Darshan Kalola
337946ab80
- re-enable animation effect when click on "Mark as done" button - examples for the notepads do appear again when clicking on "?" - progress bar should be at a few % at first launch of the planner
1124 lines
67 KiB
XML
1124 lines
67 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
||
|
||
<odoo>
|
||
|
||
<template id="crm_planner">
|
||
|
||
<!--CRM Planner Page-->
|
||
<div class="row oe_planner">
|
||
|
||
<!--Mobile Planner Menu-->
|
||
<div class="visible-xs-block col-xs-4">
|
||
<div class="dropdown mobile">
|
||
<a class="col-xs-12 btn btn-default" data-toggle="dropdown" href="#">Steps  <span class="caret"></span></a>
|
||
<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
|
||
<li class="active">
|
||
<a href="#planner_page1">
|
||
<span class="fa fa-fw"/>Welcome
|
||
</a>
|
||
</li>
|
||
<h4>Goals</h4>
|
||
<li>
|
||
<a href="#planner_page2">
|
||
<span class="fa fa-fw"/>Your Expectations
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page3">
|
||
<span class="fa fa-fw"/>Your KPIs
|
||
</a>
|
||
</li>
|
||
<h4>Sale Flow</h4>
|
||
<li>
|
||
<a href="#planner_page4">
|
||
<span class="fa fa-fw"/>Your Pipeline
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page5">
|
||
<span class="fa fa-fw"/>Your Customization
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page6">
|
||
<span class="fa fa-fw"/>Your Proposals
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page7">
|
||
<span class="fa fa-fw"/>Import Products
|
||
</a>
|
||
</li>
|
||
<h4>Lead acquisition</h4>
|
||
<li>
|
||
<a href="#planner_page8">
|
||
<span class="fa fa-fw"/>Incoming Emails
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page9">
|
||
<span class="fa fa-fw"/>LinkedIn
|
||
</a>
|
||
</li>
|
||
<h4>Deployment</h4>
|
||
<li>
|
||
<a href="#planner_page10">
|
||
<span class="fa fa-fw"/>Reporting
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page11">
|
||
<span class="fa fa-fw"/>Your Users
|
||
</a>
|
||
</li>
|
||
<h4>Grow Revenues</h4>
|
||
<li>
|
||
<a href="#planner_page12">
|
||
<span class="fa fa-fw"/>Weekly Meeting
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page13">
|
||
<span class="fa fa-fw"/>Boost Sales
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page14">
|
||
<span class="fa fa-fw"/>Fine Tune
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page15">
|
||
<span class="fa fa-fw"/>Boost Leads
|
||
</a>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="col-sm-4 col-md-3 hidden-xs side">
|
||
<!--Planner Menu-->
|
||
<ul class="nav nav-pills nav-stacked">
|
||
|
||
<li class="active">
|
||
<a href="#planner_page1">
|
||
<span class="fa fa-fw"/>Welcome
|
||
</a>
|
||
</li>
|
||
<h4><i class="fa fa-trophy"></i> Goals</h4>
|
||
<li>
|
||
<a href="#planner_page2">
|
||
<span class="fa fa-fw"/>Your Expectations
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page3">
|
||
<span class="fa fa-fw"/>Your KPIs
|
||
</a>
|
||
</li>
|
||
<h4><i class="fa fa-tag"></i> Sale Flow</h4>
|
||
<li>
|
||
<a href="#planner_page4">
|
||
<span class="fa fa-fw"/>Your Pipeline
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page5">
|
||
<span class="fa fa-fw"/>Your Customization
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page6">
|
||
<span class="fa fa-fw"/>Your Proposals
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page7">
|
||
<span class="fa fa-fw"/>Import Products
|
||
</a>
|
||
</li>
|
||
<h4><i class="fa fa-magnet"></i> Lead acquisition</h4>
|
||
<li>
|
||
<a href="#planner_page8">
|
||
<span class="fa fa-fw"/>Incoming Emails
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page9">
|
||
<span class="fa fa-fw"/>LinkedIn
|
||
</a>
|
||
</li>
|
||
<h4><i class="fa fa-magic"></i> Deployment</h4>
|
||
<li>
|
||
<a href="#planner_page10">
|
||
<span class="fa fa-fw"/>Reporting
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page11">
|
||
<span class="fa fa-fw"/>Your Users
|
||
</a>
|
||
</li>
|
||
<h4><i class="fa fa-bolt"></i> Grow Revenues</h4>
|
||
<li>
|
||
<a href="#planner_page12">
|
||
<span class="fa fa-fw"/>Weekly Meeting
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page13">
|
||
<span class="fa fa-fw"/>Boost Sales
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page14">
|
||
<span class="fa fa-fw"/>Fine Tune
|
||
</a>
|
||
</li>
|
||
<li>
|
||
<a href="#planner_page15">
|
||
<span class="fa fa-fw"/>Boost Leads
|
||
</a>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!--Planner Pages-->
|
||
<div class="pages col-sm-8 col-md-9 col-xs-12">
|
||
|
||
<div id="planner_page1" class="planner-page show">
|
||
<h1>Welcome.</h1>
|
||
<i><p>
|
||
Congratulations on taking the leap to boost your sales
|
||
activities!
