diff --git a/crm.rst b/crm.rst index 9c1c72e06..557017290 100644 --- a/crm.rst +++ b/crm.rst @@ -7,8 +7,8 @@ CRM .. toctree:: :titlesonly: - crm/overview - crm/salesteam - crm/leads - crm/reporting - crm/calendar \ No newline at end of file + crm/pipeline + crm/acquire_leads + crm/track_leads + crm/performance + crm/optimize diff --git a/crm/acquire_leads.rst b/crm/acquire_leads.rst new file mode 100644 index 000000000..afa3636db --- /dev/null +++ b/crm/acquire_leads.rst @@ -0,0 +1,11 @@ +============= +Acquire Leads +============= + +.. toctree:: + :titlesonly: + + acquire_leads/convert + acquire_leads/generate_from_email + acquire_leads/generate_from_website + acquire_leads/send_quotes diff --git a/crm/acquire_leads/convert.rst b/crm/acquire_leads/convert.rst new file mode 100644 index 000000000..463ca70c2 --- /dev/null +++ b/crm/acquire_leads/convert.rst @@ -0,0 +1,40 @@ +================================ +Convert leads into opportunities +================================ + +The system can generate leads instead of opportunities, in order to add +a qualification step before converting a *Lead* into an +*Opportunity* and assigning to the right sales people. You can +activate this mode from the CRM Settings. It applies to all your sales +channels by default. But you can make it specific for specific channels +from their configuration form. + +Configuration +============= + +For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` +and activate the *Leads* feature. + +.. image:: media/convert01.png + :align: center + +You will now have a new submenu *Leads* under *Pipeline* where they +will aggregate. + +.. image:: media/convert02.png + :align: center + +Convert a lead into an opportunity +================================== + +When you click on a *Lead* you will have the option to convert it to +an opportunity and decide if it should still be assigned to the same +channel/person and if you need to create a new customer. + +.. image:: media/convert03.png + :align: center + +If you already have an opportunity with that customer Odoo will +automatically offer you to merge with that opportunity. In the same +manner, Odoo will automatically offer you to link to an existing +customer if that customer already exists. diff --git a/crm/acquire_leads/generate_from_email.rst b/crm/acquire_leads/generate_from_email.rst new file mode 100644 index 000000000..5a341c372 --- /dev/null +++ b/crm/acquire_leads/generate_from_email.rst @@ -0,0 +1,20 @@ +======================================== +Generate leads/opportunities from emails +======================================== + +Automating the lead/opportunity generation will considerably improve +your efficiency. By default, any email sent to +*sales@database\_domain.ext* will create an opportunity in the +pipeline of the default sales channel. + +Configure email aliases +======================= + +Each sales channel can have its own email alias, to generate +leads/opportunities automatically assigned to it. It is useful if you +manage several sales teams with specific business processes. You will +find the configuration of sales channels under +:menuselection:`Configuration --> Sales Channels`. + +.. image:: media/generate_from_email01.png + :align: center diff --git a/crm/acquire_leads/generate_from_website.rst b/crm/acquire_leads/generate_from_website.rst new file mode 100644 index 000000000..2ab9ee7f0 --- /dev/null +++ b/crm/acquire_leads/generate_from_website.rst @@ -0,0 +1,78 @@ +=========================================================== +Generate leads/opportunities from your website contact page +=========================================================== + +Automating the lead/opportunity generation will considerably improve +your efficiency. Any visitor using the contact form on your website will +create a lead/opportunity in the pipeline. + +Use the contact us on your website +================================== + +You should first go to your website app. + +|image0|\ |image1| + +With the CRM app installed, you benefit from ready-to-use contact form +on your Odoo website that will generate leads/opportunities +automatically. + +.. image:: media/generate_from_website03.png + :align: center + +To change to a specific sales channel, go to :menuselection:`Website +--> Configuration --> Settings` under *Communication* you will find the +Contact Form info and where to change the *Sales Channel* or +*Salesperson*. + +.. image:: media/generate_from_website04.png + :align: center + +Create a custom contact form +============================ + +You may want to know more from your visitor when they use they want to +contact you. You will then need to build a custom contact form on your +website. Those contact forms can generate multiple types of records in +the system (emails, leads/opportunities, project tasks, helpdesk +tickets, etc...) + +Configuration +============= + +You will need to install the free *Form Builder* module. Only +available in Odoo Enterprise. + +.. image:: media/generate_from_website05.png + :align: center + +Create a custom contact form +---------------------------- + +From any page you want your contact form to be in, in edit mode, drag +the form builder in the page and you will be able to add all the fields +you wish. + +.. image:: media/generate_from_website06.png + :align: center + +By default any new contact form will send an email, you can switch to +lead/opportunity generation in *Change Form Parameters*. + +.. note:: + If the same visitors uses the contact form twice, the second + information will be added to the first lead/opportunity in the chatter. + +Generate leads instead of opportunities +======================================= + +When using a contact form, it is advised to use a qualification step +before assigning to the right sales people. To do so, activate *Leads* +in CRM settings and refer to :doc:`convert`. + +.. |image0| image:: ./media/generate_from_website01.png + :width: 1.04401in + :height: 1.16146in +.. |image1| image:: ./media/generate_from_website02.png + :width: 1.43229in + :height: 1.16244in diff --git a/crm/acquire_leads/media/convert01.png b/crm/acquire_leads/media/convert01.png new file mode 100644 index 000000000..7e038a351 Binary files /dev/null and b/crm/acquire_leads/media/convert01.png differ diff --git a/crm/acquire_leads/media/convert02.png b/crm/acquire_leads/media/convert02.png new file mode 100644 index 000000000..5fb3038b7 Binary files /dev/null and b/crm/acquire_leads/media/convert02.png differ diff --git a/crm/acquire_leads/media/convert03.png b/crm/acquire_leads/media/convert03.png new file mode 100644 index 000000000..c0f7db20a Binary files /dev/null and b/crm/acquire_leads/media/convert03.png differ diff --git a/crm/acquire_leads/media/generate_from_email01.png b/crm/acquire_leads/media/generate_from_email01.png new file mode 100644 index 000000000..923533221 Binary files /dev/null and b/crm/acquire_leads/media/generate_from_email01.png differ diff --git a/crm/acquire_leads/media/generate_from_website01.png b/crm/acquire_leads/media/generate_from_website01.png new file mode 100644 index 000000000..697fad3fb Binary files /dev/null and b/crm/acquire_leads/media/generate_from_website01.png differ diff --git a/crm/acquire_leads/media/generate_from_website02.png b/crm/acquire_leads/media/generate_from_website02.png new file mode 100644 index 000000000..163142cb4 Binary files /dev/null and b/crm/acquire_leads/media/generate_from_website02.png differ diff --git a/crm/acquire_leads/media/generate_from_website03.png b/crm/acquire_leads/media/generate_from_website03.png new file mode 100644 index 000000000..293114b4a Binary files /dev/null and b/crm/acquire_leads/media/generate_from_website03.png differ diff --git a/crm/acquire_leads/media/generate_from_website04.png b/crm/acquire_leads/media/generate_from_website04.png new file mode 100644 index 000000000..6269b659f Binary files /dev/null and b/crm/acquire_leads/media/generate_from_website04.png differ diff --git a/crm/acquire_leads/media/generate_from_website05.png b/crm/acquire_leads/media/generate_from_website05.png new file mode 100644 index 000000000..e5dbc5d7e Binary files /dev/null and b/crm/acquire_leads/media/generate_from_website05.png differ diff --git a/crm/acquire_leads/media/generate_from_website06.png b/crm/acquire_leads/media/generate_from_website06.png new file mode 100644 index 000000000..77efe2957 Binary files /dev/null and b/crm/acquire_leads/media/generate_from_website06.png differ diff --git a/crm/acquire_leads/media/send_quotes01.png b/crm/acquire_leads/media/send_quotes01.png new file mode 100644 index 000000000..dbea47de4 Binary files /dev/null and b/crm/acquire_leads/media/send_quotes01.png differ diff --git a/crm/acquire_leads/media/send_quotes02.png b/crm/acquire_leads/media/send_quotes02.png new file mode 100644 index 000000000..d00cd8292 Binary files /dev/null and b/crm/acquire_leads/media/send_quotes02.png differ diff --git a/crm/acquire_leads/media/send_quotes03.png b/crm/acquire_leads/media/send_quotes03.png new file mode 100644 index 000000000..5158b88a4 Binary files /dev/null and b/crm/acquire_leads/media/send_quotes03.png differ diff --git a/crm/acquire_leads/send_quotes.rst b/crm/acquire_leads/send_quotes.rst new file mode 100644 index 000000000..09e697983 --- /dev/null +++ b/crm/acquire_leads/send_quotes.rst @@ -0,0 +1,35 @@ +=============== +Send quotations +=============== + +When you qualified one of your lead into an opportunity you will most +likely need to them send a quotation. You can directly do this in the +CRM App with Odoo. + +.. image:: media/send_quotes01.png + :align: center + +Create a new quotation +====================== + +By clicking on any opportunity or lead, you will see a *New Quotation* +button, it will bring you into a new menu where you can manage your +quote. + +.. image:: media/send_quotes02.png + :align: center + +You will find all your quotes to that specific opportunity under the +*Quotations* menu on that page. + +.. image:: media/send_quotes03.png + :align: center + +Mark them won/lost +================== + +Now you will need to mark your opportunity as won or lost to move the +process along. + +If you mark them as won, they will move to your *Won* column in your +Kanban view. If you however mark them as *Lost* they will be archived. diff --git a/crm/calendar.rst b/crm/calendar.rst deleted file mode 100644 index db075abcb..000000000 --- a/crm/calendar.rst +++ /dev/null @@ -1,8 +0,0 @@ -======== -Calendar -======== - -.. toctree:: - :titlesonly: - - calendar/google_calendar_credentials diff --git a/crm/leads.rst b/crm/leads.rst deleted file mode 100644 index d31543ab3..000000000 --- a/crm/leads.rst +++ /dev/null @@ -1,10 +0,0 @@ -===== -Leads -===== - -.. toctree:: - :titlesonly: - - leads/generate - leads/manage - leads/voip \ No newline at end of file diff --git a/crm/leads/generate.rst b/crm/leads/generate.rst deleted file mode 100644 index a13d0a53c..000000000 --- a/crm/leads/generate.rst +++ /dev/null @@ -1,11 +0,0 @@ -============== -Generate leads -============== - -.. toctree:: - :titlesonly: - - generate/manual - generate/import - generate/emails - generate/website diff --git a/crm/leads/generate/emails.rst b/crm/leads/generate/emails.rst deleted file mode 100644 index 402a4584c..000000000 --- a/crm/leads/generate/emails.rst +++ /dev/null @@ -1,69 +0,0 @@ -=========================================== -How to generate leads from incoming emails? -=========================================== - -There are several ways for your company to :doc:`generate leads with Odoo CRM `. -One of them is using your company's generic email address as a trigger -to create a new lead in the system. In Odoo, each one of your sales -teams is linked to its own email address from which prospects can reach -them. For example, if the personal email address of your Direct team is -**direct@mycompany.example.com**, every email sent will automatically create a new -opportunity into the sales team. - -Configuration -============= - -The first thing you need to do is to configure your **outgoing email -servers** and **incoming email gateway** from the :menuselection:`Settings module --> General Settings`. - -Then set up your alias domain from the field shown here below and -click on **Apply**. - -.. image:: ./media/emails01.jpg - :align: center - -Set up team alias -================= - -Go on the Sales module and click on **Dashboard**. You will see that the -activation of your domain alias has generated a default email alias for -your existing sales teams. - -.. image:: ./media/emails02.jpg - :align: center - -You can easily personalize your sales teams aliases. Click on the More -button from the sales team of your choice, then on **Settings** to access -the sales team form. Into the **Email Alias** field, enter your email -alias and click on **Save**. Make sure to allow receiving emails from -everyone. - -From there, each email sent to this email address will generate a new -lead into the related sales team. - -.. image:: ./media/emails03.jpg - :align: center - -Set up catch-all email domain -============================= - -Additionally to your sales team aliases, you can also create a generic -email alias (e.g. *contact@* or *info@* ) that will also generate a new -contact in Odoo CRM. Still from the Sales module, go to -:menuselection:`Configuration --> Settings` and set up your catch-all email domain. - -.. tip:: - - You can choose whether the contacts generated from your catch-all email - become leads or opportunities