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.. i18n: .. tip:: Profiling
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.. i18n: This method of rapidly qualifying prospects is often used by companies who carry out presales by
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.. i18n: A prospect list is imported into the Open ERP system as a set of partners and the operators then
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.. i18n: pose a series of questions to each prospect by phone.
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.. i18n: Responses to these questions enable each prospect to be qualified automatically which leads to
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.. i18n: a specific service being offered based on their responses.
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This method of rapidly qualifying prospects is often used by companies who carry out presales by
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A prospect list is imported into the Open ERP system as a set of partners and the operators then
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pose a series of questions to each prospect by phone.
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.. i18n: This method of rapidly qualifying prospects is often used by companies who carry out presales by
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.. i18n: A prospect list is imported into the Open ERP system as a set of partners and the operators then
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.. i18n: pose a series of questions to each prospect by phone.
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Responses to these questions enable each prospect to be qualified automatically which leads to
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a specific service being offered based on their responses.
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.. i18n: Responses to these questions enable each prospect to be qualified automatically which leads to
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.. i18n: a specific service being offered based on their responses.
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Responses to these questions enable each prospect to be qualified automatically which leads to
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a specific service being offered based on their responses.
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The products offered by Tiny at these exhibitions are:
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.. i18n: * training on Open ERP – for independent people or small companies,
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* partner contract – for IT companies that intend to offer an Open ERP service,
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.. i18n: * partner contract – for IT companies that intend to offer an Open ERP service,
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* Open ERP as SaaS – for small companies,
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.. i18n: * Open ERP as SaaS – for small companies,
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* a meeting in conjunction with a partner to provide a demonstration aimed at providing a software
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integration – for companies that are slightly larger.
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.. i18n: * a meeting in conjunction with a partner to provide a demonstration aimed at providing a software
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.. i18n: integration – for companies that are slightly larger.
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.. i18n: integration – for companies that are slightly larger.
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* training on Open ERP – for independent people or small companies,
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* partner contract – for IT companies that intend to offer an Open ERP service,
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* Open ERP as SaaS – for small companies,
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* a meeting in conjunction with a partner to provide a demonstration aimed at providing a software
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integration – for companies that are slightly larger.
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questions posed to prospects. These are given in the following figure :ref:`fig-crmprof`:
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.. i18n: .. _fig-crmprof:
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.. i18n: .. figure:: images/crm_profile_tree.png
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.. i18n: :align: center
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.. i18n: *Example of profiling customer prospects by the Tiny company*
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.. figure:: images/crm_profile_tree.png
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.. i18n: .. figure:: images/crm_profile_tree.png
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.. i18n: :align: center
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*Example of profiling customer prospects by the Tiny company*
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.. i18n: *Example of profiling customer prospects by the Tiny company*
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*Example of profiling customer prospects by the Tiny company*
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.. i18n: The sales person starts by asking the questions mentioned above and then with a couple of minutes of
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To obtain the scheme presented earlier you can create the following questions and responses:
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.. i18n: .. csv-table:: Questionnaire for defining profiles
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.. i18n: :header: "Questions","Possible Responses"
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.. i18n: :widths: 20, 30
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"Journalist ?","Yes / No"
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"Industry Sector ?","IT / ERP Consultant / Services / Industry / Others"
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"Number of Staff ?","1 / 2-20 / 21-50 / 51-100 / 101-500 / 500+"
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"Contact's job function ?","Decision-maker / Not decision-maker"
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"Already created a specification for the work ?","Yes / Soon / No"
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"Implementation budget ?","Unknown / <100k / 101-300k / >300k"
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.. i18n: "Journalist ?","Yes / No"
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.. i18n: "Industry Sector ?","IT / ERP Consultant / Services / Industry / Others"
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.. i18n: "Number of Staff ?","1 / 2-20 / 21-50 / 51-100 / 101-500 / 500+"
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.. i18n: "Contact's job function ?","Decision-maker / Not decision-maker"
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.. i18n: "Already created a specification for the work ?","Yes / Soon / No"
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.. i18n: "Implementation budget ?","Unknown / <100k / 101-300k / >300k"
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.. i18n: :header: "Questions","Possible Responses"
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.. i18n: :widths: 20, 30
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.. i18n: "Journalist ?","Yes / No"
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.. i18n: "Industry Sector ?","IT / ERP Consultant / Services / Industry / Others"
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.. i18n: "Number of Staff ?","1 / 2-20 / 21-50 / 51-100 / 101-500 / 500+"
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.. i18n: "Contact's job function ?","Decision-maker / Not decision-maker"
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.. i18n: "Already created a specification for the work ?","Yes / Soon / No"
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.. i18n: "Implementation budget ?","Unknown / <100k / 101-300k / >300k"
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.. csv-table:: Questionnaire for defining profiles
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:header: "Questions","Possible Responses"
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"Journalist ?","Yes / No"
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"Industry Sector ?","IT / ERP Consultant / Services / Industry / Others"
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profile defined like this:
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.. i18n: * Budget for integration: \ ``Unknown``\ , \ ``100k-300k``\ or \ ``>300k``\ ,
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* Already created a specification for the work? \ ``Yes``\ ,
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.. i18n: * Already created a specification for the work? \ ``Yes``\ ,
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* Industry Sector? \ ``Services``\ .
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.. i18n: * Industry Sector? \ ``Services``\ .
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* Budget for integration: \ ``Unknown``\ , \ ``100k-300k``\ or \ ``>300k``\ ,
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* Already created a specification for the work? \ ``Yes``\ ,
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* Industry Sector? \ ``Services``\ .
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.. i18n: When entering the details of a specific prospect, the prospect's answers to various questions can be
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the appropriate partner category based on these answers.
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.. i18n: .. index::
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.. i18n: single: module; report_invoice_salesman
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.. i18n: single: module; report_invoice_salesman
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single: module; report_invoice_salesman
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.. i18n: .. tip:: Sales targets
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.. i18n: The module :mod:`report_invoice_salesman` enables you to set up regular business targets. These can be
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.. i18n: based on sales turnover or sales margins.
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.. i18n: With this module you can compare the performance of each sales person with their targets for the
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.. i18n: period. Sales people can view their own performance against target in real time through a
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.. i18n: This module is totally integrated with the rest of accounting so there's no need to extract any
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.. i18n: data from another system to get the sales figures against objectives by sales person or sector –
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.. i18n: it's just available all the time in real time.
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.. tip:: Sales targets
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The module :mod:`report_invoice_salesman` enables you to set up regular business targets. These can be
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based on sales turnover or sales margins.
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.. i18n: The module :mod:`report_invoice_salesman` enables you to set up regular business targets. These can be
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.. i18n: based on sales turnover or sales margins.
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With this module you can compare the performance of each sales person with their targets for the
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period. Sales people can view their own performance against target in real time through a
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.. i18n: With this module you can compare the performance of each sales person with their targets for the
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.. i18n: period. Sales people can view their own performance against target in real time through a
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This module is totally integrated with the rest of accounting so there's no need to extract any
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data from another system to get the sales figures against objectives by sales person or sector –
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it's just available all the time in real time.
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.. i18n: This module is totally integrated with the rest of accounting so there's no need to extract any
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.. i18n: data from another system to get the sales figures against objectives by sales person or sector –
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.. i18n: it's just available all the time in real time.
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This module is totally integrated with the rest of accounting so there's no need to extract any
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data from another system to get the sales figures against objectives by sales person or sector –
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it's just available all the time in real time.