{"product_id":"sales-prospecting-pro","title":"Sales Prospecting Pro","description":"\u003ch2\u003eFeatures\u003c\/h2\u003e\n\u003cdiv class=\"grid\"\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eOn top of Dolibarr's third party and quotation, not beside them\u003c\/b\u003e\u003cbr\u003eDolibarr already has a customer file and a quotation. This module\u003cspan\u003e \u003c\/span\u003e\u003cb\u003edoes not create second ones\u003c\/b\u003e:\u003cspan\u003e \u003c\/span\u003e\u003ccode\u003ellx_societe\u003c\/code\u003e\u003cspan\u003e \u003c\/span\u003estays the customer record and\u003cspan\u003e \u003c\/span\u003e\u003ccode\u003ellx_propal\u003c\/code\u003e\u003cspan\u003e \u003c\/span\u003ethe quotation of record. A quotation that is created, sent, signed or refused is picked up automatically and attached to the customer's deal\u003cspan\u003e \u003c\/span\u003e\u003cb\u003ewhen exactly one is open\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e— never “the most recent”, which would file the quotation under the wrong deal and distort two forecasts at once. An order validated from a quotation closes the deal as won.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eLead capture from ten sources\u003c\/b\u003e\u003cbr\u003eLeads arrive from a\u003cspan\u003e \u003c\/span\u003e\u003cb\u003epublic web form\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e(no Dolibarr account needed), a trade show, a campaign, a purchased list, a referral or direct prospecting: ten configurable sources, whose yield you can follow. Each lead carries its consent — given, refused, withdrawn or not recorded — with a dedicated alert for the sources that require it. The public form goes onto your website through a single address to publish, with no development.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eA duplicate is flagged, never refused\u003c\/b\u003e\u003cbr\u003eThe module finds a lead's twin on the\u003cspan\u003e \u003c\/span\u003e\u003cb\u003ee-mail address\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003ewhen there is one, otherwise on the\u003cspan\u003e \u003c\/span\u003e\u003cb\u003enormalised company name\u003c\/b\u003e. It\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eflags\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003ethe match and does not reject the row: rejecting the row means losing the prospect, and the prospect who signs up twice is precisely the one who is interested. The salesperson sees the match, decides whether to merge or keep both, and nothing has vanished in the meantime.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eAssigned to the least-loaded salesperson, not by rota\u003c\/b\u003e\u003cbr\u003eA new lead goes to the team member with\u003cspan\u003e \u003c\/span\u003e\u003cb\u003ethe fewest leads in progress\u003c\/b\u003e. Not a rota: a rota keeps feeding a salesperson who is on leave while the clock runs, and the lead waits for nobody. With real workload as the criterion, the person who is absent or swamped receives less, and the teams and territories you declare remain the frame of the distribution.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eSix qualification axes, divided by the weights actually filled in\u003c\/b\u003e\u003cbr\u003eBudget, authority, need, timeline, profile fit, engagement: six axes, each weighted, give a\u003cspan\u003e \u003c\/span\u003e\u003cb\u003escore out of 100\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eand a\u003cspan\u003e \u003c\/span\u003e\u003cb\u003egrade from A to D\u003c\/b\u003e. The total is divided by the\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eweights actually filled in\u003c\/b\u003e, not by the whole grid: a lead whose budget nobody has yet asked about is not a lead with no budget. Without that rule every recent lead would be scored as poor, simply because it is recent.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eMulti-channel sequences, stopped at the first reply\u003c\/b\u003e\u003cbr\u003eMulti-step cadences — e-mail, call, social message, SMS, letter, wait — with their delays, message templates and, for each step, the\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eopen and reply rates\u003c\/b\u003e. The sequence stops\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eat the prospect's first reply\u003c\/b\u003e: chasing someone who has already answered is the surest way to lose them. It is not a mass-mailing tool: it runs cadences and counts what comes back.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eResponsiveness counted in open hours, not clock hours\u003c\/b\u003e\u003cbr\u003eA lead filed on\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eFriday at 18:00\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eagainst a four-hour commitment\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eis not late on Monday at 09:00\u003c\/b\u003e: it has used none of its four hours. The clock walks the team's calendar — opening slots, Saturday duty, public holidays — and counts only the hours when someone can be reached. Five commitments (first contact, first follow-up, quote sent, quote follow-up, decision), each with a duration per priority. A clock stops\u003cspan\u003e \u003c\/span\u003e\u003cb\u003ewhen the event happens or when the lead leaves the queue\u003c\/b\u003e: a lead qualified in March waits for nobody any more.