From 8a2b0b4809f36f3045098fd33a02c19adcb199ae Mon Sep 17 00:00:00 2001 From: Fabien Pinckaers Date: Tue, 12 Aug 2014 10:50:17 +0200 Subject: [PATCH] [ADD] README.md for CRM --- addons/crm/README.md | 110 +++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 110 insertions(+) create mode 100644 addons/crm/README.md diff --git a/addons/crm/README.md b/addons/crm/README.md new file mode 100644 index 00000000000..e4206b5c525 --- /dev/null +++ b/addons/crm/README.md @@ -0,0 +1,110 @@ +Odoo CRM +-------- + +### Boost sales productivity, improve win rates, grow revenue + + +Manage your sales funnel with the Odoo +Open Source CRM. Attract leads, +follow-up on phone calls and meetings. Analyse the quality of your leads to +make informed decisions and save time by integrating emails directly into the +application. + +Your Sales Funnel, The Way You Like It +-------------------------------------- + +Track your opportunities pipeline with the revolutionary kanban view. Work +inside your sales funnel and get instant visual information about next actions, +new messages, top opportunities and expected revenues. + +Social Network Integration +-------------------------- + +Bring social intelligence to your sales process. Gain insights from social +media site LinkedIn to find prospects easily and load their data automatically +into your address book. + +Lead Management Made Easy +------------------------- + +Create leads automatically from incoming emails. Analyse leads efficiency and +compare performance by campaigns, channels or sales team. + +Find duplicates, merge leads and assign them to the right salesperson in one +operation. Spend less time on administration and more time on qualifying leads. + +Organize Your Opportunities +--------------------------- + +### A clean user interface with everything in one screen + +Get your opportunities organized to stay focused on the best deals. Manage all +your customer interactions from the opportunity like emails, phone calls, +internal notes, meetings and quotations. + +Follow opportunities that interest you to get notified upon specific events: +deal won or lost, stage changed, new customer demand, etc. + +Email Integration and Automation +-------------------------------- + +Work with the email applications you already use every day. Whether your +company uses Microsoft Outlook or Gmail, no one needs to change the way they +work, so everyone stays productive. + +Route, sort and filter incoming emails automatically. Odoo CRM handles incoming +emails and route them to the right opportunities or sales team. New leads are +created on the fly and interested salespersons are notified automatically. + +Collaborative Agenda +-------------------- + +Schedule your meetings and phone calls using the integrated calendar. You can +see your agenda and your colleagues' in one view. As a manager, it's easy to +see what your team is busy with. + +Lead Automation and Marketing Campaigns +--------------------------------------- + +### Drive performance by automating tasks + +Use our marketing campaigns to automate lead acquisition, follow ups and +promotions. Define automated actions (e.g. ask a salesperson to call, send an +email, ...) based on triggers (no activity since 20 days, answered a +promotional email, etc.) + +Optimize campaigns from lead to close, on every channel. Make smarter decisions +about where to invest and show the impact of your marketing activities on your +company's bottom line. + +Customize Your Sales Cycle +-------------------------- + +### It Fits Your Sales Approach + +Customize your sales cycle by configuring sales stages that perfectly fit your +sales approach. Control statistics to get accurate forecasts to improve your +sales performance at every stage of your customer relationship. + +Drive Engagement with Gamification +---------------------------------- + +### Leverage sales' natural desire for competition + +Reinforce good habits and improve win rates with real-time recognition and +rewards gamification system. Align sales teams around +clear business objectives with challenges, personal objectives and team leader +boards. + +### Leaderboards + +Promote leaders and competition amongst sales team with performance ratios. + +### Personnal Objectives + +Assign clear goals to users to align them with the company objectives. + +### Team Targets + +Compare revenues with forecasts and budgets in real time. +