1626 lines
82 KiB
Plaintext
1626 lines
82 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) 2015-TODAY, Odoo S.A.
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# This file is distributed under the same license as the Odoo Business package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Business 9.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2016-11-22 13:16+0100\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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#: ../../crm.rst:5
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msgid "CRM"
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msgstr ""
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#: ../../crm/leads.rst:3
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msgid "Leads"
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msgstr ""
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#: ../../crm/leads/generate.rst:3
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msgid "Generate leads"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:3
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msgid "How to generate leads from incoming emails?"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:5
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msgid "There are several ways for your company to :doc:`generate leads with Odoo CRM <manual>`. One of them is using your company's generic email address as a trigger to create a new lead in the system. In Odoo, each one of your sales teams is linked to its own email address from which prospects can reach them. For example, if the personal email address of your Direct team is **direct@mycompany.example.com**, every email sent will automatically create a new opportunity into the sales team."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:14
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#: ../../crm/leads/generate/website.rst:73
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#: ../../crm/leads/manage/automatic_assignation.rst:30
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#: ../../crm/leads/manage/lead_scoring.rst:19
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#: ../../crm/overview/started/setup.rst:10
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#: ../../crm/reporting/review.rst:23
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#: ../../crm/salesteam/manage/reward.rst:12
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msgid "Configuration"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:16
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msgid "The first thing you need to do is to configure your **outgoing email servers** and **incoming email gateway** from the :menuselection:`Settings module --> General Settings`."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:19
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msgid "Then set up your alias domain from the field shown here below and click on **Apply**."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:26
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msgid "Set up team alias"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:28
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msgid "Go on the Sales module and click on **Dashboard**. You will see that the activation of your domain alias has generated a default email alias for your existing sales teams."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:35
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msgid "You can easily personalize your sales teams aliases. Click on the More button from the sales team of your choice, then on **Settings** to access the sales team form. Into the **Email Alias** field, enter your email alias and click on **Save**. Make sure to allow receiving emails from everyone."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:41
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msgid "From there, each email sent to this email address will generate a new lead into the related sales team."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:48
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msgid "Set up catch-all email domain"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:50
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msgid "Additionally to your sales team aliases, you can also create a generic email alias (e.g. *contact@* or *info@* ) that will also generate a new contact in Odoo CRM. Still from the Sales module, go to :menuselection:`Configuration --> Settings` and set up your catch-all email domain."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:57
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msgid "You can choose whether the contacts generated from your catch-all email become leads or opportunities using the radio buttons that you see on the screenshot here below. Note that, by default, the lead stage is not activated in Odoo CRM."
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:67
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#: ../../crm/leads/generate/import.rst:89
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#: ../../crm/leads/generate/website.rst:194
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msgid ":doc:`manual`"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:68
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#: ../../crm/leads/generate/manual.rst:69
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#: ../../crm/leads/generate/website.rst:195
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msgid ":doc:`import`"
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msgstr ""
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#: ../../crm/leads/generate/emails.rst:69
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#: ../../crm/leads/generate/import.rst:91
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#: ../../crm/leads/generate/manual.rst:73
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msgid ":doc:`website`"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:3
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msgid "How to import contacts to the CRM?"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:5
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msgid "In Odoo CRM, you can import a database of potential customers, for instance for a cold emailing or cold calling campaign, through a CSV file. You may be wondering if the best option is to import your contacts as leads or opportunities. It depends on your business specificities and workflow:"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:11
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msgid "Some companies may decide to not use leads, but instead to keep all information directly in an opportunity. For some companies, leads are merely an extra step in the sales process. You could call this extended (start from lead) versus simplified (start from opportunity) customer relationship management."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:17
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msgid "Odoo perfectly allows for either one of these approaches to be chosen. If your company handles its sales from a pre qualification step, feel free to activate first the lead stage as described below in order to import your database as leads"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:23
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#: ../../crm/leads/generate/manual.rst:9
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#: ../../crm/leads/generate/website.rst:38
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#: ../../crm/salesteam/setup/organize_pipeline.rst:62
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msgid "Activate the lead stage"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:25
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msgid "By default, the lead stage is not activated in Odoo CRM. If you want to import your contacts as leads rather than opportunities, go to :menuselection:`Configuration --> Settings`, select the option **use leads if…** as shown below and click on **Apply**."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:33
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msgid "This activation will create a new submenu :menuselection:`Sales --> Leads` from which you will be able to import your contacts from the **Import** button (if you want to create a lead manually, :doc:`click here <manual>`)"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:41
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msgid "Import your CSV file"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:43
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msgid "On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and select your Excel file to import from the **Choose File** button. Make sure its extension is **.csv** and don't forget to set up the correct File format options (**Encoding** and **Separator**) to match your local settings and display your columns properly."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:50
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msgid "If your prospects database is provided in another format than CSV, you can easily convert it to the CSV format using Microsoft Excel, OpenOffice / LibreOffice Calc, Google Docs, etc."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:58
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msgid "Select rows to import"
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msgstr ""
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#: ../../crm/leads/generate/import.rst:60
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msgid "Odoo will automatically map the column headers from your CSV file to the corresponding fields if you tick *The first row of the file contains the label of the column* option. This makes imports easier especially when the file has many columns. Of course, you can remap the column headers to describe the property you are importing data into (First Name, Last Name, Email, etc.)."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:72
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msgid "If you want to import your contacts as opportunities rather than leads, make sure to add the *Type* column to your csv. This column is used to indicate whether your import will be flagged as a Lead (type = Lead) or as an opportunity (type = Opportunity)."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:77
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msgid "Click the **Validate** button if you want to let Odoo verify that everything seems okay before importing. Otherwise, you can directly click the Import button: the same validations will be done."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:83
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msgid "For additional technical information on how to import contacts into Odoo CRM, read the **Frequently Asked Questions** section located below the Import tool on the same window."
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msgstr ""
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#: ../../crm/leads/generate/import.rst:90
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#: ../../crm/leads/generate/manual.rst:71
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#: ../../crm/leads/generate/website.rst:196
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msgid ":doc:`emails`"
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:3
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msgid "How to create a contact into Odoo CRM?"
