Skip to content
Closed
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
66 changes: 35 additions & 31 deletions content/applications/sales/crm/acquire_leads/lead_mining.rst
Original file line number Diff line number Diff line change
@@ -1,71 +1,75 @@
=======================
Lead mining
=======================
Comment on lines 1 to 3
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

From the content guidelines:

For each formatting line (e.g., ===), write as many symbols (=) as there are characters in the header.

Here you can remove 12 equal signs above and below the heading

In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database.
Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business.
In any business, getting quality leads is essential to keep the business growing. Lead mining
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
In any business, getting quality leads is essential to keep the business growing. Lead mining
For any company, getting quality leads is essential to keep the business growing. Lead mining

Nitpicking, but I would try to avoid repetitions when they aren't necessary (i.e., when you use precise terms to describe Odoo features, fields etc., which of course should not be re-named: ))

allows you to generate leads from scratch directly within your database. Leads can be targeted based
upon a set of criteria, such as the country, the company size, and the industry, to ensure the
leads are relevant to your business.

Configuration
==============
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
==============
=============

One too many "="


For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate the **Lead Mining** feature.
For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
For this feature to work, go to :menuselection:`CRM --> Configuration --> Settings` and activate
Go to :menuselection:`CRM --> Configuration --> Settings` and activate

"For this feature to work" seems superfluous. Feel free to keep that little 'intro' if you prefer though :)

the **Lead Mining** feature.

.. image:: media/LM1.png
.. image:: lead_mining/LM1.png
:align: center

:alt: Activating Lead Mining

Start generating leads
==========================
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
==========================
======================

Four too many "="

You will now have a new button **Generate Leads** available in your pipeline.
You are also able to create lead mining requests from the
:menuselection:`Configuration --> Lead Mining Requests` and trough
You will now have a new button **Generate Leads** available in your pipeline. Lead mining
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
You will now have a new button **Generate Leads** available in your pipeline. Lead mining
The **Generate Leads** button is now available in your pipeline. Lead mining

Try to use the present tense

requests are also available from :menuselection:`Configuration --> Lead Mining Requests` or through
:menuselection:`Leads --> Leads` where you have the **Generate Leads** button.

.. image:: media/LM2.png
.. image:: lead_mining/generate-leads-button.png
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Don't forget to pngquant your screenshots :)

:align: center
:alt: Generate Leads Buttons
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
:alt: Generate Leads Buttons
:alt: Generate Leads button


From there, click on the **Generate Leads** button, a window where you will be able to pick your
criteria will pop up.
Comment on lines +29 to +30
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
From there, click on the **Generate Leads** button, a window where you will be able to pick your
criteria will pop up.
After clicking on the **Generate Leads** button, select the criteria to generate leads.

Use the present tense


From there, click on the **Generate Leads** button, a window where you will be able to pick your criteria will pop up.


.. image:: media/LM5.png
.. image:: lead_mining/generate-leads-popup.png
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Don't forget to pngquant your screenshots :)

:align: center
:alt: Generating Leads Pop-Up
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
:alt: Generating Leads Pop-Up
:alt: Generating leads pop-up

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Wouldn't this one have a capitalization on the "Leads" since in the app itself "Generate Leads" is capitalized? I think in this case, it makes more sense to rename the alt text to "Generate Leads pop-up." Thoughts?


When choosing to target Companies and their contacts you can choose the contacts you are getting
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

It could be useful to describe the difference between selecting Companies and Companies and their contacts.

based on Role or Seniority. Make sure to be aware of the latest EU regulation when getting
contact information. Get more information about General Data Protection Regulation on `Odoo GDPR
Comment on lines +36 to +38
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
When choosing to target Companies and their contacts you can choose the contacts you are getting
based on Role or Seniority. Make sure to be aware of the latest EU regulation when getting
contact information. Get more information about General Data Protection Regulation on `Odoo GDPR
When choosing to target *Companies and their contacts* you can choose the contacts you are getting
based on *Role* or *Seniority*. Make sure to be aware of the latest EU regulation when getting
contact information. Get more information about General Data Protection Regulation on `Odoo GDPR

You could use the italics markup when you mention specific fields to make them more distinguishable from the rest of the text.

<http://odoo.com/gdpr>`__,
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
<http://odoo.com/gdpr>`__,
<http://odoo.com/gdpr>`__.

