Lead Mining

To enable lead mining, navigate to the CRM app ‣ Configuration ‣ Settings. From here, tick the Lead Mining checkbox to activate this feature, and click Save. Once enabled, you'll have access to tools that help you easily generate leads, directly from your CRM system.

After the Lead Mining setting is activated, a new button called Generate Leads is available to use in the upper-left corner of the CRM Pipeline (CRM app ‣ Sales ‣ My Pipeline).

Lead mining requests are also available through the CRM app ‣ Configuration ‣ Lead Mining Requests, or through the CRM app ‣ Leads ‣ Leads, where the Generate Leads button is also available.

When you click the Generate Leads button, a pop-up window appears, offering a variety of criteria by which to generate leads.

You can choose between two types of lead generation:

• Companies – Generate leads for companies only, useful if you are focused on B2B sales.
• Companies and their Contacts – Get both company and individual employee contact information, helpful for creating more targeted sales campaigns.
  

When targeting Companies and their Contacts, additional options are available to filter contacts based on Role or Seniority.

Additional filtering options include the following:

Filter leads based on the country (or countries) they are located in.

Further filter leads based on the state in which they are located, if applicable.

Filter leads based on the specific industry they work in.

Tick this checkbox to specify the number of employees at the company. This generates a field labelled Size. Fill in the blanks to create a range for the desired company size.

Choose which Sales Team the leads will be assigned to.

Choose which member of the Sales Team the leads will be assigned to.

Choose which tags are applied directly to the leads once found.

After leads are generated, they are assigned to the designated salesperson and team. To view additional information regarding the lead, select one from the list, and click to open it.

In the chatter thread for the lead, additional information is provided. This can include the number of employees, the technology used by the company, the timezone, and direct contact information.

Lead mining is an In-App Purchase feature, where each generated lead costs one credit.

To buy credits, navigate to CRM app ‣ Configuration ‣ Settings. In the Lead Generation section, under the Lead Mining feature, click Buy Credits.

Credits may also be purchased by navigating to the Settings app. In the Contacts section, under the Odoo IAP feature, click View My Services.

If you’re looking to grow your lead base effectively, Odoo's Lead Mining feature provides an efficient solution. With its filtering options and ability to generate high-quality, targeted leads, it simplifies sales efforts and enhances CRM efficiency. By leveraging these tools, you can make informed, data-driven decisions that lead to more successful customer interactions.