Viin CRM
| Technical name | viin_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_crm |
| Read description for | v 13.0 v 14.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viin Map View Viin Web Dashboard Viin Cohort View |
| Extensions | Viin CRM Sankey View |
What it does
Viin CRM is a module to help you can see more different Lead/Opportunity report types such as corhort report, dashboard on CRM system.
Main features
- Provide two more report menus Lead/Opportunity Analysis with report types such as
- Bar chart, Line chart, Pie chart.
- Pivot Analysis, Cohort Analysis.
- Statistical Indicators such as Lead/Opportunity, Days to Assign, Days to Close, Rate of closing a sale, Rate by source, Campaign, etc.
- Provide cohort and map view on the opportunity
- The Cohort view analyzes the converted time from lead to opportunity.
- The Map view allows users to track the geographic location of the opportunities that are concentrated in a specific region/location.
- Add filter/group by feature in the activity report to be able to track or group activities on the leads/opportunities by specific criteria
- Provide additional Lost criteria to filter the failed leads/opportunities.
- Group by criteria Referred By, Lost Reason, Days To Convert, and Exceeded Closing Days.
Editions Supported
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_crm.
- Press Install.
Instruction
Instruction video: Viin CRM
Concepts
Here are some concepts you need to know when using this module:
- Cohort Analysis: Analyze and compare the behavior of groups of users with certain common characteristics in a period to find out differences and prominent trends within these groups. Based on that, come up with solutions to improve user experiments.
- Days to convert: Define the time to convert a lead into an opportunity. The Leads/Opportunity Analysis shows the average time of days out of the total number of converted leads.
- Days to close: Define the difference between the actual closed time and the expected closed time of the opportunity.
Usages
1. Provide dashboard view for Lead/Opportunity Analysis Reports
Viindoo CRM system provides a dashboard view that integrates all types of the Lead/Opportunity Analysis Report on the same screen.
2. Provide Cohort and map view on the opportunity
Navigate to CRM ‣ Sales ‣ My Pipeline, the system provides 2 more views:
- The Cohort view analyzes the converted time from lead to opportunity;
- The Map view allows users to track the geographic location of the opportunities that are concentrated in a specific region/location.
3. Add filter/group by feature in the activity report
To be able to track or group activities on the leads/opportunities by specific criteria, the Viindoo CRM system provides an additional Lost criteria to filter the failed leads/opportunities.
In addition, you can also group by criteria Referred By, Lost Reason, Days To Convert, and Exceeded Closing Days.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.