1051 lines
62 KiB
XML
1051 lines
62 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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<!--CRM Planner Page-->
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<div class="row o_planner o_planner_crm">
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<!--Mobile Planner Menu-->
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<div class="visible-xs-block col-xs-4">
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<div class="dropdown mobile">
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<a class="col-xs-12 btn btn-default" data-toggle="dropdown" href="#">Steps  <span class="caret"></span></a>
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<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
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||
<li class="active">
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||
<a href="#planner_page1">
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||
<span class="fa fa-fw"/>Welcome
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</a>
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</li>
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<h4>Goals</h4>
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<li>
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<a href="#planner_page2">
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<span class="fa fa-fw"/>Your Expectations
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</a>
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</li>
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<li>
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<a href="#planner_page3">
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<span class="fa fa-fw"/>Your KPIs
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</a>
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</li>
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<h4>Sale Flow</h4>
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<li>
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<a href="#planner_page4">
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<span class="fa fa-fw"/>Your Pipeline
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</a>
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</li>
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||
<li>
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<a href="#planner_page5">
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<span class="fa fa-fw"/>Your Customization
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</a>
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</li>
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<li>
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<a href="#planner_page6">
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<span class="fa fa-fw"/>Your Proposals
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</a>
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</li>
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<li>
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<a href="#planner_page7">
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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>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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<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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</a>
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</li>
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<li>
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<a href="#planner_page11">
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<span class="fa fa-fw"/>Your Users
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</a>
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</li>
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<h4>Grow Revenues</h4>
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<li>
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<a href="#planner_page12">
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<span class="fa fa-fw"/>Weekly Meeting
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</a>
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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"/>Sales Tools
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</a>
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</li>
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<li>
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<a href="#planner_page15">
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<span class="fa fa-fw"/>Boost Leads
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</a>
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</li>
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</ul>
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</div>
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</div>
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<div class="col-sm-4 col-md-3 hidden-xs o_planner_sidebar">
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<!--Planner Menu-->
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<ul class="nav nav-pills nav-stacked">
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<li class="active">
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<a href="#planner_page1">
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<span class="fa fa-fw"/>Welcome
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</a>
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</li>
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||
<h4><i class="fa fa-trophy"></i>Goals</h4>
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||
<li>
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<a href="#planner_page2">
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<span class="fa fa-fw"/>Your Expectations
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</a>
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</li>
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||
<li>
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<a href="#planner_page3">
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||
<span class="fa fa-fw"/>Your KPIs
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</a>
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</li>
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<h4><i class="fa fa-tag"></i>Sale Flow</h4>
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||
<li>
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||
<a href="#planner_page4">
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||
<span class="fa fa-fw"/>Your Pipeline
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||
</a>
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||
</li>
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||
<li>
|
||
<a href="#planner_page5">
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||
<span class="fa fa-fw"/>Your Customization
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||
</a>
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||
</li>
|
||
<li>
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||
<a href="#planner_page6">
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||
<span class="fa fa-fw"/>Your Proposals
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||
</a>
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||
</li>
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||
<li>
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||
<a href="#planner_page7">
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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><i class="fa fa-magnet"></i>Lead acquisition</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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<h4><i class="fa fa-magic"></i>Deployment</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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</a>
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</li>
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<li>
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||
<a href="#planner_page11">
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||
<span class="fa fa-fw"/>Your Users
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||
</a>
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</li>
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<h4><i class="fa fa-bolt"></i>Grow Revenues</h4>
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<li>
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||
<a href="#planner_page12">
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||
<span class="fa fa-fw"/>Weekly Meeting
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</a>
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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"/>Sales Tools
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||
</a>
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||
</li>
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||
<li>
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||
<a href="#planner_page15">
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<span class="fa fa-fw"/>Boost Leads
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</a>
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||
</li>
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</ul>
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</div>
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<!--Planner Pages-->
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<div class="o_planner_pages col-sm-8 col-md-9 col-xs-12">
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<div id="planner_page1" class="o_planner_page show">
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<h1>Welcome.</h1>
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<i><p>
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Congratulations on taking the leap to boost your sales
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activities!
