Denis Vermylen (dve)
eed8a34686
Functional
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Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).
By default, you now have the following sales channels (non-demo):
Direct Sales (with installation of crm or sale)
Sales Channel type: Sales
Works same as before, what's changed is:
- their cards display one big button directing to the start of their
workflow
- the links on the right-hand side have been reworked, and are only
displayed when there is at least one item requiring attention.
- 'More' tab remains unchanged.
Website (with installation of website_sale)
Sales Channel type: Website
Differences lies in the links displayed in the dashboard card:
- it displays abandoned carts, awaiting payments and payments to capture
Default Channel linked to all sales made from the eCommerce.
Point of Sale (with installation of sale and point_of_sale
-> auto-installs pos_sale)
Sales Channel type: Point of Sale
Linked to pos.configs and their pos.sessions and pos.orders.
- only links to their linked pos.config dashboard and open sessions
- can't use opportunities, lead or invoicing and can only display
pos.order data in the graph.
Default Channel linked to the default pos.config.
Technical
=========
- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
channels
- Change dashboard links depending on the channel type and add a related
computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
98 lines
3.6 KiB
Markdown
98 lines
3.6 KiB
Markdown
Odoo CRM
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Boost sales productivity, improve win rates, grow revenue with the Odoo
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<a href="https://www.odoo.com/page/crm">Open Source CRM</a>.
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Manage your sales funnel with no effort. Attract leads, follow-up on phone
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calls and meetings. Analyse the quality of your leads to make informed
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decisions and save time by integrating emails directly into the application.
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Your Sales Funnel, The Way You Like It
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Track your opportunities pipeline with the revolutionary kanban view. Work
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inside your sales funnel and get instant visual information about next actions,
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new messages, top opportunities and expected revenues.
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Lead Management Made Easy
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Create leads automatically from incoming emails. Analyse leads efficiency and
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compare performance by campaigns, channels or sales channel.
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Find duplicates, merge leads and assign them to the right salesperson in one
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operation. Spend less time on administration and more time on qualifying leads.
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Organize Your Opportunities
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Get your opportunities organized to stay focused on the best deals. Manage all
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your customer interactions from the opportunity like emails, phone calls,
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internal notes, meetings and quotations.
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Follow opportunities that interest you to get notified upon specific events:
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deal won or lost, stage changed, new customer demand, etc.
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Email Integration and Automation
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Work with the email applications you already use every day. Whether your
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company uses Microsoft Outlook or Gmail, no one needs to change the way they
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work, so everyone stays productive.
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Route, sort and filter incoming emails automatically. Odoo CRM handles incoming
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emails and route them to the right opportunities or sales channel. New leads are
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created on the fly and interested salespersons are notified automatically.
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Collaborative Agenda
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Schedule your meetings and phone calls using the integrated calendar. You can
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see your agenda and your colleagues' in one view. As a manager, it's easy to
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see what your team is busy with.
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Lead Automation and Marketing Campaigns
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---------------------------------------
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Drive performance by automating tasks with Odoo <a href="https://www.odoo.com/page/crm">CRM</a>.
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Use our marketing campaigns to automate lead acquisition, follow ups and
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promotions. Define automated actions (e.g. ask a salesperson to call, send an
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email, ...) based on triggers (no activity since 20 days, answered a
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promotional email, etc.)
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Optimize campaigns from lead to close, on every channel. Make smarter decisions
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about where to invest and show the impact of your marketing activities on your
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company's bottom line.
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Customize Your Sales Cycle
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Customize your sales cycle by configuring sales stages that perfectly fit your
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sales approach. Control statistics to get accurate forecasts to improve your
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sales performance at every stage of your customer relationship.
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Drive Engagement with Gamification
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### Leverage your team's natural desire for competition
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Reinforce good habits and improve win rates with real-time recognition and
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rewards inspired by [game mechanics](http://en.wikipedia.org/wiki/Gamification).
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Align sales channels around clear business objectives with challenges, personal
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objectives and team leader boards.
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### Leaderboards
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Promote leaders and competition amongst sales channel with performance ratios.
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### Personal Objectives
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Assign clear goals to users to align them with the company objectives.
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### Team Targets
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Compare revenues with forecasts and budgets in real time.
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