The CRM module’s Lead Mining feature in Odoo 19 is a powerful tool that enables companies to identify and generate new leads easily. Businesses can utilize lead mining to automatically extract business contacts based on filters, such as industry, company size, country, and job title, rather than manually searching for customers. This method generates accurate and verified leads that match the company’s target by utilizing both external data sources and Odoo’s integrated databases.
Instead of spending hours manually gathering data, sales teams can concentrate more on nurturing and converting leads using Lead Mining. To ensure the delivery of qualified leads, the system intelligently collects contact data and integrates it into the CRM pipeline, facilitating seamless data management. Odoo 19's Lead Mining tool improves sales efficiency and raises overall conversion rates. Additionally, it integrates with other CRM features, allowing you to track, score, and communicate with leads that have been obtained. Overall, through data-driven automation, Odoo 19’s Lead Mining tool enhances sales pipeline, streamlines lead mining, and promotes long-term business growth.
Firstly, go to the CRM module and enable the Lead Mining option in the Settings option under the Configuration menu, as shown below:
When you enable the Lead Mining option, a new button named " Generate Leads " appears in the My Pipeline dashboard. Then, click on the Generate Leads button as shown below:
A new pop-up window will appear as shown below. Here, you can add the number of leads to generate. Then, select either Companies (company information only) or Companies and their Contacts (company information and individual employee contact information). In the Countries field, you can filter leads by country. Based on the states, you can filter the leads in the States field. In the Industries field, you can select the industry in which the individual works to filter the leads. Enable the Filter on Size field to specify the number of employees, and then add the range of employees of the company in the Size field. In the Sales Team field, you add a sales team to assign the leads. You can select a salesperson from the sales team in the Salesperson field. In the Default Tags field, you can add appropriate tags for the leads. Then, click the Generate Leads button to create new leads.
Meanwhile, to generate leads in the CRM, you should have enough credits.
In the Odoo 19 CRM module, you can also configure new requests for lead mining. To access the request for lead mining, navigate to the Configuration menu and select the Lead Mining Requests option as shown below:
Here, you can see the list of lead mining requests in the CRM database. You can view detailed information about lead mining requests, including the Request Number, Number of Leads, Target, Countries, Industries, and Status. To generate a new lead mining request, click on the New button as shown below:
Here, you can add the details of the new lead to generate, as mentioned above. Then, click on the Submit button as shown below:
By automating the process of finding and creating new leads, lead mining in the Odoo 19 CRM module is a potent feature that boosts sales teams' productivity and efficiency. Odoo's lead mining tool enables businesses to quickly extract potential client information from databases based on specified criteria, such as industry, company size, location, and more, rather than relying solely on manual data entry or external lead sources. Besides saving time, this automation delivers higher-quality leads that align more closely with the business’s target market.
The lead mining feature enhances conversion rates, streamlines sales, and provides valuable insights into market potential by seamlessly integrating with the CRM workflow. Sales teams may maintain a well-organised customer relationship management system, tailor their outreach, and prioritise leads more successfully. Additionally, Odoo 19's lead mining is scalable and transparent, making it appropriate for companies of all sizes.
To summarize, lead mining in Odoo 19 CRM is a vital tool for data-driven companies aiming to refine their sales strategies, broaden their market reach, and optimize overall business performance through targeted and automated lead generation.
To read more about Overview of Lead Mining with Odoo 18 CRM, refer to our blog Overview of Lead Mining with Odoo 18 CRM.