[ADD] crm: Generating leads with Odoo CRM
https://docs.google.com/document/d/1DmXfOGYFcYqRgqbaofPF1uVcJAGDn7UbfT0k8WHKdtY/edit#heading=h.eivkfpi4ao0k
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@ -5,4 +5,7 @@ Generate leads
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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generate/manual
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generate/import
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generate/from_emails
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generate/from_emails
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generate/website
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3
crm/leads/generate/import.rst
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crm/leads/generate/import.rst
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==================================
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How to import contacts to the CRM?
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==================================
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crm/leads/generate/manual.rst
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crm/leads/generate/manual.rst
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======================================
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How to create a contact into Odoo CRM?
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======================================
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crm/leads/generate/website.rst
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crm/leads/generate/website.rst
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======================================
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How to generate leads from my website?
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======================================
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@ -6,3 +6,4 @@ Overview
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:titlesonly:
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:titlesonly:
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overview/started
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overview/started
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overview/process
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crm/overview/process.rst
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crm/overview/process.rst
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================
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Process Overview
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================
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.. toctree::
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:titlesonly:
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process/generate_leads
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crm/overview/process/generate_leads.rst
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==============================
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Generating leads with Odoo CRM
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==============================
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What is lead generation?
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========================
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Lead generation is the process by which a company acquires leads and
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collects relevant datas about potential customers in order to enable a
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relationship and to turn them into customers.
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For example, a website visitor who fills in your contact form to know
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more about your products and services becomes a lead for your company.
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Typically, a Customer Relationship Management tool such as Odoo CRM is
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used to centralize, track and manage leads.
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Why is lead generation important for my business?
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=================================================
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Generating a constant flow of high-quality leads is one of the most
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important responsibility of a marketing team. Actually, a well-managed
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lead generation process is like the fuel that will allow your company to
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deliver great performances - leads bring meetings, meetings bring sales,
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sales bring revenue and more work.
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How to generate leads with Odoo CRM?
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====================================
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Leads can be captured through many sources - marketing campaigns,
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exhibitions and trade shows, external databases, etc. The most common
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challenge is to successfully gather all the data and to track any lead
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activity. Storing leads information in a central place such as Odoo CRM
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will release you of these worries and will help you to better automate
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your lead generation process, share information with your teams and
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analyze your sales processes easily.
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Odoo CRM provides you with several methods to generate leads:
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* :doc:`../../leads/generate/from_emails`
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An inquiry email sent to one of your company’s generic email addresses
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can automatically generate a lead or an opportunity.
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* :doc:`../../leads/generate/manual`
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You may want to follow up with a prospective customer met briefly at an
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exhibition who gave you his business card. You can manually create a new
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lead and enter all the needed information.
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* :doc:`../../leads/generate/website`
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A website visitor who fills in a form automatically generates a lead or
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an opportunity in Odoo CRM.
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* :doc:`../../leads/generate/import`
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You can provide your salespeople lists of prospects - for example for a
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cold emailing or a cold calling campaign - by importing them from any
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CSV file.
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.. rst-class:: text-muted
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| Written by Geoffrey Bressan (Odoo)
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| Proofread by Samuel Cabodi (Odoo)
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