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</p><p>
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Odoo CRM will help you handle your sales funnel, bringing
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your sales vision to life in a simple and seamless way.
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</p><p>
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Configuring Odoo CRM is easy. But you'll have bigger
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challenges like; structuring your sales process, building
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sales tools and training your teams. That's why we developed
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this tool. We want you to succeed boosting your sales
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performance.
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</p><p>
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If you get stuck, get in touch with our CRM experts, using
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the "Help" button on the top menu. Every Odoo Enterprise
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customer benefit from an unlimited support, don't hesitate
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to abuse it. We are here to help you.
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</p>
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<p>
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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" style="margin-left: 10px">
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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>
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<div id="planner_page2" class="o_planner_page">
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<h1>Your expectations</h1>
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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 col-xs-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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<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>Once you have finished the implementation, your expectations should be met.<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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</div>
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<div id="planner_page3" class="o_planner_page">
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<h1>Your KPIs</h1>
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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="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>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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</div>
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<div id="planner_page4" class="o_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
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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="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"><span>#1</span>
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<div class="col-md-6">
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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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<span>#2</span>
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<div class="col-md-6">
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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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||
<span>#3</span>
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<div class="col-md-6">
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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"/>
|
||
</div>
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||
</li>
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||
<li class="row">
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||
<span>#4</span>
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||
<div class="col-md-6">
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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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||
<span>#5</span>
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<div class="col-md-6">
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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"/>
|
||
</div>
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||
</li>
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||
<li class="row">
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||
<span>#6</span>
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<div class="col-md-6">
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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"/>
|
||
</div>
|
||
</li>
|
||
<li class="row">
|
||
<span>#7</span>
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||
<div class="col-md-6">
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||
<input id="input_element_stage_6" type="text"/>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<textarea id="input_element_stage_13" type="text"/>
|
||
</div>
|
||
</li>
|
||
<div class="o_planner_notebook_line_separator"></div>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
<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>
|
||
</div>
|
||
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<p>Great pipelines have stages <strong>aligned with the buyer's buying process</strong>, not your selling process:</p>
|
||
<table class="table">
|
||
<thead>
|
||
<th></th>
|
||
<th><span class="fa fa-thumbs-o-down"/> <strong> Bad</strong> Requirement</th>
|
||
<th><span class="fa fa-thumbs-o-up"/> <strong> Good</strong> Requirement</th>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="info"><strong>Stage:<br/>Qualified</strong></td>
|
||
<td><strong>You</strong> understand the customer's needs and estimated his budget</td>
|
||
<td><strong>The customer</strong> acknowledge his pain points and confirmed an estimated budget</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="info"><strong>Stage:<br/>Negociation</strong></td>
|
||
<td><strong>You</strong> call the prospect for a follow up on your offer</td>
|
||
<td><strong>The prospect</strong> starts to discuss your offer</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<div class="row">
|
||
<div class="col-md-8 col-xs-12 ">
|
||
<div class="well well-lg">
|
||
<strong>Recommended actions:</strong>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url(
|
||
'crm.crm_lead_opportunities', 'kanban')">
|
||
Configure the stages of your sales pipeline</a>
|
||
</li>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url(
|
||
'crm.crm_lead_opportunities', 'kanban')">
|
||
Create the three firsts opportunities</a>
|
||
</li>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12">
|
||
<div class="well well-lg">
|
||
<strong>Need help to structure your sale process ?</strong><br/>
|
||
<a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px"><span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank"><span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page5" class="o_planner_page">
|
||
<h1>Customizations</h1>
|
||
<p class="text-muted">
|
||
Every business is different. Fortunatelly, Odoo allows
|
||
to tailor-make every screen or report to perfectly fit
|
||
your sales process.
|
||
</p><p class="text-muted">
|
||
Contact our experts if you need specific customizations.
