Odoo 19 CRM’s Lead Enrichment is a dynamic solution that gives sales teams access to accurate and comprehensive lead data. This tool automatically collects and updates company data, including industry, location, contact details, and revenue. With enhanced automation and more powerful AI capabilities, Odoo 19 streamlines the enrichment process, ensuring your database remains up-to-date and accurate. It helps teams better understand their prospects, refine communications, and enhance strategies by providing insightful information about each lead. Users can focus on nurturing qualified leads with the help of enriched data, which enhances segmentation, sales forecasting, and informed decision-making. Odoo 19 CRM Lead Enrichment uses dependable data management and automation to turn raw leads into valuable business connections. This blog explains how Lead Enrichment is made easy with Odoo 19 CRM.
Firstly, move to the CRM module in the Odoo 19 dashboard, as shown below:
To generate lead enrichments, users must have credits in their accounts. These credits can be purchased through the IAP(In-App Purchase) page on the Odoo website. Once credits are available, the Odoo platform can use them to search for contact information from external sources.
Firstly, move to Configuration > Settings and then enable the Lead Enrichment option under the Lead Generation section. Then, select either Enrich leads on demand only or Enrich all leads automatically.
Lead enrichment using company data based on the customer's email address. You can enrich the leads in two different ways: automatically or manually.
1. Enrich Leads Automatically:
To automatically enrich leads, select the Enrich all leads automatically option in the CRM Settings. So the user doesn’t need to take any action to enrich the leads. Every sixty minutes, a scheduled action runs automatically to enrich leads after a remote database is contacted.
2. Enrich Leads Manually:
After enabling the Lead Enrichment option, select the Enrich leads on demand only option to manually enrich the lead by the user. Then, moves to the Leads, where you can see the Enrich button to manually enrich the leads as shown below:
You can manually enrich the leads in bulk by using the list view format. Then, select the number of leads to enrich from the list. Click on the Action button and select the Enrich button from the drop-down menu as shown below:
The Lead Enrichment process needs credits as it is an In-App Purchase feature. To buy credits, click on the Manage Service & Buy Credits button under the Lead Generation section. You can also click the View My Services button to view the IAP Services and recharge your credits.
In conclusion, Odoo 19 CRM’s Lead Enrichment feature ensures sales teams always work with accurate, comprehensive data. This automated function reduces errors and updates lead information instantly. Businesses can gain a deeper understanding of their prospects with Odoo 19’s enhanced AI integration, which also increases engagement and conversion rates. Throughout the sales process, the enriched data enables data-driven decision-making and personalizes interactions. Instead of manually gathering data, Lead Enrichment enables organizations to focus on developing meaningful customer interactions by saving time and ensuring accuracy. In brief, Odoo 19 CRM provides a more intelligent and effective approach to lead management, enabling businesses to close deals more efficiently and boost productivity.
To read more about Overview of Lead Enrichment with Odoo 18 CRM, refer to our blog Overview of Lead Enrichment with Odoo 18 CRM.