Compare commits

...

2 Commits

19 changed files with 73 additions and 68 deletions

View File

@ -1,71 +1,75 @@
======================= =======================
Lead mining Lead mining
======================= =======================
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. In any business, getting quality leads is essential to keep the business growing. Lead mining
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. allows you to generate leads from scratch directly within your database. Leads can be targeted based
upon a set of criteria, such as the country, the company size, and the industry, to ensure the
leads are relevant to your business.
Configuration Configuration
============== ==============
For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature. For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate
the **Lead Mining** feature.
.. image:: media/LM1.png .. image:: lead_mining/LM1.png
:align: center :align: center
:alt: Activating Lead Mining
Start generating leads Start generating leads
========================== ==========================
You will now have a new button **Generate Leads** available in your pipeline. You will now have a new button **Generate Leads** available in your pipeline. Lead mining
You are also able to create lead mining requests from the requests are also available from :menuselection:`Configuration --> Lead Mining Requests` or through
:menuselection:`Configuration --> Lead Mining Requests` and trough
:menuselection:`Leads --> Leads` where you have the **Generate Leads** button. :menuselection:`Leads --> Leads` where you have the **Generate Leads** button.
.. image:: media/LM2.png .. image:: lead_mining/generate-leads-button.png
:align: center :align: center
:alt: Generate Leads Buttons
From there, click on the **Generate Leads** button, a window where you will be able to pick your
criteria will pop up.
From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up. .. image:: lead_mining/generate-leads-popup.png
.. image:: media/LM5.png
:align: center :align: center
:alt: Generating Leads Pop-Up
When choosing to target Companies and their contacts you can choose the contacts you are getting
based on Role or Seniority. Make sure to be aware of the latest EU regulation when getting
contact information. Get more information about General Data Protection Regulation on `Odoo GDPR
<http://odoo.com/gdpr>`__,
When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority. Additional options you can choose from are:
When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on * **Size**: filter leads depending on the number of employees in the companies.
`Odoo GDPR <http://odoo.com/gdpr>`__, * **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable.
* **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable.
* **Salesperson**: choose who on the Sales Team will be assigned these leads.
You can decide to filter the leads you are getting depending on the size (number of employees) of the companies. * **Sales Team**: choose which Sales Team will be assigned to these leads
You can pick the countries your leads are coming from. It is possible to pick multiple countries. * **Tags**: choose what tags are added directly to the leads once found.
You can pick the industries your leads are coming from. It is possible to pick multiple industries.
You can choose the salesperson and the Salesteam the lead will be assigned to.
You can also add tags to track your generated leads.
.. tip:: .. tip::
The generated leads will have the name of the company. The generated leads will have the name of the company.
Pricing Pricing
================== ==================
This is an In-App Purchase feature, each generated lead will cost you one credit. This is an In-App Purchase feature, each generated lead will cost one credit.
If you choose to get contact information each contact will also cost us one additional credit. If you choose to get contact information each contact will also cost us one additional credit.
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__, Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`. Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
.. image:: media/LM6.png .. image:: lead_mining/LM6.png
:align: center :align: center
:alt: Buy Credits from Lead Mining Setting
.. image:: media/LM7.png .. image:: lead_mining/LM7.png
:align: center :align: center
:alt: Buying Credits via In-App Purchase Setting
.. tip:: .. tip::
The blue box will automatically tell you how many credits are going to be consumed. * Consumed credits dynamically display in real-time how many credits the current settings need.
* If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
.. tip:: credits to test the feature.
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
.. seealso:: .. seealso::
* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>` * :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>`

View File

Before

Width:  |  Height:  |  Size: 3.4 KiB

After

Width:  |  Height:  |  Size: 3.4 KiB

View File

Before

Width:  |  Height:  |  Size: 5.2 KiB

After

Width:  |  Height:  |  Size: 5.2 KiB

View File

Before

Width:  |  Height:  |  Size: 6.6 KiB

After

Width:  |  Height:  |  Size: 6.6 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 42 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 4.4 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 14 KiB

