1088 lines
69 KiB
XML
1088 lines
69 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<template id="crm_planner">
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<t t-call="web_planner.pages">
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||
<t t-call="web_planner.page">
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||
<t t-set="page_title" t-value="'Welcome'"/>
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||
<t t-set="hide_mark_as_done" t-value="True"/>
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<i><p>
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This guide will help you implement your sales funnel and give you best practices to bring your sales vision to life with Odoo.
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</p><p>
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The whole process may take a few hours, some discussions with your colleagues and several cups of coffee to go through. But don't worry, you can return to this tool at any time.We are here to help you. If you get stuck, do not hesitate to reach our CRM experts.
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</p><p>
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Have fun deploying your sales strategy,
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||
</p>
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||
<p>We wish you a fun time,
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||
</p></i>
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||
<img src="/web_planner/static/src/img/fabien_pinckaers.jpg" class="pull-left mb32"/>
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||
<div class="pull-left ml8">
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<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
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<address>
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For the Odoo Team,<br/>
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Fabien Pinckaers, Founder
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</address>
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||
</div>
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||
<div class="row">
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||
<div class="col-md-12">
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||
<div class="well well-lg">
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||
<strong>Want to know more?</strong><br/>
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||
<a href="https://www.odoo.com/fr_FR/slides/odoo-9-training-5/tag/crm-0-63" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
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||
</div>
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||
</div>
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||
</div>
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||
</t>
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||
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||
<t t-call="web_planner.category">
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||
<t t-set="menu_categorytitle" t-value="'Goals'"/>
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||
<t t-set="menu_categoryclasses" t-value="'fa-trophy'"/>
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||
<t t-call="web_planner.page">
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||
<t t-set="page_title" t-value="'Your expectations'"/>
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||
<p class="text-muted">
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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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||
<div class="o_planner_notebook_container col-md-12">
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||
<ul class="o_planner_notebook">
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||
<div class="o_planner_notebook_line_separator"></div>
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||
<li class="o_planner_notebook_header">
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||
<h5><strong>Sales objectives</strong> by priority:</h5>
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||
<a class="pull-right" data-toggle="collapse" href="#o_planner_page2_help">
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||
<i class="fa fa-question-circle"></i>
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||
</a>
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||
<div id="o_planner_page2_help" class="collapse">
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||
<h5>Examples</h5>
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<ul>
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<li> Better visibility on team activities</li>
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<li> Have clear forecasts on sales</li>
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<li> Grow leads acquisition</li>
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<li> Improve sales performance</li>
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<li> Upsell to existing customers</li>
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<li> Better structure the sales process</li>
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</ul>
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||
</div>
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||
</li>
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||
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||
<li><span>#1</span><textarea id="input_element_exp1" value="" line="1" type="text"/></li>
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||
<li><span>#2</span><textarea id="input_element_exp2" value="" line="1" type="text"/></li>
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||
<li><span>#3</span><textarea id="input_element_exp3" value="" line="1" type="text"/></li>
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||
<li><span>#4</span><textarea id="input_element_exp4" value="" line="1" type="text"/></li>
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||
</ul>
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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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<p>At the end of the deployment process, your expectations should be reached.
