From 473d792582e60f421db4c729da7397bac3306797 Mon Sep 17 00:00:00 2001
From: Yannick Tivisse
What are your sales objectives? What challenges are you
dealing with? Being clear on your expectations is the first step
@@ -80,7 +80,7 @@
At the end of the deployment process, your expectations should be reached.
- For the Odoo Team,
+ From the Odoo Team,
Fabien Pinckaers, Founder
- For the Odoo Team,
+ From the Odoo Team,
Fabien Pinckaers, Founder
- If not, our CRM experts are available to help you achieve your goals.
Systematic organization is what makes the difference between good and great salespeople! Setup a pipeline @@ -260,7 +260,7 @@
Every business is different. Odoo allows to customize every application and it's usually a good @@ -337,7 +337,7 @@
Odoo will help you create polished, professional quotations and contracts in minutes.
Tell us how you sell and we will tell you what
@@ -616,7 +616,7 @@
Incoming email create leads automatically when a new prospect contacts you.
That's the easiest way to integrate Odoo with third party apps.
@@ -738,7 +738,7 @@
Once you’ve deployed your CRM, it’s time to grow your revenues. Start by setting up a continuous improvement approach.We recommend you to organize weekly sales meeting with the team during which you will do a pipeline review.
Odoo Project is a super fast and easy way to make your activities and tasks visible to
everyone in your company. Follow how things progress, see when things are stuck, know
- who's in charge, everything in one place.
+ who's in charge, all in one place.
But because change is never easy, we've created this Planner to guide you.
This whole process might take you a few hours, but don't worry, you can take a break and
@@ -26,7 +26,7 @@
It's essential to be clear about why you want to use Odoo Project and what your goals are.
- Indeed, there are many ways to manage a project; to find the best one for you, you need know exactly what you want to achieve. And later on, we will hopefully transform your objectives into real improvements for your company.
+ Indeed, there are many ways to manage a project, to find the best one for you, you need to know exactly what you want to achieve. And later on, we will hopefully transform your objectives into real improvements for your company.
- For example, you'll understand why you shouldn’t use Odoo to plan, but instead to
+ For example, you'll understand why you shouldn’t use Odoo to plan but instead to
collaborate, or why organizing your projects by role is wrong.
- For the Odoo Team,
+ From the Odoo Team,
Fabien Pinckaers, Founder
- Website Live Chat on
+ Website Live Chat
Email Our Project Expert
It is time to think about how you will transform your activities into real projects in Odoo.
- For that, the most important step is defining the stages of your projects, mainly the different steps a task or an issue can go through, from its creation to its ending. They will appear in what we call the 'Kanban' view of your projects.
+ For that, the most important part is defining the stages of your projects. Stages are the different steps a task or an issue can go through, from its creation to its ending. They will appear in what we call the 'Kanban' view of your projects.
Define a Naming Convention
- Add keywords in the 'Task title' field, for example [Customer name] or [Website].This will help you navigate and search through the dozens of tasks in your project.
+ Add keywords in the 'Task title' field, for example [Customer name] or [Website]. This will help you navigate and search through the dozens of tasks in your project.
Add a Deadline
- The deadline will help you determine if a task or issue is progressing as expected, and to anticipate its next update.
+ The deadline will help you determine if a task or issue is progressing as expected and to anticipate its next update.
Use Status Indicator
- The Status indicator helps you manage Tasks and Issues by attributing them one of 3 different colour: Grey, Green or Red. The meaning of these Status can be freely configured, for example:
+ The Status indicator helps you manage Tasks and Issues by giving them one of 3 different colour: Grey, Green or Red. The meaning of these Statuses can be freely configured, for example:
To configure these Kanban Status, go to the 'Project Stages' tab of a Project.
+To configure these Kanban Statuses, go to the 'Project Stages' tab of a Project.
Set Priorities
- The is used to indicate priority: in Kanban view, priority Tasks or Issues will be displayed on top. This is especially useful if you use a Scrum methodology to indicate the tasks for the week. Similarly to Status, you can change the meaning of the Star indicator from the Project Stages tab.
+ The is used to indicate priority: in Kanban views, high priority Tasks or Issues will be displayed on top. This is particulary useful if you use a Scrum methodology to indicate the tasks for the week. Similarly to Status, you can change the meaning of the Star indicator from the Project Stages tab.
Have Clear Responsibilities
- The person assigned to a task is responsible for its progress and their avatar is displayed in Kanban view for quick reference. Of course, responsibility for a task can change depending on its stage.
+ The person assigned to a task is responsible for its progress and their avatar is displayed in Kanban view for quick reference. Of course, the responsibility for a task can change depending on its stage.
A great feature in Odoo is the integration of a Collaborative Notepad called Etherpad.
- It replaces the standard Description area in Tasks and Issues, and is extremely useful for several cases.
To use Collaborative Notepads, simply activate the corresponding option in your Project Settings.
Timesheets are often essential for running a company.
They are also prone to human error, repetitive, annoying, and sometimes stressful to employees.
- Fortunately, Odoo has may solutions to make them as efficient and painless as possible!
About Employees:
- For the Odoo Team,We wish you a fun time!