Have you implemented a CRM or ERP and still nothing gets resolved? Are you still facing the same old problems associate with not getting any notification whenever a task or tickets are updated? If yes, then it’s time that you reassess your CRM implementation strategy, and if you still can’t find any then reach out to Odoo Partners. They will help you with comprehensive ERP Implementation and customization strategy. However, the key issue which we have been addressing in this article is how one can identify the signs that he or she needs professional Odoo Consulting services.
Why Do You Require the Help of Certified Odoo Partners?
1. Unclear Vision Of What Type Of ERP You Need
If you are in a state where you continuously ask yourself whether the ERP or CRM you have chosen is the right one or not, then consider this as the first sign. Moreover, you need to understand that Odoo offers two types of CRM & ERP modules. The first one is open source and it is upgrad by the Odoo developer community. Also, it offers limited features. On the other hand, we have an enterprise-level of Odoo. It offers a wide range of options that are not available in the community version, and its customization or implementation is governe by the Odoo official developers.
2. Expecting A Fixed Cost Customization
Another thing that you need to know is, the implementation and integration of Odoo or any other CRM are not constant. At any point in time, you’ll need to integrate third-party applications or upgrade the interface. Therefore, the cost of CRM implementation cannot be static. So, if you consider that it will be the same throughout your agreement, then think again.
3. Not Having The Right Odoo Partners
Selecting the right implementation partner requires a lot of effort, you have to verify the certificates, interview the partner to get your point though, and lastly, have to review their portfolio. Another thing that you might be doing wrong is selecting a freelance developer to get CRM or ERP customize. Well, the problem with this is, you have to hire a new freelancer every time you need a certain thing customize. This strategy is expensive in the long run.
4. Zero To No Participation In The System Customization & Implementation
If you are not participating in the customization and implementation of the system and just relying on the consultant to do the job then, there is news for you. You will not get what you want. This will ultimately result in frequent customization, calling back and forth to the implementation partner to get the thing done again. Therefore, it is advise that you start participating in the process or look for an expert who ensures maximum participation.
5. Give Product & Business Overview Again & Again
One of the significant signs that you don’t have the right customization partner is, you have to tell him or her what your business is, the problems that you are facing, and things you want from your new system. If you think any of these signs resonate with you, then it’s time to get things sort. Otherwise, the process will take your time and in the end, you’ll be left with one option to hire another professional.
So, the solution is, that you opt for an official partner. Make sure he or she is listed in the official list that is published on your preferred CRM or ERP system. Another way to do this is by searching the marketplace and opting for the one with relevant industry experience.
6. Not Getting The Right Set Of Customizations
The reason behind CRM and ERP customization with Techloyce is to get the right business solution that remedies your concern for team collaboration, provide workflow automation and solution to the security leakage. So, if you opt for a customization partner that suggests you get lots of third-party integration. Then consider this another sign, because the reason to get personalized CRM is to get the right set of features, not the other way around.
Conclusion
Odoo offers two types of services, one is maintained by the community of developers, and the enterprise version is managed by the Odoo itself. Both versions offer a different set of benefits, but it is dependent on the user which he wants to opt for. For small-size businesses, the Odoo community is the best option as it offers minimal subscription charges, and it can be customized.