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<br />
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If not, our CRM experts are available to help you achieve your goals.</p>
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||
</div>
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||
</t>
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||
|
||
<t t-call="web_planner.page">
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||
<t t-set="page_title" t-value="'Your KPIs'"/>
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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>
|
||
<div class="row">
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||
<div class="o_planner_notebook_container col-md-12">
|
||
<ul class="o_planner_notebook">
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||
<div class="o_planner_notebook_line_separator"></div>
|
||
<li class="o_planner_notebook_header">
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||
<h5><strong>Your Main KPIs:</strong></h5>
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||
<a class="pull-right" data-toggle="collapse" href="#o_planner_page3_help">
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||
<i class="fa fa-question-circle"></i>
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||
</a>
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||
<div id="o_planner_page3_help" class="collapse">
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||
<h5>Examples</h5>
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||
<ul>
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||
<li> Sales Forecasts (month+1)</li>
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<li> Win / Loss Ratio</li>
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<li> Revenue by Salesperson</li>
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||
<li> Time to Close a Deal</li>
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||
<li> Time to Qualify a Lead</li>
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||
<li> Leads by Source</li>
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||
</ul>
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||
</div>
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||
</li>
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||
<li><span>#1</span><textarea id="input_element_kpi1" value="" line="1" type="text"/></li>
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||
<li><span>#2</span><textarea id="input_element_kpi2" value="" line="1" type="text"/></li>
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||
<li><span>#3</span><textarea id="input_element_kpi3" value="" line="1" type="text"/></li>
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||
<li><span>#4</span><textarea id="input_element_kpi4" value="" line="1" type="text"/></li>
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||
</ul>
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||
</div>
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||
</div>
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||
</t>
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||
</t>
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||
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||
<t t-call="web_planner.category">
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||
<t t-set="menu_categorytitle" t-value="'Sale Flow'"/>
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||
<t t-set="menu_categoryclasses" t-value="'fa-tag'"/>
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||
<t t-call="web_planner.page">
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||
<t t-set="page_title" t-value="'Your pipeline'"/>
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||
<p class="text-muted">
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||
Systematic organization is what makes the difference
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||
between good and great salespeople! Create your opportunity pipeline to define the stages used to sell to your prospect.
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||
</p><p class="text-muted">
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||
Aligning your sales organization on a common process will allow you to continuously improve your sales techniques.
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||
</p>
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||
<div class="row">
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||
<div class="o_planner_notebook_container col-md-12">
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||
<ul class="o_planner_notebook">
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||
<li class="row o_planner_notebook_header">
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||
<div class="col-xs-12 col-md-4 col-md-push-8 fa fa-lightbulb-o">
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||
<select id="input_element_pipeline">
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||
<option value="odoo_default">Odoo Default</option>
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||
<option value="solution_selling">Solution Selling</option>
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||
<option value="b2c">B2C</option>
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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 initial contact to won deals:</h5>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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||
<span>#1</span>
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<input id="input_element_stage_0" type="text" value="New"/>
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||
</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_7" type="text"/>
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||
</div>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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<span>#2</span>
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<input id="input_element_stage_1" type="text" value="Qualified"/>
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</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_8" type="text"/>
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||
</div>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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||
<span>#3</span>
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<input id="input_element_stage_2" type="text" value="Proposition"/>
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||
</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_9" type="text"/>
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||
</div>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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||
<span>#4</span>
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||
<input id="input_element_stage_3" type="text" value="Negotiation"/>
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||
</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_10" type="text"/>
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||
</div>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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||
<span>#5</span>
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||
<input id="input_element_stage_4" type="text" value="Won"/>
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||
</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_11" type="text"/>
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||
</div>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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||
<span>#6</span>
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||
<input id="input_element_stage_5" type="text" value="Lost"/>
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||
</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_12" type="text"/>
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||
</div>
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||
</li>
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||
<li class="row">
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||
<div class="col-md-6">
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||
<span>#7</span>
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||
<input id="input_element_stage_6" type="text"/>
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||
</div>
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||
<div class="col-md-6">
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||
<textarea id="input_element_stage_13" type="text"/>
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||
</div>
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||
</li>
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||
<div class="o_planner_notebook_line_separator"></div>
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||
</ul>
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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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||
<li>A good pipeline should have between 5 and 7 stages</li>
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||
<li>The first stage is usually "New" and the last one is "Won"</li>
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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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||
<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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||
<th width="50%"><strong>Example: Qualified stage</strong></th>
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||
<th></th>
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||
<th width="50%"><strong>Example: Negotiation stage</strong></th>
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||
</thead>
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||
<tbody>
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||
<tr>
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||
<td><span class="fa fa-thumbs-o-up"/></td>
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||
<td><strong>The customer</strong> understood his pain points and proposed the next step in the buying process</td>
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||
<td><span class="fa fa-thumbs-o-up"/></td>
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||
<td><strong>The prospect</strong> started to discuss your offer</td>
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||
</tr>
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||
<tr>
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||
<td><span class="fa fa-thumbs-o-down"/></td>
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||
<td><strong>You</strong> understand the customer need, it's budget and his pain points</td>
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||
<td><span class="fa fa-thumbs-o-down"/></td>
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||
<td><strong>You</strong> called the prospect for a follow up on your offer</td>
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||
</tr>
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||
</tbody>
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||
</table>
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||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
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||
<strong>Recommended actions:</strong>
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||
<li>
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||
<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">
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||
Configure the stages of your sales pipeline</a> with your work above
|
||
</li>
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||
<li>
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||
<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">
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||
Create the three firsts opportunities</a> as an exercise
|
||
</li>
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||
</div>
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||
</div>
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||
<div class="col-md-12">
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||
<div class="well well-lg">
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||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-1-52" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Your customizations'"/>
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||
<p class="text-muted">
|
||
Every business is different<br/>
|
||
Odoo allows you to customize every application and it's usually a good advice to customize screens to fit your sales process.
