CRM -> Advanced Customer Relations

The rules for automating actions enable you to send emails automatically based on the event, such as assigning opportunities to the most appropriate person. To access the CRM rules, use the menu CRM & SRM ! Configuration ! Cases!Rules. The segmentation tools let you create partner groups and act on each segment differently. For example you could create pricelists for each of the segments, or start phone marketing campaigns by segment. To enable the management of segmentation you should install the module crm_profiling. The base_report_designer module enables you to create letter templates in OpenOffice and automate letters for different prospects. Open ERP also has plugins for MS Word to simplify the creation of mass mailing.