|
||
</p><p>
|
||
Odoo CRM will help you handle your sales funnel, bringing
|
||
your sales vision to life in a simple and seamless way.
|
||
</p><p>
|
||
Configuring Odoo CRM is easy. But you'll have bigger
|
||
challenges like; structuring your sales process, building
|
||
sales tools and training your teams. That's why we developed
|
||
this tool. We want you to succeed boosting your sales
|
||
performance.
|
||
</p><p>
|
||
If you get stuck, get in touch with our CRM experts, using
|
||
the "Help" button on the top menu. Every Odoo Enterprise
|
||
customer benefit from an unlimited support, don't hesitate
|
||
to abuse it. We are here to help you.
|
||
</p>
|
||
<p class="mb32">
|
||
We wish you a fun time,
|
||
</p></i>
|
||
<img src="/planner/static/src/img/fabien_pinckaers.jpg" class="pull-left mb32"/>
|
||
<div class="pull-left" style="margin-left: 10px">
|
||
<img class="signature mb8" src="/planner/static/src/img/fabien_signature.png"/>
|
||
<address>
|
||
For the Odoo Team,<br/>
|
||
Fabien Pinckaers, Founder
|
||
</address>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page2" class="planner-page">
|
||
<h1>Your expectations</h1>
|
||
<p class="text-muted">
|
||
What challenges are you dealing with? What are your expectations once you start using Odoo CRM?
|
||
Having a clear idea on why you want to use a CMS and what you want to accomplish is perhaps the
|
||
most important step in successful implementation.
|
||
</p>
|
||
<p class="text-muted">
|
||
Indeed, the number one reason why people don’t complete their CRM implementation is because they
|
||
don’t have a clear vision of what they want to do with it. Don’t let that happen to you!
|
||
</p>
|
||
<div class="row">
|
||
|
||
<div class="notebook-container col-md-12 col-xs-12">
|
||
<ul class="notebook">
|
||
<div class="lines"></div>
|
||
<li class="header">
|
||
|
||
<h5><strong>Sales objectives</strong> by priority:</h5>
|
||
|
||
<a class="pull-right" data-toggle="collapse" href=".collapseOne">
|
||
<i class="fa fa-question-circle"></i>
|
||
</a>
|
||
<div class="collapseOne collapse help">
|
||
<h5>Examples</h5>
|
||
<ul>
|
||
<li> Better visibility on team activities</li>
|
||
<li> Have clear forecasts on sales</li>
|
||
<li> Grow leads acquisition</li>
|
||
<li> Improve sales performance</li>
|
||
<li> Upsell to existing customers</li>
|
||
<li> Better structure the sales process</li>
|
||
</ul>
|
||
</div>
|
||
</li>
|
||
|
||
<li><span>#1</span><textarea id="input_element_exp1" value="" line="1" type="text"/></li>
|
||
<li><span>#2</span><textarea id="input_element_exp2" value="" line="1" type="text"/></li>
|
||
<li><span>#3</span><textarea id="input_element_exp3" value="" line="1" type="text"/></li>
|
||
<li><span>#4</span><textarea id="input_element_exp4" value="" line="1" type="text"/></li>
|
||
</ul>
|
||
</div>
|
||
|
||
</div>
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
<p>Once you have finished the implementation, your expectations should be met.<br />
|
||
If not, our CRM experts are available to help you achieve your goals.</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page3" class="planner-page">
|
||
<h1>Your KPIs</h1>
|
||
<p class="text-muted">What performance measures do you plan on evaluating every week?<br/>
|
||
If you are not sure, take a look at the examples.</p>
|
||
|
||
<div class="row">
|
||
<div class="notebook-container col-md-12 col-xs-12">
|
||
<ul class="notebook">
|
||
<div class="lines"></div>
|
||
<li class="header">
|
||
<h5><strong>Your Main KPIs:</strong></h5>
|
||
<a class="pull-right" data-toggle="collapse" href=".collapseKPI">
|
||
<i class="fa fa-question-circle"></i>
|
||
</a>
|
||
<div class="collapse collapseKPI help">
|
||
<h5>Examples</h5>
|
||
<ul>
|
||
<li> Sales Forecasts (month+1)</li>
|
||
<li> Win / Loss Ratio</li>
|
||
<li> Revenue by Salesperson</li>
|
||
<li> Time to Close a Deal</li>
|
||
<li> Time to Qualify a Lead</li>
|
||
<li> Leads by Source</li>
|
||
</ul>
|
||
</div>
|
||
</li>
|
||
<li><span>#1</span><textarea id="input_element_kpi1" value="" line="1" type="text"/></li>
|
||
<li><span>#2</span><textarea id="input_element_kpi2" value="" line="1" type="text"/></li>
|
||
<li><span>#3</span><textarea id="input_element_kpi3" value="" line="1" type="text"/></li>
|
||
<li><span>#4</span><textarea id="input_element_kpi4" value="" line="1" type="text"/></li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page4" class="planner-page">
|
||
<h1>Your Pipeline</h1>