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:5
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msgid "Odoo CRM allows you to manually add contacts into your pipeline. It can be either a lead or an opportunity."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:11
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msgid "By default, the lead stage is not activated in Odoo CRM. To activate it, go to :menuselection:`Sales --> Configuration --> Settings`, select the option \"\"use leads if…** as shown below and click on **Apply**."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:18
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msgid "This activation will create a new submenu **Leads** under **Sales** that gives you access to a list of all your leads from which you will be able to create a new contact."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:26
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msgid "Create a new lead"
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:28
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msgid "Go to :menuselection:`Sales --> Leads` and click the **Create** button."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:33
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msgid "From the contact form, provide all the details in your possession (contact name, email, phone, address, etc.) as well as some additional information in the **Internal notes** field. You can also link the lead to an existing company by editing the**Customer** field. Click on save and the contact will be visible as a lead in your pipeline ."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:41
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msgid "your lead can be directly handed over to specific sales team and salesperson by clicking on **Convert to Opportunity** on the upper left corner of the screen."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:45
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msgid "Create a new opportunity"
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:47
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msgid "You can also directly add a contact into a specific sales team without having to convert the lead first. On the Sales module, go to your dashboard and click on the **Pipeline** button of the desired sales team. If you don't have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`. Then, click on **Create** and fill in the contact details as shown here above. By default, the newly created opportunity will appear on the first stage of your sales pipeline."
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msgstr ""
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#: ../../crm/leads/generate/manual.rst:55
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msgid "Another way to create an opportunity is by adding it directly on a specific stage. For example, if you have have spoken to Mr. Smith at a meeting and you want to send him a quotation right away, you can add his contact details on the fly directly into the **Proposition** stage. From the Kanban view of your sales team, just click on the **+** icon at the right of your stage to create the contact. The new opportunity will then pop up into the corresponding stage and you can then fill in the contact details by clicking on it."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:3
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msgid "How to generate leads from my website?"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:5
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msgid "Your website should be your company's first lead generation tool. With your website being the central hub of your online marketing campaigns, you will naturally drive qualified traffic to feed your pipeline. When a prospect lands on your website, your objective is to capture his information in order to be able to stay in touch with him and to push him further down the sales funnel."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:12
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msgid "This is how a typical online lead generation process work :"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:14
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msgid "Your website visitor clicks on a call-to action (CTA) from one of your marketing materials (e.g. an email newsletter, a social media message or a blog post)"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:18
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msgid "The CTA leads your visitor to a landing page including a form used to collect his personal information (e.g. his name, his email address, his phone number)"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:22
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msgid "The visitor submits the form and automatically generates a lead into Odoo CRM"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:27
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msgid "Your calls-to-action, landing pages and forms are the key pieces of the lead generation process. With Odoo Website, you can easily create and optimize those critical elements without having to code or to use third-party applications. Learn more `here <https://www.odoo.com/page/website-builder>`__."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:32
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msgid "In Odoo, the Website and CRM modules are fully integrated, meaning that you can easily generate leads from various ways through your website. However, even if you are hosting your website on another CMS, it is still possible to fill Odoo CRM with leads generated from your website."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:40
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msgid "By default, the lead stage is not activated in Odoo CRM. Therefore, new leads automatically become opportunities. You can easily activate the option of adding the lead step. If you want to import your contacts as leads rather than opportunities, from the Sales module go to :menuselection:`Configuration --> Settings`, select the option **use leads if…** as shown below and click on **Apply**."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:50
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msgid "Note that even without activating this step, the information that follows is still applicable - the lead generated will land in the opportunities dashboard."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:55
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msgid "From an Odoo Website"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:57
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msgid "Let's assume that you want to get as much information as possible about your website visitors. But how could you make sure that every person who wants to know more about your company's products and services is actually leaving his information somewhere? Thanks to Odoo's integration between its CRM and Website modules, you can easily automate your lead acquisition process thanks to the **contact form** and the **form builder** modules"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:67
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msgid "another great way to generate leads from your Odoo Website is by collecting your visitors email addresses thanks to the Newsletter or Newsletter Popup CTAs. These snippets will create new contacts in your Email Marketing's mailing list. Learn more `here <https://www.odoo.com/page/email-marketing>`__."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:75
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msgid "Start by installing the Website builder module. From the main dashboard, click on **Apps**, enter \"**Website**\" in the search bar and click on **Install**. You will be automatically redirected to the web interface."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:84
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msgid "A tutorial popup will appear on your screen if this is the first time you use Odoo Website. It will help you get started with the tool and you'll be able to use it in minutes. Therefore, we strongly recommend you to use it."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:89
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msgid "Create a lead by using the Contact Form module"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:91
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msgid "You can effortlessly generate leads via a contact form on your **Contact us** page. To do so, you first need to install the Contact Form module. It will add a contact form in your **Contact us** page and automatically generate a lead from forms submissions."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:96
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msgid "To install it, go back to the backend using the square icon on the upper-left corner of your screen. Then, click on **Apps**, enter \"**Contact Form**\" in the search bar (don't forget to remove the **Apps** tag otherwise you will not see the module appearing) and click on **Install**."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:104
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msgid "Once the module is installed, the below contact form will be integrated to your \"Contact us\" page. This form is linked to Odoo CRM, meaning that all data entered through the form will be captured by the CRM and will create a new lead."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:112
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msgid "Every lead created through the contact form is accessible in the Sales module, by clicking on :menuselection:`Sales --> Leads`. The name of the lead corresponds to the \"Subject\" field on the contact form and all the other information is stored in the corresponding fields within the CRM. As a salesperson, you can add additional information, convert the lead into an opportunity or even directly mark it as Won or Lost."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:123
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msgid "Create a lead using the Form builder module"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:125
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msgid "You can create fully-editable custom forms on any landing page on your website with the Form Builder snippet. As for the Contact Form module, the Form Builder will automatically generate a lead after the visitor has completed the form and clicked on the button **Send**."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:130
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msgid "From the backend, go to Settings and install the \"**Website Form Builder**\" module (don't forget to remove the **Apps** tag otherwise you will not see the modules appearing). Then, back on the website, go to your desired landing page and click on Edit to access the available snippets. The Form Builder snippet lays under the **Feature** section."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:140
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msgid "As soon as you have dropped the snippet where you want the form to appear on your page, a **Form Parameters** window will pop up. From the **Action** drop-down list, select **Create a lead** to automatically create a lead in Odoo CRM. On the **Thank You** field, select the URL of the page you want to redirect your visitor after the form being submitted (if you don't add any URL, the message \"The form has been sent successfully\" will confirm the submission)."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:151
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msgid "You can then start creating your custom form. To add new fields, click on **Select container block** and then on the blue **Customize** button. 3 options will appear:"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:158
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msgid "**Change Form Parameters**: allows you to go back to the Form Parameters and change the configuration"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:161
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msgid "**Add a model field**: allows you to add a field already existing in Odoo CRM from a drop-down list. For example, if you select the Field *Country*, the value entered by the lead will appear under the *Country* field in the CRM - even if you change the name of the field on the form."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:167
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msgid "**Add a custom field**: allows you to add extra fields that don't exist by default in Odoo CRM. The values entered will be added under \"Notes\" within the CRM. You can create any field type : checkbox, radio button, text, decimal number, etc."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:172
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msgid "Any submitted form will create a lead in the backend."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:175
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msgid "From another CMS"
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msgstr ""
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#: ../../crm/leads/generate/website.rst:177
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msgid "If you use Odoo CRM but not Odoo Website, you can still automate your online lead generation process using email gateways by editing the \"Submit\" button of any form and replacing the hyperlink by a mailto corresponding to your email alias (learn how to create your sales alias :doc:`here <emails>`)."
