Sales calls with Odoo Phone¶
Using Odoo Phone 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 Phone for a sales team that already has the Phone app configured. If it is not configured, refer to the Phone documentation to get started.
영업 전화하기¶
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.
영업기회 메시지창에서 고객의 전화번호를 클릭합니다.
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.
통화 중 작업¶
Once the call with the customer begins, the salesperson can still move about the Odoo database. Also, there are shortcut icons in the Phone widget that the salesperson can use to access common actions, like sending an email to the customer, or pulling up their profile. Learn more about the documents a salesperson can access during a call.
영업 담당자는 통화 중에도 다음과 같은 작업을 할 수 있습니다:
(전달): 다른 팀원에게 통화를 전달합니다.
(마이크): 영업 담당자는 통화 중에 본인 마이크를 음소거할 수 있습니다.
(일시 정지): 발신 통화를 대기 상태로 전환합니다.
통화 후속 조치 처리¶
The Phone 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 Phone 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.
통화 중 견적서 발송하기¶
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.
영업 통화 종료하기¶
When it is time to end the call, the salesperson clicks the red (phone) icon in the lower-right corner of the Phone widget. When they do, the call is logged in the opportunity’s chatter.
If they have not done so already, the salesperson then marks the phone call activity as done. To do so, navigate to the opportunity’s chatter and find the Planned Activities section, then click Mark Done on the planned call to remove it from the Next Activities tab in the Phone widget.