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By: Samna K A

How to Enrich Your Leads using Odoo 17 CRM

Functional Odoo 17 CRM

The mantra of numerous company organizations has always been finding new business opportunities to expand and prosper. It depends on the company's capacity, influence, and impact to gather people's contact information, get in touch with them, and convert them from one-time customers to regular customers. With the aid of enthusiastic salespeople and customer relationship officers, this tried-and-true system has assisted businesses in gaining new clients. There are opportunities for businesses to acquire clients at every stage of operation, whether it be an educational fair, business gathering, or roadside advertisement.

It won't be simple to get the contact information from these clients, and they might not give it up until they are confident in the business and its offerings. Or, in some circumstances, the business may acquire a list of potential customers that solely include their email addresses. With the aid of email contacts, there has never been a high likelihood of converting a lead to a customer.

Customers might not be prepared to trust the business with a single email because there is a considerable risk of being tricked or defrauded via email. Therefore, businesses ought to be able to speak with them directly by phone or in person. It is hard to get in touch with the person in any other way because the company only managed to obtain their email address.

This is where any organization can benefit from using Odoo's enrichment feature. The option enables Odoo users to obtain reliable contact information from external sources. Utilizing the Odoo functionality, the user can have an automatic online search for contact information and receive it.

Lead enrichment in Odoo is the procedure of acquiring additional contact information of the customer from the basic contact information of email ID and the automatic search on external sources. Think about a marketing exhibition that different company organizations hold in community centers to display their goods and services. The exhibition committee never requests names or other personal information when purchasing process tickets online via email generation. If a business is looking for clients, it can get the committee's list of emails from which tickets are being ordered for the show.

Lead enrichment in Odoo is the procedure of acquiring additional customer contact information from the basic contact information of email ID and the automatic search on external sources. Think about a marketing exhibition that different company organizations hold in community centers to display their goods and services. The exhibition committee never requests names or other personal information when purchasing process tickets online via email generation. If a business is looking for clients, it can get the committee's list of emails from which tickets are being ordered for the show.

As noted, using the platform's enrichment features, the Odoo platform enables users to gather contact information for potential clients from other sources. To be used going forward, the odoo 17 CRM module enrichment tool needs to be enabled in the settings menu. The lead enrichment option is enabled under the lead-generating settings tab.

After activating lead enrichment, the user can access the settings options. Users who choose to enable on-demand enrichment can only enrich the selected contacts who have been shown to be potential ones and ignore the others. If the lead enrichment feature is enabled automatically, all leads that are already on the platform will be enhanced, and all contact information will be assigned to them.

The user must have credits in their account, which may be obtained from the IAP page of the Odoo website, in order to produce the lead enlistment. Thanks to these credits, the Odoo platform can now look up contact information from external sources. The user should save the options menu after checking it.

How to Enrich Your Leads using Odoo 17 CRM-cybrosys

Let's design a pipeline with email information that is solely accessible to the client to demonstrate how Odoo's enrichment option functions. After choosing the option to construct a pipeline from the CRM module's pipeline window, go within the pipeline to change the contact information. For example, enter just the contact email address and save the page. The user will have the opportunity to enhance the lead after saving. The user has the option to add information or to skip it and provide their own contact information.

How to Enrich Your Leads using Odoo 17 CRM-cybrosys

The contact information will be produced automatically and saved to the lead after it has been enhanced. The lead contact information that was collected from a source will be described in the log menu along with other listings of the same contact information in external sources like social media websites and other websites. The lead enrichment option enables the Odoo platform to save the contact information, as seen in the illustration below. Although the user has the option, the contact's name will not be generated.

When choosing the Enrich option, money would be deducted from the credit card used to buy the contacts, and data would be updated by searching the Odoo database.

How to Enrich Your Leads using Odoo 17 CRM-cybrosys

Here, under the contact information in Extra Information, you can have options, such as company name, address, website, language, contact name, job position, and mobile, respectively. When choosing to establish customers on the Odoo platform, the contact information will immediately be stored in the customer contact if the enriched lead is to be saved into the contacts list. The user can give the customer a name and save them for use in other actions.

How to Enrich Your Leads using Odoo 17 CRM-cybrosys

The Odoo platform also offers the automatic lead creation feature, which enables the platform to produce leads by automatically looking up a customer's contact information using the email address that is currently in use.

All types of businesses dealing with goods, services, education, training, etc., can greatly benefit from using Odoo's lead-generating capability to convert leads into regular clients. With the help of the lead enrichment technique, users can also create marketing plans that the sales staff may utilize to track down and contact new clients.


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