure highlights and campaign metrics
Odoo Email Marketing · the whole campaign environment
Autumn Growth Webinar invitation content in brand colours
The message sent to the customer · a real preview
See the full Odoo viewOdoo Email Marketing: webinar message content, Plan, Automate and Measure highlights and campaign metrics

Email marketing

Design messages with ready-made templates and follow opens and clicks.

SMS marketing

Reach the recipient quickly and track the links in your messages.

Social media

Plan and schedule posts as part of the same marketing whole.

03 · Automate

Automate the customer's next step

Marketing automation builds the follow-up path from customer behaviour. In this real Odoo workflow the invitation is followed by a 48-hour delay and a conditional branch: those who clicked receive the agenda and Q&A message, the others a reminder.

Odoo Marketing Automation path: start, invitation, 48-hour delay and conditional branchOdoo Marketing Automation · invitation, 48-hour delay and conditional branch
The start of the Odoo automation: campaign start and invitation message, 48 sent and 21 opened
Odoo Marketing Automation -ehtohaara: klikanneille agenda- ja Q&A-viesti, muille muistutus
1 · InvitationThe Webinar Invitation Email starts the message path.
2 · 48-hour delayOdoo waits the defined time before the next step.
3 · Conditional branchThose who clicked receive the agenda and Q&A message, the others a reminder.

04–05 · Sell + Measure

From marketing straight into the sales process

When marketing and CRM run in the same Odoo system, the leads and opportunities marketing creates become part of the sales team's work.

Sales see the customer details, the value of the opportunity and the related marketing campaign in the same view. The relationship can continue to a quotation and an order without moving data between systems.

This way marketing and sales form a single customer process whose progress can be followed in Odoo.

Odoo CRM opportunity and its campaign attribution, Autumn Growth WebinarOdoo CRM · the opportunity and its campaign attribution
Odoo CRM opportunity and its campaign attribution, Autumn Growth Webinar
Marketing campaignAutumn Growth Webinar
Expected revenue$25,000.00
Quotation / order contextOrders · $20,700.00

One Odoo whole

One customer process from website to sales

Odoo Marketing is not a separate system. Website, marketing, automation, CRM and sales work together, so information continues from one stage to the next without separate transfers.

01

Website / audience

A visitor or target group starts the customer journey.

02

Marketing

The campaign and the message create interest.

03

Automaatio

Scheduling continues the agreed message path.

04

CRM

The opportunity and the campaign data come together.

05

Sales

Sales continue to a quotation and an order.

Who it suits

When marketing and sales need a shared view

Odoo Marketing suits companies that want to bring marketing, sales and customer management into one system.

01

B2B companies

Clear visibility from the interest marketing creates to the follow-up by sales.

02

Growth companies

Recurring marketing activities can be planned and automated in a controlled way.

03

Odoo users

The link between marketing and CRM can be used in the same system.

Why Revise

An Odoo partner that understands finance too

Revise has been a Finnish software and expert company since 2016 and an Odoo partner since 2018. Our expertise covers operations, finance, reporting and management, so marketing is designed as part of the whole.

Marketing connected to sales

Campaigns do not stay on a separate island: the lead moves into Odoo CRM and on to sales on the same data.

Delivered in stages

We build the whole in a practical way and in stages, so marketing produces results before every detail is finished.

All the way to management

Our own Revise EPM continues where the ERP ends: reporting, budgeting and forecasts are built on the same data.

Next step

Make marketing part of a shared customer process

Book a free Odoo demo and see how marketing, CRM and sales work together.

Book an Odoo demo Try Odoo for free