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eEscalation on three levels\u003c\/b\u003e\u003cbr\u003eA broken commitment rises to level 1, level 2 and then management, according to the overrun observed, to the manager of the team concerned. An escalation already raised is\u003cspan\u003e \u003c\/span\u003e\u003cb\u003enot raised again on every run\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eof the scheduled jobs: that is how an inbox learns to ignore a module. Eight configurable alert rules complete the set-up, and the e-mail templates can be edited.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003ePipelines, stages and the full history of moves\u003c\/b\u003e\u003cbr\u003eConfigurable pipelines and stages: each stage has its\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eprobability\u003c\/b\u003e, colour, expected duration and whether a quotation is required. Deals carry product lines, margin and weighted amount. Every stage move is kept,\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eincluding the moves backwards\u003c\/b\u003e, because deals do go backwards. Stalled deals are detected beyond a threshold you set; competitors met, each one's position, and loss reasons, with the share of revenue lost per reason.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eFour forecast tiers that are never added together\u003c\/b\u003e\u003cbr\u003eOpen pipeline, best case, commit, won: four tiers that\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eare never added together\u003c\/b\u003e, since each contains the one before; adding them would count the same deal twice. Coverage ratio and targets per salesperson and per team come with them. Commissions follow a\u003cspan\u003e \u003c\/span\u003e\u003cb\u003ecascade of rules\u003c\/b\u003e: the most specific rule wins, and the accelerator applies only to the part\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eabove the threshold\u003c\/b\u003e, otherwise a deal one euro over would pay more than a deal twice as large just under it.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eThe measurable share: what the figures do not cover, named\u003c\/b\u003e\u003cbr\u003eA deal with no third party, no salesperson, no stage or no amount is\u003cspan\u003e \u003c\/span\u003e\u003cb\u003enever counted as won\u003c\/b\u003e: it is left out of the measurement, its reason is named among nine and the exact field to correct is printed.\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eEvery screen shows the share of rows its figures actually describe.\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eA dashboard that announces a hundred per cent success rate over the eleven deals it could measure, out of ninety, does not say what it appears to say.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eEight dashboards, 68 reports, exports and a 51-route API\u003c\/b\u003e\u003cbr\u003e\u003cb\u003eEight web dashboards\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eand\u003cspan\u003e \u003c\/span\u003e\u003cb\u003e68 reports in 9 families\u003c\/b\u003e, exportable as CSV, Excel, Word, PDF and JSON, with scheduled e-mail delivery. A\u003cspan\u003e \u003c\/span\u003e\u003cb\u003esecured REST API of 51 routes\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eand 9 scheduled jobs move clocks, scores, sequences, indicator snapshots and alerts along without intervention. Each screen appears or disappears according to the permissions, 53 of them in 19 groups.\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\u003cb\u003e\u003c\/b\u003e\u003c\/div\u003e\n\u003cdiv class=\"card\"\u003e\n\u003cb\u003eA demonstration set that installs and uninstalls in one click\u003c\/b\u003e\u003cbr\u003eThe module ships with about 8,100 demonstration rows:\u003cspan\u003e \u003c\/span\u003e\u003cb\u003e312 leads, 121 deals, 1,900 activities and 13 months of history\u003c\/b\u003e, so every screen shows figures from the moment of activation. A button on the configuration page installs or removes them. Uninstalling\u003cspan\u003e \u003c\/span\u003e\u003cb\u003eleaves the rows the user created untouched\u003c\/b\u003e: you do not have to choose between clearing the demonstration and keeping your own work.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2\u003e\u003c\/h2\u003e\n\u003ch2\u003eWhat the module does not do\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cb\u003eThe module modifies no native Dolibarr table.\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eIt creates its own\u003cspan\u003e \u003c\/span\u003e\u003ccode\u003ellx_salesprospectingpro_*\u003c\/code\u003e\u003cspan\u003e \u003c\/span\u003etables and plugs in through hooks and triggers.\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eIt requires the Third parties and Commercial proposals modules.\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eWithout them it says so on the screens instead of showing zeroes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eIt does not correct your data.\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eIt names what is missing and refuses to measure what it cannot measure; the typing stays yours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eIt is not a mass-mailing tool.