odoo CRM-Verkauf

00:00:45 Agenda

00:01:52 Difference between lead and opportunity: lead = potential customer, opportunity = first contact based on an interest, generating leads with blog posts, web forms, mass mails, marketing automation, livechat,events and more

00:03:55 demo database and website for beer company, create new page within a contact form, activate link tracker for analysing return from marketing campaigns

00:10:46 Summary

00:11:03 mass mail campaign, replay to mass mail generates a lead from everyone who relayed the mail

00:12:22 use marteting automation, activity and child activities, first step answer with a e-mail and second step (child activity), create a lead from persons only who clicked on the mail-link, create a server action, create a lead

00:14:44 create a lead from e allready existing contact: odoo creates first a lead which can be changed to an opportunity and then mergin with a existing oportunity/contact

00:16:16 livechat, create lead and oportunity from the livechat

00:17:45 create leads from events on the website

00:18:17 qualify and score leads in odoo, crm settings, configuration, different sales teams with different lead scores/score levels, lead management, set score rules for leads such as: fully filled contact form, specific countries, cities or different topics, define which sales employee in a sales team will receive the lead, for instance based on the language of the lead

00:21:35 scheduled process in odoo to score the leads automatically, convert lead into a oportunity manually, pipeline with oportunities with different stages, new, edit and change stages, setting priority and tags on oportunities, assign to a sales person, reassign per drag and drop

00:27:22 chatter on oportunities, e-mail integration: send a e-mail from the crm chatter to a prospect that answer the e-mail, the answer comes into the inbox and is automatically attached at the oportunity it was sent from

00:30:00 schedule an activity on an oportunity, pipeline with today and future activities, use the activities functionality in the chatter (in each module which has a chatter) and controll all activities with the top button in the top bar

00:32:43 summary odoo crm, all crm topics an functions
00:33:17 filtering all crm data, find todays activities, late activities, forecast of oportunities, filter by closing date and sales person, crm reporting

00:36:21 integration of calendar in crm chatter and synchronize with google calendar

00:37:10 integration of odoo sales in crm, send a qoute directly from oportunity

00:38:25 crm kpi‘s: activities reporting, go to crm reporting, activities, graph view or pivot table, group or select filter, convetion rate by person, number of new customers