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msgstr ""
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#: ../../crm/leads/generate/website.rst:183
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msgid "For example if the alias of your company is **salesEMEA@mycompany.com**, add ``mailto:salesEMEA@mycompany.com`` into the regular hyperlink code (CTRL+K) to generate a lead into the related sales team in Odoo CRM."
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msgstr ""
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#: ../../crm/leads/manage.rst:3
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msgid "Manage leads"
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msgstr ""
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#: ../../crm/leads/manage/automatic_assignation.rst:3
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msgid "Automate lead assignation to specific sales teams or salespeople"
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msgstr ""
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#: ../../crm/leads/manage/automatic_assignation.rst:5
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msgid "Depending on your business workflow and needs, you may need to dispatch your incoming leads to different sales team or even to specific salespeople. Here are a few example:"
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msgstr ""
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#: ../../crm/leads/manage/automatic_assignation.rst:9
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msgid "Your company has several offices based on different geographical regions. You will want to assign leads based on the region;"
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msgstr ""
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#: ../../crm/leads/manage/automatic_assignation.rst:12
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msgid "One of your sales teams is dedicated to treat opportunities from large companies while another one is specialized for SMEs. You will want to assign leads based on the company size;"
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msgstr ""
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#: ../../crm/leads/manage/automatic_assignation.rst:16
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msgid "One of your sales representatives is the only one to speak foreign languages while the rest of the team speaks English only. Therefore you will want to assign to that person all the leads from non-native English-speaking countries."
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msgstr ""
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#: ../../crm/leads/manage/automatic_assignation.rst:21
|
||
msgid "As you can imagine, manually assigning new leads to specific individuals can be tedious and time consuming - especially if your company generates a high volume of leads every day. Fortunately, Odoo CRM allows you to automate the process of lead assignation based on specific criteria such as location, interests, company size, etc. With specific workflows and precise rules, you will be able to distribute all your opportunities automatically to the right sales teams and/or salesman."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:32
|
||
msgid "If you have just started with Odoo CRM and haven't set up your sales team nor registered your salespeople, :doc:`read this documentation first <../../overview/started/setup>`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:36
|
||
msgid "You have to install the module **Lead Scoring**. Go to :menuselection:`Apps` and install it if it's not the case already."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:40
|
||
msgid "Define rules for a sales team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:42
|
||
msgid "From the sales module, go to your dashboard and click on the **More** button of the desired sales team, then on **Settings**. If you don't have any sales team yet, :doc:`you need to create one first <../../salesteam/setup/create_team>`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:50
|
||
msgid "On your sales team menu, use in the **Domain** field a specific domain rule (for technical details on the domain refer on the `Building a Module tutorial <https://www.odoo.com/documentation/9.0/howtos/backend.html#domains>`__ or `Syntax reference guide <https://www.odoo.com/documentation/9.0/reference/orm.html#reference-orm-domains>`__) which will allow only the leads matching the team domain."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:56
|
||
msgid "For example, if you want your *Direct Sales* team to only receive leads coming from United States and Canada, your domain will be as following :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:59
|
||
msgid "``[[country_id, 'in', ['United States', 'Canada']]]``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:66
|
||
msgid "you can also base your automatic assignment on the score attributed to your leads. For example, we can imagine that you want all the leads with a score under 100 to be assigned to a sales team trained for lighter projects and the leads over 100 to a more experienced sales team. Read more on :doc:`how to score leads here <lead_scoring>`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:72
|
||
msgid "Define rules for a salesperson"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:74
|
||
msgid "You can go one step further in your assignment rules and decide to assign leads within a sales team to a specific salesperson. For example, if I want Toni Buchanan from the *Direct Sales* team to receive only leads coming from Canada, I can create a rule that will automatically assign him leads from that country."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:80
|
||
msgid "Still from the sales team menu (see here above), click on the salesperson of your choice under the assignment submenu. Then, enter your rule in the *Domain* field."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:89
|
||
msgid "In Odoo, a lead is always assigned to a sales team before to be assigned to a salesperson. Therefore, you need to make sure that the assignment rule of your salesperson is a child of the assignment rule of the sales team."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/automatic_assignation.rst:95
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:67
|
||
msgid ":doc:`../../overview/started/setup`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:3
|
||
msgid "How to do efficient Lead Scoring?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:5
|
||
msgid "Odoo's Lead Scoring module allows you to give a score to your leads based on specific criteria - the higher the value, the more likely the prospect is \"ready for sales\". Therefore, the best leads are automatically assigned to your salespeople so their pipe are not polluted with poor-quality opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:12
|
||
msgid "Lead scoring is a critical component of an effective lead management strategy. By helping your sales representative determine which leads to engage with in order of priority, you will increase their overall conversion rate and your sales team's efficiency."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:22
|
||
msgid "Install the Lead Scoring module"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:24
|
||
msgid "Start by installing the **Lead Scoring** module."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:26
|
||
msgid "Once the module is installed, you should see a new menu :menuselection:`Sales --> Leads Management --> Scoring Rules`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:33
|
||
msgid "Create scoring rules"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:35
|
||
msgid "Leads scoring allows you to assign a positive or negative score to your prospects based on any demographic or behavioral criteria that you have set (country or origin, pages visited, type of industry, role, etc.). To do so you'll first need to create rules that will assign a score to a given criteria."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:43
|
||
msgid "In order to assign the right score to your various rules, you can use these two methods:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:45
|
||
msgid "Establish a list of assets that your ideal customer might possess to interest your company. For example, if you run a local business in California, a prospect coming from San Francisco should have a higher score than a prospect coming from New York."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:49
|
||
msgid "Dig into your data to uncover characteristics shared by your closed opportunities and most important clients."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:52
|
||
msgid "Please note that this is not an exact science, so you'll need time and feedback from your sales teams to adapt and fine tune your rules until getting the desired result."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:56
|
||
msgid "In the **Scoring Rules** menu, click on **Create** to write your first rule."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:61
|
||
msgid "First name your rule, then enter a value and a domain (refer on the `official python documentation <https://docs.python.org/2/tutorial/>`__ for more information). For example, if you want to assign 8 points to all the leads coming from **Belgium**, you'll need to give ``8`` as a **value** and ``[['country\\_id',=,'Belgium']]`` as a domain."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:68
|
||
msgid "Here are some criteria you can use to build a scoring rule :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:70
|
||
msgid "country of origin : ``'country_id'``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:72
|
||
msgid "stage in the sales cycle : ``'stage_id'``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:74
|
||
msgid "email address (e.g. if you want to score the professional email addresses) : ``'email_from'``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:76
|
||
msgid "page visited : ``'score_pageview_ids.url'``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:78
|
||
msgid "name of a marketing campaign : ``'campaign_id'``"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:80
