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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="crm_planner">
<t t-call="web_planner.pages">
<t t-call="web_planner.page">
<t t-set="page_title">Welcome</t>
<t t-set="hide_mark_as_done" t-value="True"/>
<div class="o_planner_intro">
<p>
We designed Odoo to help you grow your business. Odoo CRM
is not just a tool, we want it to have a major impact on your
sales performance. That's our mission, and we are serious about it.
</p><p>
Setting up your sales funnel is just the first step. To achieve a
significant boost, we will help you get the most out of
Odoo CRM to transform how your salespeople work.
That's the purpose of this guide.
</p><p>
The whole process may take a few hours. But it's worth doing
it.
</p><p>
We are here to help you. If you get stuck, do not hesitate to
reach our <a href="mailto:help@odoo.com">support team</a> or
<a href="https://www.odoo.com/documentation/user/">browse the documentation</a>.
</p><p>
Have fun deploying your sales strategy,
</p>
<div class="mt32">
<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
<address>
Fabien Pinckaers, Founder
</address>
</div>
</div>
<t t-set="menu_categorytitle">KPIs</t>
<t t-set="menu_categoryclasses" t-value="'fa-trophy'"/>
<t t-call="web_planner.page">
<t t-set="page_title">Your Expectations</t>
<p class="text-muted">
What are your sales objectives? What challenges are you
dealing with? Being clear on your expectations is the first step
of a successful implementation.
</p>
<div class="row">
<div class="o_planner_notebook_container col-md-12">
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<ul class="o_planner_notebook">
<div class="o_planner_notebook_line_separator"></div>
<li class="o_planner_notebook_header">
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<a class="pull-right" data-toggle="collapse" href="#o_planner_page2_help">
</a>
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<div id="o_planner_page2_help" class="collapse">
<h5>Examples</h5>
<ul>
<li> Better visibility on team activities</li>
<li> Have clear forecasts on sales</li>
<li> Grow leads acquisition</li>
<li> Improve average revenue per salesperson</li>
<li> Upsell more to existing customers</li>
<li> Better structure the sales process</li>
</ul>
</div>
</li>
<li><span>#1</span><textarea id="input_element_exp1" value="" line="1" type="text"/></li>
<li><span>#2</span><textarea id="input_element_exp2" value="" line="1" type="text"/></li>
<li><span>#3</span><textarea id="input_element_exp3" value="" line="1" type="text"/></li>
<li><span>#4</span><textarea id="input_element_exp4" value="" line="1" type="text"/></li>
</ul>
</div>
</div>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-lg"/>
<p>At the end of the deployment process, your expectations should be reached.
<br />
If not, our CRM experts are available to help you achieve your KPIs.</p>
</div>
<t t-set="page_title">Your KPIs</t>
What are the main KPIs you need to track for your the sales actities?
<div class="row">
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<div class="o_planner_notebook_container col-md-12">
<ul class="o_planner_notebook">
<div class="o_planner_notebook_line_separator"></div>
<li class="o_planner_notebook_header">
<h5><strong>Your Main KPIs:</strong></h5>
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<a class="pull-right" data-toggle="collapse" href="#o_planner_page3_help">
</a>
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<div id="o_planner_page3_help" class="collapse">
<h5>Examples</h5>
<ul>
<li> Sales Forecasts (month+1)</li>
<li> Win / Loss Ratio</li>
<li> Revenue by Salesperson</li>
<li> Time to Close a Deal</li>
<li> Time to Qualify a Lead</li>
<li> Leads by Source</li>
</ul>
</div>
</li>
<li><span>#1</span><textarea id="input_element_kpi1" value="" line="1" type="text"/></li>
<li><span>#2</span><textarea id="input_element_kpi2" value="" line="1" type="text"/></li>
<li><span>#3</span><textarea id="input_element_kpi3" value="" line="1" type="text"/></li>
<li><span>#4</span><textarea id="input_element_kpi4" value="" line="1" type="text"/></li>
</ul>
</div>
</div>
</t>
</t>
<t t-call="web_planner.category">
<t t-set="menu_categorytitle">Your Pipeline</t>
<t t-set="menu_categoryclasses" t-value="'fa-tag'"/>
<t t-call="web_planner.page">
<t t-set="page_title">Your Pipeline</t>
<p class="text-muted">
Systematic organization is what makes the difference
between good and great salespeople! Setup a pipeline
that is in line with your sales cycle.
