System for managing a
company's interactions with current and future customers. It
often involves using technology to organize, automate, and
synchronize sales, marketing, customer service, and technical
support.
Sales cycle :
Sequence of phases used by a company to convert a
prospect into a customer.
Pipeline :
Visual representation of your sales process, from the
first contact to the final sale. It refers to the process by
which you generate, qualify and close leads through your sales
cycle.
Sales stage :
In Odoo CRM, a stage defines where an opportunity
is in your sales cycle and its probability to close a sale.
Lead :
Someone who becomes aware of your company or someone who
you decide to pursue for a sale, even if they don't know about
your company yet.
Opportunity :
A lead that has shown an interest in knowing more
about your products/services and therefore has been handed over
to a sales representative
Customer :
In Odoo CRM, a customer refers to any contact within
your database, whether it is a lead, an opportunity, a client or
a company.
Key Performance Indicator (KPI) :
A KPI is a measurable value
that demonstrates how effectively a company is achieving key
business objectives. Organizations use KPIs to evaluate their
success at reaching targets.
Lead scoring :
System assigning a positive or negative score to
prospects according to their web activity and personal
informations in order to determine whether they are "ready for
sales" or not.
Kanban view :
In Odoo, the Kanban view is a workflow
visualisation tool halfway between a list
view
and a non-editable form
view
and displaying records as "cards". Records may be grouped in
columns for use in workflow visualisation or manipulation (e.g.
tasks or work-progress management), or ungrouped (used simply to
visualize records).
List view :
View allowing you to see your objects (contacts,
companies, tasks, etc.) listed in a table.
Lead generation:
Process by which a company collects relevant
datas about potential customers in order to enable a relationship
and to push them further down the sales cycle.
Campaign:
Coordinated set of actions sent via various channels to
a target audience and whose goal is to generate leads. In Odoo
CRM, you can link a lead to the campaign which he comes from in
order to measure its efficiency.
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