CRM Enterprise Module (Advanced Sales Management)

Key points

• • AI-powered business card scanner (OpenAI/Odoo IAP) to auto-create leads.

• • Map View displays leads by geographic location.

• • Cohort analysis to evaluate conversion rates over time.

• • Auto-calculate Days To Convert and Exceeded Closing Days.

• • Advanced Pipeline analysis with Pivot/Graph views.

• • Route calculation (routing) for customer visit planning.

Key points

• • Clear images, straight shot (not tilted over 15°) for best results.

• • Good lighting, avoid shadows covering text on card.

• • One card per image, do not capture multiple cards at once.

• • Supports multiple languages on business cards.

• • If AI cannot extract, system creates empty lead with notification.

Steps

• 1. Go to CRM → Pipeline or CRM → Leads.

• 2. Switch to List view.

• 3. Click Import Business Cards button on toolbar.

• 4. Select one or more business card images from computer (JPG, PNG format).

• 5. Click Upload to upload and process.

• 6. System auto-creates leads with extracted information.

• 7. Review and edit information if needed, original image attached in Chatter.

Key points

• • API key stored securely in System Parameters.

• • Do not share API key with others.

• • OpenAI GPT-4o-mini provides higher accuracy.

Steps

• 1. Go to Settings → Technical → Parameters → System Parameters.

• 2. Click New to create new parameter.

• 3. Fill Key: crm_enterprise.business_card_reader.openai_key

• 4. Fill Value: sk-... (API key from OpenAI).

• 5. Save and system will prioritize using OpenAI.

Key points

• • Lead must have complete address (street, city, country) or partner_id with valid address.

• • Update accurate address to display correctly on map.

• • Group leads by geographic area to assign salespeople.

• • Optimize customer visit routes to save time.

Steps

• 1. Go to CRM → Pipeline.

• 2. Switch to Map view.

• 3. View markers showing lead/opportunity locations.

• 4. Click marker to view detailed information.

• 5. Use routing feature to calculate routes between locations.

Key points

• • Evaluate marketing campaign effectiveness over time.

• • Compare conversion rates between periods.

• • Detect seasonal trends and adjust strategy.

• • If recent cohorts have low rates, investigate causes.

Steps

• 1. Go to CRM → Reporting → Pipeline Analysis.

• 2. Switch to Cohort view.

• 3. Vertical axis shows opportunity groups by creation week.

• 4. Horizontal axis shows weeks since creation.

• 5. Values show % of opportunities closed (won/lost).

• 6. Compare conversion rates between cohorts to evaluate trends.

Key points

• • Metrics calculated automatically and updated in real-time.

• • Use to analyze sales performance and evaluate conversion speed.

• • Track deadline compliance and improve forecasting.

Key Metrics

Key points

• • Pivot View: Multi-dimensional analysis with drill-down capability.

• • Graph View: Visualize trends and comparisons.

• • Filters: My Pipeline, My Team, Won, Lost, Overdue, Expected Closing.

• • Group by Salesperson to view individual performance.

• • Group by Team to compare between teams.

• • Group by Source to evaluate marketing channel effectiveness.

Steps

• 1. Go to CRM → Reporting → Pipeline Analysis.

• 2. Select Pivot view for multi-dimensional analysis.

• 3. Drag and drop fields to create custom analysis tables.

• 4. Group by: User, Team, Stage, Source, Expected Closing Date.

• 5. Select display metrics: Expected Revenue, Prorated Revenue, Days To Convert.

• 6. Click values to drill-down for details.

• 7. Switch to Graph View to visualize data (Bar, Line, Pie).

• 8. Export to Excel using Insert in Spreadsheet button.

Common Filters

Common Groups

Key points

• • Business card scanning: Clear shot, good lighting, not tilted, one card per image.

• • Map View: Update complete address, use routing to optimize routes.

• • Cohort Analysis: Compare cohorts over time to detect trends.

• • Track Days To Convert: If suddenly increases, process may be blocked.

• • Monitor Exceeded Closing Days: Many leads exceeding deadline = need to improve forecasting.

• • Use Pivot: Find patterns in data (which team, which stage has issues).

• • Review after scanning: Always verify information extracted from cards.

• • Geographic zoning: Group leads by area to assign salespeople efficiently.

Key points

• • Module crm (basic CRM) must be installed.

• • Module web_cohort (Cohort View) for Cohort analysis.

• • Module web_map (Map View) for Map View.

• • Internet connection to use AI business card scanner.

• • OpenAI API key (optional) or Odoo IAP credits.

Key points

• • Business card images contain personal information, share only when necessary.

• • OpenAI API key stored securely in System Parameters.

• • Do not share API key with others or commit to source code.

• • Pipeline Analysis access granted only to those who need it.

• • Data sent to OpenAI complies with OpenAI privacy policy.

Access Control