[IMP] planner typos
This commit is contained in:
Fabien Pinckaers
@@ -49,18 +49,13 @@
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<span class="fa fa-fw"/>Import Products
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</a>
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</li>
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<h4>Lead acquisition</h4>
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<h4>Acquire Leads</h4>
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<li>
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<a href="#planner_page8">
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<span class="fa fa-fw"/>Incoming Emails
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</a>
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</li>
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<li>
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<a href="#planner_page9">
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<span class="fa fa-fw"/>LinkedIn
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</a>
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</li>
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<h4>Deployment</h4>
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<h4>Launch</h4>
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<li>
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<a href="#planner_page10">
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<span class="fa fa-fw"/>Reporting
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@@ -79,12 +74,7 @@
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</li>
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<li>
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<a href="#planner_page13">
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<span class="fa fa-fw"/>Boost Sales
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</a>
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</li>
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<li>
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<a href="#planner_page14">
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<span class="fa fa-fw"/>Fine Tune
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<span class="fa fa-fw"/>Sales Tools
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</a>
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</li>
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<li>
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@@ -167,12 +157,7 @@
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</li>
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<li>
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<a href="#planner_page13">
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<span class="fa fa-fw"/>Boost Sales
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</a>
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</li>
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<li>
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<a href="#planner_page14">
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<span class="fa fa-fw"/>Fine Tune
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<span class="fa fa-fw"/>Sales Tools
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</a>
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</li>
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<li>
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@@ -222,13 +207,9 @@
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<div id="planner_page2" class="planner-page">
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<h1>Your expectations</h1>
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<p class="text-muted">
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What challenges are you dealing with? What are your expectations once you start using Odoo CRM?
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Having a clear idea on why you want to use a CMS and what you want to accomplish is perhaps the
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most important step in successful implementation.
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</p>
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<p class="text-muted">
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Indeed, the number one reason why people don’t complete their CRM implementation is because they
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don’t have a clear vision of what they want to do with it. Don’t let that happen to you!
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What are your sales objectives? What challenges are you
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dealing with? Being clear on your expectations is the first step
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of a successful implementation.
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</p>
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<div class="row">
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@@ -272,8 +253,11 @@
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<div id="planner_page3" class="planner-page">
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<h1>Your KPIs</h1>
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<p class="text-muted">What performance measures do you plan on evaluating every week?<br/>
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If you are not sure, take a look at the examples.</p>
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<p class="text-muted">
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What are the main KPIs you need to track the sales
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actities? You may take a look at the examples using the
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right icon.
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</p>
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<div class="row">
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<div class="notebook-container col-md-12 col-xs-12">
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@@ -308,10 +292,13 @@
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<div id="planner_page4" class="planner-page">
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<h1>Your Pipeline</h1>
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<p class="text-muted">
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Systematic organization is what makes the difference between good and great salespeople!<br/>
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Create your opportunity pipeline to define the stages used to sell to your prospect.
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Aligning your sales organization along a common process will allow you to continuously improve
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your sales performance.
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Systematic organization is what makes the difference
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between good and great salespeople! Let's setup the
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stages of your sales pipeline.
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</p><p class="text-muted">
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Aligning your sales organization along a common process
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will allow you to continuously improve your sales
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performance.