using the radio buttons that you see on the - screenshot here below. Note that, by default, the lead stage is not - activated in Odoo CRM. - -.. image:: ./media/emails04.jpg - :align: center - -.. seealso:: - - * :doc:`manual` - * :doc:`import` - * :doc:`website` diff --git a/crm/leads/generate/import.rst b/crm/leads/generate/import.rst deleted file mode 100644 index c7972e5b6..000000000 --- a/crm/leads/generate/import.rst +++ /dev/null @@ -1,91 +0,0 @@ -================================== -How to import contacts to the CRM? -================================== - -In Odoo CRM, you can import a database of potential customers, for -instance for a cold emailing or cold calling campaign, through a CSV -file. You may be wondering if the best option is to import your contacts -as leads or opportunities. It depends on your business specificities and -workflow: - -- Some companies may decide to not use leads, but instead to keep all - information directly in an opportunity. For some companies, leads - are merely an extra step in the sales process. You could call - this extended (start from lead) versus simplified (start from - opportunity) customer relationship management. - -- Odoo perfectly allows for either one of these approaches to be - chosen. If your company handles its sales from a pre - qualification step, feel free to activate first the lead stage as - described below in order to import your database as leads - -Activate the lead stage -======================= - -By default, the lead stage is not activated in Odoo CRM. If you want to -import your contacts as leads rather than opportunities, go to -:menuselection:`Configuration --> Settings`, select the option **use leads -if…** as shown below and click on **Apply**. - -.. image:: ./media/import01.jpg - :align: center - -This activation will create a new submenu :menuselection:`Sales --> Leads` -from which you will be able to import your contacts from the -**Import** button (if you want to create a lead manually, :doc:`click here `) - -.. image:: ./media/import02.jpg - :align: center - -Import your CSV file -==================== - -On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and select your -Excel file to import from the **Choose File** button. Make sure its -extension is **.csv** and don't forget to set up the correct File format -options (**Encoding** and **Separator**) to match your local -settings and display your columns properly. - -.. note:: - If your prospects database is provided in another format than CSV, you can - easily convert it to the CSV format using Microsoft Excel, OpenOffice / - LibreOffice Calc, Google Docs, etc. - -.. image:: ./media/import03.jpg - :align: center - -Select rows to import -===================== - -Odoo will automatically map the column headers from your CSV file to the -corresponding fields if you tick *The first row of the file contains the -label of the column* option. This makes imports easier especially when -the file has many columns. Of course, you can remap the column headers -to describe the property you are importing data into (First Name, Last -Name, Email, etc.). - -.. image:: ./media/import04.jpg - :align: center - -.. tip:: - - If you want to import your contacts as opportunities rather than leads, make - sure to add the *Type* column to your csv. This column is used to indicate - whether your import will be flagged as a Lead (type = Lead) or as an - opportunity (type = Opportunity). - -Click the **Validate** button if you want to let Odoo verify that -everything seems okay before importing. Otherwise, you can directly -click the Import button: the same validations will be done. - -.. note:: - - For additional technical information on how to import contacts into Odoo CRM, - read the **Frequently Asked Questions** section located below the Import tool - on the same window. - -.. seealso:: - - - :doc:`manual` - - :doc:`emails` - - :doc:`website` diff --git a/crm/leads/generate/manual.rst b/crm/leads/generate/manual.rst deleted file mode 100644 index f31db7a91..000000000 --- a/crm/leads/generate/manual.rst +++ /dev/null @@ -1,71 +0,0 @@ -====================================== -How to create a contact into Odoo CRM? -====================================== - -Odoo CRM allows you to manually add contacts into your pipeline. It can -be either a lead or an opportunity. - -Activate the lead stage -======================= - -By default, the lead stage is not activated in Odoo CRM. To activate it, -go to :menuselection:`Sales --> Configuration --> Settings`, select the option ""use leads -if…** as shown below and click on **Apply**. - -.. image:: ./media/manual01.jpg - :align: center - -This activation will create a new submenu **Leads** under -**Sales** that gives you access to a list of all your leads from -which you will be able to create a new contact. - -.. image:: ./media/manual02.jpg - :align: center - -Create a new lead -================= - -Go to :menuselection:`Sales --> Leads` and click the **Create** button. - -.. image:: ./media/manual03.jpg - :align: center - -From the contact form, provide all the details in your possession -(contact name, email, phone, address, etc.) as well as some additional -information in the **Internal notes** field. - -.. note:: - - your lead can be directly handed over to specific sales team and salesperson - by clicking on **Convert to Opportunity** on the upper left corner of the screen. - -Create a new opportunity -======================== - -You can also directly add a contact into a specific sales team without -having to convert the lead first. On the Sales module, go to your -dashboard and click on the **Pipeline** button of the desired sales -team. If you don't have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`. -Then, click on **Create** and fill in the contact details as shown here -above. By default, the newly created opportunity will appear on the -first stage of your sales pipeline. - -Another way to create an opportunity is by adding it directly on a -specific stage. For example, if you have have spoken to Mr. Smith at a -meeting and you want to send him a quotation right away, you can add his -contact details on the fly directly into the **Proposition** stage. From -the Kanban view of your sales team, just click on the **+** icon -at the right of your stage to create the contact. The new opportunity -will then pop up into the corresponding stage and you can then fill in -the contact details by clicking on it. - -.. image:: ./media/manual04.png - :align: center - -.. seealso:: - - * :doc:`import` - - * :doc:`emails` - - * :doc:`website` diff --git a/crm/leads/generate/media/emails01.jpg b/crm/leads/generate/media/emails01.jpg deleted file mode 100644 index b3bb70ce7..000000000 Binary files a/crm/leads/generate/media/emails01.jpg and /dev/null differ diff --git a/crm/leads/generate/media/emails02.jpg b/crm/leads/generate/media/emails02.jpg deleted file mode 100644 index b4e008c87..000000000 Binary files a/crm/leads/generate/media/emails02.jpg and /dev/null differ diff --git a/crm/leads/generate/media/emails03.jpg b/crm/leads/generate/media/emails03.jpg deleted file mode 100644 index b2c75a201..000000000 Binary files a/crm/leads/generate/media/emails03.jpg and /dev/null differ diff --git a/crm/leads/generate/media/emails04.jpg 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b/crm/leads/generate/website.rst deleted file mode 100644 index 993849530..000000000 --- a/crm/leads/generate/website.rst +++ /dev/null @@ -1,196 +0,0 @@ -====================================== -How to generate leads from my website? -====================================== - -Your website should be your company's first lead generation tool. With -your website being the central hub of your online marketing campaigns, -you will naturally drive qualified traffic to feed your pipeline. When a -prospect lands on your website, your objective is to capture his -information in order to be able to stay in touch with him and to push -him further down the sales funnel. - -This is how a typical online lead generation process work : - -- Your website visitor clicks on a call-to action (CTA) from one of - your marketing materials (e.g. an email newsletter, a social - media message or a blog post) - -- The CTA leads your visitor to a landing page including a form used to - collect his personal information (e.g. his name, his email - address, his phone number) - -- The visitor submits the form and automatically generates a lead into - Odoo CRM - -.. tip:: - - Your calls-to-action, landing pages and forms are the key pieces of the lead - generation process. With Odoo Website, you can easily create and optimize - those critical elements without having to code or to use third-party - applications. Learn more `here `__. - -In Odoo, the Website and CRM modules are fully integrated, meaning that -you can easily generate leads from various ways through your website. -However, even if you are hosting your website on another CMS, it is -still possible to fill Odoo CRM with leads generated from your website. - -Activate the lead stage -======================= - -By default, the lead stage is not activated in Odoo CRM. Therefore, new -leads automatically become opportunities. You can easily activate the -option of adding the lead step. If you want to import your contacts as -leads rather than opportunities, from the Sales module go to -:menuselection:`Configuration --> Settings`, select the option **use leads -if…** as shown below and click on **Apply**. - -.. image:: ./media/website01.jpg - :align: center - -Note that even without activating this step, the information that -follows is still applicable - the lead generated will land in the -opportunities dashboard. - -From an Odoo Website -==================== - -Let's assume that you want to get as much information as possible about -your website visitors. But how could you make sure that every person who -wants to know more about your company's products and services is -actually leaving his information somewhere? Thanks to Odoo's integration -between its CRM and Website modules, you can easily automate your lead -acquisition process thanks to the **contact form** and the **form builder** -modules - -.. note:: - - another great way to generate leads from your Odoo Website is by collecting - your visitors email addresses thanks to the Newsletter or Newsletter Popup - CTAs. These snippets will create new contacts in your Email Marketing's - mailing list. Learn more `here `__. - -Configuration -------------- - -Start by installing the Website builder module. From the main dashboard, -click on **Apps**, enter "**Website**" in the search bar and click on **Install**. -You will be automatically redirected to the web interface. - -.. image:: ./media/website02.png - :align: center - -.. tip:: - - A tutorial popup will appear on your screen if this is the first time you - use Odoo Website. It will help you get started with the tool and you'll be - able to use it in minutes. Therefore, we strongly recommend you to use it. - -Create a lead by using the Contact Form module ----------------------------------------------- - -You can effortlessly generate leads via a contact form on your **Contact -us** page. To do so, you first need to install the Contact Form module. -It will add a contact form in your **Contact us** page and automatically -generate a lead from forms submissions. - -To install it, go back to the backend using the square icon on the -upper-left corner of your screen. Then, click on **Apps**, enter -"**Contact Form**" in the search bar (don't forget to remove the **Apps** tag -otherwise you will not see the module appearing) and click on **Install**. - -.. image:: ./media/website03.png - :align: center - -Once the module is installed, the below contact form will be integrated -to your "Contact us" page. This form is linked to Odoo CRM, meaning that -all data entered through the form will be captured by the CRM and will -create a new lead. - -.. image:: ./media/website04.jpg - :align: center - -Every lead created through the contact form is accessible in the Sales -module, by clicking on :menuselection:`Sales --> Leads`. The name of the lead corresponds -to the "Subject" field on the contact form and all the other information -is stored in the corresponding fields within the CRM. As a salesperson, -you can add additional information, convert the lead into an opportunity -or even directly mark it as Won or Lost. - -.. image:: ./media/website05.jpg - :align: center - -Create a lead using the Form builder module -------------------------------------------- - -You can create fully-editable custom forms on any landing page on your -website with the Form Builder snippet. As for the Contact Form module, -the Form Builder will automatically generate a lead after the visitor -has completed the form and clicked on the button **Send**. - -From the backend, go to Settings and install the -"**Website Form Builder**" module (don't forget to remove the **Apps** tag -otherwise you will not see the modules appearing). Then, back on the -website, go to your desired landing page and click on Edit to access -the available snippets. The Form Builder snippet lays under the -**Feature** section. - -.. image:: ./media/website06.png - :align: center - -As soon as you have dropped the snippet where you want the form to -appear on your page, a **Form Parameters** window will pop up. From the -**Action** drop-down list, select **Create a lead** to automatically -create a lead in Odoo CRM. On the **Thank You** field, select the URL of -the page you want to redirect your visitor after the form being -submitted (if you don't add any URL, the message "The form has been -sent successfully" will confirm the submission). - -.. image:: ./media/website07.png - :align: center - -You can then start creating your custom form. To add new fields, click -on **Select container block** and then on the blue **Customize** button. 