Many companies focus on finding new business opportunities to grow and succeed. It relies on the company's ability to collect people's contact information, reach out to them, and turn one-time customers into regular ones. With the help of motivated salespeople and customer relationship officers, this proven method has helped businesses attract new clients. Companies can find opportunities to gain clients at every stage of their operations, whether at an educational fair, a business event, or a roadside advertisement.
It won't be easy to get contact information from these clients. They may not share it until they trust the business and its services. In some cases, the business may only have a list of potential customers with their email addresses. Relying on email contacts usually has a low chance of turning a lead into a customer.
Customers might hesitate to trust the business with just an email due to the significant risk of being scammed or misled. Therefore, businesses should aim to communicate with them directly by phone or in person. It's challenging to connect with individuals if the company has only obtained their email addresses.
This is where any organization can benefit from Odoo's enrichment feature. This option allows Odoo users to get reliable contact information from outside sources. With Odoo's functionality, users can automatically search online for contact information and receive it.
Lead enrichment in Odoo is the process of obtaining additional contact details from a customer's basic email ID and conducting an automatic search on external sources. Consider a marketing exhibition where various companies display their goods and services in community centers. The exhibition committee does not ask for names or other personal information when people purchase tickets online through email. If a business wants to find clients, it can obtain the committee's list of email addresses from which tickets are ordered for the event.
The process of gathering extra client contact details from the email address and the automatic search on external sources is known as lead enrichment in Odoo. Consider the marketing exhibits that various business associations host at community centers to showcase their products and services. When buying process tickets online through email generation, the exhibition committee never asks for names or other private information. A company can obtain the list of emails used by the committee to order performance tickets if it is seeking customers.
As mentioned, the Odoo platform allows users to collect contact details for possible customers from various sources by utilizing its enrichment features. The odoo 18 CRM module enrichment feature must be enabled in the options menu in order to be used moving forward. The lead-generating settings tab has the lead enrichment option enabled.
The settings choices are available to the user once lead enrichment has been activated. Only the contacts that have been identified as potential ones can be enhanced by users who opt to enable on-demand enrichment; the others are ignored. Full leads that are currently on the platform will be improved and given full contact details if the lead enrichment option is activated automatically.
To generate the lead enlistment, the user needs credits in their account, which may be acquired at the Odoo website's IAP page. The Odoo platform can now search for contact details from outside sources because of these credits. After reviewing the options menu, the user ought to save it.
Firstly, lead enrichment from the configuration settings of the Odoo 18 CRM module.
To illustrate how Odoo's enrichment feature works, let's create a pipeline using email data that is only available to the client. Go inside the pipeline to modify the contact details after selecting the option to build a pipeline from the pipeline window of the CRM module. For instance, save the page after entering only the contact email address. After saving, the user will have the chance to improve the lead. The user can choose to include information or exclude it and enter their own contact details instead. The domain of the customer's email address listed in the lead is the basis for lead enrichment. A lead can be enhanced in one of two ways: automatically or manually.
Enrich Leads Automatically:
If the CRM Settings page's Enrich all leads option was chosen during setup, the user doesn't need to do anything further to enrich the lead. After a remote database is contacted, a scheduled action is executed automatically every 60 minutes, enriching leads.
Manually Enrich Leads:
If the CRM Settings page's Enrich all leads option was chosen during setup, the user doesn't need to do anything further to enrich the lead. After a remote database is contacted, a scheduled action is executed automatically every 60 minutes, enriching leads.
Use the list view to manually enhance leads in large quantities. First, select the list view button under CRM app > Leads. The leads that require manual enrichment should then have their checkboxes checked, as in the image below.
Lastly, pick Enrich from the drop-down option that appears after clicking the ?? Action symbol. The My Pipeline page is another way to accomplish this. Just launch the CRM app or go to CRM app > Sales > My Pipeline to accomplish this. Leads and opportunities are displayed on the Pipeline page via either method. Next, select the Sales tab and click on "My Pipeline." Using the customer's email address, this window assists in creating a new pipeline.
Next, select the Sales tab and click on "My Pipeline." Using the customer's email address, this window assists in creating a new pipeline.
After selecting the New button, complete the information in the resulting dialog box. Next, select "Add." To explore the newly established pipeline in detail, click on the preview.
You can save the customer's contact details for later use by using the Enrich button to produce them. The credit card used to purchase the contacts would be charged when selecting the Enrich option, and the Odoo database would be searched to update the data.
Using Odoo's lead-generating feature to turn leads into loyal customers can be quite beneficial for all kinds of organizations that deal with products, services, education, training, etc. The lead enrichment technique also allows users to design marketing strategies that salespeople may employ to find and reach new customers.
To read more about How to Enrich Your Leads using Odoo 17 CRM, refer to our blog How to Enrich Your Leads using Odoo 17 CRM.