Social Marketing - CRM
by Viindoo
| Technical name | viin_social_lead |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_social_lead |
| Read description for | v 14.0 v 15.0 v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viindoo Base Social Marketing |
Demo video: Social Marketing Lead
Overview
This module helps businesses create and manage potential customers (leads) directly from social media conversations while storing chat history in leads to provide complete context for customer care.
Key Features
- Quick Lead Creation in Chat Window
- Use the /social_lead command to capture potential customers as they interact via chat.
- System automatically saves conversation content into leads to support interaction history tracking.
- Links leads with message sender information, creating consistent data in CRM.
Benefits
- Save Lead Processing Time
- Sales staff can create leads immediately when customers interact, no manual operations needed.
- Provide Complete Information
- Chat history is stored in leads, helping understand customer needs directly from chat content.
- Efficient Data Synchronization
- Automatically links leads with message senders, minimizing errors from manual data entry.
Target Users
- Online Businesses
- Leverage social media to attract and manage potential customers.
- Sales & Customer Service Staff
- Track and process leads directly from social media messages.
- Marketing Teams
- Improve customer outreach efficiency through CRM integration.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_social_lead.
- Press Install.
Instruction
Instruction video: Social Marketing Lead
On the Facebook or LinkedIn page you post, customers and partners will interact directly with you via live chat. At this time, you will receive notifications and chat directly from the chat window of the Socail Marketing app.
At the chat window, the system supports you to create opportunities by clicking '/' and selecting social_lead.
Add title for the opportunity.
Navigate to CRM > Pipeline, you will see a new opportunity created with the same title as the image above.
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.