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da36d9c8b7 | [IMP] CRM: Updating screenshots and info about Lead Mining | ||
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4851e8e80b | [IMP] CRM: updated some of the menu naming conventions as well as did a grammar pass. |
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=======================
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=======================
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Lead mining
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Lead mining
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=======================
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=======================
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In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database.
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In any business, getting quality leads is essential to keep the business growing. Lead mining
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Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business.
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allows you to generate leads from scratch directly within your database. Leads can be targeted based
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upon a set of criteria, such as the country, the company size, and the industry, to ensure the
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leads are relevant to your business.
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Configuration
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Configuration
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==============
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==============
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For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature.
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For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate
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the **Lead Mining** feature.
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.. image:: media/LM1.png
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.. image:: lead_mining/LM1.png
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:align: center
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:align: center
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:alt: Activating Lead Mining
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Start generating leads
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Start generating leads
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==========================
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==========================
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You will now have a new button **Generate Leads** available in your pipeline.
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You will now have a new button **Generate Leads** available in your pipeline. Lead mining
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You are also able to create lead mining requests from the
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requests are also available from :menuselection:`Configuration --> Lead Mining Requests` or through
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:menuselection:`Configuration --> Lead Mining Requests` and trough
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:menuselection:`Leads --> Leads` where you have the **Generate Leads** button.
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:menuselection:`Leads --> Leads` where you have the **Generate Leads** button.
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.. image:: media/LM2.png
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.. image:: lead_mining/generate-leads-button.png
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:align: center
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:align: center
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:alt: Generate Leads Buttons
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From there, click on the **Generate Leads** button, a window where you will be able to pick your
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criteria will pop up.
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From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up.
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.. image:: lead_mining/generate-leads-popup.png
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.. image:: media/LM5.png
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:align: center
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:align: center
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:alt: Generating Leads Pop-Up
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When choosing to target Companies and their contacts you can choose the contacts you are getting
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based on Role or Seniority. Make sure to be aware of the latest EU regulation when getting
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contact information. Get more information about General Data Protection Regulation on `Odoo GDPR
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<http://odoo.com/gdpr>`__,
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When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority.
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Additional options you can choose from are:
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When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
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* **Size**: filter leads depending on the number of employees in the companies.
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`Odoo GDPR <http://odoo.com/gdpr>`__,
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* **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable.
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* **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable.
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* **Salesperson**: choose who on the Sales Team will be assigned these leads.
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You can decide to filter the leads you are getting depending on the size (number of employees) of the companies.
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* **Sales Team**: choose which Sales Team will be assigned to these leads
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You can pick the countries your leads are coming from. It is possible to pick multiple countries.
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* **Tags**: choose what tags are added directly to the leads once found.
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You can pick the industries your leads are coming from. It is possible to pick multiple industries.
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You can choose the salesperson and the Salesteam the lead will be assigned to.
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You can also add tags to track your generated leads.
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.. tip::
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.. tip::
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The generated leads will have the name of the company.
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The generated leads will have the name of the company.
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Pricing
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Pricing
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==================
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==================
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This is an In-App Purchase feature, each generated lead will cost you one credit.
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This is an In-App Purchase feature, each generated lead will cost one credit.
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If you choose to get contact information each contact will also cost us one additional credit.
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If you choose to get contact information each contact will also cost us one additional credit.
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Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
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Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
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To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
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To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
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Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
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Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
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.. image:: media/LM6.png
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.. image:: lead_mining/LM6.png
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:align: center
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:align: center
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:alt: Buy Credits from Lead Mining Setting
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.. image:: media/LM7.png
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.. image:: lead_mining/LM7.png
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:align: center
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:align: center
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:alt: Buying Credits via In-App Purchase Setting
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.. tip::
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.. tip::
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The blue box will automatically tell you how many credits are going to be consumed.
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* Consumed credits dynamically display in real-time how many credits the current settings need.
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* If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
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.. tip::
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credits to test the feature.
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If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
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.. seealso::
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.. seealso::
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* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>`
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* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>`
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Before Width: | Height: | Size: 3.4 KiB After Width: | Height: | Size: 3.4 KiB |
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@ -2,77 +2,78 @@
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Assign leads based on scoring
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Assign leads based on scoring
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=============================
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=============================
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With *Leads Scoring* you can automatically rank your leads based on
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With *Lead Scoring* you can automatically rank your leads based on
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selected criterias.