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</p>
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<div class="row">
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<div class="notebook-container col-md-12 col-xs-12">
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@@ -325,7 +312,7 @@
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<option value="b2b">B2B</option>
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</select>
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</div>
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<h5 class="col-xs-12 col-md-8 col-md-pull-4"><strong>Stages</strong> from the first contact to won deals:</h5>
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<h5 class="col-xs-12 col-md-8 col-md-pull-4"><strong>Stages</strong> from the initial contact to won deals:</h5>
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</li>
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<li class="row"><span>#1</span>
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<input class="col-xs-12 col-sm-4" id="input_element_stage_0" type="text" value="New"/>
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@@ -373,8 +360,8 @@
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<li>Don't use stages to qualify opportunities, use tags instead</li>
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<li>Every stage should be a step forward in the buyer's decision-making, not a task to carry out</li>
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</div>
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<strong>Great pipelines have stages aligned with the buyer's buying process, not your selling process:</strong>
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<p>Great pipelines have stages <strong>aligned with the buyer's buying process</strong>, not your selling process:</p>
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<table class="table">
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<thead>
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<th></th>
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@@ -384,8 +371,8 @@
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<tbody>
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<tr>
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<td class="info"><strong>Stage:<br/>Qualified</strong></td>
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<td><strong>You</strong> understand the customer's needs, budget and pain points</td>
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<td><strong>The customer</strong> understands their pain points,<br/>however they are still willing to continue in the buying process</td>
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<td><strong>You</strong> understand the customer's needs and estimated his budget</td>
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<td><strong>The customer</strong> acknowledge his pain points and confirmed an estimated budget</td>
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</tr>
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<tr>
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<td class="info"><strong>Stage:<br/>Negociation</strong></td>
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@@ -403,13 +390,13 @@
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<a t-att-href="prepare_backend_url(
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'crm.crm_stage_act')"
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target="_blank">
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Configure your sales pipeline </a>with your work above
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Configure the stages of your sales pipeline</a>
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</li>
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<li>
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<a t-att-href="prepare_backend_url(
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'crm.crm_lead_opportunities', 'kanban')"
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target="_blank">
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Enter your three first opportunities</a> as an exercise
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Create the three firsts opportunities</a>
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</li>
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</div>
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</div>
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@@ -424,10 +411,15 @@
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</div>
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<div id="planner_page5" class="planner-page">
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<h1>Your Customization</h1>
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<p class="text-muted">Every business is different.<br/>
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Odoo allows you to tailor-make every application and it's usually a good advice to customize screens to fit your sales process.</p>
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<h4>Here are some of the <strong>customizations</strong></h4>
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<h1>Customizations</h1>
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<p class="text-muted">
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Every business is different. Fortunatelly, Odoo allows
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to tailor-make every screen or report to perfectly fit
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your sales process.
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</p><p class="text-muted">
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Contact our experts if you need specific customizations.
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Here is what we can do for you:
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</p>
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<section class="container-fluid" data-snippet-id="pricing">
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<div class="row">
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<div class="col-md-4 col-xs-12">
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@@ -507,29 +499,34 @@
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<h1>Your Proposal</h1>
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<p class="text-muted">
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Odoo will help you create polished, professional quotations and contracts in minutes.
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Tell us how you sell and we will tell you what configuration will best fit your proposal process.
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Tell us how you sell and we will tell you what
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configuration will best fit your quotation process.
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</p>
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<h4>What <strong>kind of proposals</strong> do you usually send to your customers ?</h4>
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<section>
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<div class="row mb1">
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<div class="col-xs-6">
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<h4 class="text-center"><b>Fixed price offer</b></h4>
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<h4 class="text-center"><b>Fixed price offers</b></h4>
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<div class="well well-sm">
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<h4><b>Standard quotation</b> <span class="small">(product or service)</span></h4>
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<h4><b>Standard quotation</b> <span class="small">(products or services)</span></h4>
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<span>
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<li>Import or create your catalog <a href="#planner_page7" data-toggle='collapse'>(see next step)</a></li>
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<li>This is the default configuration, there is nothing to setup.</li>
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</span>
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<br/>
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<h4><b>Quote template</b> <span class="small">(packaged services)</span></h4>
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<span>
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<li>Read the <a href="https://www.odoo.com/blog/business-hacks-1/post/how-to-build-your-quotes-for-success-173" target="_blank">blog post on the Quote Builder</a></li>
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<li><a t-att-href="prepare_backend_url(
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'website_quote.action_sale_quotation_template')" target="_blank">Create your templates</a></li>
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<li>Activate quotation templates in <a t-att-href="prepare_backend_url(
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'base_setup.action_sale_config')" target="_blank">Sales Settings</a></li>
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<li>Create your templates of offers</li>
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</span>
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<p>
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<strong>Note:</strong>
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</p>
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</div>
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</div>
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<div class="col-xs-6">
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<h4 class="text-center"><b>Recurring contract</b></h4>
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<h4 class="text-center"><b>Contracts</b></h4>
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<div class="well well-sm">
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<h4><b>Fixed price</b> <span class="small">(ex: monthly subscription)</span></h4>
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<span>
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@@ -545,21 +542,21 @@
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</div>
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</div>
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</div>
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<br/>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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Using templates allows you to improve the quality
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of your quotations and the average revenue per order
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with options.<br/><br/>However, creating these templates is a
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huge effort. So, you can start with simple quotes
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and upgrade later.
