I have a Odoo job that needs to use as much existing function as possible. Minimal customization.
Our budget is minimal as well. We can discuss in details on the features.
Functions of Software
1) Lead Management
a) Lead Contact management-managed and Organise Updates, follow up, and track leads conveniently:
a. Manually import/export leads
i. Lead’s name, Company, Company address, Website, Contact details…etc
ii. Update the status of your leads (e.g., not qualified, needs contact, needs quote, followed-up, quoted, awarded, spam, and so on) and track their progress
iii. Create custom reports based on their status and performance
iv. Set up multiple users (sales people) and manage them with ease
v. Ability to manage and indicate where lead is generated. E.g from “offline advertising” such as newspapers, magazines, and other offline display ads and identify the leads behind them
b) Leads Nurturing
Easily List and generated emails address for marketing purpose tailored to the lead segment and activities of the lead.
c) Lead Scoring
Score leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity. Scoring options to help focus on "hot leads" that generate quicker sales
d) Lead Segmentation
Segmenting of Leads such that company is able to Focus Efforts, deliver better value for the correct target audience for different stages of marketing
e) Lead qualification
Merging lead duplicates, link a lead to the relevant account, enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.
f) Import Leads
Easily import prospects files
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
h) Lead distribution- Assignation Rules
Define rules to assign leads to the right sales team or sales person based on quotas and segments. Distribute leads based on the prospect’s needs, profile (geography, industry, and budget) as well as the current workload of telemarketing and inside sales teams. If the lead was not qualified for sales, it can be assigned to lead nurturing campaigns. Thus Manage sales team efficiently with minimal effort (i.e., assign leads to your sales reps manually or automatically)
i) Lead Dashboard
Present the type of data and information that business would like to see from the content collected in system. The action dashboard to focus only on key lead indicators.
j) Analytics on leads
Analyse statistics on leads, such as number and quality of the new leads, conversion rate, etc. These help to increase the conversion of prospects into the sales ready opportunities.
k) Track your sales reps’ progress in real-time
2) CUSTOMERS Management
a) Manually/ Automatically collect and add new Customers profile into listing
b) Customer’s information (e.g Name, Personal detail, Contact details, Billing address, Company information, delivery addresses...etc)
c) Import existing contacts from excel
d) view/retrieve a list of all content that belongs to a particular tag or filter search results based on a tag or tags
e) Get a clear address book shared amongst sales persons - list of all existing and new customers names, company name, and address and contact
f) Set customer preferences easily: delivery methods, financial data, etc.
g) Have multiple addresses and contacts for a single company.
h) Can Write notes on last conversation
i) Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
j) Reports and Dashboards
k) Downloadable reports in any file format
***NO Design needed. Development only.