</p><p class="text-muted">
Aligning your sales organization on a systematic
process will allow you to continuously improve your
sales performance.
</p>
<div class="row">
Jérome Maes
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<div class="o_planner_notebook_container col-md-12">
<ul class="o_planner_notebook">
<li class="row o_planner_notebook_header">
<div class="col-md-4 col-md-push-8 fa fa-lightbulb-o">
<select id="input_element_pipeline">
<option value="odoo_default">Odoo Default</option>
<option value="solution_selling">Solution Selling</option>
<option value="b2c">B2C</option>
<option value="b2b">B2B</option>
</select>
</div>
<h5 class="col-md-8 col-md-pull-4"><strong>Sales Stages</strong></h5>
</li>
<li class="row">
<div class="col-md-6">
<span>#1</span>
<input id="input_element_stage_0" type="text" value="New"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_7" type="text"/>
</div>
</li>
<li class="row">
Darshan Kalola
committed
<div class="col-md-6">
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<input id="input_element_stage_1" type="text" value="Qualified"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_8" type="text"/>
</div>
</li>
<li class="row">
Darshan Kalola
committed
<div class="col-md-6">
Darshan Kalola
committed
<input id="input_element_stage_2" type="text" value="Proposition"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_9" type="text"/>
</div>
</li>
<li class="row">
Darshan Kalola
committed
<div class="col-md-6">
Darshan Kalola
committed
<input id="input_element_stage_3" type="text" value="Negotiation"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_10" type="text"/>
</div>
</li>
<li class="row">
Darshan Kalola
committed
<div class="col-md-6">
Darshan Kalola
committed
<input id="input_element_stage_4" type="text" value="Won"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_11" type="text"/>
</div>
</li>
<li class="row">
Darshan Kalola
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<div class="col-md-6">
Darshan Kalola
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<input id="input_element_stage_5" type="text" value="Lost"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_12" type="text"/>
</div>
</li>
<li class="row">
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<div class="col-md-6">
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<input id="input_element_stage_6" type="text"/>
</div>
<div class="col-md-6">
<textarea id="input_element_stage_13" type="text"/>
</div>
</li>
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<div class="o_planner_notebook_line_separator"></div>
</ul>
</div>
</div>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-lg"/>
<li>A good pipeline should have between 5 and 7 stages</li>
<li>The first stage is usually "New" and the last one is "Won"</li>
<li>Don't use stages to qualify opportunities, use tags instead</li>
<li>Every stage should be a step forward in the buyer's decision-making, not a task to carry out</li>
</div>
<p>Great pipelines have stages <strong>aligned with the buyer's buying process</strong>, not your selling process:</p>
<table class="table">
<thead>
<th></th>
<th width="50%"><strong>Example: Qualified stage</strong></th>
<th></th>
<th width="50%"><strong>Example: Negotiation stage</strong></th>
</thead>
<tbody>
<tr>
<td><span class="fa fa-thumbs-o-up fa-2x text-success"/></td>
<td><strong>The customer</strong> understood his pain points and proposed the next step in the buying process</td>
<td><span class="fa fa-thumbs-o-up fa-2x text-success"/></td>
<td><strong>The prospect</strong> started to discuss your offer</td>
</tr>
<tr>
<td><span class="fa fa-thumbs-o-down fa-2x text-danger"/></td>
<td><strong>You</strong> understand the customer's needs and pain points, and you have a fairly good idea of his budget to spend</td>
<td><span class="fa fa-thumbs-o-down fa-2x text-danger"/></td>
<td><strong>You</strong> called the prospect for a follow up on your offer</td>
</tr>
</tbody>
</table>
<div class="well well-lg">
<strong>Recommended actions:</strong>
<li>
<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">
Configure the stages of your sales pipeline</a> with your work above
</li>
<li>
<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">
Create the three firsts opportunities</a> as an exercise
</li>
</div>
<t t-set="page_title">Your Customizations</t>
<strong>Every business is different.</strong> Odoo allows to
customize every application and it's usually a good
advice to customize screens to fit your sales process.