|
||
<p class="text-muted">
|
||
Systematic organization is what makes the difference between good and great salespeople!<br/>
|
||
Create your opportunity pipeline to define the stages used to sell to your prospect.
|
||
Aligning your sales organization along a common process will allow you to continuously improve
|
||
your sales performance.
|
||
</p>
|
||
<div class="row">
|
||
<div class="notebook-container col-md-12 col-xs-12">
|
||
<ul class="notebook columns">
|
||
<li class="row header">
|
||
<div class="col-xs-12 col-md-4 col-md-push-8 fa fa-lightbulb-o">
|
||
<select id="input_element_pipeline">
|
||
<option value="odoo_default">Odoo Default</option>
|
||
<option value="solution_selling">Solution Selling</option>
|
||
<option value="b2c">B2C</option>
|
||
<option value="b2b">B2B</option>
|
||
</select>
|
||
</div>
|
||
<h5 class="col-xs-12 col-md-8 col-md-pull-4"><strong>Stages</strong> from the first contact to won deals:</h5>
|
||
</li>
|
||
<li class="row"><span>#1</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_0" type="text" value="New"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_7" type="text"/>
|
||
</li>
|
||
<li class="row">
|
||
<span>#2</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_1" type="text" value="Qualified"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_8" type="text"/>
|
||
</li>
|
||
<li class="row">
|
||
<span>#3</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_2" type="text" value="Proposition"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_9" type="text"/>
|
||
</li>
|
||
<li class="row">
|
||
<span>#4</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_3" type="text" value="Negotiation"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_10" type="text"/>
|
||
</li>
|
||
<li class="row">
|
||
<span>#5</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_4" type="text" value="Won"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_11" type="text"/>
|
||
</li>
|
||
<li class="row">
|
||
<span>#6</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_5" type="text" value="Lost"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_12" type="text"/>
|
||
</li>
|
||
<li class="row">
|
||
<span>#7</span>
|
||
<input class="col-xs-12 col-sm-4" id="input_element_stage_6" type="text"/>
|
||
<textarea class="col-xs-12 col-sm-7 col-sm-offset-1" id="input_element_stage_13" type="text"/>
|
||
</li>
|
||
<div class="lines"></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>
|
||
<li>The first stage is usually "New" and the last one is "Won"</li>
|
||
<li>Don't use stages to qualify opportunities, use tags instead</li>
|
||
<li>Every stage should be a step forward in the buyer's decision-making, not a task to carry out</li>
|
||
</div>
|
||
<strong>Great pipelines have stages aligned with the buyer's buying process, not your selling process:</strong>
|
||
|
||
<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, budget and pain points</td>
|
||
<td><strong>The customer</strong> understands their pain points,<br/>however they are still willing to continue in the buying process</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 footer-well">
|
||
<strong>Recommended actions:</strong>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url(
|
||
'crm.crm_stage_act')"
|
||
target="_blank">
|
||
Configure your sales pipeline </a>with your work above
|
||
</li>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url(
|
||
'crm.crm_lead_opportunities', 'kanban')"
|
||
target="_blank">
|
||
Enter your three first opportunities</a> as an exercise
|
||
</li>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12">
|
||
<div class="well well-lg footer-well">
|
||
<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"><span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page5" class="planner-page">
|
||
<h1>Your Customization</h1>
|
||
<p class="text-muted">Every business is different.<br/>
|
||
Odoo allows you to tailor-make every application and it's usually a good advice to customize screens to fit your sales process.</p>
|
||
<h4>Here are some of the <strong>customizations</strong></h4>
|
||
<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 footer-well">
|
||
<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 footer-well">
|
||
<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"><span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page6" class="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 proposal process.