View File

@ -2,77 +2,78 @@
Assign leads based on scoring Assign leads based on scoring
============================= =============================
With *Leads Scoring* you can automatically rank your leads based on With *Lead Scoring* you can automatically rank your leads based on
selected criterias. selected criteria.
For example, you could score customers higher when they come from the same country higher as your
company or from visiting specific pages on your website.
For example you could score customers from your country higher or the
ones that visited specific pages on your website.
Configuration Configuration
============= =============
To use scoring, install the free module *Lead Scoring* under your To use scoring, install the free module *Lead Scoring* under your *Apps* page (only available in
*Apps* page (only available in Odoo Enterprise). Odoo Enterprise).
.. image:: media/lead_scoring01.png .. image:: lead_scoring/lead-scoring-module.png
:align: center :align: center
:alt: Lead Scoring Module Installation
Create scoring rules Create scoring rules
==================== ====================
You now have a new tab in your *CRM* app called *Leads Management* You now have a new tab in your *CRM* app called *Leads* where you can manage your scoring rules.
where you can manage your scoring rules.
Here's an example for a Canadian lead, you can modify for whatever Here's an example of a Canadian lead. You can modify your rules for whatever criteria you want to
criteria you wish to score your leads on. You can add as many criterias score leads on. You can add as many criteria as you would like.
as you wish.
.. image:: media/lead_scoring02.png .. image:: lead_scoring/scoring-example.png
:align: center :align: center
:alt: Score Ruling Example
Every hour every lead without a score will be automatically scanned and Every lead without a score is automatically be scanned every hour and is assigned the correct
assigned their right score according to your scoring rules. score according to your configured scoring rules.
.. image:: media/lead_scoring03.png .. image:: lead_scoring/scoring-section-on-lead.png
:align: center :align: center
:alt: Scoring Section on a Lead
Assign leads Assign leads
============ ============
Once the scores computed, leads can be assigned to specific teams using Once the score is computed, leads can be assigned to specific teams using the same domain
the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation` mechanism. To do so, head to :menuselection:`CRM --> Leads --> Team Assignment` and apply a
and apply a specific domain on each team. This domain can include scores. specific domain to each team. This domain can include scores.
.. image:: media/lead_scoring04.png .. image:: lead_scoring/team-assignation.png
:align: center :align: center
:alt: Team Assignments using Domains
Further on, you can assign to a specific vendor in the team with an even If you want more granularity, you can assign leads to a specific salesperson on the team using
more refined domain. further refined domains.
To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`. To do so go to :menuselection:`CRM --> Leads --> Leads Assignment`.
.. image:: media/lead_scoring05.png .. image:: lead_scoring/lead-assignment-filters.png
:align: center :align: center
:alt: Lead Assignments
.. note:: .. note::
The team & leads assignation will assign the unassigned leads The team & leads assignments are assigned to unassigned leads once per day.
once a day.
Evaluate & use the unassigned leads Evaluate & use the unassigned leads
=================================== ===================================
Once your scoring rules are in place you will most likely still have Once your scoring rules are in place, you likely will still have some unassigned leads. Some of
some unassigned leads. Some of them could still lead to an opportunity these leads could still transition into an opportunity, so ensuring they are handled is both
so it is useful to do something with them. useful and important.
In your leads page you can place a filter to find your unassigned leads. On your leads overview page, you filter for your unassigned leads.
.. image:: media/lead_scoring06.png .. image:: lead_scoring/unassigned-filter.png
:align: center :align: center
:alt: Filtering for Unassigned Leads
Why not using :menuselection:`Email Marketing` or .. note::
:menuselection:`Marketing Automation` apps to send a mass email to You can also easily find unassigned leads by using the :menuselection:`Email Marketing` or
them? You can also easily find such unassigned leads from there. :menuselection:`Marketing Automation` apps to create a re-engagement campaign.
.. image:: media/lead_scoring07.png
:align: center

Binary file not shown.

After

Width:  |  Height:  |  Size: 10 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 9.6 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 16 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 9.3 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 28 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 22 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 22 KiB