110 lines
4.3 KiB
Markdown
110 lines
4.3 KiB
Markdown
---
|
|
name: odoo-sales-crm-expert
|
|
description: "Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting."
|
|
risk: safe
|
|
source: "self"
|
|
---
|
|
|
|
# Odoo Sales & CRM Expert
|
|
|
|
## Overview
|
|
|
|
This skill helps you configure and optimize Odoo Sales and CRM. It covers opportunity pipeline setup, automated lead assignment, quotation templates, pricelist strategies, sales team management, and the sales-to-invoice workflow.
|
|
|
|
## When to Use This Skill
|
|
|
|
- Designing CRM pipeline stages for your sales process.
|
|
- Creating a quotation template with optional products and bundles.
|
|
- Setting up pricelists with customer-tier pricing.
|
|
- Configuring automated lead assignment by territory or salesperson.
|
|
|
|
## How It Works
|
|
|
|
1. **Activate**: Mention `@odoo-sales-crm-expert` and describe your sales scenario.
|
|
2. **Configure**: Receive step-by-step Odoo setup instructions.
|
|
3. **Optimize**: Get recommendations for improving pipeline velocity and deal closure rate.
|
|
|
|
## Examples
|
|
|
|
### Example 1: Configure CRM Pipeline Stages
|
|
|
|
```text
|
|
Menu: CRM → Configuration → Stages → New
|
|
|
|
Typical B2B Pipeline:
|
|
Stage 1: New Lead (probability: 10%)
|
|
Stage 2: Qualified (probability: 25%)
|
|
Stage 3: Proposal Sent (probability: 50%)
|
|
Stage 4: Negotiation (probability: 75%)
|
|
Stage 5: Won (is_won: YES — marks opportunity as closed-won)
|
|
Stage 6: Lost (mark as lost via the "Mark as Lost" button)
|
|
|
|
Tips:
|
|
- Enable "Rotting Days" in CRM Settings to flag stale deals in red
|
|
- In Odoo 16+, Predictive Lead Scoring (AI) auto-updates probability
|
|
based on historical data. Disable it in Settings if you prefer manual
|
|
stage-based probability.
|
|
```
|
|
|
|
### Example 2: Create a Quotation Template
|
|
|
|
```text
|
|
Menu: Sales → Configuration → Quotation Templates → New
|
|
(Requires the "Sales Management" module — enabled in Sales Settings)
|
|
|
|
Template Name: SaaS Annual Subscription
|
|
Valid for: 30 days
|
|
|
|
Lines:
|
|
1. Platform License | Qty: 1 | Price: $1,200/yr | (required)
|
|
2. Onboarding Package | Qty: 1 | Price: $500 | Optional
|
|
3. Premium Support | Qty: 1 | Price: $300/yr | Optional
|
|
4. Extra User License | Qty: 0 | Price: $120/user | Optional
|
|
|
|
Signature & Payment:
|
|
☑ Online Signature required before order confirmation
|
|
☑ Online Payment (deposit) — 50% upfront
|
|
|
|
Notes section:
|
|
"Prices valid until expiration date. Subject to Schedule A terms."
|
|
```
|
|
|
|
### Example 3: Customer Tier Pricelist (VIP Discount)
|
|
|
|
```text
|
|
Menu: Sales → Configuration → Settings
|
|
☑ Enable Pricelists
|
|
|
|
Menu: Sales → Configuration → Pricelists → New
|
|
|
|
Name: VIP Customer — 15% Off
|
|
Currency: USD
|
|
Discount Policy: Show public price & discount on quotation
|
|
|
|
Rules:
|
|
Apply To: All Products
|
|
Compute Price: Discount
|
|
Discount: 15%
|
|
Min. Quantity: 1
|
|
|
|
Assign to a customer:
|
|
Customer record → Sales & Purchase tab → Pricelist → VIP Customer
|
|
```
|
|
|
|
## Best Practices
|
|
|
|
- ✅ **Do:** Use **Lost Reasons** (CRM → Configuration → Lost Reasons) to build a dataset of why deals are lost — invaluable for sales coaching.
|
|
- ✅ **Do:** Enable **Sales Teams** with revenue targets so pipeline forecasting is meaningful per team.
|
|
- ✅ **Do:** Set **Expected Revenue** and **Closing Date** on every opportunity — these feed the revenue forecast dashboard.
|
|
- ✅ **Do:** Use **Quotation Templates** to standardize offers and reduce quoting time across the team.
|
|
- ❌ **Don't:** Skip the CRM opportunity when selling — going directly from lead to invoice breaks pipeline analytics.
|
|
- ❌ **Don't:** Manually edit prices on quotation lines as a workaround — set up proper pricelists instead.
|
|
- ❌ **Don't:** Ignore the **Predictive Lead Scoring** feature in v16+ — configure it with historical data for accurate forecasting.
|
|
|
|
## Limitations
|
|
|
|
- **Commission rules** are not built into Odoo CRM out of the box — they require custom development or third-party modules.
|
|
- The **Quotation Template** optional product feature requires the **Sale Management** module; it is not available in the base `sale` module.
|
|
- **Territory-based lead assignment** (geographic routing) requires custom rules or the Enterprise Leads module.
|
|
- Odoo CRM does not have native **email sequence / cadence** automation — use the **Email Marketing** or **Marketing Automation** modules for drip campaigns.
|