How To Generate Leads/Opportunities In Odoo

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The management of all of the relationships and interactions that your firm has with its clients is handled by something called customer relationship management (CRM). The primary goal of customer relationship management (CRM) is to cultivate and strengthen existing business ties.

They make it easier for you to maintain consistent communication with your clientele, which in turn, increases the likelihood that your enterprise will generate a profit. Using CRM, various departments within an organization, such as sales, marketing, and business development, are able to more efficiently manage their interactions and connections with customers and other external parties.

Odoo ERP comes packaged with a customer relationship management (CRM) application that will help you maintain productive and fruitful interactions with your clientele. It is possible to apply Odoo as a customer management system rather than making use of a separate application. That’s why today’s tutorial will show you how to generate leads/opportunities in Odoo. So, hesitate no more, and let’s dive in!

Importance of lead generation in eCommerce

Obtaining leads is the most important step in the process of running any kind of business. This will be helpful in selecting which clients should be done business with and which clients’ marketing efforts should be sustained. Leads can be created in Odoo from a wide variety of sources. Because this module is connected with other modules, the information that is collected by the website module may be quickly moved into the CRM and used there as leads.

Even people who took part in events organized by the company themselves are considered to be leads in the organization’s database. The information of people who visit a company’s website, individuals or businesses that make contact with the company via email, and people who take part in live chat activities on websites are all considered to be leads in Odoo CRM and have their information recorded there. Their information will be saved and put to use in further follow-ups.

The Lead enrichment feature of Odoo allows you to discover additional information about leads for which you already have some data on hand. The process of “lead enrichment” involves gathering information about a lead that is available on web platforms. You have the option of enabling the process of lead enrichment either automatically or manually, depending on the credits that are now accessible. To complete each enrichment, credits are required, and these credits can be purchased on the official Odoo website.

How to generate leads/opportunities in Odoo

Email aliases and contact forms on websites are two of the most important ways for your company to attract new potential customers or business possibilities. When a visitor to your website fills out a contact form or sends an email to an email alias used by your sales team, Odoo will immediately generate a lead in your customer relationship management system (CRM).

Step 1: Set up and manage email aliases

To generate leads and prospects, each Sales Team has access to its own one-of-a-kind email alias that it can utilize. Any email that is sent to the email alias for a Sales Team will immediately generate a lead (if those leads are enabled in your CRM settings) or a chance in the pipeline for that particular team.

On the setup page for each Sales Team, which can be accessed by clicking on CRM > Configuration > Sales Teams, you may set up personalized email aliases.

Step 2: Utilize Contact Forms on your website

On the Contact Us page of your website, the ready-to-use Contact Form that comes included with Odoo is displayed. The moment that you receive a submission for this form, either a lead or an opportunity will be added to your database.

To activate or deactivate the Contact Form at any moment, go to Website > and select the appropriate option. To access the contact form, go to Website > Customize > Contact Form.

When the Form is turned off, the Contact Us page will just show a button to click in order to send an email to your business directly. Any email that is sent in this manner will result in the generation of a lead or an opportunity.

By navigating to Website > Configuration > Settings > Communication, you will have the opportunity to select which Sales Team or salesperson will be automatically assigned to the leads and opportunities that are generated from the Contact Form.

Step 3: Modify Contact Forms

Using the free Form Builder module, your team’s Contact Forms can be modified to collect the specific pieces of information that they require.

When a Form element is added to a web page using the Website Builder, the Form Builder module is placed on the page automatically. You can also perform a manual installation of it from the Apps page.

Forms can be constructed from scratch in order to cater to a wide range of different requirements. However, Odoo’s default Contact Us page is intended to satisfy the requirements of the vast majority of consumers. The default form should be used as a starting point for any modifications.

Step 4: Adjust Contact Form fields

If you are in Edit mode on your website, you can begin modifying any field by clicking on it. On the Contact Form, you are able to make changes to the following information for each field:

• Type: When it comes to typing, you can select either a custom field option or an already existing field. Examples include phone, file upload, language, etc.
• Input type: Determine the kind of information that should be entered by the customers using the “Input Type” option. Text, email, telephone, and URL are some of the possibilities that are open to you.
• Submit Placeholder: Type in an example to instruct users on how to input information when formatting is critical, such as a phone number or an email address. This is very helpful for fields like these.
• Label Name: Entering the display name for the label will allow users to see what information is required from them. Label Name:
• Position of Label: Here, you can choose how the label should be positioned in relation to the remainder of the form. It is possible to hide the label, move it above the field, to the far left of the field, to the right of the field, or move it closer to the field on the right.
• Required: Toggle this option for any information that you are required to enter in any way, shape, or form.
• Hidden: To conceal the field without deleting it, use this option and make sure it’s toggled off.
• Shown on Mobile: This is an option that may be toggled on or off to show or hide the field for people accessing the website via mobile devices.

When a Form is submitted, it will automatically send you an email with the information that the customer has input into the Form. You’ll need to modify the Form and make sure that the Action is set to Create an Opportunity if you want it to generate a lead or opportunity instead automatically.

If you have the option to create leads enabled in your CRM settings, selecting Create an Opportunity will instead produce a lead. Go to the page labeled “Convert leads into opportunities” if you want to find out more about activating leads within the CRM settings.

After they have obtained the leads, the organization will have to implement the necessary steps to convert the leads they have created into prospective clients. You may keep healthy relationships with your leads with the assistance of Odoo CRM by booking meetings with them and sending them quotations.

You are able to organize activities with the leads and give them information regarding the products and services offered by the firm. When the client’s interests are considered, they are more likely to remain loyal to the company and give their approval of the quotation. The team in charge of marketing can devise methods that will enhance the amount of contact with customers, and the team in charge of sales can then follow up with these in order to boost the number of sales orders.

Wrapping Up

We hope the article above has cleared your mind on how to generate leads/opportunities in Odoo. It doesn’t matter if you’re just starting out in the business world or you’ve been around for a while: Odoo CRM is the ideal tool for finding new leads, regardless of your level of experience. Even more advanced businesses can use it to keep their current customers and attract new ones. The methodical and organized procedures of CRM ensure that businesses are profitable and that customers are treated fairly.

The CRM module on the Odoo website makes it simple to obtain the credits necessary for lead generation. These credits may be obtained directly from the module. In addition to all of these capabilities, Odoo CRM ensures that the data saved in the database is kept securely and that the information cannot be read if the user does not have access to the database. Odoo takes precautions to protect the confidentiality of any data, both during generation and collection.