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selected criteria.
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For example, you could score customers higher when they come from the same country higher as your
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company or from visiting specific pages on your website.
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For example you could score customers from your country higher or the
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ones that visited specific pages on your website.
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Configuration
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Configuration
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=============
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=============
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To use scoring, install the free module *Lead Scoring* under your
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To use scoring, install the free module *Lead Scoring* under your *Apps* page (only available in
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*Apps* page (only available in Odoo Enterprise).
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Odoo Enterprise).
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.. image:: media/lead_scoring01.png
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.. image:: lead_scoring/lead-scoring-module.png
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:align: center
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:align: center
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:alt: Lead Scoring Module Installation
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Create scoring rules
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Create scoring rules
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====================
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====================
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You now have a new tab in your *CRM* app called *Leads Management*
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You now have a new tab in your *CRM* app called *Leads* where you can manage your scoring rules.
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where you can manage your scoring rules.
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Here's an example for a Canadian lead, you can modify for whatever
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Here's an example of a Canadian lead. You can modify your rules for whatever criteria you want to
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criteria you wish to score your leads on. You can add as many criterias
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score leads on. You can add as many criteria as you would like.
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as you wish.
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.. image:: media/lead_scoring02.png
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.. image:: lead_scoring/scoring-example.png
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:align: center
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:align: center
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:alt: Score Ruling Example
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Every hour every lead without a score will be automatically scanned and
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Every lead without a score is automatically be scanned every hour and is assigned the correct
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assigned their right score according to your scoring rules.
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score according to your configured scoring rules.
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.. image:: media/lead_scoring03.png
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.. image:: lead_scoring/scoring-section-on-lead.png
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:align: center
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:align: center
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:alt: Scoring Section on a Lead
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Assign leads
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Assign leads
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============
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============
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Once the scores computed, leads can be assigned to specific teams using
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Once the score is computed, leads can be assigned to specific teams using the same domain
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the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
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mechanism. To do so, head to :menuselection:`CRM --> Leads --> Team Assignment` and apply a
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and apply a specific domain on each team. This domain can include scores.
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specific domain to each team. This domain can include scores.
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.. image:: media/lead_scoring04.png
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.. image:: lead_scoring/team-assignation.png
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:align: center
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:align: center
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:alt: Team Assignments using Domains
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Further on, you can assign to a specific vendor in the team with an even
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If you want more granularity, you can assign leads to a specific salesperson on the team using
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more refined domain.
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further refined domains.
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To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
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To do so go to :menuselection:`CRM --> Leads --> Leads Assignment`.
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.. image:: media/lead_scoring05.png
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.. image:: lead_scoring/lead-assignment-filters.png
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:align: center
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:align: center
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:alt: Lead Assignments
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.. note::
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.. note::
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The team & leads assignation will assign the unassigned leads
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The team & leads assignments are assigned to unassigned leads once per day.
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once a day.
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Evaluate & use the unassigned leads
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Evaluate & use the unassigned leads
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===================================
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===================================
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Once your scoring rules are in place you will most likely still have
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Once your scoring rules are in place, you likely will still have some unassigned leads. Some of
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some unassigned leads. Some of them could still lead to an opportunity
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these leads could still transition into an opportunity, so ensuring they are handled is both
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so it is useful to do something with them.
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useful and important.
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In your leads page you can place a filter to find your unassigned leads.
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On your leads overview page, you filter for your unassigned leads.
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.. image:: media/lead_scoring06.png
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.. image:: lead_scoring/unassigned-filter.png
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:align: center
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:align: center
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:alt: Filtering for Unassigned Leads
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Why not using :menuselection:`Email Marketing` or
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.. note::
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:menuselection:`Marketing Automation` apps to send a mass email to
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You can also easily find unassigned leads by using the :menuselection:`Email Marketing` or
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them? You can also easily find such unassigned leads from there.
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:menuselection:`Marketing Automation` apps to create a re-engagement campaign.
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.. image:: media/lead_scoring07.png
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:align: center
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