|
||
</p><p class="text-muted">
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||
Here are some of the <strong>customizations available</strong>:
|
||
</p>
|
||
<section data-snippet-id="pricing">
|
||
<div class="row">
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa fa-laptop"/>
|
||
<strong> Screen Customization</strong>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
We can add fields related to your business on any screen, for example
|
||
</p>
|
||
<li>Number of Rooms</li>
|
||
<li>Existing Tools</li>
|
||
<li>Licences</li>
|
||
<li>....</li>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa fa-sitemap"/>
|
||
<strong> Workflow Customization</strong>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>We can automate steps in your workflow, for example:</p>
|
||
<li>Send an email to all opportunities in the "Qualified" stage for more than 20 days</li>
|
||
<li>Set the sales manager as a follower of every opportunity above $20k</li>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa fa-pencil-square-o"/>
|
||
<strong> Create Custom Reports</strong>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
We can implement custom reports for you based on your Word templates, for example:
|
||
</p>
|
||
<li> Attach a qualification form to every house opportunity</li>
|
||
<li> Change the layout of a quotation</li>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-8">
|
||
<div class="well well-lg">
|
||
<span><strong>Contact us to customize your application:</strong><br/>
|
||
We have special options for unlimited number of customizations !
|
||
</span>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href=" https://www.odoo.com/slides/odoo-9-training-5/tag/crm-2-53" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Your proposal'"/>
|
||
<p class="text-muted">
|
||
Odoo will help you create polished, professional quotations and contracts in minutes.
|
||
Tell us how you sell and we will tell you what
|
||
configuration will best fit your quotation process.
|
||
</p>
|
||
<t t-if="not is_module_installed('sale')">
|
||
<span class="text-muted">Note: To use those features, you need to install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Sales Management module.</a></span>
|
||
</t>
|
||
<h4>What <strong>kind of proposals</strong> do you usually send to your customers ?</h4>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong>Fixed price offers</strong><br/>
|
||
<span class="small"></span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<h4><strong>Standard quotation</strong> <span class="small">(products or services)</span></h4>
|
||
<span>
|
||
<li>This is the default configuration, there is nothing to setup.</li>
|
||
</span>
|
||
<br/>
|
||
<h4><strong>Quote template</strong> <span class="small">(packaged services)</span></h4>
|
||
<span>
|
||
<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>
|
||
<li>Activate the 'Send online quotations based on templates' option in <a t-att-href="prepare_backend_url(
|
||
'base_setup.action_sale_config')">Sales Settings</a></li>
|
||
<li>Create your templates of offers</li>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong>Contracts</strong><br/>
|
||
<span class="small"></span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<t t-if="not is_module_installed('website_contract')">
|
||
<span class="text-muted">To activate the Contracts, install the
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_contract')">Subscription Management</a> app.
|
||
</span>
|
||
</t>
|
||
<h4><strong>Fixed price</strong> <span class="small">(ex: monthly subscription)</span></h4>
|
||
<span>
|
||
<li>Create contracts template</li>
|
||
</span>
|
||
<br/>
|
||
<h4><strong>Time & material</strong> <span class="small">(ex: consulting mission)</span></h4>
|
||
<span>
|
||
<li><a t-att-href="prepare_backend_url('sale_contract.sale_subscription_action', 'list', 'sale_contract')">Create your contracts</a> and configure your prices</li>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
<strong>Note:</strong>
|
||
Using templates can boost the quality of your
|
||
quotations and their success rate. However,
|
||
creating such templates can be a huge effort.
|
||
You may start with simple quotes and upgrade
|
||
later.