<strong>Customizations are done by Odoo experts.</strong>
</p><p class="text-muted">
Here are some of the <strong>customizations available</strong>:
<section data-snippet-id="pricing">
<div class="row">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa fa-laptop"/>
<strong> Screen Customization</strong>
</span>
</div>
<div class="panel-body">
<p>
We can add fields related to your business on any screen, for example
</p>
<li>Number of Rooms</li>
<li>Existing Tools</li>
<li>Licences</li>
<li>....</li>
</div>
</div>
</div>
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa fa-sitemap"/>
<strong> Workflow Customization</strong>
</span>
</div>
<div class="panel-body">
<p>We can automate steps in your workflow, for example:</p>
<li>Send an email to all opportunities in the "Qualified" stage for more than 20 days</li>
<li>Set the sales manager as a follower of every opportunity above $20k</li>
</div>
</div>
</div>
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa fa-pencil-square-o"/>
<strong> Create Custom Reports</strong>
</span>
</div>
<div class="panel-body">
<p>
We can implement custom reports for you based on your Word templates, for example:
</p>
<li> Attach a qualification form to every house opportunity</li>
<li> Change the layout of a quotation</li>
</div>
</div>
</div>
</div>
<div class="row">
Jérome Maes
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<div class="well well-lg">
<span><strong>Contact us to customize your application:</strong><br/>
We have special options for unlimited number of customizations!
</span>
</div>
</div>
</div>
</section>
<t t-call="web_planner.page">
<t t-set="page_title">Your Proposal</t>
<p class="text-muted">
Odoo will help you create polished, professional quotations and contracts in minutes.
Tell us how you sell and we will tell you what
configuration will best fit your quotation process.
</p>
<t t-if="not is_module_installed('sale')">
<span class="text-muted">Note: To use those features, you need to install the <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Sales Management module.</a></span>
</t>
<h4>What <strong>kind of proposals</strong> do you usually send to your customers ?</h4>
<div class="row">
<div class="col-md-6">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa" data-icon=""/>
<strong>One-time sale</strong><br/>
<span class="small"></span>
</span>
<div class="panel-body">
<h4><strong>Standard quotation</strong> <span class="small">(products or services)</span></h4>
<span>
<li>This is the default configuration, there is nothing to setup.</li>
</span>
<br/>
<h4><strong>Quote template</strong> <span class="small">(packaged services)</span></h4>
<span>
<li>Activate the 'Online Quotations' option in <a t-att-href="prepare_backend_url(
'base_setup.action_sale_config')">Sales Settings</a></li>
<li>Create your templates of offers</li>
</span>
</div>
</div>
</div>
<div class="col-md-6">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa" data-icon=""/>
<strong>Subscriptions</strong><br/>
<span class="small"></span>
</span>
<div class="panel-body">
<t t-if="not is_module_installed('website_contract')">
<span class="text-muted">If you sell subscriptions (whether it's invoiced annually or monthly), activate the
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_contract')">Subscription Management</a> app.
</span>
</t>
<t t-if="is_module_installed('website_contract')">
<h4><strong>Subscriptions</strong></h4>
<p>
Use subscription for recurring billing.
Examples of subscription may include:
annual support contract, monthly
subscription to a service, etc.
</p>
</t>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-lg"/>
<strong>Note:</strong>
Using templates can boost the quality of your
quotations and their success rate. However,
creating such templates can be a huge effort.
We recommend to start with standard quotations
<t t-call="web_planner.page">
<t t-set="page_title">Your Customers</t>
<p class="text-muted">
Unless you are starting a new business, you probably have a list of customers and vendors you'd like to import.
<div class="row">
<div class="col-md-6">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa" data-icon=""/>
<strong> Create manually</strong><br/>
<span class="small">< 200 contacts</span>
</span>
</div>
If you have less than 200 contacts, we recommend you
to create them manually.