|
||
msgid "After having activated your rules, Odoo will give a value to all your new incoming leads. This value can be found directly on your lead's form view."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:88
|
||
msgid "Assign high scoring leads to your sales teams"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:90
|
||
msgid "The next step is now to automatically convert your best leads into opportunities. In order to do so, you need to decide what is the minimum score a lead should have to be handed over to a given sales team. Go to your **sales dashboard** and click on the **More** button of your desired sales team, then on **Settings**. Enter your value under the **Minimum score** field."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:100
|
||
msgid "From the example above, the **Direct Sales** team will only receive opportunities with a minimum score of ``50``. The prospects with a lower score can either stay in the lead stage or be assigned to another sales team which has set up a different minimum score."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:106
|
||
msgid "Organize a meeting between your **Marketing** and **Sales** teams in order to align your objectives and agree on what minimum score makes a sales-ready lead."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/manage/lead_scoring.rst:110
|
||
msgid ":doc:`automatic_assignation`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip.rst:3
|
||
msgid "Odoo VOIP"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:1
|
||
msgid "ti====================== Installation and Setup ======================"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:6
|
||
msgid "Installing Asterisk server"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:9
|
||
msgid "Dependencies"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:11
|
||
msgid "Before installing Asterisk you need to install the following dependencies:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:13
|
||
msgid "wget"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:14
|
||
msgid "gcc"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:15
|
||
msgid "g++"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:16
|
||
msgid "ncurses-devel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:17
|
||
msgid "libxml2-devel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:18
|
||
msgid "sqlite-devel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:19
|
||
msgid "libsrtp-devel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:20
|
||
msgid "libuuid-devel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:21
|
||
msgid "openssl-devel"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:22
|
||
msgid "pkg-config"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:24
|
||
msgid "In order to install libsrtp, follow the instructions below:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:35
|
||
msgid "You also need to install PJSIP, you can download the source `here <http://www.pjsip.org/download.htm>`_. Once the source directory is extracted:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:37
|
||
msgid "**Change to the pjproject source directory:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:43
|
||
msgid "**run:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:49
|
||
msgid "**Build and install pjproject:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:57
|
||
msgid "**Update shared library links:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:63
|
||
msgid "**Verify that pjproject is installed:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:69
|
||
msgid "**The result should be:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:86
|
||
msgid "Asterisk"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:88
|
||
msgid "In order to install Asterisk 13.7.0, you can download the source directly `there <http://downloads.asterisk.org/pub/telephony/asterisk/old-releases/asterisk-13.7.0.tar.gz>`_."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:90
|
||
msgid "Extract Asterisk:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:96
|
||
msgid "Enter the Asterisk directory:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:102
|
||
msgid "Run the Asterisk configure script:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:108
|
||
msgid "Run the Asterisk menuselect tool:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:114
|
||
msgid "In the menuselect, go to the resources option and ensure that res_srtp is enabled. If there are 3 x’s next to res_srtp, there is a problem with the srtp library and you must reinstall it. Save the configuration (press x). You should also see stars in front of the res_pjsip lines."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:116
|
||
msgid "Compile and install Asterisk:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:122
|
||
msgid "If you need the sample configs you can run 'make samples' to install the sample configs. If you need to install the Asterisk startup script you can run 'make config'."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:125
|
||
msgid "DTLS Certificates"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:127
|
||
msgid "After you need to setup the DTLS certificates."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:133
|
||
msgid "Enter the Asterisk scripts directory:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:139
|
||
msgid "Create the DTLS certificates (replace pbx.mycompany.com with your ip address or dns name, replace My Super Company with your company name):"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:146
|
||
msgid "Configure Asterisk server"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:148
|
||
msgid "For WebRTC, a lot of the settings that are needed MUST be in the peer settings. The global settings do not flow down into the peer settings very well. By default, Asterisk config files are located in /etc/asterisk/. Start by editing http.conf and make sure that the following lines are uncommented:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:158
|
||
msgid "Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and icesupport to be enabled. In most cases, directmedia should be disabled. Also under the WebRTC client, the transport needs to be listed as ‘ws’ to allow websocket connections. All of these config lines should be under the peer itself; setting these config lines globally might not work:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:186
|
||
msgid "In the sip.conf and rtp.conf files you also need to add or uncomment the lines:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:193
|
||
msgid "Lastly, set up extensions.conf:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:202
|
||
msgid "Configure Odoo VOIP"
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:204
|
||
msgid "In Odoo, the configuration should be done in the user's preferences."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:206
|
||
msgid "The SIP Login/Browser's Extension is the number you configured previously in the sip.conf file. In our example, 1060. The SIP Password is the secret you chose in the sip.conf file. The extension of your office's phone is not a required field but it is used if you want to transfer your call from Odoo to an external phone also configured in the sip.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../crm/leads/voip/setup.rst:212
|
||
msgid "The configuration should also be done in the sale settings under the title \"PBX Configuration\". You need to put the IP you define in the http.conf file and the WebSocket should be: ws://127.0.0.1:8088/ws. The part \"127.0.0.1\" needs to be the same as the IP defined previously and the \"8088\" is the port you defined in the http.conf file."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview.rst:3
|
||
msgid "Overview"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts.rst:3
|
||
msgid "Main Concepts"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:3
|
||
msgid "Introduction to Odoo CRM"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:11
|
||
msgid "Transcript"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:13
|
||
msgid "Hi, my name is Nicholas, I'm a business manager in the textile industry. I sell accessories to retailers. Do you know the difference between a good salesperson and an excellent salesperson? The key is to be productive and organized to do the job. That's where Odoo comes in. Thanks to a well structured organization you'll change a good team into an exceptional team."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:21
|
||
msgid "With Odoo CRM, the job is much easier for me and my entire team. When I log in into Odoo CRM, I have a direct overview of my ongoing performance. But also the activity of the next 7 days and the performance of the last month. I see that I overachieved last month when compared to my invoicing target of $200,000. I have a structured approach of my performance."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:28
|
||
msgid "If I want to have a deeper look into the details, I click on next actions and I can see that today I have planned a call with Think Big Systems. Once I have done my daily review, I usually go to my pipeline. The process is the same for everyone in the team. Our job is to find resellers and before closing any deal we have to go through different stages. We usually have a first contact to qualify the opportunity, then move into offer & negotiation stage, and closing by a 'won'..Well, that's if all goes well."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:38
|
||
msgid "The user interface is really smooth, I can drag and drop any business opportunity from one stage to another in just a few clicks."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:42
|
||