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-3-54" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Your Customers'"/>
|
||
<p class="text-muted">
|
||
Unless you are starting a new business, you probably have a list of Customers and Vendors you'd like to import.
|
||
</p>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong> Create manually</strong><br/>
|
||
<span class="small">One by one</span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<span>
|
||
<a t-att-href="prepare_backend_url(
|
||
'base.action_partner_form','list')"><li>Create Customers</li></a>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url(
|
||
'base.action_partner_form','list')">Create Vendors</a>, if accounting or purchase is installed
|
||
</li>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong>Use Importation</strong><br/>
|
||
<span class="small">From a CSV file</span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
<span>We can handle the whole importation process for you: simply send your Odoo Project Manager a CSV file containing all your data.
|
||
</span>
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
<strong>Tip:</strong>
|
||
You can also use our API to load data automatically through scripts: read this <a href="https://www.odoo.com/documentation/8.0/" target="_blank">technical documentation</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-4-55" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Your Products'"/>
|
||
<p>You have two options to import your products:</p>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong> Create manually</strong><br/>
|
||
<span class="small">Best for less than 100 products</span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<span>Each product, one by one<br/>
|
||
<a t-att-href="prepare_backend_url('product.product_template_action', 'from', 'sale')">Create a product</a>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong>Use Importation</strong><br/>
|
||
<span class="small">By using CSV file</span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<span>We can handle the whole importation process for you: simply send your Odoo Project Manager a CSV file containing all your data.
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
<strong>Tip:</strong>
|
||
You can also use our API to load data automatically through scripts: read this <a href="https://www.odoo.com/documentation/8.0/" target="_blank">technical documentation</a>.
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-5-56" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Your Prices'"/>
|
||
<p class="text-muted">
|
||
In Odoo, there are 3 different ways to manage your products prices.<br/>
|
||
</p>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<strong>Unique price</strong>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
Each product can only have one price.
|
||
<br/>
|
||
Note: your product needs to be marked as 'Can be Sold' to have a Sale Price.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<strong> Variables prices</strong>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
Your Products prices can vary based on:
|
||
</p>
|
||
<li> the customer</li>
|
||
<li> the quantity</li>
|
||
<li> the date or a period</li>
|
||
<p>
|
||
Use this option if you need a Sale pricelist for customers and a Purchase pricelist for suppliers.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<strong> Rules & Formulas</strong>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
Prices can be calculated by advanced formulas.<br/>
|
||
Example: 15% discount when buying more than 3 t-shirts.
|
||
</p>
|
||
<p>
|
||
You can also combine several rules into a sequence.<br/>
|
||
Example: additional 10% discount during summer sales
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<span><strong>Next Action:</strong><br/>
|
||
If you don't want to use unique prices, activate the 'Use pricelists to adapt your price per customers' option in your <a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>.
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
<p>
|
||
You can change the Price options at anytime, so we recommend you to select the easiest option that suits your needs for now.
|
||
</p>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-6-57" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</t>
|
||
</t>
|
||
<t t-call="web_planner.category">
|
||
<t t-set="menu_categorytitle" t-value="'Lead acquisition'"/>
|
||
<t t-set="menu_categoryclasses" t-value="'fa-magnet'"/>
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Incoming emails'"/>
|
||
<p class="text-muted">
|
||
Incoming email create leads automatically when a new prospect contacts you.
|
||
That's the easiest way to integrate Odoo with third party apps.