</p>
<ul>
<li>
<a t-att-href="prepare_backend_url('base.action_partner_form','kanban')">Create Customers</a>
<a t-att-href="prepare_backend_url('base.action_partner_supplier_form','kanban')">Create Vendors</a>, if accounting or purchase is installed
</li>
</ul>
</div>
</div>
</div>
<div class="col-md-6">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa" data-icon=""/>
<strong>Import</strong><br/>
<span class="small">> 200 contacts</span>
</span>
</div>
<div class="panel-body">
<p>
We can handle the whole import process
for you: simply send your Odoo project
manager a CSV file containing all your
data.
</p><p>
If you want to do it yourself:
</p>
<ul>
<li>Download the <a href="/base_import/static/csv/customers.xls">Excel template</a></li>
<li>Import using the top left button in <a t-att-href="prepare_backend_url('base.action_partner_form','list')">the list of customers</a></li>
</ul>
</div>
</div>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-lg"/>
<strong>Tip:</strong> For developers, you can
use our API to load data through scripts: read
the <a href="https://www.odoo.com/documentation/9.0/api_integration.html" target="_blank">API documentation</a>
</t>
<t t-call="web_planner.page">
<t t-set="page_title">Your Products</t>
<p>A product in Odoo is something you sell or buy. It could
be a goods, consumable or services. Choose how you want to
create your products:
</p>
<div class="row">
<div class="col-md-6">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa" data-icon=""/>
<strong> Create manually</strong><br/>
<span class="small">Recommended if <100 products</span>
<li><a t-att-href="prepare_backend_url('product.product_template_action', 'form')">Create your products</a></li>
</div>
</div>
</div>
<div class="col-md-6">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<span class="fa" data-icon=""/>
<strong>Import a file</strong><br/>
<span class="small">Recommended if >100 products</span>
<div class="panel-body">
<p>
We can handle the whole import process
for you: simply send your Odoo project
manager a CSV file containing all your
products.
</p><p>
If you want to do it yourself:
</p>
<ul>
<li>Download the <a href="/base_import/static/csv/products.xls">Excel template</a></li>
<li>Import using the top left button in <a t-att-href="prepare_backend_url('product.product_template_action','list')">the list of products</a></li>
</ul>
</div>
</div>
</div>
</div>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-lg"/>
<strong>Tip:</strong>
You can also use our API to load data automatically through scripts: read this <a href="https://www.odoo.com/documentation/9.0/api_integration.html" target="_blank">technical documentation</a>.
</t>
<t t-call="web_planner.page">
<t t-set="page_title">Your Prices</t>
<p class="text-muted">
In Odoo, there are 3 different ways to manage your products prices.<br/>
</p>
<div class="row">
<div class="col-md-4">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<strong>Unique price</strong>
</span>
</div>
<div class="panel-body">
<p>
Each product can only have one price. (but you can change it when doing a quotation)
<br/>
Note: your product needs to be marked as 'Can be Sold' to have a Sale Price.
</p>
</div>
</div>
</div>
<div class="col-md-4">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<strong> Price per Customer</strong>
</span>
You may have a different sale price for different
groups of customers:
</p>
<ul>
<li>Consumers</li>
<li>Retailers</li>
<li>Company XYZ</li>
</ul>
<p>
Change the <i>Sale Price</i> option in
<a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>
</p>
</div>
<div class="col-md-4">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title">
<strong> Rules & Formulas</strong>
</span>
</div>
<div class="panel-body">
<p>
Prices can be computed using advanced formulas.<br/>
Example: 15% discount when buying more than 3 t-shirts.
</p>
<p>
You can also combine several rules into a sequence.<br/>
Example: additional 10% discount during summer sales
</p>
<p>
Change the <i>Sale Price</i> option in
<a t-att-href="prepare_backend_url('base_setup.action_sale_config')">Sales Settings</a>
</p>
</div>
</div>
</div>
</div>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-lg"/>
<p>
You can change the pricing method at anytime. We
recommend you to select the easiest option that
suits your needs for now on.
