Lead Generation

Lead Generation

The video introduces the concept of lead generation, essential for finding new clients and crucial for business expansion. It focuses on online forms and email aliases as lead generation methods, promising to cover other methods in future videos.

Lead generation through online forms:

Jose explains how online forms on a company's website, such as a free trial sign-up form, can generate leads. When a potential customer fills out the form, their information is transformed into a lead in the CRM system.

The process of creating and customizing such forms with Odoo is demonstrated, emphasizing the importance of configuring the form to create opportunities and assign leads to specific sales teams or individuals.

Configuration in Odoo CRM:

It is noted that the lead feature must be enabled in the Odoo CRM settings for these methods to work. The video demonstrates how to edit and configure a form on a website to ensure that form submission generates a lead in Odoo's CRM application. It covers setting the form action to create opportunities and options for lead assignment.

Lead generation through email aliases:

Jose discusses the use of email aliases to generate leads. When a potential customer sends an email to a specified alias, Odoo automatically creates a lead for this customer. The configuration process involves setting up email aliases in Odoo's CRM application, including assigning the alias to a sales team and ensuring that the lead generation function is activated.

CRM backend and lead tracking:

Finally, the video showcases the Odoo CRM backend, demonstrating how information from online forms and email aliases appears as leads. José describes the process followed by a sales team to follow up on these leads to assess their interest and potentially convert them into opportunities for closing deals. The video concludes by emphasizing that these methods are effective ways to generate leads using Odoo CRM.