| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 234 |
| Technical Name |
fal_crm_ext |
| License | OPL-1 |
| Website | https://www.cluedoo.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 234 |
| Technical Name |
fal_crm_ext |
| License | OPL-1 |
| Website | https://www.cluedoo.com |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo limits the possibility for leads & opportunities management in the following ways:
1. Odoo proposes to close a lead or to convert an opportunity with the option to create a new customer or not. However, Odoo does not propose to mark a lead as lost AND create a new customer.
2. In Odoo Standard, the opportunity is an open object without any easy way to pre-define the sales speech of your sales team.
CLUEDOO'S FUNCTIONS
1/ Cluedoo adds the option "Mark Lost & Create contact" on a lead.
2/ When you contact a prospect, you need to ask a list of questions to better understand customer needs and to identify opportunities.
Pre-defined questions on CRM opportunities help your sales team keep in mind all the key questions, select pre-defined answers, and record notes and specific responses.
MODULE +
This module provides the following benefits:
1. An extra option in order to manage leads, which are prospects without any current opportunity. It provides the possibility to proactively manage your book of prospects independently from your book of opportunities.
2. It is easy to configure and supports the sales team by providing key questions and expected answers. This is a good tool for sales teams.
BUSINESS CASE
After a meeting on a fair trade, you contact a prospect. His current project is booked but he's interested in keeping in touch for future opportunities. So, this lead will be Marked as Lost as the lead is lost; however, you would want to Create a Contact, as you want to keep the lead in your database, with the history of the communication on the first lead. Perhaps this could lead to the possibility to launch a newsletter, and other potential projects.
CLUEDOO RECOMMENDATION
OUR FEATURES AS SOLUTIONS
Archive Lead and Create Contact
Pre-defined Question List in Opportunity
HOW TO USE THIS MODULE
Mark as Lost and Create Contact
CRM â Pipeline. When you click "Mark As Lost" on an opportunity, you have the option to create a contact and the option to link or not link it to a customer.
Question List for Leads
1
On CRM â Configuration, we have Question / Answer menu. From v16 onwards, don't exist.
2
On the CRM question form view, we can also set the answer.
3
On the leads / opportunity form view, within the Internal Notes tab, we can put in the question and answer, as well as write a custom answer.
4. Won Archive. In pipeline we can click on the Won and the opportunity will be archived and have the banner Won-Archived.
5. When a lead is mark as Lost, we can decide to link it customer or not or create new customer.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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