|
||
Here is what we can do for you:
|
||
</p>
|
||
<section class="container-fluid" data-snippet-id="pricing">
|
||
<div class="row">
|
||
<div class="col-md-4 col-xs-12">
|
||
<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 col-xs-12">
|
||
<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 col-xs-12">
|
||
<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 col-xs-12">
|
||
<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 col-xs-12">
|
||
<div class="well well-lg">
|
||
<strong>Contact us now:</strong><br/>
|
||
<a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px"><span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank"><span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page6" class="o_planner_page">
|
||
<h1>Your Proposal</h1>
|
||
<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>
|
||
<section>
|
||
<div class="row">
|
||
<div class="col-xs-6">
|
||
<h4 class="text-center"><b>Fixed price offers</b></h4>
|
||
<div class="well well-sm">
|
||
<h4><b>Standard quotation</b> <span class="small">(products or services)</span></h4>
|
||
<span>
|
||
<li>This is the default configuration, there is nothing to setup.</li>
|
||
</span>
|
||
<br/>
|
||
<h4><b>Quote template</b> <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 quotation templates 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 class="col-xs-6">
|
||
<h4 class="text-center"><b>Contracts</b></h4>
|
||
<div class="well well-sm">
|
||
<t t-if="not is_module_installed('account_analytic_analysis')"><span class="text-muted">To activate the Contracts, check 'Use contracts management' <a t-att-href="prepare_backend_url(
|
||
'base_setup.action_sale_config')">in the Sales Settings.</a> </span></t>
|
||
<h4><b>Fixed price</b> <span class="small">(ex: monthly subscription)</span></h4>
|
||
<span>
|
||
<li>Create contracts template</li>
|
||
</span>
|
||
<br/>
|
||
<h4><b>Time & material</b> <span class="small">(ex: consulting mission)</span></h4>
|
||
<span>
|
||
<li><a t-att-href="prepare_backend_url('sale_contract.action_account_analytic_overdue_all', 'list', 'sale')">Create your contracts</a> and configure your prices</li>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<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>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page7" class="o_planner_page">
|
||
<h1>Import Products</h1>
|
||
<t t-if="not is_module_installed('product')">
|
||
<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.</a></span>
|
||
</t>
|
||
<p>How do you want to <strong>import your products?</strong></p>
|
||
<div class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-4 col-xs-12">
|
||
<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-4 col-xs-12">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa" data-icon=""/>
|
||
<strong> Importation</strong><br/>
|
||
<span class="small">By using CSV file</span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>
|
||
<a t-att-href="prepare_backend_url(
|
||
'product.product_template_action', 'list', 'sale')">Create 3 products</a> manually
|
||
</p>
|
||
<p>Export these 3 products by selecting them and chosing 'Export' from the 'More' menu</p>
|
||
<p>Add your existing products to this CSV file</p>
|
||
<p>Import the file</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12">
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<span class="panel-title">
|
||
<span class="fa flip" data-icon="" />
|
||
<strong> Web Services</strong><br/>
|
||
<span class="small">Developments of scripts</span>
|
||
</span>
|
||
</div>
|
||
<div class="panel-body">
|
||
<p>Odoo's web-services allows developers to create scripts that load data automatically into the system.</p>
|
||
<p>Read the <a href="https://www.odoo.com/documentation/8.0/" target="_blank">technical documentation</a></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<div class="row">
|
||
<div class="col-md-8 col-xs-12">
|
||
<div class="well well-lg">
|
||
<span><strong>Need help to import your data ?</strong><br/>
|
||
Odoo's importation service can handle the whole process for you.