msgid "Now I'd like to go further with an interesting contact: a department store. I highlighted their file by changing the color. For each contact, I have a form view where I can access to all necessary information about the contact. I see here my opportunity Macy's has an estimated revenue of $50,000 and a success rate of 10%. I need to discuss about this partnership, so I will schedule a meeting straight from the contact form: Macy's partnership meeting. It's super easy to create a new meeting with any contact. I can as well send an email straight from the opportunity form and the answer from the prospect will simply pop up in the system too. Now, let's assume that the meeting took place, therefore I can mark it as done. And the system automatically suggests a next activity. Actually, we configured Odoo with a set of typical activities we follow for every opportunity, and it's great to have a thorough followup. The next activity will be a follow-up email. Browsing from one screen to the other is really simple and adapting to the view too! I can see my opportunitities as a to-do list of next activities for example."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:62
|
||
msgid "With Odoo CRM I have a sales management tool that is really efficient and me and my team can be well organized. I have a clear overview of my sales pipeline, meetings, revenues, and more."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:67
|
||
msgid "I go back to my pipeline. Macy's got qualified successfully, which mean I can move their file to the next step and I will dapt the expected revenue as discussed. Once I have performed the qualification process, I will create a new quotation based on the feedback I received from my contact. For my existing customers, I can as well quickly discover the activity around them for any Odoo module I use, and continue to discuss about them. It's that simple."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:76
|
||
msgid "We have seen how I can manage my daily job as business manager or salesperson. At the end of the journey I would like to have a concrete view of my customer relationships and expected revenues. If I go into the reports in Odoo CRM, I have the possibility to know exactly what's the evolution of the leads over the past months, or have a look at the potential revenues and the performance of the different teams in terms of conversions from leads to opportunities for instance. So with Odoo I can have a clear reporting of every activity based on predefined metrics or favorites. I can search for other filters too and adapt the view. If I want to go in the details, I choose the list view and can click on any item"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:90
|
||
msgid "Odoo CRM is not only a powerful tool to achieve our sales goals with structured activities, performance dashboard, next acitivities and more, but also allows me to:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:94
|
||
msgid "Use leads to get in the system unqualified but targeted contacts I may have gathered in a conference or through a contact form on my website. Those leads can then be converted into opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:99
|
||
msgid "Manage phone calls from Odoo CRM by using the VoIP app. Call customers, manage a call queue, log calls, schedule calls and next actions to perform."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:103
|
||
msgid "Integrate with Odoo Sales to create beautiful online or PDF quotations and turn them into sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:106
|
||
msgid "Use email marketing for marketing campaigns to my customers and prospects."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:109
|
||
msgid "Manage my business seamlessly, even on the go. Indeed, Odoo offers a mobile app that lets every business organize key sales activities from leads to quotes."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/introduction.rst:113
|
||
msgid "Odoo CRM is a powerful, yet easy-to-use app. I firstly used the sales planner to clearly state my objectives and set up our CRM. It will help you getting started quickly too."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:3
|
||
msgid "Odoo CRM Terminologies"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:10
|
||
msgid "**CRM (Customer relationship management)**:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:6
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:14
|
||
msgid "**Sales cycle** :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:13
|
||
msgid "Sequence of phases used by a company to convert a prospect into a customer."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:20
|
||
msgid "**Pipeline :**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:17
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:24
|
||
msgid "**Sales stage** :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:23
|
||
msgid "In Odoo CRM, a stage defines where an opportunity is in your sales cycle and its probability to close a sale."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:29
|
||
msgid "**Lead :**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:27
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:34
|
||
msgid "**Opportunity :**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:32
|
||
msgid "A lead that has shown an interest in knowing more about your products/services and therefore has been handed over to a sales representative"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:39
|
||
msgid "**Customer :**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:37
|
||
msgid "In Odoo CRM, a customer refers to any contact within your database, whether it is a lead, an opportunity, a client or a company."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:45
|
||
msgid "**Key Performance Indicator (KPI)** :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:42
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:51
|
||
msgid "**Lead scoring** :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:48
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:62
|
||
msgid "**Kanban view :**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:54
|
||
msgid "In Odoo, the Kanban view is a workflow visualisation tool halfway between a `list view <https://www.odoo.com/documentation/8.0/reference/views.html#reference-views-list>`__ and a non-editable `form view <https://www.odoo.com/documentation/8.0/reference/views.html#reference-views-form>`__ 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)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:66
|
||
msgid "**List view :**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:65
|
||
msgid "View allowing you to see your objects (contacts, companies, tasks, etc.) listed in a table."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:71
|
||
msgid "**Lead generation:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:69
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:76
|
||
msgid "**Campaign:**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/main_concepts/terminologies.rst:74
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process.rst:3
|
||
msgid "Process Overview"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:3
|
||
msgid "Generating leads with Odoo CRM"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:6
|
||
msgid "What is lead generation?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:8
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:12
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:18
|
||
msgid "Why is lead generation important for my business?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:20
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:27
|
||
msgid "How to generate leads with Odoo CRM?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:29
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:37
|
||
msgid "Odoo CRM provides you with several methods to generate leads:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:39
|
||
msgid ":doc:`../../leads/generate/emails`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:41
|
||
msgid "An inquiry email sent to one of your company's generic email addresses can automatically generate a lead or an opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:44
|
||
msgid ":doc:`../../leads/generate/manual`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:46
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:50
|
||
msgid ":doc:`../../leads/generate/website`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:52
|
||
msgid "A website visitor who fills in a form automatically generates a lead or an opportunity in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:55
|
||
msgid ":doc:`../../leads/generate/import`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/process/generate_leads.rst:57
|
||
msgid "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."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started.rst:3
|
||
msgid "Getting started"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:3
|
||
msgid "How to setup your teams, sales process and objectives?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:5
|
||
msgid "This quick step-by-step guide will lead you through Odoo CRM and help you handle your sales funnel easily and constantly manage your sales funnel from lead to customer."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:12
|
||
msgid "Create your database from `www.odoo.com/start <http://www.odoo.com/start>`__, select the CRM icon as first app to install, fill in the form and click on *Create now*. You will automatically be directed to the module when the database is ready."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:22
|
||
msgid "You will notice that the installation of the CRM module has created the submodules Chat, Calendar and Contacts. They are mandatory so that every feature of the app is running smoothly."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:27
|
||
msgid "Introduction to the Sales Planner"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:29
|
||
msgid "The Sales Planner is a useful step-by-step guide created to help you implement your sales funnel and define your sales objectives easier. We strongly recommend you to go through every step of the tool the first time you use Odoo CRM and to follow the requirements. Your input are strictly personal and intended as a personal guide and mentor into your work. As it does not interact with the backend, you are free to adapt any detail whenever you feel it is needed."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:37
|
||
msgid "You can reach the Sales Planner from anywhere within the CRM module by clicking on the progress bar located on the upper-right side of your screen. It will show you how far you are in the use of the Sales Planner."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:46