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<strong>Note:</strong>
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Using templates can boost the quality of your
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quotations and their success rate. However,
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creating such templates can be a huge effort.
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You may start with simple quotes and upgrade
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later.
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</div>
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</section>
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</div>
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<div id="planner_page7" class="planner-page">
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<h1>Import Products</h1>
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<h4>How do you want to <strong>import your products:</strong></h4>
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<p>How do you want to <strong>import your products?</strong></p>
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<br/>
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<div class="container-fluid">
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<div class="row">
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@@ -621,10 +618,6 @@
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</div>
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<div>
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-lg"/>
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With Odoo, every document can be imported or exported. You just need to switch to list view and access the 'More' menu.
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</div>
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<div class="row">
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<div class="col-md-8 col-xs-12">
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<div class="well well-lg footer-well">
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@@ -703,30 +696,6 @@
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<br/>
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</div>
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<div id="planner_page9" class="planner-page">
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<h1>LinkedIn</h1>
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<p class="text-muted">
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When you create a new contact (person or company),
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you can automatically load all the data from LinkedIn (photos, address, etc).
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</p>
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<h4><strong>
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Here is how to integrate LinkedIn with your contacts:
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</strong></h4>
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<p>1. Go to this URL: <a href="https://www.linkedin.com/secure/developer" target="_blank">https://www.linkedin.com/secure/developer</a></p>
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<p>2. Log into LinkedIn if necessary (link at the top right)</p>
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<p>3. Click on <img src="/planner_crm/static/src/img/linkedin.png" /></p>
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<p>4. Fill in the form with the following data:
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<li><strong> Company Name: </strong><t t-esc="company_data.name"/></li>
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<li><strong> Application Name: </strong>Sales</li>
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<li><strong> Description: </strong>CRM module</li>
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<li><strong> Website URL: </strong><t t-esc="company_data.website"/></li>
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<li><strong> Application Use: </strong>Sales (CRM), marketing</li>
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<li><strong> Developer Contact Email: </strong><t t-esc="company_data.email"/></li>
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<li><strong> Phone: </strong><t t-esc="company_data.phone"/></li>
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</p>
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<p>Copy the <strong>API Key </strong> found in <a t-att-href="prepare_backend_url('base_setup.action_sale_config')" target="_blank">Settings > Sales</a> and hit Apply. You're done!</p>
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</div>
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<div id="planner_page10" class="planner-page">
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<h1>Reporting</h1>
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<h4><strong>Click on 'Reporting' in the main menu </strong>and generate statistics relevent to each profiles:</h4>
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@@ -802,8 +771,8 @@
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<div class="alert alert-info info_icon" role="alert">
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<span class="fa fa-lightbulb-o fa-2x"></span>
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<strong>Tips</strong>
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<li>You can easily save your reports and reuse them later</li>
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<li>You can even add any report to your dashboard</li>
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<li>You can activate advanced filters and grouping options by clicking on the arrow icon on the right of the search input</li>
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<li>From the <i>Favorites</i> menu, you can save filters or add any report to your dashboard</li>
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</div>
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<div class="row">
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<div class="col-md-8 col-xs-12">
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@@ -849,7 +818,7 @@
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<div id="planner_page12" class="planner-page">
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<h1>Weekly meetings</h1>
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<p class="text-muted">
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Once your CRM is up and running, it’s time to boost your revenues.
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Once your CRM is up and running, it’s time to boost your sales performance.
