
https://docs.google.com/document/d/1BeWJmPYTD7YeKLKQO6MeG9EnVKHk4lodhixCOG8i1xM/edit#heading=h.ezp99r6ocsfe Renamed 'from_emails.rst' to 'emails.rst' for consistency
65 lines
2.4 KiB
ReStructuredText
65 lines
2.4 KiB
ReStructuredText
==============================
|
||
Generating leads with Odoo CRM
|
||
==============================
|
||
|
||
What is lead generation?
|
||
========================
|
||
|
||
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.
|
||
|
||
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.
|
||
|
||
Why is lead generation important for my business?
|
||
=================================================
|
||
|
||
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.
|
||
|
||
How to generate leads with Odoo CRM?
|
||
====================================
|
||
|
||
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.
|
||
|
||
Odoo CRM provides you with several methods to generate leads:
|
||
|
||
* :doc:`../../leads/generate/emails`
|
||
|
||
An inquiry email sent to one of your company’s generic email addresses
|
||
can automatically generate a lead or an opportunity.
|
||
|
||
* :doc:`../../leads/generate/manual`
|
||
|
||
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.
|
||
|
||
* :doc:`../../leads/generate/website`
|
||
|
||
A website visitor who fills in a form automatically generates a lead or
|
||
an opportunity in Odoo CRM.
|
||
|
||
* :doc:`../../leads/generate/import`
|
||
|
||
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.
|
||
|
||
.. rst-class:: text-muted
|
||
|
||
| Written by Geoffrey Bressan (Odoo)
|
||
| Proofread by Samuel Cabodi (Odoo)
|