Initial commit: Crm packages

odoo-bringout-oca-ocb-crm/crm/README.md

@@ -0,0 +1,97 @@
+Odoo CRM
+--------
+
+Boost sales productivity, improve win rates, grow revenue with the Odoo
+<a href="https://www.odoo.com/app/crm">Open Source CRM</a>.
+
+Manage your sales funnel with no effort. Attract leads, follow-up on phone
+calls and meetings. Analyse the quality of your leads to make informed
+decisions and save time by integrating emails directly into the application.
+
+Your Sales Funnel, The Way You Like It
+--------------------------------------
+
+Track your opportunities pipeline with the revolutionary kanban view. Work
+inside your sales funnel and get instant visual information about next actions,
+new messages, top opportunities and expected revenues.
+
+Lead Management Made Easy
+-------------------------
+
+Create leads automatically from incoming emails. Analyse leads efficiency and
+compare performance by campaigns, channels or Sales Team.
+
+Find duplicates, merge leads and assign them to the right salesperson in one
+operation. Spend less time on administration and more time on qualifying leads.
+
+Organize Your Opportunities
+---------------------------
+
+Get your opportunities organized to stay focused on the best deals. Manage all
+your customer interactions from the opportunity like emails, phone calls,
+internal notes, meetings and quotations.
+
+Follow opportunities that interest you to get notified upon specific events:
+deal won or lost, stage changed, new customer demand, etc.
+
+Email Integration and Automation
+--------------------------------
+
+Work with the email applications you already use every day. Whether your
+company uses Microsoft Outlook or Gmail, no one needs to change the way they
+work, so everyone stays productive.
+
+Route, sort and filter incoming emails automatically. Odoo CRM handles incoming
+emails and route them to the right opportunities or Sales Team. New leads are
+created on the fly and interested salespersons are notified automatically.
+
+Collaborative Agenda
+--------------------
+
+Schedule your meetings and phone calls using the integrated calendar. You can
+see your agenda and your colleagues' in one view. As a manager, it's easy to
+see what your team is busy with.
+
+Lead Automation and Marketing Campaigns
+---------------------------------------
+
+Drive performance by automating tasks with Odoo <a href="https://www.odoo.com/app/crm">CRM</a>.
+
+Use our marketing campaigns to automate lead acquisition, follow ups and
+promotions. Define automated actions (e.g. ask a salesperson to call, send an
+email, ...) based on triggers (no activity since 20 days, answered a
+promotional email, etc.)
+
+Optimize campaigns from lead to close, on every channel. Make smarter decisions
+about where to invest and show the impact of your marketing activities on your
+company's bottom line.
+
+Customize Your Sales Cycle
+--------------------------
+
+Customize your sales cycle by configuring sales stages that perfectly fit your
+sales approach. Control statistics to get accurate forecasts to improve your
+sales performance at every stage of your customer relationship.
+
+Drive Engagement with Gamification
+----------------------------------
+
+### Leverage your team's natural desire for competition
+
+Reinforce good habits and improve win rates with real-time recognition and
+rewards inspired by [game mechanics](http://en.wikipedia.org/wiki/Gamification).
+Align Sales Teams around clear business objectives with challenges, personal
+objectives and team leader boards.
+
+### Leaderboards
+
+Promote leaders and competition amongst Sales Team with performance ratios.
+
+### Personal Objectives
+
+Assign clear goals to users to align them with the company objectives.
+
+### Team Targets
+
+Compare revenues with forecasts and budgets in real time.
+