3 -options will appear: - -.. image:: ./media/website08.png - :align: center - -- **Change Form Parameters**: allows you to go back to the Form - Parameters and change the configuration - -- **Add a model field**: allows you to add a field already existing in - Odoo CRM from a drop-down list. For example, if you select the - Field *Country*, the value entered by the lead will appear under - the *Country* field in the CRM - even if you change the name of - the field on the form. - -- **Add a custom field**: allows you to add extra fields that don't exist - by default in Odoo CRM. The values entered will be added under - "Notes" within the CRM. You can create any field type : checkbox, - radio button, text, decimal number, etc. - -Any submitted form will create a lead in the backend. - -From another CMS -================= - -If you use Odoo CRM but not Odoo Website, you can still automate your -online lead generation process using email gateways by editing the -"Submit" button of any form and replacing the hyperlink by a mailto -corresponding to your email alias (learn how to create your sales alias -:doc:`here `). - -For example if the alias of your company is -**salesEMEA@mycompany.com**, add -``mailto:salesEMEA@mycompany.com`` -into the regular hyperlink code (CTRL+K) to generate a lead into the -related sales team in Odoo CRM. - -.. image:: ./media/website09.png - :align: center - -.. seealso:: - - - :doc:`manual` - - :doc:`import` - - :doc:`emails` diff --git a/crm/leads/manage.rst b/crm/leads/manage.rst deleted file mode 100644 index cbc69aff4..000000000 --- a/crm/leads/manage.rst +++ /dev/null @@ -1,9 +0,0 @@ -============ -Manage leads -============ - -.. toctree:: - :titlesonly: - - manage/automatic_assignation - manage/lead_scoring diff --git a/crm/leads/manage/automatic_assignation.rst b/crm/leads/manage/automatic_assignation.rst deleted file mode 100644 index 53a6c72f7..000000000 --- a/crm/leads/manage/automatic_assignation.rst +++ /dev/null @@ -1,100 +0,0 @@ -================================================================ -Automate lead assignation to specific sales teams or salespeople -================================================================ - -Depending on your business workflow and needs, you may need to dispatch -your incoming leads to different sales team or even to specific -salespeople. Here are a few example: - -- Your company has several offices based on different geographical - regions. You will want to assign leads based on the region; - -- One of your sales teams is dedicated to treat opportunities from - large companies while another one is specialized for SMEs. You - will want to assign leads based on the company size; - -- One of your sales representatives is the only one to speak foreign - languages while the rest of the team speaks English only. - Therefore you will want to assign to that person all the leads - from non-native English-speaking countries. - -As you can imagine, manually assigning new leads to specific individuals -can be tedious and time consuming - especially if your company generates -a high volume of leads every day. Fortunately, Odoo CRM allows you to -automate the process of lead assignation based on specific criteria such -as location, interests, company size, etc. With specific workflows and -precise rules, you will be able to distribute all your opportunities -automatically to the right sales teams and/or salesman. - -Configuration -============= - -If you have just started with Odoo CRM and haven't set up your sales -team nor registered your salespeople, :doc:`read this documentation first <../../overview/started/setup>`. - -.. note:: - You have to install the module **Lead Scoring**. Go to - :menuselection:`Apps` and install it if it's not the case already. - -Define rules for a sales team -============================= - -From the sales module, go to your dashboard and click on the **More** -button of the desired sales team, then on **Settings**. If you don't -have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`. - -.. image:: ./media/automatic01.jpg - :align: center - - -On your sales team menu, use in the **Domain** field a specific domain -rule (for technical details on the domain refer on the -`Building a Module tutorial `__ -or `Syntax reference guide `__) -which will allow only the leads matching the team domain. - -For example, if you want your *Direct Sales* team to only receive leads -coming from United States and Canada, your domain will be as following : - -``[[country_id, 'in', ['United States', 'Canada']]]`` - -.. image:: ./media/automatic02.jpg - :align: center - -.. note:: - - you can also base your automatic assignment on the score attributed to your - leads. For example, we can imagine that you want all the leads with a score - under 100 to be assigned to a sales team trained for lighter projects and - the leads over 100 to a more experienced sales team. Read more on :doc:`how to score leads here `. - -Define rules for a salesperson -============================== - -You can go one step further in your assignment rules and decide to -assign leads within a sales team to a specific salesperson. For example, -if I want Toni Buchanan from the *Direct Sales* team to receive only -leads coming from Canada, I can create a rule that will automatically -assign him leads from that country. - -Still from the sales team menu (see here above), click on the -salesperson of your choice under the assignment submenu. Then, enter -your rule in the *Domain* field. - -.. image:: ./media/automatic03.jpg - :align: center - -.. note:: - - In Odoo, a lead is always assigned to a sales team before to be assigned to - a salesperson. Therefore, you need to make sure that the assignment rule of - your salesperson is a child of the assignment rule of the sales team. - -.. seealso:: - - * :doc:`../../overview/started/setup` - - .. todo:: * How to assign sales activities into multiple sales teams? - - .. todo:: * How to make sure my salespeople work on the most promising leads? - diff --git a/crm/leads/manage/lead_scoring.rst b/crm/leads/manage/lead_scoring.rst deleted file mode 100644 index 0d53452cc..000000000 --- a/crm/leads/manage/lead_scoring.rst +++ /dev/null @@ -1,110 +0,0 @@ -================================= -How to do efficient Lead Scoring? -================================= - -Odoo's Lead Scoring module allows you to give a score to your leads -based on specific criteria - the higher the value, the more likely the -prospect is "ready for sales". Therefore, the best leads are -automatically assigned to your salespeople so their pipe are not -polluted with poor-quality opportunities. - -.. note:: - Lead scoring is a critical component of an effective lead - management strategy. By helping your sales representative - determine which leads to engage with in order of priority, - you will increase their overall conversion rate and your - sales team's efficiency. - -Configuration -============= - -Install the Lead Scoring module -------------------------------- - -Start by installing the **Lead Scoring** module. - -Once the module is installed, you should see a new menu -:menuselection:`Sales --> Leads Management --> Scoring Rules` - -.. image:: media/lead_scoring02.png - :align: center - -Create scoring rules --------------------- - -Leads scoring allows you to assign a positive or negative score to your -prospects based on any demographic or behavioral criteria that you have -set (country or origin, pages visited, type of industry, role, etc.). To -do so you'll first need to create rules that will assign a score to a -given criteria. - - -.. tip:: - In order to assign the right score to your various rules, you can use these two methods: - - - Establish a list of assets that your ideal customer might possess to interest your company. - For example, if you run a local business in California, a prospect coming from - San Francisco should have a higher score than a prospect coming from New York. - - - Dig into your data to uncover characteristics shared by your closed opportunities - and most important clients. - - Please note that this is not an exact science, so you'll need time - and feedback from your sales teams to adapt and fine tune your rules - until getting the desired result. - -In the **Scoring Rules** menu, click on **Create** to write your first rule. - -.. image:: media/lead_scoring01.png - :align: center - -First name your rule, then enter a value and a domain (refer on the -`official python documentation `__ -for more information). For example, if you want to assign 8 points to all the -leads coming from **Belgium**, you'll need to give ``8`` as a **value** and -``[['country\_id',=,'Belgium']]`` as a domain. - -.. tip:: - Here are some criteria you can use to build a scoring rule : - - - country of origin : ``'country_id'`` - - - stage in the sales cycle : ``'stage_id'`` - - - email address (e.g. if you want to score the professional email addresses) : ``'email_from'`` - - - page visited : ``'score_pageview_ids.url'`` - - - name of a marketing campaign : ``'campaign_id'`` - -After having activated your rules, Odoo will give a value to all your -new incoming leads. This value can be found directly on your lead's form -view. - -.. image:: media/lead_scoring04.png - :align: center - -Assign high scoring leads to your sales teams -============================================= - -The next step is now to automatically convert your best leads into -opportunities. In order to do so, you need to decide what is the minimum -score a lead should have to be handed over to a given sales team. Go to -your **sales dashboard** and click on the **More** button of your desired sales -team, then on **Settings**. Enter your value under the **Minimum score** -field. - -.. image:: media/lead_scoring03.png - :align: center - -From the example above, the **Direct Sales** team will only receive -opportunities with a minimum score of ``50``. The prospects with a lower -score can either stay in the lead stage or be assigned to another sales -team which has set up a different minimum score. - -.. tip:: - Organize a meeting between your **Marketing** and **Sales** teams in order - to align your objectives and agree on what minimum score makes a sales-ready lead. - -.. seealso:: - * :doc:`automatic_assignation` diff --git a/crm/leads/manage/media/automatic01.jpg b/crm/leads/manage/media/automatic01.jpg deleted file mode 100644 index da0557832..000000000 Binary files a/crm/leads/manage/media/automatic01.jpg and /dev/null differ diff --git a/crm/leads/manage/media/automatic02.jpg b/crm/leads/manage/media/automatic02.jpg deleted file mode 100644 index 75994f297..000000000 Binary files a/crm/leads/manage/media/automatic02.jpg and /dev/null differ diff --git a/crm/leads/manage/media/automatic03.jpg b/crm/leads/manage/media/automatic03.jpg deleted file mode 100644 index e2c1603fd..000000000 Binary files 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a/crm/leads/voip.rst b/crm/leads/voip.rst deleted file mode 100644 index a61095ba1..000000000 --- a/crm/leads/voip.rst +++ /dev/null @@ -1,9 +0,0 @@ -========= -Odoo VOIP -========= - -.. toctree:: - :titlesonly: - - voip/setup - voip/onsip diff --git a/crm/optimize.rst b/crm/optimize.rst new file mode 100644 index 000000000..f9e24f585 --- /dev/null +++ b/crm/optimize.rst @@ -0,0 +1,10 @@ +============================= +Optimize your Day-to-Day work +============================= + +.. toctree:: + :titlesonly: + + optimize/google_calendar_credentials + optimize/onsip + optimize/setup diff --git a/crm/calendar/google_calendar_credentials.rst b/crm/optimize/google_calendar_credentials.rst similarity index 94% rename from crm/calendar/google_calendar_credentials.rst rename to crm/optimize/google_calendar_credentials.rst index cc25eec18..cad6eb6d5 100644 --- a/crm/calendar/google_calendar_credentials.rst +++ b/crm/optimize/google_calendar_credentials.rst @@ -1,6 +1,6 @@ -========================================================== -How to synchronize your Odoo Calendar with Google Calendar -========================================================== +===================================== +Synchronize Google Calendar with Odoo +===================================== Odoo is perfectly integrated with Google Calendar so that you can see & manage your meetings from both platforms diff --git a/crm/calendar/media/google_calendar_credentials00.png b/crm/optimize/media/google_calendar_credentials00.png similarity index 100% rename from crm/calendar/media/google_calendar_credentials00.png rename to crm/optimize/media/google_calendar_credentials00.png diff --git a/crm/calendar/media/google_calendar_credentials01.png b/crm/optimize/media/google_calendar_credentials01.png similarity index 100% rename from crm/calendar/media/google_calendar_credentials01.png rename to crm/optimize/media/google_calendar_credentials01.png diff --git 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rename to crm/optimize/media/onsip03.png diff --git a/crm/leads/voip/media/onsip04.png b/crm/optimize/media/onsip04.png