|
||
msgid "Set up your first sales team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:49
|
||
msgid "Create a new team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:51
|
||
msgid "A Direct Sales team is created by default on your instance. You can either use it or create a new one. Refer to the page :doc:`../../salesteam/setup/create_team` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:56
|
||
msgid "Assign salespeople to your sales team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:58
|
||
msgid "When your sales teams are created, the next step is to link your salespeople to their team so they will be able to work on the opportunities they are supposed to receive. For example, if within your company Tim is selling products and John is selling maintenance contracts, they will be assigned to different teams and will only receive opportunities that make sense to them."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:65
|
||
msgid "In Odoo CRM, you can create a new user on the fly and assign it directly to a sales team. From the **Dashboard**, click on the button **More** of your selected sales team, then on **Settings**. Then, under the **Assignation** section, click on **Create** to add a new salesperson to the team."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:71
|
||
msgid "From the **Create: salesman** pop up window (see screenshot below), you can assign someone on your team:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:74
|
||
msgid "Either your salesperson already exists in the system and you will just need to click on it from the drop-down list and it will be assigned to the team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:77
|
||
msgid "Or you want to assign a new salesperson that doesn't exist into the system yet - you can do it by creating a new user on the fly from the sales team. Just enter the name of your new salesperson and click on Create (see below) to create a new user into the system and directly assign it to your team. The new user will receive an invite email to set his password and log into the system. Refer to :doc:`../../salesteam/manage/create_salesperson` for more information about that process"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:90
|
||
msgid "Set up your pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:92
|
||
msgid "Now that your sales team is created and your salespeople are linked to it, you will need to set up your pipeline -create the process by which your team will generate, qualify and close opportunities through your sales cycle. Refer to the document :doc:`../../salesteam/setup/organize_pipeline` to define the stages of your pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:99
|
||
msgid "Set up incoming email to generate opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:101
|
||
msgid "In Odoo CRM, one way to generate opportunities into your sales team is to create a generic email address as a trigger. For example, if the personal email address of your Direct team is `direct@mycompany.example.com <mailto:direct@mycompany.example.com>`__\\, every email sent will automatically create a new opportunity into the sales team."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:108
|
||
msgid "Refer to the page :doc:`../../leads/generate/emails` to set it up."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:111
|
||
msgid "Automate lead assignation"
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:113
|
||
msgid "If your company generates a high volume of leads every day, it could be useful to automate the assignation so the system will distribute all your opportunities automatically to the right department."
|
||
msgstr ""
|
||
|
||
#: ../../crm/overview/started/setup.rst:117
|
||
msgid "Refer to the document :doc:`../../leads/manage/automatic_assignation` for more information."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:3
|
||
msgid "How to analyze the sales performance of your team and get customize reports"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:5
|
||
msgid "As a manager, you need to constantly monitor your team's performance in order to help you take accurate and relevant decisions for the company. Therefore, the **Reporting** section of **Odoo Sales** represents a very important tool that helps you get a better understanding of where your company's strengths, weaknesses and opportunities are, showing you trends and forecasts for key metrics such as the number of opportunities and their expected revenue over time , the close rate by team or the length of sales cycle for a given product or service."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:14
|
||
msgid "Beyond these obvious tracking sales funnel metrics, there are some other KPIs that can be very valuable to your company when it comes to judging sales funnel success."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:19
|
||
msgid "Review pipelines"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:21
|
||
msgid "You will have access to your sales funnel performance from the **Sales** module, by clicking on :menuselection:`Sales --> Reports --> Pipeline analysis`. By default, the report groups all your opportunities by stage (learn more on how to create and customize stage by reading :doc:`../salesteam/setup/organize_pipeline`) and expected revenues for the current month. This report is perfect for the **Sales Manager** to periodically review the sales pipeline with the relevant sales teams. Simply by accessing this basic report, you can get a quick overview of your actual sales performance."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:30
|
||
msgid "You can add a lot of extra data to your report by clicking on the **measures** icon, such as :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:33
|
||
msgid "Expected revenue."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:35
|
||
msgid "overpassed deadline."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:37
|
||
msgid "Delay to assign (the average time between lead creation and lead assignment)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:40
|
||
msgid "Delay to close (average time between lead assignment and close)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:42
|
||
msgid "the number of interactions per opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:44
|
||
msgid "etc."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:50
|
||
msgid "By clicking on the **+** and **-** icons, you can drill up and down your report in order to change the way your information is displayed. For example, if I want to see the expected revenues of my **Direct Sales** team, I need to click on the **+** icon on the vertical axis then on **Sales Team**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:55
|
||
msgid "Depending on the data you want to highlight, you may need to display your reports in a more visual view. Odoo **CRM** allows you to transform your report in just a click thanks to 3 graph views : **Pie Chart**, **Bar Chart** and **Line Chart**. These views are accessible through the icons highlighted on the screenshot below."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:65
|
||
msgid "Customize reports"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:67
|
||
msgid "You can easily customize your analysis reports depending on the **KPIs** (see :doc:`../overview/main_concepts/terminologies`) you want to access. To do so, use the **Advanced search view** located in the right hand side of your screen, by clicking on the magnifying glass icon at the end of the search bar button. This function allows you to highlight only selected data on your report. The **filters** option is very useful in order to display some categories of opportunities, while the **Group by** option improves the readability of your reports according to your needs. Note that you can filter and group by any existing field from your CRM, making your customization very flexible and powerful."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:82
|
||
msgid "You can save and reuse any customized filter by clicking on **Favorites** from the **Advanced search view** and then on **Save current search**. The saved filter will then be accessible from the **Favorites** menu."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:87
|
||
msgid "Here are a few examples of customized reports that you can use to monitor your sales' performances :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:91
|
||
msgid "Evaluate the current pipeline of each of your salespeople"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:93
|
||
msgid "From your pipeline analysis report, make sure first that the **Expected revenue** option is selected under the **Measures** drop-down list. Then, use the **+** and **-** icons and add **Salesperson** and **Stage** to your vertical axis, and filter your desired salesperson. Then click on the **graph view** icon to display a visual representation of your salespeople by stage. This custom report allows you to easily overview the sales activities of your salespeople."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:105
|
||
msgid "Forecast monthly revenue by sales team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:107
|
||
msgid "In order to predict monthly revenue and to estimate the short-term performances of your teams, you need to play with two important metrics : the **expected revenue** and the **expected closing**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:111
|
||
msgid "From your pipeline analysis report, make sure first that the **Expected revenue** option is selected under the **Measures** drop-down list. Then click on the **+** icon from the vertical axis and select **Sales team**. Then, on the horizontal axis, click on the **+** icon and select **Expected closing.**"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:121
|
||
msgid "In order to keep your forecasts accurate and relevant, make sure your salespeople correctly set up the expected closing and the expected revenue for each one of their opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/analysis.rst:126
|
||
