T I P S A N D T R I C K S
Lead Management
2/07/2013OpenDays 2013
Agenda
 Concept
 What’s a lead?
 What’s Lead Management?
 A lead’s flow
2/07/2013OpenDays 2013
 Setup
 Performant Le...
Concept : Lead
Definition :
A sales lead is the identification of a person or entity
that has the interest and authority t...
Concept : Lead Management
Definition :
Lead Management is a set of methodologies, systems,
and practices designed to gener...
Concept : A lead’s flow
2/07/2013OpenDays 2013
Lead
Lead
Lead
Lead
Concept : A lead’s flow
2/07/2013OpenDays 2013
Lead
Lead
Lead
Lead
OpenERP CRM
Marketing campaigns
Performant Lead Processing
2/07/2013OpenDays 2013
: Interesting lead without comment
: Spam / Uninteresting stuff to delet...
Filters
2/07/2013OpenDays 2013
Questions?
2/07/2013OpenDays 2013
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Advanced lead management with OpenERP: tips and tricks from the field. Nicolas Banh, OpenERP

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Advanced lead management with OpenERP: tips and tricks from the field. Nicolas Banh, OpenERP

  1. 1. T I P S A N D T R I C K S Lead Management 2/07/2013OpenDays 2013
  2. 2. Agenda  Concept  What’s a lead?  What’s Lead Management?  A lead’s flow 2/07/2013OpenDays 2013  Setup  Performant Lead Processing  Filters  Filter creation  Advanced technique : filter code editing
  3. 3. Concept : Lead Definition : A sales lead is the identification of a person or entity that has the interest and authority to purchase a product or service. 2/07/2013OpenDays 2013
  4. 4. Concept : Lead Management Definition : Lead Management is a set of methodologies, systems, and practices designed to generate new potential business. Lead management is in many cases a precursor to sales management and customer relationship management. This process has also accurately been referred to as customer acquisition management. 2/07/2013OpenDays 2013
  5. 5. Concept : A lead’s flow 2/07/2013OpenDays 2013 Lead Lead Lead Lead
  6. 6. Concept : A lead’s flow 2/07/2013OpenDays 2013 Lead Lead Lead Lead OpenERP CRM Marketing campaigns
  7. 7. Performant Lead Processing 2/07/2013OpenDays 2013 : Interesting lead without comment : Spam / Uninteresting stuff to delete : Interesting lead with comment : Non-business query (but to be treated) 3 x 9 x 2 x 22 x 36 leads [DC – Database Cleaner] Other custom filters
  8. 8. Filters 2/07/2013OpenDays 2013
  9. 9. Questions? 2/07/2013OpenDays 2013

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