Sales calls with VoIP¶
Using VoIP increases call efficiency, reduces costs, and allows a salesperson to access the Odoo database while on a call. Instead of relying on a separate phone for sales calls, a salesperson can make calls directly from the Odoo database.
This article goes over setting up Odoo VoIP for a sales team that already has VoIP configured. If VoIP is not configured, refer to the configure VoIP documentation to get started.
Make a sales call¶
이 워크플로우는 CRM 앱에서부터 시작됩니다. 영업 담당자는 영업기회를 클릭하세요. 아직 통화 활동이 예약되어 있지 않은 경우에는, 해당 영업기회의 메시지창에서 활동 을 클릭하고, 활동의 활동 유형 을 통화 로 설정한 후, 나머지 활동 양식을 작성하고 마지막으로 예약 을 클릭합니다.
From here, there are three ways to begin a phone call with the customer:
Hover over the Phone field in the opportunity form, then click Call.
In the opportunity’s chatter, click the customer’s phone number.
In the upper-right corner, click the (VoIP) icon to open the VoIP widget. From the Next Activities tab, select the call, and finally click the (phone) icon near the bottom of the widget.
Work during a call¶
고객과 통화가 시작된 후에도 영업 담당자는 Odoo 데이터베이스 내에서 계속 이동할 수 있습니다. 또한 VoIP 위젯에 있는 바로가기 아이콘을 통해 영업 담당자가 고객에게 이메일을 보내거나 고객 프로필을 확인하는 등 일반적인 작업에 액세스할 수 있습니다. 영업 담당자가 통화 중 액세스할 수 있는 문서 에서 자세히 확인해보세요.
The salesperson can also take some actions during the call:
(transfer): Transfer a call to another team member.
(microphone): The salesperson can mute themselves during a call.
(pause): Place the caller on hold.
Handle call follow-ups¶
The VoIP widget can handle some common follow-up tasks, but salespeople can still navigate Odoo for tasks not available in the widget.
Here are some of the common follow-up tasks that can be managed from the VoIP widget:
Send a follow-up email sharing new product offerings to the customer using the (envelope) icon.
Update the customer’s mailing address by clicking on the (user) icon, which opens their profile.
Schedule a second call with the customer by clicking the (clock) icon, setting the Activity Type field to Call, and then filling out the rest of the form.
Send a quotation while on a call¶
If the customer is ready to see a sales quotation while on the call, the salesperson can send that quotation without leaving the call.
To send a quotation while on a call, the salesperson should be in the sales opportunity they initiated the call from. From here, they will send the quotation as they normally would.
An added benefit of being on the call with the customer while the salesperson is sending the quotation is that any specific questions are answered in real-time.
End the sales call¶
When it is time to end the call, the salesperson clicks the red (phone) icon in the lower-right corner of the VoIP widget. When they do, the call is logged in the opportunity’s chatter.
아직 활동이 완료되지 않은 경우, 영업 담당자는 해당 전화 통화 활동을 완료로 표시합니다. 완료로 처리하려면 해당 영업기회의 메시지창으로 이동하여 계획된 활동 섹션을 찾은 다음, 계획된 통화에서 완료 표시 아이콘을 클릭하며 이렇게 하면 VoIP 위젯의 다음 활동 탭에서 해당 통화가 제거됩니다.