The document discusses tips and tricks for lead management in OpenERP. It defines a lead as someone interested in purchasing a product or service, and lead management as generating new business opportunities. The document outlines how leads flow from initial identification through marketing campaigns into the OpenERP CRM system. It also discusses setting up filters to classify leads as interesting with comments, uninteresting to delete, or non-business queries needing a different response. Performant lead processing and custom filters help classify and route the large numbers of leads companies receive.

1. T I P S A N D T R I C K S
Lead Management
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2. Agenda
 Concept
 What’s a lead?
 What’s Lead Management?
 A lead’s flow
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 Setup
 Performant Lead Processing
 Filters
 Filter creation
 Advanced technique : filter code editing

3. Concept : Lead
Definition :
A sales lead is the identification of a person or entity
that has the interest and authority to purchase a
product or service.
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4. Concept : Lead Management
Definition :
Lead Management is a set of methodologies, systems,
and practices designed to generate new potential
business.
Lead management is in many cases a precursor to sales
management and customer relationship management.
This process has also accurately been referred to as
customer acquisition management.
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5. Concept : A lead’s flow
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Lead
Lead
Lead
Lead

6. Concept : A lead’s flow
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Lead
Lead
Lead
Lead
OpenERP CRM
Marketing campaigns

7. Performant Lead Processing
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: Interesting lead without comment
: Spam / Uninteresting stuff to delete
: Interesting lead with comment
: Non-business query (but to be treated)
3 x
9 x
2 x
22 x
36 leads
[DC – Database Cleaner]
Other custom filters

8. Filters
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9. Questions?
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