Full stop instead of comma


When choosing to target Companied and their contacts you can choose the contacts you are getting based on Role or Seniority.
When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on
`Odoo GDPR <http://odoo.com/gdpr>`__,


You can decide to filter the leads you are getting depending on the size (number of employees) of the companies.
You can pick the countries your leads are coming from. It is possible to pick multiple countries.
You can pick the industries your leads are coming from. It is possible to pick multiple industries.

You can choose the salesperson and the Salesteam the lead will be assigned to.
You can also add tags to track your generated leads.
Additional options you can choose from are:
* **Size**: filter leads depending on the number of employees in the companies.
* **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable.
* **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable.
* **Salesperson**: choose who on the Sales Team will be assigned these leads.
* **Sales Team**: choose which Sales Team will be assigned to these leads
* **Tags**: choose what tags are added directly to the leads once found.
Comment on lines +41 to +47
Copy link
Contributor

@xpl-odoo xpl-odoo May 27, 2021

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
Additional options you can choose from are:
* **Size**: filter leads depending on the number of employees in the companies.
* **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable.
* **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable.
* **Salesperson**: choose who on the Sales Team will be assigned these leads.
* **Sales Team**: choose which Sales Team will be assigned to these leads
* **Tags**: choose what tags are added directly to the leads once found.
Additional options you can choose from are:
- **Size**: filter leads depending on the number of employees in the companies.
- **Country**: pick the countries leads are coming from. Pick multiple countries, if applicable.
- **Industry**: pick the industries leads are coming from. Pick multiple industries, if applicable.
- **Salesperson**: choose who on the Sales Team will be assigned these leads.
- **Sales Team**: choose which Sales Team will be assigned to these leads
- **Tags**: choose what tags are added directly to the leads once found.

I assume you wanted to have a list here? I think you need to have an empty line before starting a list. I never used *, that's why I replaced them with -, but * should work as well.


.. tip::
The generated leads will have the name of the company.
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
The generated leads will have the name of the company.
The generated leads are named after the company.

Present tense. Maybe use "include the name of the company" instead of "are named after the company". I'm not sure what's best and how the lead names look like


Pricing
==================
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
==================
=======

This is an In-App Purchase feature, each generated lead will cost you one credit.
This is an In-App Purchase feature, each generated lead will cost one credit.
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Line breaks way before the 100th character :)

Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
This is an In-App Purchase feature, each generated lead will cost one credit.
This is an In-App Purchase feature, each generated lead costs one credit.

Present tense

If you choose to get contact information each contact will also cost us one additional credit.
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
If you choose to get contact information each contact will also cost us one additional credit.
If you choose to get contact information as well, each lead costs you one additional credit.

Present tense. Remove "us". And I guess it's better to speak about a "lead" and not a "contact".

Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
Comment on lines 56 to 58
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View my Services`.
To buy credits, you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy Credits`; or go to :menuselection:`Settings --> In-App Purchases --> View My Services`.
`Click here to check the pricing for this feature <https://iap.odoo.com/iap/in-app-services/167?>`__

I would put the pricing link at the end.
"My Services" instead of "my Services" to be consistent with Odoo's capitalization.
There is a comma after the link, not a full stop.


.. image:: media/LM6.png
.. image:: lead_mining/LM6.png
:align: center
:alt: Buy Credits from Lead Mining Setting
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
:alt: Buy Credits from Lead Mining Setting
:alt: Buy credits from the CRM app settings


.. image:: media/LM7.png
.. image:: lead_mining/LM7.png
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

There is a lot of blank space on that screenshot. I would try to use a similar width for both screenshots as they are displayed one after the other

:align: center
:alt: Buying Credits via In-App Purchase Setting
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Buying credits via the In-App Purchase settings



.. tip::
The blue box will automatically tell you how many credits are going to be consumed.

.. tip::
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
* Consumed credits dynamically display in real-time how many credits the current settings need.
* If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
* If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
* If you are on Odoo Online (SaaS) and have the Enterprise version, you benefit from free trial

"SaaS" instead of "SAAS".
Also, if I'm correct, Odoo Online is always the enterprise version. The Community version is desktop software, as far as I understand.

credits to test the feature.