</p>
</div>
<t t-call="web_planner.category">
<t t-set="menu_categorytitle">Deployment</t>
<t t-set="menu_categoryclasses" t-value="'fa-magic'"/>
<t t-set="page_title">Incoming Emails</t>
Incoming email create leads automatically when a new prospect contacts you.
That's the easiest way to integrate Odoo with third party apps.
</p>
<h4>The point of contact <strong>for all your prospects</strong></h4>
<div class="row">
<div class="col-md-4">
<div class="well well-sm text-center">
<h4><span class="fa" data-icon=""/><t t-if="alias_name and alias_domain"> <t t-esc="alias_name"/>@<t t-esc="alias_domain"/></t></h4>
</div>
<div class="well well-sm text-center relative">
<p>
This email address has been preconfigured as the default
for your sales department.<br/>
<a t-att-href="prepare_backend_url('base_setup.action_sale_config')">(you can change it here)</a>
</p>
<span class="arrow-down"></span>
</div>
<div class="col-md-4 text-center">
<div class="well well-lg">
<h4><span class="label label-default text-center odoo_purple">Incoming email</span></h4>
<span class="fa fa-angle-down fa-2x"></span>
<h4><span class="label label-default text-center odoo_purple">Lead</span></h4>
<span class="fa fa-angle-down fa-2x"></span>
<h4><span class="label label-default text-center odoo_purple">Opportunity</span></h4>
<span class="fa fa-angle-down fa-2x"></span>
<h4><span class="label label-default text-center odoo_purple">Quotation</span></h4>
</div>
</div>
<div class="col-md-4">
<div class="well well-lg">
<p><strong>
<h4><a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">Contact Us</a></h4>to setup your own domain
name (e.g. sales@yourcompany.com)</strong></p>
</div>
</div>
</div>
<div class="alert alert-info" role="alert">
<p>Don't forget to change this address on:</p>
<ul>
<li>Your business cards</li>
<li>Your document templates</li>
<li>Your LinkedIn or social media pages</li>
<li>Your website</li>
</ul>
</t>
<t t-call="web_planner.page">
<t t-set="page_title">Reporting</t>
<h4><strong>Click on 'Reporting' in the main menu </strong>and browse statistics:</h4>
<div class="row">
<div class="col-md-4">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title"><span data-icon=""/><strong> Exercise 1</strong></span>
<span>(Lead Manager)</span>
</div>
<div class="panel-body">
<p>
<strong>Exercise:</strong> Try to get the number of leads per salesperson and by creation date
</p>
<p>
<a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action_lead', 'pivot')">Leads Analysis</a> (if leads are activated)
</p>
</div>
</div>
</div>
<div class="col-md-4">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title"><span data-icon=""/><strong> Exercise 2</strong></span>
<span>(Sales Manager)</span>
</div>
<div class="panel-body">
<p>
A sales manager will mostly use these two reports:
<li>
<a t-att-href="prepare_backend_url('crm.crm_opportunity_report_action', 'pivot')">Opportunities Analysis</a>
</li>
<li>
<a t-att-href="prepare_backend_url('account.action_account_invoice_report_all', 'pivot', 'account')">Invoice Analysis</a>
</li>
</p>
<p>
<strong>Exercise: </strong>Try to analyse the average time to close a deal.
Group X Axis: Creation Date
Group Y Axis: Expected Closing Date
Filter: Won Opportunities
</p>
</div>
</div>
</div>
<div class="col-md-4">
<div class="panel panel-success">
<div class="panel-heading">
<span class="panel-title"><span data-icon=""/><strong> Exercise 3</strong></span>
<span>(Salesperson)</span>
</div>
<div class="panel-body">
<p>Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.</p>
<p><strong>Exercise: </strong>Try to switch the kanban to graph view</p>
<p>
<a t-attf-href="web#view_type=kanban&model=crm.lead&menu_id=#{pipeline_menu_id}">Opportunities pipeline</a>
</p>
</div>
</div>
</div>
</div>
<div class="alert alert-info info_icon" role="alert">
<span class="fa fa-lightbulb-o fa-2x"></span>
<strong>Tips:</strong>
<li>Show advanced filters and options by clicking on the magnifying glass icon next to the search bar.</li>
<li>Save filters or add any report to your dashboard with the Favorites menu.</li>
</t>
</t>
<t t-call="web_planner.category">
<t t-set="menu_categorytitle">Grow revenues</t>
<t t-set="menu_categoryclasses" t-value="'fa-bolt'"/>
<t t-call="web_planner.page">
<t t-set="page_title">Weekly Meetings</t>
<p class="text-muted">
Once you’ve deployed your CRM, it’s time to grow your revenues. Start by setting up a continuous improvement approach.We recommend you to organize weekly sales meeting with the team during which you will do a pipeline review.