similarity index 100% rename from crm/leads/voip/media/onsip04.png rename to crm/optimize/media/onsip04.png diff --git a/crm/leads/voip/media/onsip05.png b/crm/optimize/media/onsip05.png similarity index 100% rename from crm/leads/voip/media/onsip05.png rename to crm/optimize/media/onsip05.png diff --git a/crm/leads/voip/media/onsip06.png b/crm/optimize/media/onsip06.png similarity index 100% rename from crm/leads/voip/media/onsip06.png rename to crm/optimize/media/onsip06.png diff --git a/crm/leads/voip/onsip.rst b/crm/optimize/onsip.rst similarity index 97% rename from crm/leads/voip/onsip.rst rename to crm/optimize/onsip.rst index 745fee8a0..e25a222bd 100644 --- a/crm/leads/voip/onsip.rst +++ b/crm/optimize/onsip.rst @@ -1,6 +1,6 @@ -=================== -OnSIP Configuration -=================== +==================================== +Use VOIP services in Odoo with OnSIP +==================================== Introduction ============ diff --git a/crm/leads/voip/setup.rst b/crm/optimize/setup.rst similarity index 98% rename from crm/leads/voip/setup.rst rename to crm/optimize/setup.rst index 02dab99ee..930f54dc1 100644 --- a/crm/leads/voip/setup.rst +++ b/crm/optimize/setup.rst @@ -1,6 +1,6 @@ -====================== -Installation and Setup -====================== +============================================ +Configure your VOIP Asterisk server for Odoo +============================================ Installing Asterisk server ========================== diff --git a/crm/overview.rst b/crm/overview.rst deleted file mode 100644 index 6077d2459..000000000 --- a/crm/overview.rst +++ /dev/null @@ -1,10 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/started - overview/process - overview/main_concepts \ No newline at end of file diff --git a/crm/overview/main_concepts.rst b/crm/overview/main_concepts.rst deleted file mode 100644 index cf07c523d..000000000 --- a/crm/overview/main_concepts.rst +++ /dev/null @@ -1,9 +0,0 @@ -============== -Main Concepts -============== - -.. toctree:: - :titlesonly: - - main_concepts/introduction - main_concepts/terminologies diff --git a/crm/overview/main_concepts/introduction.rst b/crm/overview/main_concepts/introduction.rst deleted file mode 100644 index 02e2ab671..000000000 --- a/crm/overview/main_concepts/introduction.rst +++ /dev/null @@ -1,115 +0,0 @@ -======================== -Introduction to Odoo CRM -======================== - -.. youtube:: fgdz8MH2YHY - :align: right - :width: 700 - :height: 394 - -Transcript -========== - -Hi, my name is Nicholas, I'm a business manager in the -textile industry. I sell accessories to retailers. Do you -know the difference between a good salesperson and an -excellent salesperson? The key is to be productive and -organized to do the job. That's where Odoo comes in. Thanks -to a well structured organization you'll change a good -team into an exceptional team. - -With Odoo CRM, the job is much easier for me and my entire -team. When I log in into Odoo CRM, I have a direct overview -of my ongoing performance. But also the activity of the next -7 days and the performance of the last month. I see that I -overachieved last month when compared to my invoicing target -of $200,000. I have a structured approach of my performance. - -If I want to have a deeper look into the details, I click -on next actions and I can see that today I have planned a -call with Think Big Systems. Once I have done my daily -review, I usually go to my pipeline. The process is the -same for everyone in the team. Our job is to find resellers -and before closing any deal we have to go through different -stages. We usually have a first contact to qualify the -opportunity, then move into offer & negotiation stage, and -closing by a 'won'..Well, that's if all goes well. - -The user interface is really smooth, I can drag and drop -any business opportunity from one stage to another in just -a few clicks. - -Now I'd like to go further with an interesting contact: -a department store. I highlighted their file by changing -the color. For each contact, I have a form view where I can -access to all necessary information about the contact. I see -here my opportunity Macy's has an estimated revenue of $50,000 -and a success rate of 10%. I need to discuss about this -partnership, so I will schedule a meeting straight from the -contact form: Macy's partnership meeting. It's super easy -to create a new meeting with any contact. I can as well send -an email straight from the opportunity form and the answer -from the prospect will simply pop up in the system too. Now, -let's assume that the meeting took place, therefore I can -mark it as done. And the system automatically suggests a -next activity. Actually, we configured Odoo with a set of -typical activities we follow for every opportunity, and it's -great to have a thorough followup. The next activity will -be a follow-up email. Browsing from one screen to the other -is really simple and adapting to the view too! I can see my -opportunitities as a to-do list of next activities for example. - -With Odoo CRM I have a sales management tool that is really -efficient and me and my team can be well organized. I have -a clear overview of my sales pipeline, meetings, revenues, -and more. - -I go back to my pipeline. Macy's got qualified successfully, -which mean I can move their file to the next step and I will -dapt the expected revenue as discussed. Once I have performed -the qualification process, I will create a new quotation -based on the feedback I received from my contact. For my -existing customers, I can as well quickly discover the activity -around them for any Odoo module I use, and continue to -discuss about them. It's that simple. - -We have seen how I can manage my daily job as business -manager or salesperson. At the end of the journey I would -like to have a concrete view of my customer relationships -and expected revenues. If I go into the reports in Odoo -CRM, I have the possibility to know exactly what's the -evolution of the leads over the past months, or have a look -at the potential revenues and the performance of the -different teams in terms of conversions from leads to -opportunities for instance. So with Odoo I can have a -clear reporting of every activity based on predefined -metrics or favorites. I can search for other filters -too and adapt the view. If I want to go in the details, -I choose the list view and can click on any item - -Odoo CRM is not only a powerful tool to achieve our sales -goals with structured activities, performance dashboard, -next acitivities and more, but also allows me to: - -- Use leads to get in the system unqualified but targeted - contacts I may have gathered in a conference or through - a contact form on my website. Those leads can then be - converted into opportunities. - -- Manage phone calls from Odoo CRM by using the VoIP app. - Call customers, manage a call queue, log calls, schedule - calls and next actions to perform. - -- Integrate with Odoo Sales to create beautiful online or - PDF quotations and turn them into sales orders. - -- Use email marketing for marketing campaigns to my customers - and prospects. - -- Manage my business seamlessly, even on the go. Indeed, - Odoo offers a mobile app that lets every business - organize key sales activities from leads to quotes. - -Odoo CRM is a powerful, yet easy-to-use app. I firstly used -the sales planner to clearly state my objectives and set up -our CRM. It will help you getting started quickly too. diff --git a/crm/overview/main_concepts/terminologies.rst b/crm/overview/main_concepts/terminologies.rst deleted file mode 100644 index abfc87bfe..000000000 --- a/crm/overview/main_concepts/terminologies.rst +++ /dev/null @@ -1,77 +0,0 @@ -====================== -Odoo CRM Terminologies -====================== - -- **CRM (Customer relationship management)**: - System for managing a - company's interactions with current and future customers. It - often involves using technology to organize, automate, and - synchronize sales, marketing, customer service, and technical - support. - -- **Sales cycle** : - Sequence of phases used by a company to convert a - prospect into a customer. - -- **Pipeline :** - Visual representation of your sales process, from the - first contact to the final sale. It refers to the process by - which you generate, qualify and close leads through your sales - cycle. - -- **Sales stage** : - In Odoo CRM, a stage defines where an opportunity - is in your sales cycle and its probability to close a sale. - -- **Lead :** - Someone who becomes aware of your company or someone who - you decide to pursue for a sale, even if they don't know about - your company yet. - -- **Opportunity :** - A lead that has shown an interest in knowing more - about your products/services and therefore has been handed over - to a sales representative - -- **Customer :** - In Odoo CRM, a customer refers to any contact within - your database, whether it is a lead, an opportunity, a client or - a company. - -- **Key Performance Indicator (KPI)** : - A KPI is a measurable value - that demonstrates how effectively a company is achieving key - business objectives. Organizations use KPIs to evaluate their - success at reaching targets. - -- **Lead scoring** : - System assigning a positive or negative score to - prospects according to their web activity and personal - informations in order to determine whether they are "ready for - sales" or not. - -- **Kanban view :** - In Odoo, the Kanban view is a workflow - visualisation tool halfway between a `list - view `__ - and a non-editable `form - view `__ - and displaying records as "cards". Records may be grouped in - columns for use in workflow visualisation or manipulation (e.g. - tasks or work-progress management), or ungrouped (used simply to - visualize records). - -- **List view :** - View allowing you to see your objects (contacts, - companies, tasks, etc.) listed in a table. - -- **Lead generation:** - Process by which a company collects relevant - datas about potential customers in order to enable a relationship - and to push them further down the sales cycle. - -- **Campaign:** - Coordinated set of actions sent via various channels to - a target audience and whose goal is to generate leads. In Odoo - CRM, you can link a lead to the campaign which he comes from in - order to measure its efficiency. \ No newline at end of file diff --git a/crm/overview/process.rst b/crm/overview/process.rst deleted file mode 100644 index ce002fa34..000000000 --- a/crm/overview/process.rst +++ /dev/null @@ -1,8 +0,0 @@ -================ -Process Overview -================ - -.. toctree:: - :titlesonly: - - process/generate_leads diff --git a/crm/overview/process/generate_leads.rst b/crm/overview/process/generate_leads.rst deleted file mode 100644 index 64c156f8e..000000000 --- a/crm/overview/process/generate_leads.rst +++ /dev/null @@ -1,59 +0,0 @@ -============================== -Generating leads with Odoo CRM -============================== - -What is lead generation? -======================== - -Lead generation is the process by which a company acquires leads and -collects relevant datas about potential customers in order to enable a -relationship and to turn them into customers. - -For example, a website visitor who fills in your contact form to know -more about your products and services becomes a lead for your company. -Typically, a Customer Relationship Management tool such as Odoo CRM is -used to centralize, track and manage leads. - -Why is lead generation important for my business? -================================================= - -Generating a constant flow of high-quality leads is one of the most -important responsibility of a marketing team. Actually, a well-managed -lead generation process is like the fuel that will allow your company to -deliver great performances - leads bring meetings, meetings bring sales, -sales bring revenue and more work. - -How to generate leads with Odoo CRM? -==================================== - -Leads can be captured through many sources - marketing campaigns, -exhibitions and trade shows, external databases, etc. The most common -challenge is to successfully gather all the data and to track any lead -activity. Storing leads information in a central place such as Odoo CRM -will release you of these worries and will help you to better automate -your lead generation process, share information with your teams and -analyze your sales processes easily. - -Odoo CRM provides you with several methods to generate leads: - -* :doc:`../../leads/generate/emails` - - An inquiry email sent to one of your company's generic email addresses - can automatically generate a lead or an opportunity. - -* :doc:`../../leads/generate/manual` - - You may want to follow up with a prospective customer met briefly at an - exhibition who gave you his business card. You can manually create a new - lead and enter all the needed information. - -* :doc:`../../leads/generate/website` - - A website visitor who fills in a form automatically generates a lead or - an opportunity in Odoo CRM. - -* :doc:`../../leads/generate/import` - - You can provide your salespeople lists of prospects - for example for a - cold emailing or a cold calling campaign - by importing them from any - CSV file. diff --git a/crm/overview/started.rst b/crm/overview/started.rst deleted file mode 100644 index 9986b44d6..000000000 --- a/crm/overview/started.rst +++ /dev/null @@ -1,8 +0,0 @@ -=============== -Getting started -=============== - -.. toctree:: - :titlesonly: - - started/setup diff --git a/crm/overview/started/media/image03.png b/crm/overview/started/media/image03.png deleted file mode 100644 index 9a7392bae..000000000 Binary files a/crm/overview/started/media/image03.png and /dev/null differ diff --git a/crm/overview/started/media/image04.png b/crm/overview/started/media/image04.png deleted file mode 100644 index bdb3e595f..000000000 Binary files a/crm/overview/started/media/image04.png and /dev/null differ diff --git a/crm/overview/started/media/image05.png b/crm/overview/started/media/image05.png deleted file mode 100644 index 3dc7279b0..000000000 Binary files a/crm/overview/started/media/image05.png and /dev/null differ diff --git a/crm/overview/started/media/setup01.png b/crm/overview/started/media/setup01.png deleted file mode 100644 index 69ade55fe..000000000 Binary files a/crm/overview/started/media/setup01.png and /dev/null differ diff --git a/crm/overview/started/media/setup02.png b/crm/overview/started/media/setup02.png deleted file mode 100644 index 9a3e0c1cc..000000000 Binary files a/crm/overview/started/media/setup02.png and /dev/null differ diff --git a/crm/overview/started/media/setup03.png b/crm/overview/started/media/setup03.png deleted file mode 100644 index ba696c5eb..000000000 Binary files a/crm/overview/started/media/setup03.png and /dev/null differ diff --git a/crm/overview/started/setup.rst b/crm/overview/started/setup.rst deleted file mode 100644 index 0c0a7c65c..000000000 --- a/crm/overview/started/setup.rst +++ /dev/null @@ -1,122 +0,0 @@ -====================================================== -How to setup your teams, sales process and objectives? -====================================================== - -This quick step-by-step guide will lead you through Odoo CRM and help -you handle your sales funnel easily and constantly manage your sales -funnel from lead to customer. - -Configuration -============= - -Create your database from `www.odoo.com/start `__, select the CRM -icon as first app to install, fill in the form and click on *Create -now*. You will automatically be directed to the module when the database -is ready. - -.. image:: media/setup01.png - :align: center - -.. tip:: - - You will notice that the installation of the CRM module has created the - submodules Chat, Calendar and Contacts. They are mandatory so that every - feature of the app is running smoothly. - -Introduction to the Sales Planner -================================= - -The Sales Planner is a useful step-by-step guide created to help you -implement your sales funnel and define your sales objectives easier. We -strongly recommend you to go through every step of the tool the first -time you use Odoo CRM and to follow the requirements. Your input are -strictly personal and intended as a personal guide and mentor into your -work. As it does not interact with the backend, you are free to adapt -any detail whenever you feel it is needed. - -You can reach the Sales Planner from anywhere within the CRM module by -clicking on the progress bar located on the upper-right side of your -screen. It will show you how far you are in the use of the Sales -Planner. - -.. image:: ./media/setup02.png - :align: center - -Set up your first sales team -============================ - -Create a new team ------------------ - -A Direct Sales team is created by default on your instance. You can -either use it or create a new one. Refer to the page :doc:`../../salesteam/setup/create_team` -for more information. - -Assign salespeople to your sales team -------------------------------------- - -When your sales teams are created, the next step is to link your -salespeople to their team so they will be able to work on the -opportunities they are supposed to receive. For example, if within your -company Tim is selling products and John is selling maintenance -contracts, they will be assigned to different teams and will only -receive opportunities that make sense to them. - -In Odoo CRM, you can create a new user on the fly and assign it directly -to a sales team. From the **Dashboard**, click on the button **More** of -your selected sales team, then on **Settings**. Then, under the -**Assignation** section, click on **Create** to add a new salesperson to -the team. - -From the **Create: salesman** pop up window (see screenshot below), -you can assign someone on your team: - -- Either your salesperson already exists in the system and you will - just need to click on it from the drop-down list and it will be - assigned to the team -- Or you want to assign a new salesperson that doesn't exist into the - system yet - you can do it by creating a new user on the fly from - the sales team. Just enter the name of your new salesperson and - click on Create (see below) to create a new user into the system - and directly assign it to your team. The new user will receive an - invite email to set his password and log into the system. Refer - to :doc:`../../salesteam/manage/create_salesperson` - for more information about that process - -.. image:: ./media/setup03.png - :align: center - -Set up your pipeline --------------------- - -Now that your sales team is created and your salespeople are linked to -it, you will need to set up your pipeline -create the process by which -your team will generate, qualify and close opportunities through your -sales cycle. Refer to the document :doc:`../../salesteam/setup/organize_pipeline` -to define the stages of your pipeline. - -Set up incoming email to generate opportunities ------------------------------------------------ - -In Odoo CRM, one way to generate opportunities into your sales team is -to create a generic email address as a trigger. For example, if the -personal email address of your Direct team is -`direct@mycompany.example.com `__\, -every email sent will automatically create a new opportunity into the -sales team. - -Refer to the page :doc:`../../leads/generate/emails` to set it up. - -Automate lead assignation -------------------------- - -If your company generates a high volume of leads every day, it could -be useful to automate the assignation so the system will distribute -all your opportunities automatically to the right department. - -Refer to the document :doc:`../../leads/manage/automatic_assignation` for more information. - -.. todo:: - - Related topics - - CRM onboarding video diff --git a/crm/performance.rst b/crm/performance.rst new file mode 100644 index 000000000..f17ada509 --- /dev/null +++ b/crm/performance.rst @@ -0,0 +1,9 @@ +=================== +Analyze performance +=================== + +.. toctree:: + :titlesonly: + + performance/win_loss + performance/turnover diff --git a/crm/performance/media/turnover01.png b/crm/performance/media/turnover01.png new file mode 100644 index 000000000..192612f52 Binary files /dev/null and b/crm/performance/media/turnover01.png differ diff --git a/crm/performance/media/turnover02.png b/crm/performance/media/turnover02.png new file mode 100644 index 000000000..81d48429d Binary files /dev/null and b/crm/performance/media/turnover02.png differ diff --git a/crm/performance/media/turnover03.png b/crm/performance/media/turnover03.png new file mode 100644 index 000000000..f098f7b1f Binary files /dev/null and b/crm/performance/media/turnover03.png differ diff --git a/crm/performance/media/turnover04.png b/crm/performance/media/turnover04.png new file mode 100644 index 000000000..d4883d4da Binary files /dev/null and b/crm/performance/media/turnover04.png differ diff --git a/crm/performance/media/turnover05.png b/crm/performance/media/turnover05.png new file mode 100644 index 000000000..89000c4ae Binary files /dev/null and b/crm/performance/media/turnover05.png differ diff --git a/crm/performance/media/turnover06.png b/crm/performance/media/turnover06.png new file mode 100644 index 000000000..837fe9c21 Binary files /dev/null and b/crm/performance/media/turnover06.png differ diff --git a/crm/performance/media/win_loss01.png b/crm/performance/media/win_loss01.png new file mode 100644 index 000000000..54b990b15 Binary files /dev/null and b/crm/performance/media/win_loss01.png differ diff --git a/crm/performance/media/win_loss02.png b/crm/performance/media/win_loss02.png new file mode 100644 index 000000000..3fb9a9d44 Binary files /dev/null and b/crm/performance/media/win_loss02.png differ diff --git a/crm/performance/media/win_loss03.png b/crm/performance/media/win_loss03.png new file mode 100644 index 000000000..6c69d2442 Binary files /dev/null and b/crm/performance/media/win_loss03.png differ diff --git a/crm/performance/turnover.rst b/crm/performance/turnover.rst new file mode 100644 index 000000000..1e290383b --- /dev/null +++ b/crm/performance/turnover.rst @@ -0,0 +1,69 @@ +================================= +Get an accurate probable turnover +================================= + +As you progress in your sales cycle, and move from one stage to another, +you can expect to have more precise information about a given +opportunity giving you an better idea of the probability of closing it, +this is important to see your expected turnover in your various reports. + +Configure your kanban stages +============================ + +By default, Odoo Kanban view has four stages: New, Qualified, +Proposition, Won. Respectively with a 10, 30, 70 and 100% probability of +success. You can add stages as well as edit them. By refining default +probability of success for your business on stages, you can make your +probable turnover more and more accurate. + +.. image:: media/turnover01.png + :align: center + +.. image:: media/turnover02.png + :align: center + +Every one of your opportunities will have the probability set by default +but you can modify them manually of course. + +Set your opportunity expected revenue & closing date +==================================================== + +When you get information on a prospect, it is important to set an +expected revenue and expected closing date. This will let you see your +total expected revenue by stage as well as give a more accurate probable +turnover. + +.. image:: media/turnover03.png + :align: center + +See the overdue or closing soon opportunities +============================================= + +In your pipeline, you can filter opportunities by how soon they will be +closing, letting you prioritize. + +.. image:: media/turnover04.png + :align: center + +As a sales manager, this tool can also help you see potential ways to +improve your sale process, for example a lot of opportunities in early +stages but with near closing date might indicate an issue. + +View your total expected revenue and probable turnover +====================================================== + +While in your Kanban view you can see the expected revenue for each of +your stages. This is based on each opportunity expected revenue that you +set. + +.. image:: media/turnover05.png + :align: center + +As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline Analysis` +by default *Probable Turnover* is set as a measure. This report will take +into account the revenue you set on each opportunity but also the +probability they will close. This gives you a much better idea of your +expected revenue allowing you to make plans and set targets. + +.. image:: media/turnover06.png + :align: center diff --git a/crm/performance/win_loss.rst b/crm/performance/win_loss.rst new file mode 100644 index 000000000..833fd948f --- /dev/null +++ b/crm/performance/win_loss.rst @@ -0,0 +1,26 @@ +========================= +Check your Win/Loss Ratio +========================= + +To see how well you are doing with your pipeline, take a look at +the Win/Loss ratio. + +To access this report, go to your *Pipeline* view under the +*Reporting* tab. + +From there you can filter to which opportunities you wish to see, yours, +the ones from your sales channel, your whole company, etc. You can then +click on filter and check Won/Lost. + +.. image:: media/win_loss01.png + :align: center + +You can also change the *Measures* to *Total Revenue*. + +.. image:: media/win_loss02.png + :align: center + +You also have the ability to switch to a pie chart view. + +.. image:: media/win_loss03.png + :align: center diff --git a/crm/pipeline.rst b/crm/pipeline.rst new file mode 100644 index 000000000..5e99465bb --- /dev/null +++ b/crm/pipeline.rst @@ -0,0 +1,10 @@ +===================== +Organize the pipeline +===================== + +.. toctree:: + :titlesonly: + + ../discuss/plan_activities + pipeline/lost_opportunities + pipeline/multi_sales_team diff --git a/crm/pipeline/lost_opportunities.rst b/crm/pipeline/lost_opportunities.rst new file mode 100644 index 000000000..2a54cdd02 --- /dev/null +++ b/crm/pipeline/lost_opportunities.rst @@ -0,0 +1,78 @@ +========================= +Manage lost opportunities +========================= + +While working with your opportunities, you might lose some of them. You +will want to keep track of the reasons you lost them and also which ways +Odoo can help you recover them in the future. + +Mark a lead as lost +=================== + +While in your pipeline, select any opportunity you want and you will see +a *Mark Lost* button. + +You can then select an existing *Lost Reason* or create a new one +right there. + +.. image:: media/lost_opportunities01.png + :align: center + +Manage & create lost reasons +---------------------------- + +You will find your *Lost Reasons* under :menuselection:`Configuration --> Lost Reasons`. + +You can select & rename any of them as well as create a