[MERGE] Forward-port of branch 12.0 to 13.0

This commit is contained in:
Antoine Vandevenne (anv)
2021-05-04 16:31:06 +02:00
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=============
Acquire leads
=============
.. toctree::
:titlesonly:
acquire_leads/convert
acquire_leads/generate_from_email
acquire_leads/generate_from_website
acquire_leads/send_quotes
acquire_leads/lead_mining
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================================
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 *Leads* 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.
Merge opportunities
===================
Odoo will also automatically propose to merge opportunities if they have
the same email address. When merging opportunities, Odoo merges the
information into the opportunity which was created first, giving
priority to the information present on the first opportunity.
No information is lost: data from the other opportunity is logged in the
chatter and the information fields for easy access.
.. image:: media/convert_04.png
:align: center
Would you find a duplicate yourself, ...you can also merge opportunities
or leads even if the system doesn't propose it.
Heres how, from the list view. Select the opportunities or leads you
want to merge and the action button will appear. Then, you can select merge.
.. image:: media/convert_05.png
:align: center
.. note::
It is also possible to merge more than 2 opportunities or leads.
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========================================
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 teams 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 teams under
:menuselection:`Configuration --> Sales Teams`.
.. image:: media/generate_from_email01.png
:align: center
@@ -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 a 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 the contact form to
you will need to build a custom contact form on your
website. These 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
----------------------------
First, go to the page where you want to put your contact form. In edit mode, drag
the form builder onto 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 visitor uses the contact form twice, the second
entry will be added to the first lead/opportunity in the chatter.
Generate leads instead of opportunities
=======================================
When using a contact form, you should use a qualification step
before assigning the form 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
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=======================
Lead mining
=======================
In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database.
Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business.
Configuration
==============
For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature.
.. image:: media/LM1.png
:align: center
Start generating leads
==========================
You will now have a new button **Generate Leads** available in your pipeline.
You are also able to create lead mining requests from the
:menuselection:`Configuration --> Lead Mining Requests` and trough
:menuselection:`Leads --> Leads` where you have the **Generate Leads** button.
.. image:: media/LM2.png
:align: center
From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up.
.. image:: media/LM5.png
:align: center
When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority.
When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
`Odoo GDPR <http://odoo.com/gdpr>`__,
You can decide to filter the leads you are getting depending on the size (number of employees) of the companies.
You can pick the countries your leads are coming from. It is possible to pick multiple countries.
You can pick the industries your leads are coming from. It is possible to pick multiple industries.
You can choose the salesperson and the Salesteam the lead will be assigned to.
You can also add tags to track your generated leads.
.. tip::
The generated leads will have the name of the company.
Pricing
==================
This is an In-App Purchase feature, each generated lead will cost you one credit.
If you choose to get contact information each contact will also cost us one additional credit.
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
.. image:: media/LM6.png
:align: center
.. image:: media/LM7.png
:align: center
.. tip::
The blue box will automatically tell you how many credits are going to be consumed.
.. tip::
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
.. seealso::
* :doc:`In-App Purchases (IAP) <../../../general/in_app_purchase/in_app_purchase>`
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===============
Send quotations
===============
When you qualify a lead into an opportunity you will most likely need to
send them 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.
@@ -0,0 +1,10 @@
=============================
Optimize your Day-to-Day work
=============================
.. toctree::
:titlesonly:
optimize/google_calendar_credentials
optimize/partner_autocomplete
optimize/gamification
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==========================================
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 module gives you
simple and creative ways to motivate and evaluate your employees with real-time recognition and
badges inspired by game mechanics.
Configuration
=============
Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
(goals and challenges) that can be used on *CRM/Sale*.
.. image:: media/gamification_module_install.png
:align: center
:alt: View of the gamification module being installed in Odoo
Create a challenge
==================
Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
--> Challenges`.
.. note::
As the gamification tool is a one-time technical setup, you need to activate the technical
features in order to access the configuration. To do so, go to *Settings* and *Activate the
developer mode*.
.. image:: media/gamification_tools_menu.png
:align: center
:alt: View if the gamification tools menu in Odoo Settings
A challenge is a mission that you send to your sales team. It can include one or several goals, set
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.
In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
month, the winner will be granted with a badge.
.. image:: media/challenges.png
:align: center
:alt: View of the challenge form and a challenge being created for Odoo Sales
Set up goals
------------
| The users can be evaluated using goals and numerical objectives to reach.
| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
a team throughout time.
| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
*Goals*. Select the business object according to your company's needs. Examples: number of new
leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
frame based on your management preferences, etc.
.. image:: media/goal_definitions.png
:align: center
:alt: View of the goal definition form and a goal definition being created for Odoo Sales
.. 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 express gratitude to a user for their good work.
To create and grant badges to your employees based on their performance, go to
:menuselection:`Settings --> Gamification Tools --> Badges`.
.. image:: media/badges.png
:align: center
:alt: View of the badges page in Odoo
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=====================================
Synchronize Google Calendar with Odoo
=====================================
Odoo is perfectly integrated with Google Calendar so that you
can see & manage your meetings from both platforms
(updates go through both directions).