|
||
</span>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12">
|
||
<div class="well well-lg">
|
||
<strong>Contact us now:</strong><br/>
|
||
<a href="https://www.odoo.com/page/live-chat" target="_blank" style="margin-right:10px">
|
||
<span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">
|
||
<span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page8" class="o_planner_page">
|
||
<h1>Incoming Emails</h1>
|
||
<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>
|
||
<section class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-3 col-sm-6 col-xs-12 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-5 col-sm-6 col-xs-12">
|
||
<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>
|
||
<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>
|
||
<div class="col-md-4 col-xs-12">
|
||
<div class="well well-lg">
|
||
<h4><b>Do you want to setup your own domain name ?</b></h4>
|
||
<t t-if="alias_name and alias_domain">(<t t-esc="alias_name"/>@<t t-esc="alias_domain"/>)</t><br/>
|
||
<a href="https://www.odoo.com/page/live-chat" target="_blank"><span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank"><span class="fa fa-phone"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
<br/>
|
||
</div>
|
||
|
||
<div id="planner_page10" class="o_planner_page">
|
||
<h1>Reporting</h1>
|
||
<h4><strong>Click on 'Reporting' in the main menu </strong>and generate statistics relevent to each profiles:</h4>
|
||
<section class="container-fluid">
|
||
<div class="row">
|
||
<div class="col-md-4 col-xs-12">
|
||
<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.action_report_crm_lead', 'graph')">Leads analysis</a>
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12">
|
||
<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.action_report_crm_opportunity', '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 col-xs-12">
|
||
<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-att-href="prepare_backend_url(
|
||
'crm.crm_lead_opportunities', 'kanban')">Opportunities pipeline</a>
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
<div>
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-2x"></span>
|
||
<strong>Tips</strong>
|
||
<li>You can activate advanced filters and grouping options by clicking on the arrow icon on the right of the search input</li>
|
||
<li>From the <i>Favorites</i> menu, you can save filters or add any report to your dashboard</li>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-8 col-xs-12">
|
||
<div class="well well-lg">
|
||
<span><strong>We are here to help you:</strong>
|
||
if you don't succeed in getting your favorite KPIs,
|
||
contact us and we will help you create custom reports.
|
||
</span>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12">
|
||
<div class="well well-lg">
|
||
<span><strong>Contact us now:</strong></span><br/>
|
||
<a href="#" target="_blank" style="margin-right:10px"><span class="fa fa-comment-o"/> Live Chat on</a><br/>
|
||
<a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank"><span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page11" class="o_planner_page">
|
||
<h1>Your users</h1>
|
||
<h4 class="text-muted text-center">You're almost finished !</h4>
|
||
<section>
|
||
<div class="col-md-4 col-md-offset-2 col-xs-12 text-center o_planner_white_box">
|
||
<div class="panel">
|
||
<a t-att-href="prepare_backend_url('base.action_res_users')">
|
||
<i class="fa-2x" data-icon=""></i><br/>Create your users here
|
||
</a>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12 text-center o_planner_white_box">
|
||
<div class="panel">
|
||
<a t-att-href="prepare_backend_url('mail.mail_message_action_inbox')"><i class="fa-2x" data-icon="">
|
||
</i><br/> Follow the day-to-day activites to be sure that everyone is using it
|
||
</a>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page12" class="o_planner_page">
|
||
<h1>Weekly meetings</h1>
|
||
<p class="text-muted">
|
||
Once your CRM is up and running, it’s time to boost your sales performance.
|
||
Start by focusing on continuous improvement.
|
||
</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-xs-12 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>
|
||
|
||
<div id="planner_page13" class="o_planner_page">
|
||
<h1>Develop Sales Tools</h1>
|
||
<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="container-fluid o_planner_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>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>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>
|
||
</div>
|
||
<p>Here are a few examples:</p>
|
||
<section>
|
||
<div class="row">
|
||
<div class="col-md-6 col-xs-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-6 col-xs-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>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page15" class="o_planner_page">
|
||
<h1>Boost Lead</h1>
|
||
<p class="text-muted">
|
||
Odoo is the only software in the world to fully integrate marketing with the whole of 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 col-md-4 col-xs-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 col-md-4 col-xs-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 col-md-4 col-xs-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 col-md-4 col-xs-6">
|
||
<span class="fa fa-home 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 col-md-4 col-xs-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 col-md-4 col-xs-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>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page16" class="o_planner_page text-centered">
|
||
<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>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</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>
|