Martin Trigaux 2015-09-29 15:57:13 +02:00
parent 582429fe61
commit 59a679230f
7 changed files with 85 additions and 0 deletions

View File

@ -5,4 +5,7 @@ Generate leads
.. toctree::
:titlesonly:
generate/manual
generate/import
generate/from_emails
generate/website

View File

@ -0,0 +1,3 @@
==================================
How to import contacts to the CRM?
==================================

View File

@ -0,0 +1,3 @@
======================================
How to create a contact into Odoo CRM?
======================================

View File

@ -0,0 +1,3 @@
======================================
How to generate leads from my website?
======================================

View File

@ -6,3 +6,4 @@ Overview
:titlesonly:
overview/started
overview/process

8
crm/overview/process.rst Normal file
View File

@ -0,0 +1,8 @@
================
Process Overview
================
.. toctree::
:titlesonly:
process/generate_leads

View File

@ -0,0 +1,64 @@
==============================
Generating leads with Odoo CRM
==============================
What is lead generation?
========================
Lead generation is the process by which a company acquires leads and
collects relevant datas about potential customers in order to enable a
relationship and to turn them into customers.
For example, a website visitor who fills in your contact form to know
more about your products and services becomes a lead for your company.
Typically, a Customer Relationship Management tool such as Odoo CRM is
used to centralize, track and manage leads.
Why is lead generation important for my business?
=================================================
Generating a constant flow of high-quality leads is one of the most
important responsibility of a marketing team. Actually, a well-managed
lead generation process is like the fuel that will allow your company to
deliver great performances - leads bring meetings, meetings bring sales,
sales bring revenue and more work.
How to generate leads with Odoo CRM?
====================================
Leads can be captured through many sources - marketing campaigns,
exhibitions and trade shows, external databases, etc. The most common
challenge is to successfully gather all the data and to track any lead
activity. Storing leads information in a central place such as Odoo CRM
will release you of these worries and will help you to better automate
your lead generation process, share information with your teams and
analyze your sales processes easily.
Odoo CRM provides you with several methods to generate leads:
* :doc:`../../leads/generate/from_emails`
An inquiry email sent to one of your companys generic email addresses
can automatically generate a lead or an opportunity.
* :doc:`../../leads/generate/manual`
You may want to follow up with a prospective customer met briefly at an
exhibition who gave you his business card. You can manually create a new
lead and enter all the needed information.
* :doc:`../../leads/generate/website`
A website visitor who fills in a form automatically generates a lead or
an opportunity in Odoo CRM.
* :doc:`../../leads/generate/import`
You can provide your salespeople lists of prospects - for example for a
cold emailing or a cold calling campaign - by importing them from any
CSV file.
.. rst-class:: text-muted
| Written by Geoffrey Bressan (Odoo)
| Proofread by Samuel Cabodi (Odoo)