Setup in Google
===============
- Go to `Google APIs platform <https://console.developers.google.com>`__
to generate Google Calendar API credentials. Log in with your Google account.
- Go to the API & Services page.
.. image:: media/google_calendar_credentials00.png
:align: center
- Search for *Google Calendar API* and select it.
.. image:: media/google_calendar_credentials01.png
:align: center
.. image:: media/google_calendar_credentials02.png
:align: center
- Enable the API.
.. image:: media/google_calendar_credentials03.png
:align: center
- Select or create an API project to store the credentials if not yet done
before. Give it an explicit name (e.g. Odoo Sync).
- Create credentials.
.. image:: media/google_calendar_credentials04.png
:align: center
- Select *Web browser (Javascript)*
as calling source and *User data* as kind of data.
.. image:: media/google_calendar_credentials05.png
:align: center
- Then you can create a Client ID.
Enter the name of the application (e.g. Odoo Calendar) and the allowed pages on
which you will be redirected. The *Authorized JavaScript origin* is your
Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance
URL followed by '/google_account/authentication'.
.. image:: media/google_calendar_credentials06.png
:align: center
- Go through the Consent Screen step by entering a product name
(e.g. Odoo Calendar). Feel free to check the customizations options
but this is not mandatory. The Consent Screen will only show up when you
enter the Client ID in Odoo for the first time.
- Finally you are provided with your **Client ID**. Go to *Credentials* to
get the **Client Secret** as well. Both of them are required in Odoo.
.. image:: media/google_calendar_credentials07.png
:align: center
Setup in Odoo
=============
- Install the **Google Calendar** App from the *Apps* menu or by checking
the option in :menuselection:`Settings --> General Settings`.
.. image:: media/google_calendar_credentials08.png
:align: center
- Go to :menuselection:`Settings --> General Settings` and enter your
**Client ID** and **Client Secret** in Google Calendar option.
.. image:: media/google_calendar_credentials09.png
:align: center
- The setup is now ready. Open your Odoo Calendar and sync with Google.
The first time you do it you are redirected to Google to authorize
the connection. Once back in Odoo, click the sync button again.
You can click it whenever you want to synchronize your calendar.
.. image:: media/google_calendar_credentials10.png
:align: center
As of now you no longer have excuses to miss a meeting!
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===================================================
Enrich your contacts base with Partner Autocomplete
===================================================
Parter Autocomplete helps you to enrich your contacts database with corporate data. Select one of
the companies suggested in the dropdown, and quickly get all the information you need.
Configuration
=============
Go to :menuselection:`Settings --> Contacts` and activate the *Partner Autocomplete* feature.
.. image:: media/settings_partner_autocomplete.png
:align: center
:alt: View of settings page and the activations of the feature in Odoo
Enrich your contacts with corporate data
========================================
| From any module, once you start to create a new contact typing the name of it, the system
will suggest a potential match. If you select it, the contact will be populated with corporate
data.
| For example, after typing *Odoo*, you will get the following information:
.. image:: media/odoo_autocomplete.png
:align: center
:alt: Creating a new contact in Odoo
.. image:: media/odoo_info_autocomplete.png
:align: center
:alt: View of the information being shown about odoo with the autocomplete option in Odoo
.. tip:: Partner Autocomplete also works if you enter a VAT number instead of a company name.
Pricing
=======
| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
used. Each request will consume one credit.
| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
View My Services` and select a package.
.. note::
- If you run out of credits, the only information that will be populated when clicking on
the suggested company will be the website link and the logo.
- If you are on Odoo Online (SAAS) and you have the Enterprise version, you benefit from free
trial credits to test the feature.
- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
@@ -0,0 +1,8 @@
===================
Analyze performance
===================
.. toctree::
:titlesonly:
performance/win_loss
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=========================
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
@@ -0,0 +1,10 @@
=====================
Organize the pipeline
=====================
.. toctree::
:titlesonly:
../../productivity/discuss/overview/plan_activities
pipeline/lost_opportunities
pipeline/multi_sales_team
@@ -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`
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===========================
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.
@@ -0,0 +1,9 @@
======================
Assign and track leads
======================
.. toctree::
:titlesonly:
track_leads/prospect_visits
track_leads/lead_scoring
@@ -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? You can also easily find such unassigned leads from there.
.. image:: media/lead_scoring07.png
:align: center
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===========================
Track your prospects visits
===========================
Tracking your website pages will give you much more information about
the interests of your website visitors.
Every tracked page they visit will be recorded on your lead/opportunity
if they use the contact form on your website.
Configuration
=============
To use this feature, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
.. image:: media/prospect_visits01.png
:align: center
Track a webpage
===============
Go to any static page you want to track on your website and under the
*Promote* tab you will find *Optimize SEO*
.. image:: media/prospect_visits02.png
:align: center
There you will see a *Track Page* checkbox to track this page.
.. image:: media/prospect_visits03.png
:align: center
See visited pages in your leads/opportunities
=============================================
Now each time a lead is created from the contact form it will keep track
of the pages visited by that visitor. 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!