new one from +there. + +Retrieve lost opportunities +=========================== + +To retrieve lost opportunities and do actions on them (send an email, +make a feedback call, etc.), select the *Lost* filter in the search +bar. + +.. image:: media/lost_opportunities02.png + :align: center + +You will then see all your lost opportunities. + +If you want to refine them further, you can add a filter on the *Lost +Reason*. + +For Example, *Too Expensive*. + +.. image:: media/lost_opportunities03.png + :align: center + +Restore lost opportunities +========================== + +From the Kanban view with the filter(s) in place, you can select any +opportunity you wish and work on it as usual. You can also restore it by +clicking on *Archived*. + +.. image:: media/lost_opportunities04.png + :align: center + +You can also restore items in batch from the Kanban view when they +belong to the same stage. Select *Restore Records* in the column +options. You can also archive the same way. + +.. image:: media/lost_opportunities05.png + :align: center + +To select specific opportunities, you should switch to the list view. + +.. image:: media/lost_opportunities06.png + :align: center + +Then you can select as many or all opportunities and select the actions +you want to take. + +.. image:: media/lost_opportunities07.png + :align: center + +.. seealso:: + * :doc:`../performance/win_loss` diff --git a/crm/pipeline/media/lost_opportunities01.png b/crm/pipeline/media/lost_opportunities01.png new file mode 100644 index 000000000..c50bcca55 Binary files /dev/null and b/crm/pipeline/media/lost_opportunities01.png differ diff --git a/crm/pipeline/media/lost_opportunities02.png b/crm/pipeline/media/lost_opportunities02.png new file mode 100644 index 000000000..3f4e766a3 Binary files /dev/null and b/crm/pipeline/media/lost_opportunities02.png differ diff --git a/crm/pipeline/media/lost_opportunities03.png b/crm/pipeline/media/lost_opportunities03.png new file mode 100644 index 000000000..98b53c78f Binary files /dev/null and b/crm/pipeline/media/lost_opportunities03.png differ diff --git a/crm/pipeline/media/lost_opportunities04.png b/crm/pipeline/media/lost_opportunities04.png new file mode 100644 index 000000000..9a03c2eee Binary files /dev/null and b/crm/pipeline/media/lost_opportunities04.png differ diff --git a/crm/pipeline/media/lost_opportunities05.png b/crm/pipeline/media/lost_opportunities05.png new file mode 100644 index 000000000..d6b9df328 Binary files /dev/null and b/crm/pipeline/media/lost_opportunities05.png differ diff --git a/crm/pipeline/media/lost_opportunities06.png b/crm/pipeline/media/lost_opportunities06.png new file mode 100644 index 000000000..0e9d5fcf5 Binary files /dev/null and b/crm/pipeline/media/lost_opportunities06.png differ diff --git a/crm/pipeline/media/lost_opportunities07.png b/crm/pipeline/media/lost_opportunities07.png new file mode 100644 index 000000000..96d4722a4 Binary files /dev/null and b/crm/pipeline/media/lost_opportunities07.png differ diff --git a/crm/pipeline/media/multi_sales_team01.png b/crm/pipeline/media/multi_sales_team01.png new file mode 100644 index 000000000..9d71b8b5e Binary files /dev/null and b/crm/pipeline/media/multi_sales_team01.png differ diff --git a/crm/pipeline/media/multi_sales_team02.png b/crm/pipeline/media/multi_sales_team02.png new file mode 100644 index 000000000..7b5108e5d Binary files /dev/null and b/crm/pipeline/media/multi_sales_team02.png differ diff --git a/crm/pipeline/media/multi_sales_team03.png b/crm/pipeline/media/multi_sales_team03.png new file mode 100644 index 000000000..eef8468fb Binary files /dev/null and b/crm/pipeline/media/multi_sales_team03.png differ diff --git a/crm/pipeline/media/multi_sales_team04.png b/crm/pipeline/media/multi_sales_team04.png new file mode 100644 index 000000000..f21f58002 Binary files /dev/null and b/crm/pipeline/media/multi_sales_team04.png differ diff --git a/crm/pipeline/multi_sales_team.rst b/crm/pipeline/multi_sales_team.rst new file mode 100644 index 000000000..aea11adce --- /dev/null +++ b/crm/pipeline/multi_sales_team.rst @@ -0,0 +1,47 @@ +=========================== +Manage multiple sales teams +=========================== + +In Odoo, you can manage several sales teams, departments or channels +with specific sales processes. To do so, we use the concept of *Sales +Channel*. + +Create a new sales channel +========================== + +To create a new *Sales Channel*, go to :menuselection:`Configuration --> Sales Channels`. + +There you can set an email alias to it. Every message sent to that email +address will create a lead/opportunity. + +.. image:: media/multi_sales_team01.png + :align: center + +Add members to your sales channel +--------------------------------- + +You can add members to any channel; that way those members will see the +pipeline structure of the sales channel when opening it. Any +lead/opportunity assigned to them will link to the sales channel. +Therefore, you can only be a member of one channel. + +This will ease the process review of the team manager. + +.. image:: media/multi_sales_team02.png + :align: center + +If you now filter on this specific channel in your pipeline, you will +find all of its opportunities. + +.. image:: media/multi_sales_team03.png + :align: center + +Sales channel dashboard +======================= + +To see the operations and results of any sales channel at a glance, the +sales manager also has access to the *Sales Channel Dashboard* under +*Reporting*. + +It is shared with the whole ecosystem so every revenue stream is +included in it: Sales, eCommerce, PoS, etc. diff --git a/crm/reporting.rst b/crm/reporting.rst deleted file mode 100644 index 504384006..000000000 --- a/crm/reporting.rst +++ /dev/null @@ -1,9 +0,0 @@ -=========== -Reporting -=========== - -.. toctree:: - :titlesonly: - - reporting/analysis - reporting/review \ No newline at end of file diff --git a/crm/reporting/analysis.rst b/crm/reporting/analysis.rst deleted file mode 100644 index 64ba4bc58..000000000 --- a/crm/reporting/analysis.rst +++ /dev/null @@ -1,126 +0,0 @@ -=========================================================================== -How to analyze the sales performance of your team and get customize reports -=========================================================================== - -As a manager, you need to constantly monitor your team's performance -in order to help you take accurate and relevant decisions for the -company. Therefore, the **Reporting** section of **Odoo Sales** represents a -very important tool that helps you get a better understanding of where -your company's strengths, weaknesses and opportunities are, showing -you trends and forecasts for key metrics such as the number of -opportunities and their expected revenue over time , the close rate by -team or the length of sales cycle for a given product or service. - -Beyond these obvious tracking sales funnel metrics, there are some -other KPIs that can be very valuable to your company when it comes to -judging sales funnel success. - -Review pipelines -================= - -You will have access to your sales funnel performance from the **Sales** -module, by clicking on :menuselection:`Sales --> Reports --> Pipeline analysis`. -By default, the report groups all your opportunities by stage (learn more on how to -create and customize stage by reading :doc:`../salesteam/setup/organize_pipeline`) -and expected revenues for the current month. This report is perfect for -the **Sales Manager** to periodically review the sales pipeline with the -relevant sales teams. Simply by accessing this basic report, you can get -a quick overview of your actual sales performance. - -You can add a lot of extra data to your report by clicking on the -**measures** icon, such as : - -- Expected revenue. - -- overpassed deadline. - -- Delay to assign (the average time between lead creation and lead - assignment). - -- Delay to close (average time between lead assignment and close). - -- the number of interactions per opportunity. - -- etc. - -.. image:: media/analysis02.png - :align: center - -.. tip:: - By clicking on the **+** and **-** icons, you can drill up and down your report - in order to change the way your information is displayed. For example, if I - want to see the expected revenues of my **Direct Sales** team, I need to click - on the **+** icon on the vertical axis then on **Sales Team**. - -Depending on the data you want to highlight, you may need to display -your reports in a more visual view. Odoo **CRM** allows you to transform -your report in just a click thanks to 3 graph views : **Pie Chart**, **Bar -Chart** and **Line Chart**. These views are accessible through the icons -highlighted on the screenshot below. - -.. image:: media/analysis03.png - :align: center - -Customize reports -================= - -You can easily customize your analysis reports depending on the -**KPIs** (see :doc:`../overview/main_concepts/terminologies`) -you want to access. To do so, use the **Advanced search view** located in -the right hand side of your screen, by clicking on the magnifying glass -icon at the end of the search bar button. This function allows you to -highlight only selected data on your report. The **filters** option is -very useful in order to display some categories of opportunities, while -the **Group by** option improves the readability of your reports according -to your needs. Note that you can filter and group by any existing field -from your CRM, making your customization very flexible and powerful. - -.. image:: media/analysis01.png - :align: center - -.. tip:: - You can save and reuse any customized filter by clicking on - **Favorites** from the **Advanced search view** and then on - **Save current search**. The saved filter will then be accessible - from the **Favorites** menu. - -Here are a few examples of customized reports that you can use to -monitor your sales' performances : - -Evaluate the current pipeline of each of your salespeople ---------------------------------------------------------- - -From your pipeline analysis report, make sure first that the -**Expected revenue** option is selected under the **Measures** drop-down -list. Then, use the **+** and **-** icons and add **Salesperson** and -**Stage** to your vertical axis, and filter your desired salesperson. Then -click on the **graph view** icon to display a visual representation of -your salespeople by stage. This custom report allows you to easily -overview the sales activities of your salespeople. - -.. image:: media/analysis05.png - :align: center - -Forecast monthly revenue by sales team --------------------------------------- - -In order to predict monthly revenue and to estimate the short-term -performances of your teams, you need to play with two important metrics : -the **expected revenue** and the **expected closing**. - -From your pipeline analysis report, make sure first that the -**Expected revenue** option is selected under the **Measures** drop-down -list. Then click on the **+** icon from the vertical axis and select -**Sales team**. Then, on the horizontal axis, click on the **+** icon and -select **Expected closing.** - -.. image:: media/analysis04.png - :align: center - -.. tip:: - In order to keep your forecasts accurate and relevant, - make sure your salespeople correctly set up the expected closing - and the expected revenue for each one of their opportunities - -.. seealso:: - * :doc:`../salesteam/setup/organize_pipeline` diff --git a/crm/reporting/media/analysis01.png b/crm/reporting/media/analysis01.png deleted file mode 100644 index 6640ec0ee..000000000 Binary files a/crm/reporting/media/analysis01.png and /dev/null differ diff --git a/crm/reporting/media/analysis02.png b/crm/reporting/media/analysis02.png deleted file mode 100644 index 05ddd3507..000000000 Binary files a/crm/reporting/media/analysis02.png and /dev/null differ diff --git a/crm/reporting/media/analysis03.png b/crm/reporting/media/analysis03.png deleted file mode 100644 index 955678bc8..000000000 Binary files a/crm/reporting/media/analysis03.png and /dev/null differ diff --git a/crm/reporting/media/analysis04.png b/crm/reporting/media/analysis04.png deleted file mode 100644 index 2c9f61727..000000000 Binary files a/crm/reporting/media/analysis04.png and /dev/null differ diff --git a/crm/reporting/media/analysis05.png b/crm/reporting/media/analysis05.png deleted file mode 100644 index 29143b602..000000000 Binary files a/crm/reporting/media/analysis05.png and /dev/null differ diff --git a/crm/reporting/media/review01.png b/crm/reporting/media/review01.png deleted file mode 100644 index 4d2489cc4..000000000 Binary files a/crm/reporting/media/review01.png and /dev/null differ diff --git a/crm/reporting/media/review02.png b/crm/reporting/media/review02.png deleted file mode 100644 index d1f4e0012..000000000 Binary files a/crm/reporting/media/review02.png and /dev/null differ diff --git a/crm/reporting/media/review03.png b/crm/reporting/media/review03.png deleted file mode 100644 index 2d1662944..000000000 Binary files a/crm/reporting/media/review03.png and /dev/null differ diff --git a/crm/reporting/media/review04.png b/crm/reporting/media/review04.png deleted file mode 100644 index 53c8d98a5..000000000 Binary files a/crm/reporting/media/review04.png and /dev/null differ diff --git a/crm/reporting/media/review05.png b/crm/reporting/media/review05.png deleted file mode 100644 index 4c11f8ae7..000000000 Binary files a/crm/reporting/media/review05.png and /dev/null