Lead Management: prospect, predefined lists of question.

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    Extra Choice/ 1: "Create contact and archive lead" to close the lead. 2: predefined lists of question.


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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    Odoo limits the possibility for leads & opportunities management.

    1/ Odoo proposes to close a lead or to convert in opportunity with option to create a new customer or not. But Odoo does not proposes 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-defined the sales speech of your sales team.

    CLUEDOO BEHAVIOR

    1/ Cluedoo add the option Mark Lost & Create contact on lead. 

    2/ When you contact a prospect, you need to ask a list of questions to better understand customer needs and so qualify opportunities.

    Pre-defined questions on opportunities help your salesteam to keep in mind all the key questions, select pre-defined answers and record notes and specific answers.

    MODULE +

    1/ Extra option in order to manage lead which are in fact a prospect without current opportunity. It gives possibility to proactively manage your book of prospects independently from your books of opportunities.

    2/ Easy to configure and so to support salesteam by providing key questions and expected answers. A good support for sales teams.

    BUSINESS CASE

    After a meeting on a fair trade, you contact a prospect. His current project is stopped but he's interested in keeping in touch for future opportunities. So, this lead is Mark as lost, because the lead is lost, BUT Create Contact, because you want to keep it in your database, with the history of the communication on the first lead, possibility to launch newsletter,...

    CLUEDOO RECOMMENDATION

    1. To be installed on 100% of database using Odoo CRM. It's important to give this option to your sales team in order to improve with the CRM your prospects' database and not only your pipeline.
    2. To be installed on your CRM if your sales speech is following a general list of questions or if you need to get mandatory answers from your customer.

    OUR FEATURES AS SOLUTION

    Archive Lead and Create Contact

    Pre-defined Question List in Opportunity

    HOW TO USE THIS MODULE?

    Mark as Lost and Create Contact

    1

    On CRM → Pipeline. Then choose a particular lead from the list and click on it. When you click Mark As Lost on opportunity, you have the option to create contact


    Question List for Leads

    1

    On CRM → Configuration, we have Question / Answer menu


    2

    On CRM question form view, we can set also the answer.


    3

    On leads / opportunity form view, Internal Notes tab, it provides the table to put the question, answer, and custom answer