|
||
</p>
|
||
<h4>The point of contact <strong>for all your prospects</strong></h4>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-4">
|
||
<div class="well well-sm text-center">
|
||
<h4><span class="fa" data-icon=""/><t t-if="alias_name and alias_domain"> <t t-esc="alias_name"/>@<t t-esc="alias_domain"/></t></h4>
|
||
</div>
|
||
<div class="well well-sm text-center relative">
|
||
<p>
|
||
This email address has been preconfigured as the default
|
||
for your sales department.<br/>
|
||
<a t-att-href="prepare_backend_url('base_setup.action_sale_config')">(you can change it here)</a>
|
||
</p>
|
||
<span class="arrow-down"></span>
|
||
</div>
|
||
<div class="alert alert-info" role="alert">
|
||
<strong>Don't forget to change this address on:</strong><br/>
|
||
<li>Your business cards</li>
|
||
<li>Your document templates</li>
|
||
<li>Your LinkedIn or social media pages</li>
|
||
<li>Your website</li>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 text-center">
|
||
<div class="well well-lg">
|
||
<h4><span class="label label-default text-center odoo_purple">Incoming email</span></h4>
|
||
<span class="fa fa-angle-down fa-2x"></span>
|
||
<h4><span class="label label-default text-center odoo_purple">Lead</span></h4>
|
||
<span class="fa fa-angle-down fa-2x"></span>
|
||
<h4><span class="label label-default text-center odoo_purple">Opportunity</span></h4>
|
||
<span class="fa fa-angle-down fa-2x"></span>
|
||
<h4><span class="label label-default text-center odoo_purple">Quotation</span></h4>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="well well-lg">
|
||
<p><strong>
|
||
<h4><a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">Contact Us</a></h4>to setup your own domain
|
||
name(sales@yourcompany.com)</strong></p>
|
||
</div>
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-7-58" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
</t>
|
||
|
||
<t t-call="web_planner.category">
|
||
<t t-set="menu_categorytitle" t-value="'Deployment'"/>
|
||
<t t-set="menu_categoryclasses" t-value="'fa-magic'"/>
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Reporting'"/>
|
||
<h4><strong>Click on 'Reporting' in the main menu </strong>and generate statistics relevent to each profiles:</h4>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title"><span data-icon=""/><strong> Exercise 1</strong></span>
|
||
<span>(Lead Manager)</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
<strong>Exercise:</strong> Try to get the number of leads per salesperson and by creation date
|
||
</p>
|
||
<p>
|
||
<a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action_lead', 'graph')">Leads Analysis</a> (if leads are activated)
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title"><span data-icon=""/><strong> Exercise 2</strong></span>
|
||
<span>(Sales Manager)</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
A sales manager will mostly use these two reports:
|
||
<li>
|
||
<a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action', 'graph')">Opportunities Analysis</a>
|
||
</li>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url('account.action_account_invoice_report_all', 'graph', 'account')">Invoice Analysis</a>
|
||
</li>
|
||
</p>
|
||
<p>
|
||
<strong>Exercise: </strong>Try to analyse the average time to close a deal.
|
||
Group X Axis: Creation Date
|
||
Group Y Axis: Expected Closing Date
|
||
Filter: Won Opportunities
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title"><span data-icon=""/><strong> Exercise 3</strong></span>
|
||
<span>(Salesperson)</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.</p>
|
||
<p><strong>Exercise: </strong>Try to switch the kanban to graph view</p>
|
||
<p>
|
||
<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">Opportunities pipeline</a>
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-2x"></span>
|
||
<strong>Tips:</strong>
|
||
<li>Show advanced filters and options by clicking on next to the search bar.</li>
|
||
<li>Save filters or add any report to your dashboard with the Favorites menu.</li>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-8-59" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Your users'"/>
|
||
<h4 class="text-muted text-center">You're almost finished !</h4>
|
||
<div class="row">
|
||
<div class="col-md-6 text-center o_planner_white_box">
|
||
<div class="panel">
|
||
<a t-att-href="prepare_backend_url('base.action_res_users')">
|
||
<i class="fa fa-group fa-2x"></i><br/>Create your users here
|
||
</a>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 text-center o_planner_white_box">
|
||
<div class="panel">
|
||
<a href="https://drive.google.com/a/openerp.com/folderview?id=0B1uIL9E_zXrrUnVFZXFMdHNsMVk&usp=sharing_eid&tid=0B1uIL9E_zXrrQXdNdlVhdW1ESGM#list" target="_blank"><i class="fa fa-eye fa-2x"></i><br/> Follow their day-to-day activites</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-9-60" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
</t>
|
||
<t t-call="web_planner.category">
|
||
<t t-set="menu_categorytitle" t-value="'Grow revenues'"/>
|
||
<t t-set="menu_categoryclasses" t-value="'fa-bolt'"/>
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Weekly meetings'"/>
|
||
<p class="text-muted">
|
||
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.