.. seealso::
* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase/in_app_purchase>`
Expand Down
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Binary file not shown.
75 changes: 38 additions & 37 deletions content/applications/sales/crm/track_leads/lead_scoring.rst
Original file line number Diff line number Diff line change
Expand Up @@ -2,77 +2,78 @@
Assign leads based on scoring
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I'm not sure what happened here, but the changes from your first PR are also included here. @jcs-odoo can you check what's going on here?

=============================

With *Leads Scoring* you can automatically rank your leads based on
selected criterias.
With *Lead Scoring* you can automatically rank your leads based on
selected criteria.

For example, you could score customers higher when they come from the same country higher as your
company or from visiting specific pages on your website.

For example you could score customers from your country higher or the
ones that visited specific pages on your website.

Configuration
=============

To use scoring, install the free module *Lead Scoring* under your
*Apps* page (only available in Odoo Enterprise).
To use scoring, install the free module *Lead Scoring* under your *Apps* page (only available in
Odoo Enterprise).

.. image:: media/lead_scoring01.png
.. image:: lead_scoring/lead-scoring-module.png
:align: center
:alt: Lead Scoring Module Installation

Create scoring rules
====================

You now have a new tab in your *CRM* app called *Leads Management*
where you can manage your scoring rules.
You now have a new tab in your *CRM* app called *Leads* where you can manage your scoring rules.

Here's an example for a Canadian lead, you can modify for whatever
criteria you wish to score your leads on. You can add as many criterias
as you wish.
Here's an example of a Canadian lead. You can modify your rules for whatever criteria you want to
score leads on. You can add as many criteria as you would like.

.. image:: media/lead_scoring02.png
.. image:: lead_scoring/scoring-example.png
:align: center
:alt: Score Ruling Example

Every hour every lead without a score will be automatically scanned and
assigned their right score according to your scoring rules.
Every lead without a score is automatically be scanned every hour and is assigned the correct
score according to your configured scoring rules.

.. image:: media/lead_scoring03.png
.. image:: lead_scoring/scoring-section-on-lead.png
:align: center
:alt: Scoring Section on a Lead

Assign leads
============

Once the scores computed, leads can be assigned to specific teams using
the same domain mechanism. To do so go to :menuselection:`CRM --> Leads Management --> Team Assignation`
and apply a specific domain on each team. This domain can include scores.
Once the score is computed, leads can be assigned to specific teams using the same domain
mechanism. To do so, head to :menuselection:`CRM --> Leads --> Team Assignment` and apply a
specific domain to each team. This domain can include scores.

.. image:: media/lead_scoring04.png
.. image:: lead_scoring/team-assignation.png
:align: center
:alt: Team Assignments using Domains

Further on, you can assign to a specific vendor in the team with an even
more refined domain.
If you want more granularity, you can assign leads to a specific salesperson on the team using
further refined domains.

To do so go to :menuselection:`CRM --> Leads Management --> Leads Assignation`.
To do so go to :menuselection:`CRM --> Leads --> Leads Assignment`.

.. image:: media/lead_scoring05.png
.. image:: lead_scoring/lead-assignment-filters.png
:align: center
:alt: Lead Assignments

.. note::
The team & leads assignation will assign the unassigned leads
once a day.
The team & leads assignments are assigned to unassigned leads once per day.

Evaluate & use the unassigned leads
===================================

Once your scoring rules are in place you will most likely still have
some unassigned leads. Some of them could still lead to an opportunity
so it is useful to do something with them.
Once your scoring rules are in place, you likely will still have some unassigned leads. Some of
these leads could still transition into an opportunity, so ensuring they are handled is both
useful and important.

In your leads page you can place a filter to find your unassigned leads.
On your leads overview page, you filter for your unassigned leads.

.. image:: media/lead_scoring06.png
.. image:: lead_scoring/unassigned-filter.png
:align: center
:alt: Filtering for Unassigned Leads

Why not using :menuselection:`Email Marketing` or
:menuselection:`Marketing Automation` apps to send a mass email to
them? You can also easily find such unassigned leads from there.

.. image:: media/lead_scoring07.png
:align: center
.. note::
You can also easily find unassigned leads by using the :menuselection:`Email Marketing` or
:menuselection:`Marketing Automation` apps to create a re-engagement campaign.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Binary file not shown.
Binary file not shown.
Binary file not shown.