2015-11-05 21:47:57 +07:00
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How to setup your teams, sales process and objectives?
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2015-09-24 22:02:25 +07:00
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This quick step-by-step guide will lead you through Odoo CRM and help
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you handle your sales funnel easily and constantly manage your sales
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funnel from lead to customer.
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Configuration
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=============
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Create your database from `www.odoo.com/start <http://www.odoo.com/start>`__, select the CRM
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icon as first app to install, fill in the form and click on *Create
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now*. You will automatically be directed to the module when the database
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is ready.
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.. image:: media/setup01.png
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:align: center
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.. tip::
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You will notice that the installation of the CRM module has created the
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submodules Chat, Calendar and Contacts. They are mandatory so that every
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feature of the app is running smoothly.
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Introduction to the Sales Planner
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=================================
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The Sales Planner is a useful step-by-step guide created to help you
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implement your sales funnel and define your sales objectives easier. We
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strongly recommend you to go through every step of the tool the first
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time you use Odoo CRM and to follow the requirements. Your input are
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strictly personal and intended as a personal guide and mentor into your
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work. As it does not interact with the backend, you are free to adapt
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any detail whenever you feel it is needed.
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You can reach the Sales Planner from anywhere within the CRM module by
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clicking on the progress bar located on the upper-right side of your
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screen. It will show you how far you are in the use of the Sales
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Planner.
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.. image:: ./media/setup02.png
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:align: center
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Set up your first sales team
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============================
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Create a new team
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-----------------
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A Direct Sales team is created by default on your instance. You can
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either use it or create a new one. Refer to the page :doc:`../../salesteam/setup/create_team`
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for more information.
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Assign salespeople to your sales team
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-------------------------------------
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When your sales teams are created, the next step is to link your
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salespeople to their team so they will be able to work on the
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opportunities they are supposed to receive. For example, if within your
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company Tim is selling products and John is selling maintenance
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contracts, they will be assigned to different teams and will only
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receive opportunities that make sense to them.
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In Odoo CRM, you can create a new user on the fly and assign it directly
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to a sales team. From the **Dashboard**, click on the button **More** of
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your selected sales team, then on **Settings**. Then, under the
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**Assignation** section, click on **Create** to add a new salesperson to
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the team.
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From the **Create: salesman** pop up window (see screenshot below),
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you can assign someone on your team:
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- Either your salesperson already exists in the system and you will
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just need to click on it from the drop-down list and it will be
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assigned to the team
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- Or you want to assign a new salesperson that doesn't exist into the
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system yet - you can do it by creating a new user on the fly from
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the sales team. Just enter the name of your new salesperson and
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click on Create (see below) to create a new user into the system
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and directly assign it to your team. The new user will receive an
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invite email to set his password and log into the system. Refer
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to :doc:`../../salesteam/manage/create_salesperson`
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for more information about that process
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.. image:: ./media/setup03.png
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:align: center
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Set up your pipeline
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--------------------
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Now that your sales team is created and your salespeople are linked to
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it, you will need to set up your pipeline -create the process by which
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your team will generate, qualify and close opportunities through your
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sales cycle. Refer to the document :doc:`../../salesteam/setup/organize_pipeline`
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to define the stages of your pipeline.
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Set up incoming email to generate opportunities
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-----------------------------------------------
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In Odoo CRM, one way to generate opportunities into your sales team is
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to create a generic email address as a trigger. For example, if the
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personal email address of your Direct team is
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`direct@mycompany.example.com <mailto:direct@mycompany.example.com>`__\,
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every email sent will automatically create a new opportunity into the
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sales team.
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2015-10-05 19:22:05 +07:00
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Refer to the page :doc:`../../leads/generate/emails` to set it up.
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2015-09-24 22:02:25 +07:00
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Automate lead assignation
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-------------------------
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If your company generates a high volume of leads every day, it could
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be useful to automate the assignation so the system will distribute
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all your opportunities automatically to the right department.
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Refer to the document :doc:`../../leads/manage/automatic_assignation` for more information.
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.. todo::
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Related topics
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- CRM onboarding video
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