|
||
</p>
|
||
<h4>What <strong>kind of proposals</strong> do you usually send to your customers ?</h4>
|
||
<section>
|
||
<div class="row mb1">
|
||
<div class="col-xs-6">
|
||
<h4 class="text-center"><b>Fixed price offer</b></h4>
|
||
<div class="well well-sm">
|
||
<h4><b>Standard quotation</b> <span class="small">(product or service)</span></h4>
|
||
<span>
|
||
<li>Import or create your catalog <a href="#planner_page7" data-toggle='collapse'>(see next step)</a></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><a t-att-href="prepare_backend_url(
|
||
'website_quote.action_sale_quotation_template')" target="_blank">Create your templates</a></li>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
<div class="col-xs-6">
|
||
<h4 class="text-center"><b>Recurring contract</b></h4>
|
||
<div class="well well-sm">
|
||
<h4><b>Fixed price</b> <span class="small">(ex: monthly subscription)</span></h4>
|
||
<span>
|
||
<li>Activate contracts: <a t-att-href="prepare_backend_url(
|
||
'base_setup.action_sale_config')" target="_blank">in the Sales Settings</a></li>
|
||
<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('account_analytic_analysis.action_account_analytic_overdue_all')" target="_blank">Create your contracts</a> and configure your prices</li>
|
||
</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<br/>
|
||
<div class="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
Using templates allows you to improve the quality
|
||
of your quotations and the average revenue per order
|
||
with options.<br/><br/>However, creating these templates is a
|
||
huge effort. So, you can start with simple quotes
|
||
and upgrade later.
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page7" class="planner-page">
|
||
<h1>Import Products</h1>
|
||
<h4>How do you want to <strong>import your products:</strong></h4>
|
||
<br/>
|
||
<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', 'form')"
|
||
target="_blank">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')"
|
||
target="_blank">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="alert alert-info info_icon" role="alert">
|
||
<span class="fa fa-lightbulb-o fa-lg"/>
|
||
With Odoo, every document can be imported or exported. You just need to switch to list view and access the 'More' menu.
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-8 col-xs-12">
|
||
<div class="well well-lg footer-well">
|
||
<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 footer-well">
|
||
<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">
|
||
<span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page8" class="planner-page">
|
||
<h1>Incoming Emails</h1>
|
||
<p class="text-muted mb2">
|
||
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 mb1">
|
||
<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')"
|
||
target="_blank">(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"><span class="fa fa-phone"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
<br/>
|
||
</div>
|
||
|
||
<div id="planner_page9" class="planner-page">
|
||
<h1>LinkedIn</h1>
|
||
<p class="text-muted">
|
||
When you create a new contact (person or company),
|
||
you can automatically load all the data from LinkedIn (photos, address, etc).