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Start by focusing on continuous improvement.
|
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</p>
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<div class="container-fluid paragraphs ">
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@@ -858,47 +827,41 @@
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<div class="col-xs-12 col-md-10">
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<p>
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<strong>Organize weekly sales meetings</strong><br/>
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It's a great way to keep track of your pipeline. Start the pipeline review
|
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by looking at the big picture; revenues and number of opportunities by stage,
|
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by expected closing date and by salespeople. Analyzing the pipeline in stages
|
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will provide answers questions like "Do we have enough leads?" and "How
|
||||
should divide our time between qualified and new prospects?".
|
||||
It's a great way to see where you can improve and keep track of the progress of
|
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your sales team. Start the pipeline review by looking at the big picture;
|
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revenues and number of opportunities by stage, by expected closing date and by
|
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salespeople.
|
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</p>
|
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<p>
|
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Analyzing the pipeline by expected closing date will help your team efficiently
|
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forecast its future revenues. Finally, having salespeople evaluate the pipeline
|
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will allow you to identify mistakes or pick up on the best practices of one team,
|
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so they can be used by all salespeople.
|
||||
<p>
|
||||
Analyzing the pipeline by expected closing date will help your team efficiently
|
||||
forecast its future revenues. The pipeline review
|
||||
will allow you to identify sales inefficiencies or pick up on the best practices.
|
||||
</p>
|
||||
</div>
|
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|
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<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-xs-12 col-md-10">
|
||||
<p>
|
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<strong>Study the best opportunities together</strong><br/>
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Once you have a clear idea of the big picture, focus in on the best opportunities.
|
||||
Start from stages on the right (negotiation, proposal, etc) and review the biggest
|
||||
opportunities one by one with the team. For every deal, identify risks and opportunities;
|
||||
check the next action and expected closing; check latest customer feedback; review the
|
||||
quotation; etc.
|
||||
</p>
|
||||
<p>
|
||||
By asking a few questions, you will quickly get an understanding of what's good and what's bad
|
||||
in your team's sales practices - what's working and what's not working. What are the pain points?
|
||||
Who decides? What's the next action? And much more...
|
||||
<strong>Review the top 5 opportunities</strong><br/>
|
||||
Once the big picture is clear, focus on the best opportunities. Start from
|
||||
stages on the right (negotiation, proposal, etc) and review the biggest
|
||||
opportunities one by one with the team.
|
||||
</p><p>
|
||||
For every deal, review the next action, the expected closing, the pain points,
|
||||
the expected revenues, the buying process, etc.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-xs-12 col-md-10">
|
||||
<p>
|
||||
<strong>Forecast the future revenues</strong><br/>
|
||||
You can assess the maturity of a sales team by its ability to forecasts future revenues
|
||||
for the coming months or quarter. Train the team to forecast efficiently by fixing expected
|
||||
revenues for the next months/quarter during the sales meeting for the current month/quarter.
|
||||
This will allow the team to compare expected revenues and real numbers afterwards.
|
||||
</p>
|
||||
<p>
|
||||
<strong>Forecast future revenues</strong><br/>
|
||||
You can assess the maturity of a sales team by its ability to forecasts future revenues
|
||||
for the coming months or quarters. Train the team to forecast efficiently by having
|
||||
an up-to-date pipeline of opportunities.
|
||||
After a few month, set the real success rate according to the stages, to have
|
||||
accurate expected revenues by closing date.
|
||||
</p><p>
|
||||
Depending on how complex your business is, it may take between 6 months and 18 months for a new
|
||||
sales team to efficiently forecasts future revenues.
|
||||
</p>
|
||||
@@ -908,41 +871,34 @@
|
||||
</div>
|
||||
|
||||
<div id="planner_page13" class="planner-page">
|
||||
<h1>Boosting Sales</h1>
|
||||
<h1>Develop Sales Tools</h1>
|
||||
<p>
|
||||
What do you need to turn your sales force from great to excellent? Just <strong>methodical organization</strong> and
|
||||
a <strong>clear process</strong>.
