77 lines
3.0 KiB
ReStructuredText
77 lines
3.0 KiB
ReStructuredText
======================
|
||
Odoo CRM Terminologies
|
||
======================
|
||
|
||
- **CRM (Customer relationship management)**:
|
||
System for managing a
|
||
company's interactions with current and future customers. It
|
||
often involves using technology to organize, automate, and
|
||
synchronize sales, marketing, customer service, and technical
|
||
support.
|
||
|
||
- **Sales cycle** :
|
||
Sequence of phases used by a company to convert a
|
||
prospect into a customer.
|
||
|
||
- **Pipeline :**
|
||
Visual representation of your sales process, from the
|
||
first contact to the final sale. It refers to the process by
|
||
which you generate, qualify and close leads through your sales
|
||
cycle.
|
||
|
||
- **Sales stage** :
|
||
In Odoo CRM, a stage defines where an opportunity
|
||
is in your sales cycle and its probability to close a sale.
|
||
|
||
- **Lead :**
|
||
Someone who becomes aware of your company or someone who
|
||
you decide to pursue for a sale, even if they don’t know about
|
||
your company yet.
|
||
|
||
- **Opportunity :**
|
||
A lead that has shown an interest in knowing more
|
||
about your products/services and therefore has been handed over
|
||
to a sales representative
|
||
|
||
- **Customer :**
|
||
In Odoo CRM, a customer refers to any contact within
|
||
your database, whether it is a lead, an opportunity, a client or
|
||
a company.
|
||
|
||
- **Key Performance Indicator (KPI)** :
|
||
A KPI is a measurable value
|
||
that demonstrates how effectively a company is achieving key
|
||
business objectives. Organizations use KPIs to evaluate their
|
||
success at reaching targets.
|
||
|
||
- **Lead scoring** :
|
||
System assigning a positive or negative score to
|
||
prospects according to their web activity and personal
|
||
informations in order to determine whether they are "ready for
|
||
sales" or not.
|
||
|
||
- **Kanban view :**
|
||
In Odoo, the Kanban view is a workflow
|
||
visualisation tool halfway between a `list
|
||
view <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).
|
||
|
||
- **List view :**
|
||
View allowing you to see your objects (contacts,
|
||
companies, tasks, etc.) listed in a table.
|
||
|
||
- **Lead generation:**
|
||
Process by which a company collects relevant
|
||
datas about potential customers in order to enable a relationship
|
||
and to push them further down the sales cycle.
|
||
|
||
- **Campaign:**
|
||
Coordinated set of actions sent via various channels to
|
||
a target audience and whose goal is to generate leads. In Odoo
|
||
CRM, you can link a lead to the campaign which he comes from in
|
||
order to measure its efficiency. |