CRM Mark as Lost + Create contact, Archive Won
Extra Choice/ 1: "Create contact and archive lead" to close the lead; 2: predefined lists of question; 3. archive an opportunity
CRM Mark as Lost + Create contact, Archive Won
Extra Choice/ 1: "Create contact and archive lead" to close the lead; 2: predefined lists of question; 3. archive an opportunity
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 → 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 → 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.