|
||||
</p>
|
||||
<div class="panel panel-success">
|
||||
<div class="panel-heading">
|
||||
<h4>The best sales process is one that's aligned with the customer's mind and buying
|
||||
cycle.</h4>
|
||||
</div>
|
||||
</div>
|
||||
<p>
|
||||
For example, if you follow a "Sollution Selling" sales cycle (Territory, Qualified,
|
||||
Qualified Sponsors, Proposition, etc), an opportunity should be set as "Qualified Sponsors" when
|
||||
THE BUYER acknowledges their pain points, not when YOU understood their needs.<br/>As another example,
|
||||
an opportunity should be set as "Negotiation" when the buyer comes back to you to discuss the
|
||||
price, not when you made a follow up call.
|
||||
The three main practices to develop a sales force are
|
||||
<strong>methodical organization</strong>, <strong>trainings</strong> and
|
||||
good sales tools</strong>.
|
||||
</p><p>
|
||||
If you followed the preceeding steps, you already setup
|
||||
the foundations to a strong process leading to
|
||||
continuous improvements of your sales teams.
|
||||
</p>
|
||||
|
||||
<div class="container-fluid paragraphs mb2">
|
||||
<div class="row">
|
||||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-sm-11 col-md-10">
|
||||
<p><strong>Check on your team discipline</strong><br/>
|
||||
For the first few months after you have implemented the opportunities pipeline, you will have to
|
||||
ensure that your team follows the defined requirements at every stage. It's vital to continuously
|
||||
train your team on what's needed to move opportunities from one stage to another. By reviewing the
|
||||
best opportunities one at a time during the weekly sales meeting, you can constantly check that
|
||||
your sales process is aligned with the customer one.
|
||||
<p><strong>Trainings</strong><br/>
|
||||
To build a strong sales training program, you can use the following
|
||||
apps of Odoo:
|
||||
<ul>
|
||||
<li>Use <i>survey</i> to create tests and certifications.</li>
|
||||
<li>Use Slides to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
|
||||
</ul>
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-sm-11 col-md-10">
|
||||
<p><strong>Remove the blocking points</strong><br/>
|
||||
<p><strong>Sales tools</strong><br/>
|
||||
Efficiently following up the pipeline will lead to great improvements. But to achieve excellence
|
||||
in your sales organization, you need to provide your team with sales tools. For every stage of
|
||||
the opportunities pipeline, identify the blocking points and create documents to train the team.
|
||||
@@ -989,35 +945,6 @@
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<div id="planner_page14" class="planner-page">
|
||||
<h1>Fine Tune</h1>
|
||||
<div class="container-fluid paragraphs ">
|
||||
<div class="row">
|
||||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-sm-11 col-md-10">
|
||||
<p>
|
||||
<strong>Create customer reports</strong><br/>
|
||||
To take the pressure off monitoring and weekly sales meeting, you can create custom reports to
|
||||
frequently check on your main KPIs.
|
||||
You can create reports for yourself or share them with the team. Odoo also allows you to save
|
||||
custom reports and create aggregated dashboards to monitor all sales activity on a single screen.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row">
|
||||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||||
<div class="col-sm-11 col-md-10">
|
||||
<p>
|
||||
<strong>Integrate with Google Spreadsheet</strong><br/>
|
||||
In addition, you can use Google Spreadsheet integration to sync data from a spreadsheet and Odoo.
|
||||
This is a great tool for integrating formulae for the computation of commissions, integrating
|
||||
performance with the budgets, etc.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="planner_page15" class="planner-page">
|
||||
<h1>Boost Lead</h1>
|
||||
<p class="text-muted">
|
||||
@@ -1115,7 +1042,7 @@
|
||||
<field name="progress">5</field>
|
||||
<field name="planner_application">planner_crm</field>
|
||||
<field name="tooltip_planner"><![CDATA[
|
||||
Plan your sales strategy: objectives, leads, KPIs, and much more !
|
||||
Plan your sales strategy: objectives, leads, KPIs, and much more!
|
||||
]]>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
@@ -43,7 +43,6 @@
|
||||
textarea,input {
|
||||
background: #fcf8e3;
|
||||
border: none;
|
||||
margin-bottom: 1em;
|
||||
/* min-width: 90%;
|
||||
max-width: 90%; */
|
||||
font-size: 15px;
|
||||
|
||||
Reference in New Issue
Block a user