世界排名第一的免费开源ERP：Odoo CRM客户关系管理系统详解
本文节选自Odoo亚太金牌服务机构【开源智造】所编写的《ERP真的免费不花钱——Odoo应用指南》
This article is excerpted from "Free ERP Solution - Odoo Application Guide" by Open Source Intelligence, the Odoo Asia-Pacific Gold Partner
Odoo是世界排名第一的免费开源ERP平台，其客户关系管理(CRM)模块为企业提供了完整的客户服务管理解决方案。
Odoo is the world's #1 free open source ERP platform, with its CRM module providing comprehensive customer service management solutions for businesses.
CRM的核心价值 Core Value of CRM
客户关系管理的目的：
1. 获客 - 让潜在客户更容易找到我们
2. 提高转化率 - 优化销售流程
Purpose of CRM:
1. Customer acquisition - Make it easier for potential customers to find us
2. Improve conversion rate - Optimize sales process
获客功能 Customer Acquisition Features
四大获客渠道：
1. 销售邮箱集成
2. 网站表单集成
3. 大数据挖掘
4. 邮件营销(EDM)
Four major acquisition channels:
1. Sales email integration
2. Website form integration
3. Big data mining
4. Email marketing (EDM)
提升转化率 Conversion Optimization
两大核心功能：
1. 销售漏斗管理
2. 商机激励机制
Two core features:
1. Sales pipeline management
2. Opportunity incentive mechanism
销售漏斗管理 Sales Pipeline Management
典型外贸客户开发流程：
1. 样品阶段 → 2. 验厂阶段 → 3. 试销阶段 → 4. 批量订单
Typical foreign trade development process:
1. Sample stage → 2. Factory inspection → 3. Trial sale → 4. Bulk order
商机池管理 Opportunity Pool
• 未分配商机自动进入商机池
• 可设置回收规则(如45天未成交)
• 业务员可主动认领商机
• Unassigned opportunities automatically enter pool
• Configurable recycling rules (e.g. 45 days no deal)
• Sales can actively claim opportunities
销售分析工具 Sales Analytics
提供多维度的商机分析报表，帮助管理者做出数据驱动的决策。
Provides multi-dimensional opportunity analysis reports to help managers make data-driven decisions.
如需获取完整知识内容，请访问开源智造官网
For complete knowledge content, please visit Open Source Intelligence official website
