diff --git a/crm/leads/generate.rst b/crm/leads/generate.rst index 9becc83b1..3ac058e53 100644 --- a/crm/leads/generate.rst +++ b/crm/leads/generate.rst @@ -5,4 +5,7 @@ Generate leads .. toctree:: :titlesonly: + generate/manual + generate/import generate/from_emails + generate/website diff --git a/crm/leads/generate/import.rst b/crm/leads/generate/import.rst new file mode 100644 index 000000000..d1893f925 --- /dev/null +++ b/crm/leads/generate/import.rst @@ -0,0 +1,3 @@ +================================== +How to import contacts to the CRM? +================================== diff --git a/crm/leads/generate/manual.rst b/crm/leads/generate/manual.rst new file mode 100644 index 000000000..f4211ce5b --- /dev/null +++ b/crm/leads/generate/manual.rst @@ -0,0 +1,3 @@ +====================================== +How to create a contact into Odoo CRM? +====================================== diff --git a/crm/leads/generate/website.rst b/crm/leads/generate/website.rst new file mode 100644 index 000000000..41a418707 --- /dev/null +++ b/crm/leads/generate/website.rst @@ -0,0 +1,3 @@ +====================================== +How to generate leads from my website? +====================================== diff --git a/crm/overview.rst b/crm/overview.rst index dea9348bf..702391e9a 100644 --- a/crm/overview.rst +++ b/crm/overview.rst @@ -6,3 +6,4 @@ Overview :titlesonly: overview/started + overview/process diff --git a/crm/overview/process.rst b/crm/overview/process.rst new file mode 100644 index 000000000..ce002fa34 --- /dev/null +++ b/crm/overview/process.rst @@ -0,0 +1,8 @@ +================ +Process Overview +================ + +.. toctree:: + :titlesonly: + + process/generate_leads diff --git a/crm/overview/process/generate_leads.rst b/crm/overview/process/generate_leads.rst new file mode 100644 index 000000000..db22e5d64 --- /dev/null +++ b/crm/overview/process/generate_leads.rst @@ -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 company’s 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)