msgid ":doc:`../salesteam/setup/organize_pipeline`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:3
|
||
msgid "How to review my personal sales activities (new sales dashboard)"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:5
|
||
msgid "Sales professionals are struggling everyday to hit their target and follow up on sales activities. They need to access anytime some important metrics in order to know how they are performing and better organize their daily work."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:10
|
||
msgid "Within the Odoo CRM module, every team member has access to a personalized and individual dashboard with a real-time overview of:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:13
|
||
msgid "Top priorities: they instantly see their scheduled meetings and next actions"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:16
|
||
msgid "Sales performances : they know exactly how they perform compared to their monthly targets and last month activities."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:26
|
||
msgid "Install the CRM application"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:28
|
||
msgid "In order to manage your sales funnel and track your opportunities, you need to install the CRM module, from the **Apps** icon."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:35
|
||
msgid "Create opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:37
|
||
msgid "If your pipeline is empty, your sales dashboard will look like the screenshot below. You will need to create a few opportunities to activate your dashboard (read the related documentation :doc:`../leads/generate/manual` to learn more)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:45
|
||
msgid "Your dashboard will update in real-time based on the informations you will log into the CRM."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:49
|
||
msgid "you can click anywhere on the dashboard to get a detailed analysis of your activities. Then, you can easily create favourite reports and export to excel."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:54
|
||
msgid "Daily tasks to process"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:56
|
||
msgid "The left part of the sales dashboard (labelled **To Do**) displays the number of meetings and next actions (for example if you need to call a prospect or to follow-up by email) scheduled for the next 7 days."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:64
|
||
msgid "Meetings"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:66
|
||
msgid "In the example here above, I see that I have no meeting scheduled for today and 3 meeting scheduled for the next 7 days. I just have to click on the **meeting** button to access my calendar and have a view on my upcoming appointments."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:75
|
||
msgid "Next actions"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:77
|
||
msgid "Back on the above example, I have 1 activity requiring an action from me. If I click on the **Next action** green button, I will be redirected to the contact form of the corresponding opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:84
|
||
msgid "Under the **next activity** field, I see that I had planned to send a brochure by email today. As soon as the activity is completed, I can click on **done** (or **cancel**) in order to remove this opportunity from my next actions."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:90
|
||
msgid "When one of your next activities is overdue, it will appear in orange in your dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:94
|
||
msgid "Performances"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:96
|
||
msgid "The right part of your sales dashboard is about my sales performances. I will be able to evaluate how I am performing compared to my targets (which have been set up by my sales manager) and my activities of the last month."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:105
|
||
msgid "Activities done"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:107
|
||
msgid "The **activities done** correspond to the next actions that have been completed (meaning that you have clicked on **done** under the **next activity** field). When I click on it, I will access a detailed reporting regarding the activities that I have completed."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:116
|
||
msgid "Won in opportunities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:118
|
||
msgid "This section will sum up the expected revenue of all the opportunities within my pipeline with a stage **Won**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:125
|
||
msgid "Quantity invoiced"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:127
|
||
msgid "This section will sum up the amount invoiced to my opportunities. For more information about the invoicing process, refer to the related documentation: :doc:`../../accounting/receivables/customer_invoices/overview`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/reporting/review.rst:132
|
||
msgid ":doc:`analysis`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam.rst:3
|
||
#: ../../crm/salesteam/setup.rst:3
|
||
msgid "Sales Team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage.rst:3
|
||
msgid "Manage salespeople"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:3
|
||
msgid "How to create a new salesperson?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:6
|
||
msgid "Create a new user"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:8
|
||
msgid "From the Settings module, go to the submenu :menuselection:`Users --> Users` and click on **Create**. Add first the name of your new salesperson and his professional email address - the one he will use to log in to his Odoo instance - and a picture."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:16
|
||
msgid "Under \"Access Rights\", you can choose which applications your user can access and use. Different levels of rights are available depending on the app. For the Sales application, you can choose between three levels:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:20
|
||
msgid "**See own leads**: the user will be able to access his own data only"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:22
|
||
msgid "**See all leads**: the user will be able to access all records of every salesman in the sales module"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:25
|
||
msgid "**Manager**: the user will be able to access the sales configuration as well as the statistics reports"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:28
|
||
msgid "When you're done editing the page and have clicked on **Save**, an invitation email will automatically be sent to the user, from which he will be able to log into his personal account."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:36
|
||
msgid "Register your user into his sales team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:38
|
||
msgid "Your user is now registered in Odoo and can log in to his own session. You can also add him to the sales team of your choice. From the sales module, go to your dashboard and click on the **More** button of the desired sales team, then on **Settings**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:49
|
||
msgid "If you need to create a new sales team first, refer to the page :doc:`../setup/create_team`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:51
|
||
msgid "Then, under \"Team Members\", click on **Add** and select the name of your salesman from the list. The salesperson is now successfully added to your sales team."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:60
|
||
msgid "You can also add a new salesperson on the fly from your sales team even before he is registered as an Odoo user. From the above screenshot, click on \"Create\" to add your salesperson and enter his name and email address. After saving, the salesperson will receive an invite containing a link to set his password. You will then be able to define his accesses rights under the :menuselection:`Settings --> Users` menu."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/create_salesperson.rst:69
|
||
msgid ":doc:`../setup/create_team`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:3
|
||
msgid "How to motivate and reward my salespeople?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:5
|
||
msgid "Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople productivity. The **Gamification** app of Odoo gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:14
|
||
msgid "From the **Apps** menu, search and install the **Gamification** module. You can also install the **CRM gamification** app, which will add some useful data (goals and challenges) that can be used related to the usage of the **CRM/Sale** modules."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:23
|
||
msgid "Create a challenge"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:25
|
||
msgid "You will now be able to create your first challenge from the menu :menuselection:`Settings --> Gamification Tools --> Challenges`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:29
|
||
msgid "As the gamification tool is a one-time technical setup, you will need to activate the technical features in order to access the configuration. In order to do so, click on the interrogation mark available from any app (upper-right) and click on **About** and then **Activate the developer mode**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:38
|
||
msgid "A challenge is a mission that you will send to your salespeople. It can include one or several goals and is set up for a specific period of time. Configure your challenge as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:42
|
||
msgid "Assign the salespeople to be challenged"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:44
|
||
msgid "Assign a responsible"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:46
|
||
msgid "Set up the periodicity along with the start and the end date"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:48
|
||
msgid "Select your goals"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:50
|
||
msgid "Set up your rewards (badges)"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:53
|
||