differ diff --git a/crm/reporting/media/review06.png b/crm/reporting/media/review06.png deleted file mode 100644 index e9a5a18e5..000000000 Binary files a/crm/reporting/media/review06.png and /dev/null differ diff --git a/crm/reporting/media/review07.png b/crm/reporting/media/review07.png deleted file mode 100644 index c8dc7eb73..000000000 Binary files a/crm/reporting/media/review07.png and /dev/null differ diff --git a/crm/reporting/media/review08.png b/crm/reporting/media/review08.png deleted file mode 100644 index cece0e32c..000000000 Binary files a/crm/reporting/media/review08.png and /dev/null differ diff --git a/crm/reporting/media/review09.png b/crm/reporting/media/review09.png deleted file mode 100644 index 30d245e7d..000000000 Binary files a/crm/reporting/media/review09.png and /dev/null differ diff --git a/crm/reporting/review.rst b/crm/reporting/review.rst deleted file mode 100644 index e89513b15..000000000 --- a/crm/reporting/review.rst +++ /dev/null @@ -1,132 +0,0 @@ -================================================================= -How to review my personal sales activities (new sales dashboard) -================================================================= - -Sales professionals are struggling everyday to hit their target and -follow up on sales activities. They need to access anytime some -important metrics in order to know how they are performing and better -organize their daily work. - -Within the Odoo CRM module, every team member has access to a -personalized and individual dashboard with a real-time overview of: - -- Top priorities: they instantly see their scheduled meetings and - next actions - -- Sales performances : they know exactly how they perform compared - to their monthly targets and last month activities. - -.. image:: media/review01.png - :align: center - -Configuration -============= - -Install the CRM application ---------------------------- - -In order to manage your sales funnel and track your opportunities, you -need to install the CRM module, from the **Apps** icon. - -.. image:: media/review02.png - :align: center - -Create opportunities --------------------- - -If your pipeline is empty, your sales dashboard will look like the -screenshot below. You will need to create a few opportunities to -activate your dashboard (read the related documentation -:doc:`../leads/generate/manual` to learn more). - -.. image:: media/review03.png - :align: center - -Your dashboard will update in real-time based on the informations you -will log into the CRM. - -.. tip:: - you can click anywhere on the dashboard to get a detailed - analysis of your activities. Then, you can easily create - favourite reports and export to excel. - -Daily tasks to process -====================== - -The left part of the sales dashboard (labelled **To Do**) displays the -number of meetings and next actions (for example if you need to call a -prospect or to follow-up by email) scheduled for the next 7 days. - -.. image:: media/review04.png - :align: center - -Meetings --------- - -In the example here above, I see that I have no meeting scheduled for -today and 3 meeting scheduled for the next 7 days. I just have to -click on the **meeting** button to access my calendar and have a view on -my upcoming appointments. - -.. image:: media/review05.png - :align: center - -Next actions ------------- - -Back on the above example, I have 1 activity requiring an action from -me. If I click on the **Next action** green button, I will be redirected -to the contact form of the corresponding opportunity. - -.. image:: media/review06.png - :align: center - -Under the **next activity** field, I see that I had planned to send a -brochure by email today. -As soon as the activity is completed, I can click on **done** (or -**cancel**) in order to remove this opportunity from my next actions. - -.. note:: - When one of your next activities is overdue, it will appear - in orange in your dashboard. - -Performances -============ - -The right part of your sales dashboard is about my sales performances. I -will be able to evaluate how I am performing compared to my targets -(which have been set up by my sales manager) and my activities of the -last month. - -.. image:: media/review07.png - :align: center - -Activities done ---------------- - -The **activities done** correspond to the next actions that have been -completed (meaning that you have clicked on **done** under the **next -activity** field). When I click on it, I will access a detailed reporting -regarding the activities that I have completed. - -.. image:: media/review08.png - :align: center - -Won in opportunities --------------------- - -This section will sum up the expected revenue of all the opportunities -within my pipeline with a stage **Won**. - -.. image:: media/review09.png - :align: center - -Quantity invoiced ------------------ - -This section will sum up the amount invoiced to my opportunities. For -more information about the invoicing process, refer to the related -documentation: :doc:`../../accounting/receivables/customer_invoices/overview` - -.. seealso:: - * :doc:`analysis` \ No newline at end of file diff --git a/crm/salesteam.rst b/crm/salesteam.rst deleted file mode 100644 index 6790c9759..000000000 --- a/crm/salesteam.rst +++ /dev/null @@ -1,9 +0,0 @@ -========== -Sales Team -========== - -.. toctree:: - :titlesonly: - - salesteam/setup - salesteam/manage diff --git a/crm/salesteam/manage.rst b/crm/salesteam/manage.rst deleted file mode 100644 index 5e35ebfba..000000000 --- a/crm/salesteam/manage.rst +++ /dev/null @@ -1,9 +0,0 @@ -================== -Manage salespeople -================== - -.. toctree:: - :titlesonly: - - manage/create_salesperson - manage/reward \ No newline at end of file diff --git a/crm/salesteam/manage/create_salesperson.rst b/crm/salesteam/manage/create_salesperson.rst deleted file mode 100644 index b4a9b27fb..000000000 --- a/crm/salesteam/manage/create_salesperson.rst +++ /dev/null @@ -1,69 +0,0 @@ -================================ -How to create a new salesperson? -================================ - -Create a new user -================= - -From the Settings module, go to the submenu :menuselection:`Users --> Users` and click on -**Create**. Add first the name of your new salesperson and his -professional email address - the one he will use to log in to his Odoo -instance - and a picture. - -.. image:: ./media/create01.png - :align: center - -Under "Access Rights", you can choose which applications your user can -access and use. Different levels of rights are available depending on -the app. For the Sales application, you can choose between three levels: - -- **See own leads**: the user will be able to access his own data only - -- **See all leads**: the user will be able to access all records of every - salesman in the sales module - -- **Manager**: the user will be able to access the sales configuration as - well as the statistics reports - -When you're done editing the page and have clicked on **Save**, an -invitation email will automatically be sent to the user, from which he -will be able to log into his personal account. - -.. image:: ./media/create02.png - :align: center - -Register your user into his sales team -====================================== - -Your user is now registered in Odoo and can log in to his own session. -You can also add him to the sales team of your choice. From the sales -module, go to your dashboard and click on the **More** button of the -desired sales team, then on **Settings**. - -.. image:: ./media/create03.jpg - :align: center - - -.. note:: - - If you need to create a new sales team first, refer to the page :doc:`../setup/create_team` - -Then, under "Team Members", click on **Add** and select the name of your -salesman from the list. The salesperson is now successfully added to -your sales team. - -.. image:: ./media/create04.png - :align: center - -.. tip:: - - You can also add a new salesperson on the fly from your sales team even before he is registered as an Odoo user. - From the above screenshot, click on "Create" to add your salesperson and enter his name and email address. - After saving, the salesperson will receive an invite containing a link to set his password. - You will then be able to define his accesses rights under the :menuselection:`Settings --> Users` menu. - -.. seealso:: - - * :doc:`../../overview/started/setup` - - * :doc:`../setup/create_team` diff --git a/crm/salesteam/manage/media/create01.png b/crm/salesteam/manage/media/create01.png deleted file mode 100644 index c9c614ac6..000000000 Binary files a/crm/salesteam/manage/media/create01.png and /dev/null differ diff --git a/crm/salesteam/manage/media/create02.png b/crm/salesteam/manage/media/create02.png deleted file mode 100644 index 2975011d9..000000000 Binary files a/crm/salesteam/manage/media/create02.png and /dev/null differ diff --git a/crm/salesteam/manage/media/create03.jpg b/crm/salesteam/manage/media/create03.jpg deleted file mode 100644 index da0557832..000000000 Binary files a/crm/salesteam/manage/media/create03.jpg and /dev/null differ diff --git a/crm/salesteam/manage/media/create04.png b/crm/salesteam/manage/media/create04.png deleted file mode 100644 index eacc3da3f..000000000 Binary files a/crm/salesteam/manage/media/create04.png and /dev/null differ diff --git a/crm/salesteam/manage/media/reward01.png b/crm/salesteam/manage/media/reward01.png deleted file mode 100644 index 19b84baa6..000000000 Binary files a/crm/salesteam/manage/media/reward01.png and /dev/null differ diff --git a/crm/salesteam/manage/media/reward02.png b/crm/salesteam/manage/media/reward02.png deleted file mode 100644 index e6c7eccb5..000000000 Binary files a/crm/salesteam/manage/media/reward02.png and /dev/null differ diff --git a/crm/salesteam/manage/media/reward03.png b/crm/salesteam/manage/media/reward03.png deleted file mode 100644 index 1af8f53e2..000000000 Binary files a/crm/salesteam/manage/media/reward03.png and /dev/null differ diff --git a/crm/salesteam/manage/media/reward04.png b/crm/salesteam/manage/media/reward04.png deleted file mode 100644 index ecd84869f..000000000 Binary files a/crm/salesteam/manage/media/reward04.png and /dev/null differ diff --git a/crm/salesteam/manage/media/reward05.png b/crm/salesteam/manage/media/reward05.png deleted file mode 100644 index 16eb54390..000000000 Binary files a/crm/salesteam/manage/media/reward05.png and /dev/null differ diff --git a/crm/salesteam/manage/reward.rst b/crm/salesteam/manage/reward.rst deleted file mode 100644 index d63038641..000000000 --- a/crm/salesteam/manage/reward.rst +++ /dev/null @@ -1,106 +0,0 @@ -========================================== -How to motivate and reward my salespeople? -========================================== - -Challenging your employees to reach specific targets with goals and -rewards is an excellent way to reinforce good habits and improve your -salespeople productivity. The **Gamification** app of Odoo gives you simple -and creative ways to motivate and evaluate your employees with real-time -recognition and badges inspired by game mechanics. - -Configuration -============= - -From the **Apps** menu, search and install the **Gamification** module. -You can also install the **CRM gamification** app, which will add some -useful data (goals and challenges) that can be used related to the -usage of the **CRM/Sale** modules. - -.. image:: media/reward01.png - :align: center - -Create a challenge -================== - -You will now be able to create your first challenge from the menu -:menuselection:`Settings --> Gamification Tools --> Challenges`. - -.. note:: - As the gamification tool is a one-time technical setup, - you will need to activate the technical features in order - to access the configuration. In order to do so, click on - the interrogation mark available from any app (upper-right) - and click on **About** and then **Activate the developer mode**. - -.. image:: media/reward02.png - :align: center - -A challenge is a mission that you will send to your salespeople. It can -include one or several goals and is set up for a specific period of -time. Configure your challenge as follows: - -- Assign the salespeople to be challenged - -- Assign a responsible - -- Set up the periodicity along with the start and the end date - -- Select your goals - -- Set up your rewards (badges) - -.. note:: - Badges are granted when a challenge is finished. This is either - at the end of a running period (eg: end of the month for a - monthly challenge), at the end date of a challenge - (if no periodicity is set) or when the challenge is manually closed. - -For example, on the screenshot below, I have challenged 2 employees with -a **Monthly Sales Target**. The challenge will be based on 2 goals: the -total amount invoiced and the number of new leads generated. At the end -of the month, the winner will be granted with a badge. - -.. image:: media/reward03.png - :align: center - -Set up goals ------------- - -The users can be evaluated using goals and numerical objectives to -reach. **Goals** are assigned through **challenges** to evaluate (see -here above) and compare members of a team with each others and through -time. - -You can create a new goal on the fly from a **Challenge**, by clicking on -**Add new item** under **Goals**. You can select any -business object as a goal, according to your company's needs, such as : - -- number of new leads, - -- time to qualify a lead or - -- total amount invoiced in a specific week, month or any other time - frame