|
||
</p>
|
||
<h4><strong>
|
||
Here is how to integrate LinkedIn with your contacts:
|
||
</strong></h4>
|
||
<p>1. Go to this URL: <a href="https://www.linkedin.com/secure/developer" target="_blank">https://www.linkedin.com/secure/developer</a></p>
|
||
<p>2. Log into LinkedIn if necessary (link at the top right)</p>
|
||
<p>3. Click on <img src="/planner_crm/static/src/img/linkedin.png" /></p>
|
||
<p>4. Fill in the form with the following data:
|
||
<li><strong> Company Name: </strong><t t-esc="company_data.name"/></li>
|
||
<li><strong> Application Name: </strong>Sales</li>
|
||
<li><strong> Description: </strong>CRM module</li>
|
||
<li><strong> Website URL: </strong><t t-esc="company_data.website"/></li>
|
||
<li><strong> Application Use: </strong>Sales (CRM), marketing</li>
|
||
<li><strong> Developer Contact Email: </strong><t t-esc="company_data.email"/></li>
|
||
<li><strong> Phone: </strong><t t-esc="company_data.phone"/></li>
|
||
</p>
|
||
<p>Copy the <strong>API Key </strong> found in <a t-att-href="prepare_backend_url('base_setup.action_sale_config')" target="_blank">Settings > Sales</a> and hit Apply. You're done!</p>
|
||
</div>
|
||
|
||
<div id="planner_page10" class="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')"
|
||
target="_blank">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')"
|
||
target="_blank">Opportunities Analysis</a>
|
||
</li>
|
||
<li>
|
||
<a t-att-href="prepare_backend_url(
|
||
'account.action_account_invoice_report_all', 'graph')"
|
||
target="_blank">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')"
|
||
target="_blank">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 easily save your reports and reuse them later</li>
|
||
<li>You can even add any report to your dashboard</li>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-md-8 col-xs-12">
|
||
<div class="well well-lg footer-well">
|
||
<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 footer-well">
|
||
<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"><span class="fa fa-envelope-o"/> Email Our CRM Expert</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page11" class="planner-page">
|
||
<h1 class="mb2">Your users</h1>
|
||
<h4 class="mb1 text-muted text-center">You're almost finished !</h4>
|
||
<section class="container-fluid">
|
||
<div class="col-md-4 col-md-offset-2 col-xs-12 text-center">
|
||
<div class="panel">
|
||
<div class="panel-heading">
|
||
<a t-att-href="prepare_backend_url('base.action_res_users')" target="_blank"><i class="fa-2x" data-icon=""></i><br/>Create your users here</a>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 col-xs-12 text-center">
|
||
<div class="panel">
|
||
<div class="panel-heading">
|
||
<a t-att-href="prepare_backend_url('mail.action_mail_inbox_feeds')" target="_blank"><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>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page12" class="planner-page">
|
||
<h1>Weekly meetings</h1>
|
||
<p class="text-muted">
|
||
Once your CRM is up and running, it’s time to boost your revenues.
|
||
Start by focusing on continuous improvement.
|
||
</p>
|
||
<div class="container-fluid 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 keep track of your pipeline. Start the pipeline review
|
||
by looking at the big picture; revenues and number of opportunities by stage,
|
||
by expected closing date and by salespeople. Analyzing the pipeline in stages
|
||
will provide answers questions like "Do we have enough leads?" and "How
|
||
should divide our time between qualified and new prospects?".
|
||
</p>
|
||
<p>
|
||
Analyzing the pipeline by expected closing date will help your team efficiently
|
||
forecast its future revenues. Finally, having salespeople evaluate the pipeline
|
||
will allow you to identify mistakes or pick up on the best practices of one team,
|
||
so they can be used by all salespeople.
|
||
</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>Study the best opportunities together</strong><br/>
|
||
Once you have a clear idea of the big picture, focus in on the best opportunities.
|
||
Start from stages on the right (negotiation, proposal, etc) and review the biggest
|
||
opportunities one by one with the team. For every deal, identify risks and opportunities;
|
||
check the next action and expected closing; check latest customer feedback; review the
|
||
quotation; etc.
|
||
</p>
|
||
<p>
|
||
By asking a few questions, you will quickly get an understanding of what's good and what's bad
|
||
in your team's sales practices - what's working and what's not working. What are the pain points?
|
||
Who decides? What's the next action? And much more...
|
||
</p>
|
||
</div>
|
||
|
||
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-xs-12 col-md-10">
|
||
<p>
|
||
<strong>Forecast the future revenues</strong><br/>
|
||
You can assess the maturity of a sales team by its ability to forecasts future revenues
|
||
for the coming months or quarter. Train the team to forecast efficiently by fixing expected
|
||
revenues for the next months/quarter during the sales meeting for the current month/quarter.
|
||
This will allow the team to compare expected revenues and real numbers afterwards.
|
||
</p>
|
||
<p>
|
||
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="planner-page">
|
||
<h1>Boosting Sales</h1>
|
||
<p>
|
||
What do you need to turn your sales force from great to excellent? Just <strong>methodical organization</strong> and
|
||
a <strong>clear process</strong>.
