Every firm needs to gain clients and develop its operations. It may be exhausting to find new clients, keep existing ones, and provide them with products and services that are tailored to their requirements. However, with the right Customer Relationship Management (CRM) software, these tasks may be a breeze.
With its tools, Odoo CRM helps you find new leads and retain existing customers. Leads may be created by applying particular criteria, and CRM follow-ups can be simply done with planned appointments and meetings. Odoo CRM is connected with other Odoo modules, allowing for a smooth workflow within business operations. Odoo CRM is extremely beneficial to sales and marketing departments. With lead generation, salespeople may focus their efforts on generating prospects and opportunities. Because the leads are generated in accordance with the company's needs, the chances of receiving sales orders are increased. Lead generation is expanded by integrating with social media channels. With Odoo CRM, website traffic are screened and converted into leads. Analytical reports of Odoo CRM operations may be downloaded and assessed directly from the module. Even market demand may be analyzed using Odoo's Customer Relationship Management module.
Odoo CRM allows you to customize the settings of the module's many functionalities in order to improve the tool's productivity. General Settings, Sales Teams, Activity Types, Tags, Lost Reasons, Partner Level, Partner Activation, Commission Plans, Lead Mining Requests, and Visits to Lead Rules are all available under the Configuration tab. Because the module is set according to the company's needs, this configuration aids in the smooth operation of the firm.
Let's have a look at the lead creation options available in Odoo CRM in this article.
Lead Mining Requests
Lead mining in Odoo CRM allows you to locate new leads by entering specific parameters. The Lead Mining option in the module generates leads depending on nation, state, size, and other factors. Select the Lead Mining Requests option from the Configuration tab to create or execute an existing request.
The dashboard displays a list of current mining requests. The request's data are provided, including the Request Number, Number of Leads, Target, Countries, Sales Team, Salesperson, Tags, and Status. Specific requests can be retrieved from the list using the Filters. Draft, Done, Error, Leads, and Opportunities are some of the filters available. You may also create custom filters based on the size of your firm. Lead mining requests may be divided into three categories: salesperson, kind, and sales team.
By pressing the CREATE button, you may create new lead mining requests. You must fill out the new request form page with information such as the number of leads you require, whether the leads should be company information and contacts or company information and contacts, and if the leads should be companies and their contacts. Names of countries from which leads should be created, names of specific states from which information should be obtained, kind of industries sought, name of the sales team, name of the salesperson, and default tags You may also activate a Size Filter, which allows you to pick the employee size range. You may store the made request and use it again by selecting the SAVE option. Your request will be submitted when you click the SUBMIT button, and the process of producing leads will begin based on your credit balance. The request's stage will change from DRAFT to DONE after the mining is completed. The mining process will be displayed at the ERROR stage if there is insufficient credit balance. Credits may be purchased straight from the Odoo website.
Visits to Leads Rules
Odoo CRM enables you to generate leads from interactions on your company's website. You may do this by establishing a set of criteria that will serve as the foundation for converting a website page visitor into a lead. The Visits to Leads Rules option on the Configuration tab may be used to establish the rules. As a list, you can see all of the existing rules, as well as the Rule Name and Type.
Click the CREATE button to make a new lead rule. You must fill out the form page with information such as the Rule Name, whether Companies or Companies and their Contacts should be tracked, if the tracking should be active or not, Website Traffic Conditions, Opportunity Generation Conditions, and Opportunity Data. The name of the countries, the name of the website, the URL Expression, and the URL Sequence are all part of the website traffic conditions. The order of the rules with the same URL and nations is determined by the sequence. The rules with the smallest sequence number are handled first. The types of industries that need to match, whether organizations should be filtered based on their size, and, if so, the number of people the company should have are all conditions for opportunity generation. You may leave the Industries field blank to generate additional leads. Suffix, which will be applied to the name of the created lead so you can readily identify the lead generated using this rule, name of the Sales Team, Salesperson, Tags, and Priority are all included in the Opportunity Data. One credit is used each visitor in Odoo CRM, based on the website traffic circumstances. As a result, having adequate credits when producing leads is essential.
Lead generation is considerably easier with Odoo CRM and its powerful capabilities. You may get the exact lead for your firm from website visitors by defining the lead creation criteria. Lead mining requests also aid in the filtering of leads according to the parameters set out. Through these procedures, the organization may locate ideal leads for the company, as well as perform effective follow-ups and convert the lead into a possible client using Odoo's other resources. Odoo CRM is an excellent tool for expanding your business and keeping interactions with prospects and customers.