Odoo Implementation Solutions

Our extensive history of CRM implementation makes us ideal OdooCRM experts. We are keenly aware of the possible challenges that might arise during the implementation process and are fully equipped to tackle them head-on. Our implementation mechanism is driven to augment the growth, retention, and efficiency potential of our clients. As a certified Odoo Implementation Partner firm we are in a position to execute holistic solutions for our clients. Our aim is to align the customer’s vision with the solution we provide.

OverviewFAQ

Our Process

We follow a rigorous and intensive process to deliver our solutions. Our project implementation process is dynamic and interactive. Any good CRM solution should be familiar with all the touchpoints of the customer cycle. Our process is inclined to not only identify these touchpoints but to also ensure that your CRM is ready to manage them. The due diligence from our side yields great results.

We kick start the process by running a preliminary analysis of the requirements.

Preliminary Requirement Analysis

In order to ensure that the Odoo Implementation is tailored to the specific needs of your business, we conduct a holistic analysis of your business. The purpose is to get a sense of your exact needs so they can be mapped onto your Odoo CRM. Our audit includes a comprehensive analysis of your business’s mission, vision, products, and services, KPIs among other things. After this, we identify the limitations of your current technology and come up with the best way forward.

Blue-Print layout & Plan Consolidation

Following the preliminary requirements analysis, we move to the next phase of implementation. It is here that we come up with a framework for our implementation plan. If you wish to migrate your data to Odoo, we take the required steps to kick-start the migration process. The blueprint contains a detailed configuration plan that would be followed after the Odoo migration.

Odoo Deployment

Our Odoo deployment plan is contingent on the needs of our clients. Odoo offers its service both on-cloud and on-premise. We are equipped to deliver both solutions. When the client opts for an on-premise solution we search for the best hosting option for them. Based on the needs of our clients, we assist them further in choosing the most appropriate Odoo edition.

Our Odoo CRM Implementation Methodology

Our aim is to deliver a solution that will reorient your business towards a more customer-centric vision. We assist you in choosing the most appropriate Odoo applications and modules so that you can get the most out of your CRM. Throughout the process, we stick to industry standards and guides. Our codes are clean and as succinct as possible. The upgrade safe code is transferred in a way that your security is never compromised. After the completion of the project, we optimize it for improved performance. We are keen on delivering an optimal experience for our clients. Depending on the size of the project we give sufficient time to our clients to test all features.

Odoo Personalization & Customization

Any successful CRM implementation is incomplete without thorough personalization and customization. Customizations are essential to harness the true potential of your Odoo CRM. It is also important so that the needs of your company are aligned with the CRM solution that is being implemented. We at RT Dynamic have a comprehensive grasp of Odoo’s personalization and customization. Our developers have delivered sophisticated customization plans. We offer a range of Odoo customizations including reports, dashboards, modules, and components. Anything you want, we got your back!

How do I import and export data in SuiteCRM?

Import and export of data in SuiteCRM depends upon a number of factors. Your current SuiteCRM version and the one you want to upgrade to, as well as the status of your customization (are they upgrade safe?) help us understand your current condition. Depending on your situation, our SuiteCRM developers design a migration/upgrade process that safeguards your current customization and integrations and helps you make the transition seamlessly.

Can I migrate to SuiteCRM from Salesforce?

Yes, SuiteCRM serves as an excellent Salesforce alternative open source CRM and can give you the features and functionalites you need in a cost effective manner. RT Dynamic is a Certified SuiteCRM Partner and our SuiteCRM developers have extensive experience in SuiteCRM Migration. Get in touch and we’ll help you migrate from Salesforce to SuiteCRM.

Can I migrate to SuiteCRM keeping all the settings of my previous CRM?

It is possible to migrate to SuiteCRM while keeping all of your previous settings. You just need the assistance of SuiteCRM migration experts to do the task for you. RT Dynamic has the expertise to deliver migration services without causing any changes in the CRM settings.

What measures can I take to ensure the integrity of my data during migration to SuiteCRM?

Maintenance of data integrity is vital during SuiteCRM data migration. Therefore, in order to keep the integrity of your data intact during the migration process, you should let Official SuiteCRM Partners such as RT Dynamic do the job for you.

What are some Data Migration issues that I need to be aware of?

Some of the most common issues faced when migrating data to SuiteCRM are listed below:

Error(s) in data mapping
Data formats not correct
Incorrect Functions
Data Duplication

Get in touch

Contact Information

California

795 Folsom St, San Francisco,
CA 94103, USA

+1 415 800 4489

Minnesota

1316 4th St SE, Suite #203-A,
Minneapolis, MN 55414

1-(612)-216-2350

info@rtdynamic.com