Software training across Canada

Odoo CRM training adapted to the actual level

45-question technical assessment drawn from a 72-question bank to place a learner in Odoo CRM and recommend the most useful training modules.

Odoo CRM diagnostic: knowledge, workflow habits and training priorities.

Start the free assessment Request delivery terms

Approach

Build the path around observed needs

The free assessment helps separate concepts already mastered from those that deserve training. The final path can then be adjusted to the organization’s tasks, context and objectives.

The diagnostic is not an official certification. It is used to guide training decisions.

Intended audience

Odoo CRM user

Employees and professionals.
Managers and HR teams.
Training coordinators.
Groups to be organized by skill level.

Visible content

Odoo CRM training modules

The modules below come from the catalogue used by the recommendation engine. Their order and depth are adapted after the assessment or engagement analysis.

Module M01

Pipeline and opportunities

Track a sales opportunity with customer, value, stage and probability • Represent the commercial progress state of an opportunity • Record the potential value associated with an opportunity

Track a sales opportunity with customer, value, stage and probability
Represent the commercial progress state of an opportunity
Record the potential value associated with an opportunity
Estimate the likelihood that an opportunity will be won
Apply a structured workflow for pipeline and opportunities

3 h

Module M02

Leads and qualification

Record a sales contact that still needs qualification before becoming an opportunity • Turn a qualified lead into an opportunity tracked in the pipeline • Combine duplicate or similar sales records

Record a sales contact that still needs qualification before becoming an opportunity
Turn a qualified lead into an opportunity tracked in the pipeline
Combine duplicate or similar sales records
Document why a sales opportunity did not close
Apply a structured workflow for leads and qualification

3 h

Module M03

Activities and sales follow-up

Schedule the next sales action so an opportunity is not forgotten • Define the follow-up type such as call, email, meeting or task • Assign an action with a deadline to a user

Schedule the next sales action so an opportunity is not forgotten
Define the follow-up type such as call, email, meeting or task
Assign an action with a deadline to a user
Prioritize follow-ups by due date and status
Apply a structured workflow for activities and sales follow-up

3 h

Module M04

Sales teams and assignment

Group salespeople and their opportunities according to a sales organization • Assign primary responsibility for an opportunity to a user • Distribute leads or opportunities according to rules and capacity

Group salespeople and their opportunities according to a sales organization
Assign primary responsibility for an opportunity to a user
Distribute leads or opportunities according to rules and capacity
Supervise the results and pipeline of a sales team
Apply a structured workflow for sales teams and assignment

3 h

Module M05

Email, contacts and communication

Centralize messages, notes, attachments and activities around a record • Automatically create leads or opportunities from a dedicated email address • Reuse a structured message with data variables

Centralize messages, notes, attachments and activities around a record
Automatically create leads or opportunities from a dedicated email address
Reuse a structured message with data variables
Link the opportunity to the relevant company or person
Apply a structured workflow for email, contacts and communication

3 h

Module M06

Quotations and Sales integration

Create a sales quotation directly from an opportunity • Associate expected products or services with an opportunity • Formalize the order when a quotation is accepted

Create a sales quotation directly from an opportunity
Associate expected products or services with an opportunity
Formalize the order when a quotation is accepted
Let the customer view sales documents through supported portal functions
Apply a structured workflow for quotations and sales integration

3 h

Module M07

Analysis, forecasting and reports

Analyze opportunities by stage, salesperson, team or period • Estimate future revenue from opportunities and closing dates • Dynamically cross sales measures across multiple dimensions

Analyze opportunities by stage, salesperson, team or period
Estimate future revenue from opportunities and closing dates
Dynamically cross sales measures across multiple dimensions
Visualize pipeline trends as charts
Apply a structured workflow for analysis, forecasting and reports

3 h

Module M08

Automation and advanced qualification

Use historical data to help estimate lead success probability • Automatically trigger selected operations under configured conditions • Complete selected company information from supported services

Use historical data to help estimate lead success probability
Automatically trigger selected operations under configured conditions
Complete selected company information from supported services
Obtain prospects matching sales criteria through supported features
Apply a structured workflow for automation and advanced qualification

3 h

Module M09

Configuration, customization and governance

Adapt pipeline stages to the organization’s actual sales process • Classify opportunities with cross-cutting labels • Limit data and actions according to user roles

Adapt pipeline stages to the organization’s actual sales process
Classify opportunities with cross-cutting labels
Limit data and actions according to user roles
Add fields or adapt selected views without traditional development when available
Apply a structured workflow for configuration, customization and governance

3 h

Canada

Availability for provinces and territories

JFL Media can receive requests from anywhere in Canada. Delivery terms, time zone, availability, location and pricing are confirmed for each engagement.

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Before training

Complete the assessment or describe the need precisely.
Choose modules and confirm duration.
Confirm delivery terms, availability and price.

Next step

Start by establishing the Odoo CRM level.

The assessment is free and produces a detailed report that can be used to prepare a focused path.

Start the assessment