|
||
</p>
|
||
<div class="container-fluid o_planner_paragraphs">
|
||
<div class="row">
|
||
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon=""/></div>
|
||
<div class="col-md-10">
|
||
<p>
|
||
<strong>Organize weekly sales meetings</strong><br/>
|
||
It's a great way to see where you can improve and keep track of the progress of your sales team. Start the pipeline review by looking at the big picture; revenues and number of opportunities by stage, by expected closing date and by salespeople.
|
||
</p>
|
||
<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>
|
||
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-xs-12 col-md-10">
|
||
<p>
|
||
<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 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>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-10-61" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Sales Tools'"/>
|
||
<p>
|
||
The three main practices to develop a sales force are
|
||
<strong>methodical organization</strong>, <strong>trainings</strong> and
|
||
<strong>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="row o_planner_paragraphs">
|
||
<div class="col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-md-10">
|
||
<p><strong>Trainings</strong><br/>
|
||
To build a strong sales training program, you can use the following
|
||
apps of Odoo:
|
||
<ul>
|
||
<t t-if="not is_module_installed('survey')">
|
||
<li>Use <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'survey')">survey</a> to create tests and certifications.</li>
|
||
</t>
|
||
<t t-if="is_module_installed('survey')">
|
||
<li>Use <a t-att-href="prepare_backend_url(
|
||
'survey.action_survey_form','list')">survey</a> to create tests and certifications.</li>
|
||
</t>
|
||
<t t-if="not is_module_installed('website_slides')">
|
||
<li>Use <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_slides')">Slides</a> to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
|
||
</t>
|
||
<t t-if="is_module_installed('website_slides')">
|
||
<li>Use <a t-att-href="prepare_backend_url(
|
||
'website_slides.action_slide_channels','list')">Slides</a> to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
|
||
</t>
|
||
<t t-if="not is_module_installed('gamification')">
|
||
<li>Use <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'gamification')">Gamification</a> to create internal challenge for your salesmen</li>
|
||
</t>
|
||
<t t-if="is_module_installed('gamification')">
|
||
<li>Use <a t-att-href="prepare_backend_url(
|
||
'gamification.challenge_list_action','list')">Gamification</a> to create internal challenge for your salesmen</li>
|
||
</t>
|
||
</ul>
|
||
</p>
|
||
</div>
|
||
|
||
<div class="col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-md-10">
|
||
<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.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<p>Here are a few examples:</p>
|
||
<section>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>New:</strong><br/>
|
||
<li>Phone scripts (use the google doc spreadsheet to attach templates to every opportunity automatically)</li>
|
||
<li>Qualification form (you can use the survey app for this)</li>
|
||
<li>Templates of emails</li>
|
||
<br/>
|
||
<strong>Qualified:</strong>
|
||
<li>List of possible pain points by segment/profile</li>
|
||
<li>VIP letter to potential sponsors</li>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-12">
|
||
<div class="well well-lg">
|
||
<strong>Propositions:</strong><br/>
|
||
<li>Templates of quotations</li>
|
||
<li>Competition Matrix comparing prices</li>
|
||
<br/>
|
||
<strong>Negotiation:</strong><br/>
|
||
<li>Motivation letter from the management</li>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12">
|
||
<p>
|
||
You don't need to review lost opportunities at every sales meeting, but it's good
|
||
practice to do it at least once a month. Ask your team to set tags on opportunities to
|
||
identify why they were lost and use this information to generate statistics. Here are
|
||
some examples of tags to create: no budget, competition, no pain found, etc.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-12 col-xs-12">
|
||
<div class="well well-lg">
|
||
<strong>Want to know more?</strong><br/>
|
||
<a href="https://www.odoo.com/slides/odoo-9-training-5/tag/crm-11-62" target="_blank"><span class="fa fa-video-camera"/> Watch our training videos</a><br/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</t>
|
||
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'Add Features'"/>
|
||
<p class="text-muted">
|
||
Odoo is the world's only software to have a full integration of Marketing Apps your sales channel: insight sales, point of sale, ecommerce.