</p>
<div class="o_planner_paragraphs">
<div class="row">
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon=""/></div>
<div class="col-md-10">
<p>
<strong>Organize weekly sales meetings</strong><br/>
It's a great way to see where you can improve and keep track of the progress of your sales team. Start the pipeline review by looking at the big picture; revenues and number of opportunities by stage, by expected closing date and by salespeople.
</p>
<p>
Analyzing the pipeline by expected closing date will help your team efficiently forecast its future revenues. The pipeline review will allow you to identify sales inefficiencies or pick up on the best practices.
</p>
</div>
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon="" /></div>
<p>
<strong>Review the top 5 opportunities</strong><br/>
Once the big picture is clear, focus on the best opportunities. Start from stages on the right (negotiation, proposal, etc) and review the biggest opportunities one by one with the team.
</p><p>
For every deal, review the next action, the expected closing, the pain points, the expected revenues, the buying process, etc.
</p>
</div>
<div class="hidden-xs hidden-sm col-md-2 icon"><span data-icon="" /></div>
<p>
<strong>Forecast future revenues</strong><br/>
You can assess the maturity of a sales team by its ability to forecasts future revenues
for the coming months or quarters. Train the team to forecast efficiently by having
an up-to-date pipeline of opportunities.
After a few month, set the real success rate according to the stages, to have
accurate expected revenues by closing date.
Depending on how complex your business is, it may take between 6 months and 18 months for a new
sales team to efficiently forecasts future revenues.
</p>
</div>
</div>
<t t-set="page_title">Sales Tools</t>
<p>
The three main practices to develop a sales force are
<strong>methodical organization</strong>, <strong>trainings</strong> and
<strong>good sales tools</strong>.
If you followed the preceeding steps, you already setup
the foundations to a strong process leading to
continuous improvements of your sales teams.
</p>
<div class="row o_planner_paragraphs">
<div class="col-md-2 icon"><span data-icon="" /></div>
<div class="col-md-10">
<p><strong>Trainings</strong><br/>
To build a strong sales training program, you can use the following
apps of Odoo:
<ul>
<t t-if="not is_module_installed('survey')">
<li>Use <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'survey')">survey</a> to create tests and certifications.</li>
</t>
<t t-if="is_module_installed('survey')">
<li>Use <a t-att-href="prepare_backend_url(
'survey.action_survey_form','list')">survey</a> to create tests and certifications.</li>
</t>
<t t-if="not is_module_installed('website_slides')">
<li>Use <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_slides')">Slides</a> to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
</t>
<t t-if="is_module_installed('website_slides')">
<li>Use <a t-att-href="prepare_backend_url(
'website_slides.action_slide_channels','list')">Slides</a> to organize all your documents like: customer presentations, product sheets, comparisons with competitors, pain points sheets, training materials, etc.</li>
</t>
<t t-if="not is_module_installed('gamification')">
<li>Use <a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'gamification')">Gamification</a> to create internal challenge for your salesmen</li>
</t>
<div class="col-md-2 icon"><span data-icon="" /></div>
<div class="col-md-10">
<p><strong>Sales tools</strong><br/>
Efficiently following up the pipeline will lead to great improvements. But to achieve excellence in your sales organization, you need to provide your team with sales tools. For every stage of the opportunities pipeline, identify the blocking points and create documents to train the team.
