Project Overview
Oakland Real Estate, a leading provider of residential and commercial real estate services, sought to enhance its customer relationship management (CRM) capabilities by integrating a robust dialer solution with Odoo 17. The primary goal was to streamline outbound and inbound call operations, improve agent productivity, and gain valuable insights from call data.
Project Goals
The client’s specific requirements included:
Dialer Integration
Integrate a third-party dialer (Call Mantra) into Odoo 17 for direct outbound and inbound call management, enabling efficient data exchange.
Call Management
Facilitate making and receiving calls directly from Odoo, with automatic logging of call details (duration, date, and time) to the CRM module.
Instant Synchronization
Ensure real-time synchronization of call logs, customer interaction history, and real-time updates between the dialer and Odoo.
Efficient Call Initiation
Initiate calls with a single click from customer records in Odoo, leverage the click-to-dial functionality, and receive real-time notifications for incoming calls.
Data Security
Protect sensitive customer data through a multi-layered security approach that incorporates encryption, access controls, regular security checks, and incident response plans.
Regulatory Compliance
Ensure compliance with all applicable real estate regulations, including data privacy laws, to protect client information and maintain industry standards.
Challenges
Our analysis revealed several obstacles impeding the client's business growth and operational efficiency.
- Complex Integration: The integration of two disparate systems required careful planning and technical expertise.
- Data Synchronization: Ensuring real-time synchronization of data between the two systems was a significant challenge.
- Scalability: The solution needed to be scalable to accommodate future growth and changing business requirements.
Our Solution
To address these requirements, we implemented a comprehensive Odoo integration solution:
API-Based Integration
- Connector Development: Utilize the third-party dialer's API to develop a custom connector that seamlessly integrates with Odoo, enabling real-time data synchronization.
- Real-time Data Exchange: The API enabled seamless data exchange, ensuring that call logs, customer interactions, and other relevant information were synchronized in real-time.
Workflow Enhancements
- Click-to-Dial: A click-to-dial feature was implemented within the Odoo CRM module, allowing users to initiate calls directly from customer records.
- Automatic Call Logging: Call details, including duration, date, time, and disposition, were automatically logged and associated with the corresponding customer record.
- Real-time Notifications: Real-time notifications were configured to alert agents of incoming calls, enabling prompt response and efficient handling.
Data Security & Compliance
- Data Handling Protocols: Robust data handling protocols were implemented to ensure the security and privacy of customer information.
- Regulatory Compliance: The solution was designed to comply with relevant data protection regulations, such as GDPR.
Project Execution
The project was successfully executed and delivered on time and within budget, meeting all client requirements.
Initiation & Planning
Requirement Gathering:
- Detailed analysis of client's specific needs and pain points related to call management and customer interactions.
- Identification of key features and functionalities required from the integration.
Technical Assessment:
- Evaluation of Odoo 17's current setup and customization.
- Assessment of Call Mantra Dialer's API capabilities and compatibility with Odoo.
- Identification of potential integration challenges and risks.
Project Planning:
- Creation of a detailed project plan outlining timelines, milestones, and resource allocation.
- Definition of project scope, objectives, and deliverables.
Design & Development
API Connector Development:
- Design and development of a custom API connector to facilitate seamless data exchange between Odoo and Call Mantra Dialer.
- Implementation of robust error handling and logging mechanisms.
Odoo Customization:
- Customize Odoo to interact with external APIs.
- Add a click-to-dial button to the customer record view.
- Configuration of automatic call logging and synchronization.
- Implementation of real-time call notifications.
Data Security and Compliance:
- Implementation of strong security measures to protect sensitive customer data.
- Adherence to data privacy regulations (e.g., GDPR, CCPA).
- Encryption of data during transmission and storage.
- Regular security audits and vulnerability assessments.
Testing & Deployment
Unit Testing:
- Thorough testing of the API connector and Odoo customizations to ensure functionality and performance.
Integration Testing:
- Testing of the integration between Odoo and Call Mantra Dialer to verify seamless data exchange and feature functionality.
User Acceptance Testing:
- Involving end-users in testing the integration to gather feedback and identify any issues.
Deployment :
- Deployment of the integrated solution to the client's production environment.
- Configuration of user permissions and access controls.
- Data migration, if required.
Post-Deployment Support
Training and Support:
- Providing comprehensive training to end-users on the new features and functionalities.
- Establishing a dedicated support channel for resolving issues and answering queries.
Monitoring and Maintenance:
- Continuous monitoring of the integration to identify and address any performance or security issues.
- Regular updates and patches to ensure optimal performance and security.
Ongoing Support:
- Providing ongoing support and maintenance services to address any future needs or requirements.
Results
The successful integration of Odoo 17 with the Call Mantra dialer has yielded significant benefits for our client.
ImprovedEfficiency
Automated call logging and click-to-dial functionality have streamlined call management processes.
Increased Productivity
Real estate agents can now handle more calls and focus on customer interactions.
Reduced ManualEffort
Manual tasks associated with call logging and data entry have been minimized.
Data-Driven Insights
Detailed call logs and analytics provide valuable insights for business decision-making.
- Real Estate
- 1Designer
- 2Developers
- 1Functional Consultant
- 1QA Engineers
- 1Project Manager
- Odoo Implementation
- Software Quality Assurance
- Post-Deployment Support
The team was incredibly responsive and efficient, delivering the project on time and within budget. We are very satisfied with the quality of work and the level of service provided.
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