based on your management preferences. - -.. image:: media/reward04.png - :align: center - -.. note:: - Goals may include your database setup as well (e.g. set your - company data and a timezone, create new users, etc.). - -Set up rewards --------------- - -For non-numerical achievements, **badges** can be granted to users. -From a simple *thank you* to an exceptional achievement, a badge is an -easy way to exprimate gratitude to a user for their good work. - -You can easily create a grant badges to your employees based on their -performance under :menuselection:`Gamification Tools --> Badges`. - -.. image:: media/reward05.png - :align: center - -.. seealso:: - * :doc:`../../reporting/analysis` \ No newline at end of file diff --git a/crm/salesteam/setup.rst b/crm/salesteam/setup.rst deleted file mode 100644 index 20e0f0853..000000000 --- a/crm/salesteam/setup.rst +++ /dev/null @@ -1,9 +0,0 @@ -========== -Sales Team -========== - -.. toctree:: - :titlesonly: - - setup/create_team - setup/organize_pipeline diff --git a/crm/salesteam/setup/create_team.rst b/crm/salesteam/setup/create_team.rst deleted file mode 100644 index 18a466d47..000000000 --- a/crm/salesteam/setup/create_team.rst +++ /dev/null @@ -1,35 +0,0 @@ -============================ -How to create a new channel? -============================ - -In the Sales module, your sales channels are accessible from the -**Dashboard** menu. If you start from a new instance, you will find a -sales channel installed by default : Direct sales. You can either start -using that default sales channel and edit it (refer to the section -*Create and Organize your stages* from the page :doc:`organize_pipeline`) -or create a new one from scratch. - -To create a new channel, go to :menuselection:`Configuration --> Sales Channels` and -click on **Create**. - -.. image:: ./media/create01.png - :align: center - -Fill in the fields : - -- Enter the name of your channel - -- Select your channel leader - -- Select your team members - -Don't forget to tick the "Opportunities" box if you want to manage -opportunities from it and to click on SAVE when you're done. Your can -now access your new channel from your Dashboard. - -.. image:: ./media/create02.png - :align: center - -.. note:: - - If you started to work on an empty database and didn't create new users, refer to the page :doc:`../manage/create_salesperson`. diff --git a/crm/salesteam/setup/media/add_column.png b/crm/salesteam/setup/media/add_column.png deleted file mode 100644 index 1c241e9f2..000000000 Binary files a/crm/salesteam/setup/media/add_column.png and /dev/null differ diff --git a/crm/salesteam/setup/media/create01.png b/crm/salesteam/setup/media/create01.png deleted file mode 100644 index 3d7d84973..000000000 Binary files a/crm/salesteam/setup/media/create01.png and /dev/null differ diff --git a/crm/salesteam/setup/media/create02.png b/crm/salesteam/setup/media/create02.png deleted file mode 100644 index f71e09808..000000000 Binary files a/crm/salesteam/setup/media/create02.png and /dev/null differ diff --git a/crm/salesteam/setup/media/image01.jpg b/crm/salesteam/setup/media/image01.jpg deleted file mode 100644 index 113fccb0d..000000000 Binary files a/crm/salesteam/setup/media/image01.jpg and /dev/null differ diff --git a/crm/salesteam/setup/media/image07.jpg b/crm/salesteam/setup/media/image07.jpg deleted file mode 100644 index 242844168..000000000 Binary files a/crm/salesteam/setup/media/image07.jpg and /dev/null differ diff --git a/crm/salesteam/setup/media/image08.jpg b/crm/salesteam/setup/media/image08.jpg deleted file mode 100644 index 5ce40b5ff..000000000 Binary files a/crm/salesteam/setup/media/image08.jpg and /dev/null differ diff --git a/crm/salesteam/setup/media/image09.jpg b/crm/salesteam/setup/media/image09.jpg deleted file mode 100644 index ffc1635db..000000000 Binary files a/crm/salesteam/setup/media/image09.jpg and /dev/null differ diff --git a/crm/salesteam/setup/media/team_kanban.jpg b/crm/salesteam/setup/media/team_kanban.jpg deleted file mode 100644 index 0ea01d234..000000000 Binary files a/crm/salesteam/setup/media/team_kanban.jpg and /dev/null differ diff --git a/crm/salesteam/setup/organize_pipeline.rst b/crm/salesteam/setup/organize_pipeline.rst deleted file mode 100644 index 6e2ca3f85..000000000 --- a/crm/salesteam/setup/organize_pipeline.rst +++ /dev/null @@ -1,159 +0,0 @@ -======================================= -Set up and organize your sales pipeline -======================================= - -A well structured sales pipeline is crucial in order to keep control of -your sales process and to have a 360-degrees view of your leads, -opportunities and customers. - -The sales pipeline is a visual representation of your sales process, -from the first contact to the final sale. It refers to the process by -which you generate, qualify and close leads through your sales cycle. -In Odoo CRM, leads are brought in at the left end of the sales -pipeline in the Kanban view and then moved along to the right from one -stage to another. - -Each stage refers to a specific step in the sale cycle and -specifically the sale-readiness of your potential customer. The number -of stages in the sales funnel varies from one company to another. An -example of a sales funnel will contain the following stages: -*Territory, Qualified, Qualified Sponsor, Proposition, Negotiation, -Won, Lost*. - -.. image:: ./media/team_kanban.jpg - :align: center - -Of course, each organization defines the sales funnel depending on their -processes and workflow, so more or fewer stages may exist. - -Create and organize your stages -=============================== - -Add/ rearrange stages ---------------------- - -From the sales module, go to your dashboard and click on the -**PIPELINE** button of the desired sales team. If you don't have any -sales team yet, you need to create one first. - -.. todo:: link to the create salesteam page - -.. image:: ./media/image09.jpg - :align: center - -.. todo:: ***Kanban view*** link to the CRM terminologies page - -From the Kanban view of -your pipeline, you can add stages by clicking on **Add new column.** -When a column is created, Odoo will then automatically propose you to -add another column in order to complete your process. If you want to -rearrange the order of your stages, you can easily do so by dragging and -dropping the column you want to move to the desired location. - -.. image:: ./media/add_column.png - :align: center - -.. tip:: - - You can add as many stages as you wish, even if we advise you not having - more than 6 in order to keep a clear pipeline - -Activate the lead stage ------------------------ - -Some companies use a pre qualification step to manage their leads before -to convert them into opportunities. To activate the lead stage, go to -:menuselection:`Configuration --> Settings` and select the radio button as shown -below. It will create a new submenu **Leads** under **Sales** that -gives you access to a listview of all your leads. - -.. image:: ./media/image01.jpg - :align: center - -Set up stage probabilities -========================== - -What is a stage probability? ----------------------------- - -To better understand what are the chances of closing a deal for a given -opportunity in your pipe, you have to set up a probability percentage -for each of your stages. That percentage refers to the success rate of -closing the deal. - -.. note:: Setting up stage probabilities is essential if you want to estimate the expected revenues of your sales cycle - -.. todo:: estimate the expected revenues of your sales cycle (*link to the related topic*) - -For example, if your sales cycle contains the stages *Territory, -Qualified, Qualified Sponsor, Proposition, Negotiation, Won and Lost,* -then your workflow could look like this : - -- **Territory** : opportunity just received from Leads Management or - created from a cold call campaign. Customer's Interest is not - yet confirmed. - - *Success rate : 5%* - -- **Qualified** : prospect's business and workflow are understood, - pains are identified and confirmed, budget and timing are known - - *Success rate : 15%* - -- **Qualified sponsor**: direct contact with decision maker has been - done - - *Success rate : 25%* - -- **Proposition** : the prospect received a quotation - - *Success rate : 50%* - -- **Negotiation**: the prospect negotiates his quotation - - *Success rate : 75%* - -- **Won** : the prospect confirmed his quotation and received a sales - order. He is now a customer - - *Success rate : 100%* - -- **Lost** : the prospect is no longer interested - - *Success rate : 0%* - -.. tip:: - - Within your pipeline, each stage should correspond to a defined goal with - a corresponding probability. Every time you move your opportunity to the - next stage, your probability of closing the sale will automatically adapt. - - You should consider using probability value as **100** when the deal is - closed-won and **0** for deal closed-lost. - -How to set up stage probabilities? ------------------------------------ - -To edit a stage, click on the **Settings** icon at the right of the -desired stage then on EDIT - -.. image:: ./media/image08.jpg - :align: center - -Select the Change probability automatically checkbox to let Odoo adapt -the probability of the opportunity to the probability defined in the -stage. For example, if you set a probability of 0% (Lost) or 100% (Won), -Odoo will assign the corresponding stage when the opportunity is marked -as Lost or Won. - -.. tip:: - - Under the requirements field you can enter the internal requirements for - this stage. It will appear as a tooltip when you place your mouse over the - name of a stage. - -.. todo:: Read more - - - *How to estimate the effectiveness of my sales cycle?* - - *How to estimate expected revenues ?* - diff --git a/crm/track_leads.rst b/crm/track_leads.rst new file mode 100644 index 000000000..56b0a8017 --- /dev/null +++ b/crm/track_leads.rst @@ -0,0 +1,9 @@ +====================== +Assign and track leads +====================== + +.. toctree:: + :titlesonly: + + track_leads/prospect_visits + track_leads/lead_scoring diff --git a/crm/track_leads/lead_scoring.rst b/crm/track_leads/lead_scoring.rst new file mode 100644 index 000000000..3a9b0e042 --- /dev/null +++ b/crm/track_leads/lead_scoring.rst @@ -0,0 +1,78 @@ +============================= +Assign leads based on scoring +============================= + +With *Leads Scoring* you can automatically rank your leads based on +selected criterias. + +For example you could score customers from your country higher or the +ones that visited specific pages on your website. + +Configuration +============= + +To use scoring, install the free module *Lead Scoring* under your +*Apps* page (only available in Odoo Enterprise). + +.. image:: media/lead_scoring01.png + :align: center + +Create scoring rules +==================== + +You now have a new tab in your *CRM* app called *Leads Management* +where you can manage your scoring rules. + +Here's an example for a Canadian lead, you can modify for whatever +criteria you wish to score your leads on. You can add as many criterias +as you wish. + +.. image:: media/lead_scoring02.png + :align: center + +Every hour every lead without a score will be automatically scanned and +assigned their right score according to your scoring rules. + +.. image:: media/lead_scoring03.png + :align: center + +Assign leads +============ + +Once the scores computed, leads can be assigned to specific teams using +the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation` +and apply a specific domain on each team. This domain can include scores. + +.. image:: media/lead_scoring04.png + :align: center + +Further on, you can assign to a specific vendor in the team with an even +more refined domain. + +To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`. + +.. image:: media/lead_scoring05.png + :align: center + +.. note:: + The team & leads assignation will assign the unassigned leads + once a day. + +Evaluate & use the unassigned leads +=================================== + +Once your scoring rules are in place you will most likely still have +some unassigned leads. Some of them could still lead to an opportunity +so it is useful to do something with them. + +In your leads page you can place a filter to find your unassigned leads. + +.. image:: media/lead_scoring06.png + :align: center + +Why not using :menuselection:`Email Marketing` or +:menuselection:`Marketing Automation` apps to send a mass email to +them? 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You have two ways to see those +pages, on the top right corner of your lead/opportunity you can see a +*Page Views* button but also further down you will see them in the +chatter. + +Both will update if the viewers comes back to your website and visits +more pages. + +.. image:: media/prospect_visits04.png + :align: center + +.. image:: media/prospect_visits05.png + :align: center + +The feature will not repeat multiple viewings of the same pages in the +chatter. + +Your customers will no longer be able to keep any secrets from you! diff --git a/general/odoo_basics/add_user.rst b/general/odoo_basics/add_user.rst index d0211fc29..c3bff60fd 100644 --- a/general/odoo_basics/add_user.rst +++ b/general/odoo_basics/add_user.rst @@ -43,6 +43,5 @@ log-in. .. seealso:: * `Deactivating Users <../../db_management/documentation.html#deactivating-users>`_ - * :doc:`../../crm/salesteam/setup/create_team` .. todo:: Add link to How to add companies