管理你的间接的销售

OpenERP 将帮助你管理你的渠道业务伙伴. 可以将商机进行区域化，只需要在 管理 ‣ 模块 ‣ 模块 在Modules的 Name 字段中输入: crm_partner_assign . 进行检索再点击最后一行的按钮 (在 State 字段后) 进行模块的安装. 注意 State 会转变为’将要安装的模块’. 点击执行左侧的动作`执行已安排的升级`. 模块将被安装，并且增加以下 销售 ‣ 设置 ‣ 线索 & 商机 ‣ 业务伙伴级别 与 销售 –> 报告 –> 商机指定分析.

Note

CRM 配置向导

当你点击`执行已安排的升级`, 配置向导将会显示. 如果不需要安装其他CRM模块，可以点击取消配置向导.

转发商机给渠道业务伙伴

可以使用地域化功能，把商机指派和转交给渠道业务伙伴.

通过 销售 ‣ 设置 ‣ 线索 & 商机 ‣ 业务伙伴级别, 可以创建业务伙伴级别对业务伙伴进行分类, 例如金牌业务伙伴, 银牌业务伙伴, 准业务伙伴. 这些级别将会被用来确定谁可以得到哪些商机.

在客户视图中的 Geo Localization 定位 分页中指定业务伙伴的级别. 同时可指定 重要性 用于指定商机分配给业务伙伴的概率(0表示不分配). 这个`重要性`,举例来说,可以是业务伙伴所能支付的业务合同的最大金额.

如何使用OpenERP来地域化一个商机?

可以将一个线索转化为商机, 或者直接将商机分配给具体的渠道业务伙伴. Go to the Assignation tab of the Opportunities form, and click the Geo Assign button. The location of the partner in the opportunity will be matched with the geolatitude and the weight of the channel partners. The most appropriate channel partner will be assigned.

Note

GPS

You can also use the geolocalisation without GPS coordinates.

Now you can decide whether this is the correct channel partner for this opportunity. If you feel that another channel partner would be better to follow up this opportunity because he , you can change the assigned channel partner.

To automatically inform the channel partner of the new opportunity, proceed as follows.

Click the Forward button to automatically send an email to the assigned partner with all the details of the opportunity and the prospect. When forwarding an opportunity to a partner, you can select which information you want to send: Latest email, Whole Story or Case Information. You can add a cc and add attachments to the mail. You can send the mail to the partner (any contact person you want), to an OpenERP user or to an email address you specify.

To allow your salespeople to keep a view on forwarded opportunities, the assigned opportunity will be displayed for the selected channel partner on the Geo Localization tab of the Customer form.

Use the Opportunity Assignment Analysis for your reporting.

Tip

Google Maps

Use the geolocalization together with the google_map module. This adds a Map button to your Partner form. Click this button to open a browser with the partner’s location displayed in Google Maps.

Partner的地理定位

To determine the geographic location of your partners, you do not have to enter the GPS coordinates yourself. OpenERP can do this for you. All you have to do is click the Geo Localize button in the Customer form. The GPS coordinates will now be filled according to the address of the partner.

In the partner form, the Geo Localization tab gives you the information you need.

Geolocalizing a Partner