CRM odoo Version 11
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
odoo CRM verkauf
Video-Inhalte nach Position in Minuten/Sekunden:
01.00 verschiedene Verkaufsteams mit je einem Mail-Alias
02.00 Pipeline mit Stages / Stufen
04.10 E-Mail Alias, senden einer Nachricht auf Chance/Aktion in Pipeline
05.15 Chatter / Verlauf mit Notitzen, Logs, Nachrichten
06.00 Tags mit verschiedenen Farben
06.15 Meeting auf Chance/Action
06.30 Synchronisation mit Google Account
07.30 Kontakte: nur E-Mail Adresse bis hin zum Kunden mit vollständiger Adresse
08.45 Kundenprofil, Unternehmen-Kontakt Struktur
09.15 Preislisten auf Kunde
09.30 Angebot erstellen, Angebotsvorlagen, Versandmethode und Logistikpartner
10.30 senden per E-Mail mit E-Mail Vorlage
12.45 online Angebot auf Website Formular
14.00 Bestellung online mit digitaler Unterschrift
15.00 Backend Bestellung / Verkaufsauftrag
16.00 Sales Reporting / Statistiken Verkauf
Verkaufsmanagement und CRM mit Leads, Chancen und Aktionen
01.00 Sales Team Konfiguration
03.00 Leads und Stufen, Kanban Ansicht
03.50 Leads, Chatter, Verlauf, E-Mail an Kunde auf Verlauf mit Anhang
05.00 Versand E-Mail mit Verlauf
07.00 Lead - Kunde - Angebot
07.40 Kunde erstellen
09.30 Angebot
10.40 Angebotsvorlagen
11.00 Logistikpartner DHL, Fedex etc Kosten
11.30 Angebot senden per E-Mail
12.30 Angebot per E-Mail senden, online beziehen über Web pblizieren
14.00 online bestellen mit digitaler Unterschrift
16.00 Auswertungen und Statistiken mit Filtern
Verkaufsteams anlegen in odoo V9
0:00:10 Login, Verkauf, neues Verkaufsteam anlegen
0:00:45 Teamleiter, Mail-Alias (Absender von E-Mails), Team-Mitglieder
0:01:15 CRM Pipeline, Chance, Anfrage, Verkäufer, Verkaufsteam angeben