From ac00b8030fdc1284bd7006cb37dedf07523c4433 Mon Sep 17 00:00:00 2001 From: Anousone Phaysomphot Date: Thu, 18 Jun 2020 14:45:47 +0000 Subject: [IMP] crm: add new digest tips MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit PURPOSE Review the tips and digest layout design to make sure they have a WOW effect and increase trial conversion/retention. SPECIFICATIONS “Did you know Odoo has built-in lead mining?” “Opportunity win rate is predicted with AI” “Manage your pipeline” “Do not waste time recording user's data” “Turn a selection of opportunities into a map” See code for specifications. LINKS Task ID-2274264 COM PR: odoo/odoo#53580 ENT PR: odoo/enterprise#1139 X-original-commit: 93c7aa19397ae7a25e88e760f44d24a0b4f0dd9a --- addons/crm/data/digest_data.xml | 80 ++++++++++++++++++++++++++++------------- 1 file changed, 55 insertions(+), 25 deletions(-) (limited to 'addons/crm/data/digest_data.xml') diff --git a/addons/crm/data/digest_data.xml b/addons/crm/data/digest_data.xml index 2d87beddbc3..c3a12d814eb 100644 --- a/addons/crm/data/digest_data.xml +++ b/addons/crm/data/digest_data.xml @@ -9,49 +9,79 @@ - CRM: Create opportunities from incoming emails - 5 + Tip: Convert incoming emails into opportunities + 200
- % set email = object.env['crm.team'].search([('alias_name','!=', False)],limit=1).alias_id.display_name - % if email - Create opportunities from incoming emails -

Emails sent to ${email} generate opportunities in your pipeline.

- - + % set record = object.env['crm.team'].search([('alias_name', '!=', 'False')], limit=1) +

Tip: Convert incoming emails into opportunities

+ % if record and record.alias_domain +

Did you know emails sent to ${record.alias_id.display_name} generate opportunities in your pipeline?
+ Try sending an email to your CRM. This email address is configurable by sales team members.

+ % else +

Did you know emails sent to a Sales Team alias generate opportunities in your pipeline?

% endif
- CRM: Enrich your contacts - 50 + Tip: Did you know Odoo has built-in lead mining? + 1500
- Enrich your contacts -

Activate the "Partner Autocomplete" feature to fill in your Partner's details faster.

- - +

Tip: Did you know Odoo has built-in lead mining?

+

For a sales team, there is nothing worse than being dry on leads. Fortunately, in just a few clicks, you can generate leads specifically targeted to your needs: company size, industry, etc. To help you test the feature, we offer you 200 credits for free.

+
- CRM: Get more leads - 2 + Tip: Opportunity win rate is predicted with AI + 1700
- Get more leads -

Activate the lead mining feature from your CRM settings and start generating more leads.

- +

Tip: Opportunity win rate is predicted with AI

+

Odoo's artificial intelligence engine predicts the success rate of each opportunity based on your history. You can always update the success rate manually, but if you let Odoo do the job the score is updated while the opportunity moves forward in your sales cycle.

+ +
+ + + + Tip: Manage your pipeline + 2600 + + +
+

Tip: Manage your pipeline

+

A great tip to boost sales efficiency is to always define a next step on each opportunity. To manage ongoing activities, click on any status of the progress bar to filter opportunities based on their next activities' status. Click on the grey area of the progress bar to see all opportunities that have no next activity.

+ +
+ + + + Tip: Do not waste time recording customers' data + 2800 + + +
+

Tip: Do not waste time recording customers' data

+

Did you know you can search a company by name or VAT number to instantly fill in all its data? Odoo autocompletes everything for you: logo, address, company size, business information, social media accounts, etc.

+ +
+ + + + Tip: Turn a selection of opportunities into a map + 3000 + + +
+

Tip: Turn a selection of opportunities into a map

+

Did you know you can turn a list of opportunities into a map view, using the top-right map icon? A lot of screens in Odoo can be turned into a map: tasks, contacts, delivery orders, etc.

+
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