</p>
</div>
</div>
<p>Here are a few examples of documents you should provide to your sales team based on the sales stage:</p>
<section>
<div class="well well-lg">
<p><strong>New:</strong></p>
<ul>
<li>Phone scripts</li>
<li>Qualification form (you can use the survey app for this)</li>
<li>Templates of emails</li>
</ul>
<p><strong>Qualified:</strong></p>
<ul>
<li>List of possible pain points by segment/profile</li>
<li>VIP letter to potential sponsors</li>
</ul>
<p><strong>Propositions:</strong></p>
<ul>
<li>Templates of quotations (use Odoo Online Proposals for this)</li>
<li>Competition Matrix comparing prices</li>
</ul>
<p><strong>Negotiation:</strong></p>
<ul>
<li>Motivation letter from the management</li>
</ul>
<p>
You don't need to review lost opportunities at every sales meeting, but it's good
practice to do it at least once a month. Ask your team to set tags on opportunities to
identify why they were lost and use this information to generate statistics. Here are
some examples of tags to create: no budget, competition, no pain found, etc.
</p>
</section>
<t t-set="page_title">Add Features</t>
<p class="text-muted">
Odoo is the world's only software to have a full integration of Marketing Apps for your sales channel: insight sales, point of sale, ecommerce.
</p>
<strong>To boost your leads acquisition,</strong> you should have a look at our marketing apps:
</h4>
<section>
Jérome Maes
committed
<div class="row o_planner_row_apps">
<div class="text-center mt8 col-md-6">
<span class="fa fa-envelope fa-4x"></span>
<h3><strong>Mass mailing</strong></h3>
<p>Design efficient email campaigns. Send, convert and track performance.</p>
Jérome Maes
committed
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'mass_mailing')" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install Mailing</a>
</div>
<div class="text-center mt8 col-md-6">
<span class="fa fa-comments-o fa-4x"></span>
<h3><strong>Website Live Chat</strong></h3>
<p>Engage directly with your website visitors to convert them into leads.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'im_livechat')"
<span class="fa fa-arrow-circle-o-down"/> Install Website Live Chat</a>
</div>
<div class="text-center mt8 col-md-6">
<span class="fa fa-check-square-o fa-4x"></span>
<h3><strong>Survey</strong></h3>
<p>Gain high quality insight from surveys, a great way to engage with prospects</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'survey')"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install Surveys</a>
</div>
<div class="text-center mt8 col-md-6">
<span class="fa fa-calendar-o fa-4x"></span>
<h3><strong>Events</strong></h3>
<p>Create sleek and attractive event pages. Sell online and organize on site.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'event')"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install Events</a>
</div>
<div class="text-center mt8 col-md-6">
<span class="fa fa-credit-card fa-4x"></span>
<h3><strong>e-Commerce</strong></h3>
<p>Boost your online sales with sleek product pages.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_sale')"
class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install e-Commerce</a>
</div>
<div class="text-center mt8 col-md-6">
<span class="fa fa-file-powerpoint-o fa-4x"></span>
<h3><strong>Slides</strong></h3>
<p>Display your brochures, product sheets, showcases etc.</p>
<a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'website_slides')" class="btn odoo_purple">
<span class="fa fa-arrow-circle-o-down"/> Install Slides</a>
</div>
</div>
</section>
</t>
</t>
<t t-call="web_planner.page">
<t t-set="hide_title" t-value="True"/>
<t t-set="hide_from_menu" t-value="True"/>
<t t-set="hide_mark_as_done" t-value="True"/>
<h1 class="text-center o_planner_trophy" data-icon="" />
<div class="text-center">
<h1>Congratulations, you're done!</h1>
<h3>We hope this process helped you bring your sales vision to life.</h3>
<h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=Sales%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements!</h4>
<p>Happy Selling!<br/>- The Odoo Team</p>
<img src="/web_planner/static/src/img/odoo_logo.png"/>
</div>
</template>
<!--Planner Data-->
<record id="planner_crm" model="web.planner">
<field name="name">Sales strategy planner</field>
<field name="view_id" ref="crm_planner"/>
<field name="menu_id" ref="base.menu_base_partner"/>
<field name="planner_application">planner_crm</field>
<field name="tooltip_planner"><![CDATA[
Plan your sales strategy: objectives, leads, KPIs, and much more!