diff --git a/crm/overview.rst b/crm/overview.rst index 702391e9a..6077d2459 100644 --- a/crm/overview.rst +++ b/crm/overview.rst @@ -7,3 +7,4 @@ Overview overview/started overview/process + overview/main_concepts \ No newline at end of file diff --git a/crm/overview/main_concepts.rst b/crm/overview/main_concepts.rst new file mode 100644 index 000000000..2539c9eca --- /dev/null +++ b/crm/overview/main_concepts.rst @@ -0,0 +1,8 @@ +============== +Main Concepts +============== + +.. toctree:: + :titlesonly: + + main_concepts/terminologies.rst \ No newline at end of file diff --git a/crm/overview/main_concepts/terminologies.rst b/crm/overview/main_concepts/terminologies.rst new file mode 100644 index 000000000..b556539ea --- /dev/null +++ b/crm/overview/main_concepts/terminologies.rst @@ -0,0 +1,77 @@ +====================== +Odoo CRM Terminologies +====================== + +- **CRM (Customer relationship management)**: + System for managing a + company's interactions with current and future customers. It + often involves using technology to organize, automate, and + synchronize sales, marketing, customer service, and technical + support. + +- **Sales cycle** : + Sequence of phases used by a company to convert a + prospect into a customer. + +- **Pipeline :** + Visual representation of your sales process, from the + first contact to the final sale. It refers to the process by + which you generate, qualify and close leads through your sales + cycle. + +- **Sales stage** : + In Odoo CRM, a stage defines where an opportunity + is in your sales cycle and its probability to close a sale. + +- **Lead :** + Someone who becomes aware of your company or someone who + you decide to pursue for a sale, even if they don’t know about + your company yet. + +- **Opportunity :** + A lead that has shown an interest in knowing more + about your products/services and therefore has been handed over + to a sales representative + +- **Customer :** + In Odoo CRM, a customer refers to any contact within + your database, whether it is a lead, an opportunity, a client or + a company. + +- **Key Performance Indicator (KPI)** : + A KPI is a measurable value + that demonstrates how effectively a company is achieving key + business objectives. Organizations use KPIs to evaluate their + success at reaching targets. + +- **Lead scoring** : + System assigning a positive or negative score to + prospects according to their web activity and personal + informations in order to determine whether they are "ready for + sales" or not. + +- **Kanban view :** + In Odoo, the Kanban view is a workflow + visualisation tool halfway between a `list + view `__ + and a non-editable `form + view `__ + and displaying records as "cards". Records may be grouped in + columns for use in workflow visualisation or manipulation (e.g. + tasks or work-progress management), or ungrouped (used simply to + visualize records). + +- **List view :** + View allowing you to see your objects (contacts, + companies, tasks, etc.) listed in a table. + +- **Lead generation:** + Process by which a company collects relevant + datas about potential customers in order to enable a relationship + and to push them further down the sales cycle. + +- **Campaign:** + Coordinated set of actions sent via various channels to + a target audience and whose goal is to generate leads. In Odoo + CRM, you can link a lead to the campaign which he comes from in + order to measure its efficiency. \ No newline at end of file