|
||
</p>
|
||
<div class="panel panel-success">
|
||
<div class="panel-heading">
|
||
<h4>The best sales process is one that's aligned with the customer's mind and buying
|
||
cycle.</h4>
|
||
</div>
|
||
</div>
|
||
<p>
|
||
For example, if you follow a "Sollution Selling" sales cycle (Territory, Qualified,
|
||
Qualified Sponsors, Proposition, etc), an opportunity should be set as "Qualified Sponsors" when
|
||
THE BUYER acknowledges their pain points, not when YOU understood their needs.<br/>As another example,
|
||
an opportunity should be set as "Negotiation" when the buyer comes back to you to discuss the
|
||
price, not when you made a follow up call.
|
||
</p>
|
||
|
||
<div class="container-fluid paragraphs mb2">
|
||
<div class="row">
|
||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-sm-11 col-md-10">
|
||
<p><strong>Check on your team discipline</strong><br/>
|
||
For the first few months after you have implemented the opportunities pipeline, you will have to
|
||
ensure that your team follows the defined requirements at every stage. It's vital to continuously
|
||
train your team on what's needed to move opportunities from one stage to another. By reviewing the
|
||
best opportunities one at a time during the weekly sales meeting, you can constantly check that
|
||
your sales process is aligned with the customer one.
|
||
</p>
|
||
</div>
|
||
|
||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-sm-11 col-md-10">
|
||
<p><strong>Remove the blocking points</strong><br/>
|
||
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 col-xs-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_page14" class="planner-page">
|
||
<h1>Fine Tune</h1>
|
||
<div class="container-fluid paragraphs ">
|
||
<div class="row">
|
||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-sm-11 col-md-10">
|
||
<p>
|
||
<strong>Create customer reports</strong><br/>
|
||
To take the pressure off monitoring and weekly sales meeting, you can create custom reports to
|
||
frequently check on your main KPIs.
|
||
You can create reports for yourself or share them with the team. Odoo also allows you to save
|
||
custom reports and create aggregated dashboards to monitor all sales activity on a single screen.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div class="row">
|
||
<div class="col-sm-1 col-md-2 icon"><span data-icon="" /></div>
|
||
<div class="col-sm-11 col-md-10">
|
||
<p>
|
||
<strong>Integrate with Google Spreadsheet</strong><br/>
|
||
In addition, you can use Google Spreadsheet integration to sync data from a spreadsheet and Odoo.
|
||
This is a great tool for integrating formulae for the computation of commissions, integrating
|
||
performance with the budgets, etc.
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div id="planner_page15" class="planner-page">
|
||
<h1>Boost Lead</h1>
|
||
<p class="text-muted">
|
||
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 class="mb3">
|
||
<strong>To boost your lead acquisition machine,</strong> you should have a look at our marketing apps:
|
||
</h4>
|
||
<section>
|
||
<div class="row">
|
||
<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 btn_install"
|
||
target="_blank"
|
||
><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 btn_install"
|
||
target="_blank">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Live Chat</a>
|
||
</div>
|
||
|
||
<div class="clearfix visible-xs-block mb5"></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 btn_install" target="_blank">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Surveys</a>
|
||
</div>
|
||
|
||
<div class="clearfix hidden-xs mb5"></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 btn_install" target="_blank">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install Website Builder</a>
|
||
</div>
|
||
|
||
<div class="clearfix visible-xs-block mb5"></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 btn_install" target="_blank">
|
||
<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 btn_install"
|
||
target="_blank">
|
||
<span class="fa fa-arrow-circle-o-down"/> Install e-Commerce</a>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<div id="planner_page16" class="planner-page text-centered">
|
||
<h1 class="text-center trophy" data-icon="" />
|
||
<div class="text-center">
|
||
<h1>Congratulations, you're done !</h1>
|
||
<h3 class="mb1">We hope this process helped you improve your sales strategy.</h3>
|
||
<h4 class="mb2">Don't hesitate to <a href="mailto:info@odoo.com?subject=Sales%20Planner">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="/planner/static/src/img/odoo_logo.png"/>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
|
||
<!--Planner Data-->
|
||
<record id="planner_crm" model="planner.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="progress">5</field>
|
||
<field name="planner_application">planner_crm</field>
|
||
<field name="tooltip_planner"><![CDATA[
|
||
Plan your sales strategy: objectives, leads, KPIs, and much more !
|
||
]]>
|
||
</field>
|
||
</record>
|
||
|
||
</odoo>
|