\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eIt runs sequences and counts their returns, but does not send mass campaigns itself.\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eIt does not replace Dolibarr's quotation or order.\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eIt mirrors them and links them to the deal.\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eIt does not automatically enrich records\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003efrom external databases.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2\u003ePutting it to work\u003c\/h2\u003e\n\u003col\u003e\n\u003cli\u003eEnable the Third parties and Commercial proposals modules if they are not already, then Sales Prospecting Pro. A complete demonstration set is already in place.\u003c\/li\u003e\n\u003cli\u003eGrant the permissions to your user groups. With no permission row the left-menu entries stay invisible.\u003c\/li\u003e\n\u003cli\u003eOpen the\u003cspan\u003e \u003c\/span\u003e\u003cb\u003econfiguration page\u003c\/b\u003e: grade thresholds, default delays, working days and hours, stalled-deal threshold, commit probabilities, commission rates.\u003c\/li\u003e\n\u003cli\u003eReplace the demonstration reference data with your own: teams, salespeople, territories, pipelines and stages, calendars, responsiveness policies, sources and campaigns.\u003c\/li\u003e\n\u003cli\u003ePublish the address of the\u003cspan\u003e \u003c\/span\u003e\u003cb\u003epublic capture form\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eon your website.\u003c\/li\u003e\n\u003cli\u003eEnable the scheduled jobs so that clocks, scores, sequences, indicator snapshots and alerts advance by themselves.\u003c\/li\u003e\n\u003cli\u003eUninstall the demonstration data in one click from the configuration page when you are ready to work on your own.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch2\u003eTechnical summary\u003c\/h2\u003e\n\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eModule number\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e1800000\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eVersion\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e1.0.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eDolibarr\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e16 to 23\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003ePHP\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e7.1 to 8.4\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eDepends on\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003eThird parties, Commercial proposals\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eTables\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e45, prefix\u003cspan\u003e \u003c\/span\u003e\u003ccode\u003ellx_salesprospectingpro_\u003c\/code\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eColumns\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e1,021\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003ePermissions\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e53 in 19 groups\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eConstants\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e36\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eScheduled jobs\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e9\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eDashboards\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e8\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eReports\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e68 in 9 families\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eREST API\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e51 routes\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eAlert rules\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e8\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eExports\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003eCSV, Excel, Word, PDF, JSON\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eLanguages\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e1,567 keys in English, French, Spanish, Italian, German\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eFiles\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003e275\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eDemonstration data\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003eabout 8,100 rows: 312 leads, 121 deals, 1,900 activities, 13 months\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cb\u003eLicence\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd\u003eGPLv3\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cdiv class=\"sig\"\u003eDeveloped by DoliMarketplace\u003cbr\u003eCopyright © DoliMarketplace\u003cbr\u003eWebsite :\u003cspan\u003e \u003c\/span\u003e\u003ca href=\"https:\/\/www.dolimarketplace.com\"\u003ewww.dolimarketplace.com\u003c\/a\u003e\n\u003c\/div\u003e","brand":"Dolibarr MarketPlace","offers":[{"title":"Default Title","offer_id":62997038006659,"sku":null,"price":120.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0594\/5193\/2860\/files\/Logo_SalesProspectingPro_1600x1600_73e5a7c4-91e7-47ff-ab67-b3d7a0d2fa16.png?v=1792761831","url":"https:\/\/dolimarketplace.com\/products\/sales-prospecting-pro","provider":"Dolibarr MarketPlace","version":"1.0","type":"link"}