Asignar oportunidades basadas en puntuación

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

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

Configuración

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

Crear reglas de puntaje

You now have a new tab in your CRM app called Leads Management 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 criteria as you wish.

Cada hora, cada oportunidad sin puntaje se escaneará automáticamente y se le asignará su puntaje correcto de acuerdo con sus reglas de puntuación.

Asignar iniciativas

Once the scores computed, leads can be assigned to specific teams using the same domain mechanism. To do so go to CRM ‣ Leads Management ‣ Team Assignation and apply a specific domain on each team. This domain can include scores.

Further on, you can assign to a specific vendor in the team with an even more refined domain.

To do so go to CRM ‣ Leads Management ‣ Leads Assignation.

Nota

The team & leads assignation will assign the unassigned leads once a day.

Evaluar & usar las iniciativas no asignadas

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.

En tu página de iniciativas puedes poner un filtro para encontrar tus clientes potenciales no asignados.

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