|
||
</p>
|
||
<h4>
|
||
<strong>To boost your lead acquisition machine,</strong> you should have a look at our marketing apps:
|
||
</h4>
|
||
<section>
|
||
<div class="row o_planner_row_apps">
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-envelope fa-4x"></span>
|
||
<h3><strong>Mass mailing</strong></h3>
|
||
<p>Design efficient email campaigns. Send, convert and track your success</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'mass_mailing')" class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Mailing</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-comments-o fa-4x"></span>
|
||
<h3><strong>Live Chat</strong></h3>
|
||
<p>Engage directly with your website visitors to attract leads and boost online sales.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'im_livechat')"
|
||
class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Live Chat</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-check-square-o fa-4x"></span>
|
||
<h3><strong>Survey</strong></h3>
|
||
<p>Gain high quality insight from surveys, a great way to engage with prospects</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'survey')"
|
||
class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Surveys</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-globe fa-4x"></span>
|
||
<h3><strong>Website Builder</strong></h3>
|
||
<p>Get an awesome website for your business. Fully customizable and SEO friendly.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website')"
|
||
class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Website Builder</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-calendar-o fa-4x"></span>
|
||
<h3><strong>Events</strong></h3>
|
||
<p>Create sleek and attractive event pages. Sell online and organize on site.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'event')"
|
||
class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Events</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-frown-o fa-4x"></span>
|
||
<h3><strong>Customer Claims</strong></h3>
|
||
<p>Track your customers/suppliersclaims and grievances.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'crm_claim')"
|
||
class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Customer Claims</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-credit-card fa-4x"></span>
|
||
<h3><strong>e-Commerce</strong></h3>
|
||
<p>Boost your online sales with sleek product pages.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_sale')"
|
||
class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install e-Commerce</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-file-powerpoint-o fa-4x"></span>
|
||
<h3><strong>Slides</strong></h3>
|
||
<p>Display your brochures, product sheets,showcases etc. for everyone to see.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_slides')" class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Slides</a>
|
||
</div>
|
||
<div class="text-center mt8 col-md-6">
|
||
<span class="fa fa-gamepad fa-4x"></span>
|
||
<h3><strong>Gamification</strong></h3>
|
||
<p>Encourage your salesmen to perform better through custom challenges.</p>
|
||
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'gamification')" class="btn odoo_purple">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Gamification</a>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</t>
|
||
</t>
|
||
<t t-call="web_planner.page">
|
||
<t t-set="page_title" t-value="'End'"/>
|
||
<t t-set="hide_title" t-value="True"/>
|
||
<t t-set="hide_from_menu" t-value="True"/>
|
||
<t t-set="hide_mark_as_done" t-value="True"/>
|
||
<h1 class="text-center o_planner_trophy" data-icon="" />
|
||
<div class="text-center">
|
||
<h1>Congratulations, you're done !</h1>
|
||
<h3>We hope this process helped you improve your sales strategy.</h3>
|
||
<h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements !</h4>
|
||
|
||
<p>Happy Selling!<br/>- The Odoo Team</p>
|
||
<img src="/web_planner/static/src/img/odoo_logo.png"/>
|
||
</div>
|
||
</t>
|
||
</t>
|
||
</template>
|
||
|
||
<!--Planner Data-->
|
||
<record id="planner_crm" model="web.planner">
|
||
<field name="name">Sales strategy planner</field>
|
||
<field name="view_id" ref="crm_planner"/>
|
||
<field name="menu_id" ref="base.menu_base_partner"/>
|
||
<field name="planner_application">planner_crm</field>
|
||
<field name="tooltip_planner"><![CDATA[
|
||
Plan your sales strategy: objectives, leads, KPIs, and much more!
|
||
]]>
|
||
</field>
|
||
</record>
|
||
|
||
</odoo>
|