msgid "Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity is set) or when the challenge is manually closed."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:58
|
||
msgid "For example, on the screenshot below, I have challenged 2 employees with a **Monthly Sales Target**. The challenge will be based on 2 goals: the total amount invoiced and the number of new leads generated. At the end of the month, the winner will be granted with a badge."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:67
|
||
msgid "Set up goals"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:69
|
||
msgid "The users can be evaluated using goals and numerical objectives to reach. **Goals** are assigned through **challenges** to evaluate (see here above) and compare members of a team with each others and through time."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:74
|
||
msgid "You can create a new goal on the fly from a **Challenge**, by clicking on **Add new item** under **Goals**. You can select any business object as a goal, according to your company's needs, such as :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:78
|
||
msgid "number of new leads,"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:80
|
||
msgid "time to qualify a lead or"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:82
|
||
msgid "total amount invoiced in a specific week, month or any other time frame based on your management preferences."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:89
|
||
msgid "Goals may include your database setup as well (e.g. set your company data and a timezone, create new users, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:93
|
||
msgid "Set up rewards"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:95
|
||
msgid "For non-numerical achievements, **badges** can be granted to users. From a simple *thank you* to an exceptional achievement, a badge is an easy way to exprimate gratitude to a user for their good work."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:99
|
||
msgid "You can easily create a grant badges to your employees based on their performance under :menuselection:`Gamification Tools --> Badges`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/manage/reward.rst:106
|
||
msgid ":doc:`../../reporting/analysis`"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:3
|
||
msgid "How to create a new team?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:5
|
||
msgid "In the Sales module, your sales teams are accessible from the **Dashboard** menu. If you start from a new instance, you will find a sales team installed by default : Direct sales. You can either start using that default sales team and edit it (refer to the section *Create and Organize your stages* from the page :doc:`organize_pipeline`) or create a new one from scratch."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:12
|
||
msgid "To create a new team, go to :menuselection:`Configuration --> Sales Teams` and click on **Create**."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:18
|
||
msgid "Fill in the fields :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:20
|
||
msgid "Enter the name of your team"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:22
|
||
msgid "Select your team leader"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:24
|
||
msgid "Select your team members"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:26
|
||
msgid "Don't forget to tick the \"Opportunities\" box if you want to manage opportunities from it and to click on SAVE when you're done. Your can now access your new team from your Dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/create_team.rst:35
|
||
msgid "If you started to work on an empty database and didn't create new users, refer to the page :doc:`../manage/create_salesperson`."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:3
|
||
msgid "Set up and organize your sales pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:5
|
||
msgid "A well structured sales pipeline is crucial in order to keep control of your sales process and to have a 360-degrees view of your leads, opportunities and customers."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:9
|
||
msgid "The sales pipeline is a 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. In Odoo CRM, leads are brought in at the left end of the sales pipeline in the Kanban view and then moved along to the right from one stage to another."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:16
|
||
msgid "Each stage refers to a specific step in the sale cycle and specifically the sale-readiness of your potential customer. The number of stages in the sales funnel varies from one company to another. An example of a sales funnel will contain the following stages: *Territory, Qualified, Qualified Sponsor, Proposition, Negotiation, Won, Lost*."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:26
|
||
msgid "Of course, each organization defines the sales funnel depending on their processes and workflow, so more or fewer stages may exist."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:30
|
||
msgid "Create and organize your stages"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:33
|
||
msgid "Add/ rearrange stages"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:35
|
||
msgid "From the sales module, go to your dashboard and click on the **PIPELINE** button of the desired sales team. If you don't have any sales team yet, you need to create one first."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:46
|
||
msgid "From the Kanban view of your pipeline, you can add stages by clicking on **Add new column.** When a column is created, Odoo will then automatically propose you to add another column in order to complete your process. If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:58
|
||
msgid "You can add as many stages as you wish, even if we advise you not having more than 6 in order to keep a clear pipeline"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:64
|
||
msgid "Some companies use a pre qualification step to manage their leads before to convert them into opportunities. To activate the lead stage, go to :menuselection:`Configuration --> Settings` and select the radio button as shown below. It will create a new submenu **Leads** under **Sales** that gives you access to a listview of all your leads."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:74
|
||
msgid "Set up stage probabilities"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:77
|
||
msgid "What is a stage probability?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:79
|
||
msgid "To better understand what are the chances of closing a deal for a given opportunity in your pipe, you have to set up a probability percentage for each of your stages. That percentage refers to the success rate of closing the deal."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:84
|
||
msgid "Setting up stage probabilities is essential if you want to estimate the expected revenues of your sales cycle"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:88
|
||
msgid "For example, if your sales cycle contains the stages *Territory, Qualified, Qualified Sponsor, Proposition, Negotiation, Won and Lost,* then your workflow could look like this :"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:92
|
||
msgid "**Territory** : opportunity just received from Leads Management or created from a cold call campaign. Customer's Interest is not yet confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:96
|
||
msgid "*Success rate : 5%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:98
|
||
msgid "**Qualified** : prospect's business and workflow are understood, pains are identified and confirmed, budget and timing are known"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:101
|
||
msgid "*Success rate : 15%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:103
|
||
msgid "**Qualified sponsor**: direct contact with decision maker has been done"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:106
|
||
msgid "*Success rate : 25%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:108
|
||
msgid "**Proposition** : the prospect received a quotation"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:110
|
||
msgid "*Success rate : 50%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:112
|
||
msgid "**Negotiation**: the prospect negotiates his quotation"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:114
|
||
msgid "*Success rate : 75%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:116
|
||
msgid "**Won** : the prospect confirmed his quotation and received a sales order. He his now a customer"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:119
|
||
msgid "*Success rate : 100%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:121
|
||
msgid "**Lost** : the prospect is no longer interested"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:123
|
||
msgid "*Success rate : 0%*"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:127
|
||
msgid "Within your pipeline, each stage should correspond to a defined goal with a corresponding probability. Every time you move your opportunity to the next stage, your probability of closing the sale will automatically adapt."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:131
|
||
msgid "You should consider using probability value as **100** when the deal is closed-won and **0** for deal closed-lost."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:135
|
||
msgid "How to set up stage probabilities?"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:137
|
||
msgid "To edit a stage, click on the **Settings** icon at the right of the desired stage then on EDIT"
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:143
|
||
msgid "Select the Change probability automatically checkbox to let Odoo adapt the probability of the opportunity to the probability defined in the stage. For example, if you set a probability of 0% (Lost) or 100% (Won), Odoo will assign the corresponding stage when the opportunity is marked as Lost or Won."
|
||
msgstr ""
|
||
|
||
#: ../../crm/salesteam/setup/organize_pipeline.rst:151
|
||
msgid "Under the requirements field you can enter the internal requirements for this stage. It will appear as a tooltip when you place your mouse over the name of a stage."
|
||
msgstr ""
|
||
|