Manage surveys at each stage of sales funnel:
- The app connects a definite survey and specified lead or opportunity stage: prepare a separate questionnaire for each communication level
- The app forces salespersons to forward a predefined questions scenario: no forget, no excuse
- All the case details are gathered at a single form without a chance to ask the same question twice
- We have a simple sales funnel "New" > "Negotiation" > "Won"/"Lost"
- While our lead is 'New' we should understand, who is a client and what are client's need. Thus, we create a survey "Welcome questions": "Your name" (link it to the field 'name'), "Phone" (link it to the field "phone"), "Where did you know about us", "What is your prime interest", etc. (go to Marketing > Surveys). Do not forget to mark some questions as required!
- Then we should negotiate the conditions ("Negotiation issues"): "Preferred tariff", "Requirements" (link it to the field "description"), "Due date", "Volume", etc.
- As soon as the checklists are generated, go to Sales > Configuration > Leads and Opportunities > Stages. Here find "New", and in the field "Survey" put "Welcome questions". Do the same with "Negotiation" stage
- Then find any lead at the stage "New" and push the button "Open survey". Odoo will start the questionnaire "Welcome questions". As soon it was finished, the app would update the lead itself
- Then forward the lead to stage "Negotiation" and push the button "Open survey". Odoo will start the questionnaire "Negotiation issues". As soon it was finished, the app would again update the lead
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