Lead Enrichment | Odoo CRM

Summary

In this video, the speaker demonstrates the lead enrichment feature in Odoo's CRM app, showcasing how to enhance customer information from just an email address. After attending a furniture fair, the team struggled to recall details of potential customers. By activating the lead enrichment feature, they can automatically obtain valuable data such as phone numbers and company addresses. The speaker illustrates the process of creating a lead and enriching it, emphasizing time savings for sales teams. With the option for automatic lead enrichment, Odoo helps users efficiently manage and follow up on leads, ultimately streamlining the sales process.

Takeaways

• 🎉 Stealthy Wood participated in a furniture fair, generating significant interest in their products.
• 📇 The company collected numerous leads but faced challenges in remembering details about potential customers.
• 🔍 Odoo's lead enrichment feature helps users gather additional information from just an email address.
• ⚙️ To activate lead enrichment, navigate to 'Configuration' and then 'Settings' in the CRM application.
• 💳 Users need to purchase credits to utilize the lead enrichment feature effectively.
• 📝 Creating a lead involves entering the opportunity name and the email address obtained from the fair.
• ⚡ The 'Enrich' button allows users to automatically populate lead information with additional data.
• 📞 Lead enrichment provides useful details like phone numbers, company addresses, and technology used.
• 📅 Odoo can automatically enrich leads on a scheduled basis, running once every hour.
• ✨ This feature streamlines lead management, saving time for sales teams and improving follow-up efficiency.

Q & A

What problem did Stealthy Wood face after attending the furniture fair?

Stealthy Wood struggled to remember details about potential customers because they collected numerous business cards and email addresses but couldn't contact the leads right away.

How does the lead enrichment feature in Odoo's CRM work?

The lead enrichment feature allows users to input an email address, and Odoo will automatically retrieve additional information from an external database, such as phone numbers and company addresses.

What steps must be taken to activate the lead enrichment feature in Odoo?

To activate the lead enrichment feature, users should go to 'Configuration,' then 'Settings,' and enable the 'Lead Enrichment' option under the 'Lead Generation' section.

What happens to the probability score of a lead when additional information is added?

The probability score of a lead is automatically updated as more useful information is added through the lead enrichment process.

Can users enrich leads automatically in Odoo?

Yes, users can select the option to automatically enrich all leads, which runs once every hour, though it doesn't happen instantly upon lead creation.

What additional information can be retrieved through the lead enrichment process?

Additional information retrieved can include phone numbers, time zones, technology used, company addresses, and internal notes.

What is the benefit of using Odoo's lead enrichment feature for salespeople?

The lead enrichment feature saves salespeople time by consolidating lead information in one place, eliminating the need to search for details scattered across different notes or cards.

How can users purchase credits for the lead enrichment feature?

Users can buy credits by clicking the 'Buy credits' button in the settings of the lead enrichment feature.

What is the significance of the 'Custom Desk' opportunity mentioned in the script?

The 'Custom Desk' opportunity illustrates a real example of how a lead can be created and enriched using only an email address collected from the furniture fair.

Why is the lead enrichment feature particularly useful after events like trade shows?

The feature is especially useful after events like trade shows because companies often gather numerous leads quickly and need an efficient way to organize and enrich the information for follow-up.