Marketing Automation to Sale Workflow Seed
by Viindoo
| Lines of Code | 1256 |
| Technical name | viin_workflow_marketing_sale |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_workflow_marketing_sale |
| Read description for | v 18.0 |
| Required Apps | Email Marketing (mass_mailing) CRM (crm) Invoicing (account) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Workflow Automation Safe IR Metadata Proxies |
| Extensions | Marketing Sale Workflow Seed - Social Channel Adapter Marketing Automation Funnel - Website Channel Adapter Marketing Funnel - SMS Channel Adapter Marketing Automation - Survey Lead Origination Marketing Sale Workflow Seed - Live Chat Adapter Marketing Automation to Sale - Event Channel Adapter Marketing Funnel - Zalo Channel Adapter |
A marketing-to-sale funnel that is already running
A complete lead-to-quotation funnel shipped as BPMN workflow data - capture, drip, score, assign, convert, quote, follow up.
Marketing Automation to Sale Workflow Seed (technical name viin_workflow_marketing_sale) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for marketing, sales, sales manager, consultant.
At a Glance
The facts of Marketing Automation to Sale Workflow Seed, version 1.0.0, in one place. Published by Viindoo.
How It Works
Three screens.
The funnel
Every step visible, in BPMN - change what does not fit.
The workflows
The nurture funnel and the sale-order follow-up it hands off to.
What is running
Each lead's own passage through the flow.
What You Get
A complete lead-to-quotation funnel, seeded on install
Timed email drip, scoring and automatic assignment
Lead to opportunity to quotation, then a follow-up workflow
Drawn in BPMN - readable and editable, not hard-coded
Upgrade-safe seed data
Channel adapters extend it rather than replace it
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Workflow instances
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
The templates are yours to fill in.
Scoring thresholds and delays should be tuned to your business.
The funnel starts once a lead exists.
The workflow app runs it; this module is the data.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Marketing Automation to Sale Workflow Seed?
Marketing
Has a nurture sequence on day one.
Sales
Receives leads already scored and assigned.
Sales manager
Sees where leads sit in the flow.
Consultant
Starts from a working funnel instead of a blank canvas.
Frequently Asked Questions
What does Marketing Automation to Sale Workflow Seed do?
A complete lead-to-quotation funnel shipped as BPMN workflow data - capture, drip, score, assign, convert, quote, follow up.
What does Marketing Automation to Sale Workflow Seed not do?
It does not write your emails. The templates are yours to fill in. It is a starting point. Scoring thresholds and delays should be tuned to your business. It does not buy traffic. The funnel starts once a lead exists. It needs the BPMN engine. The workflow app runs it; this module is the data.
Who is Marketing Automation to Sale Workflow Seed for?
Marketing: Has a nurture sequence on day one. Sales: Receives leads already scored and assigned. Sales manager: Sees where leads sit in the flow. Consultant: Starts from a working funnel instead of a blank canvas.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_workflow_automation, crm, sale_crm, mass_mailing_crm. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Workflow Automation (viin_workflow_automation): The BPMN engine behind it. Website adapter (viin_workflow_marketing_sale_website): Attributing web-origin leads. SMS adapter (viin_workflow_marketing_sale_sms): A second nurture channel.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_workflow_marketing_sale; pre-sales questions go to sales@viindoo.com.
See Marketing Automation to Sale Workflow Seed in Action
A marketing-to-sale funnel that is already running
Need help with Marketing Automation to Sale Workflow Seed?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comWhen contacting us, please include:
- Odoo/Viindoo version (Odoo CE / Viindoo Editions).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
apps.support@viindoo.comFor faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Upgrades to a newer Odoo series are a separate purchase for that series.
Technical Requirement
Changes log
1.0.0 - Latest on the 17.0 line
- The funnel ships as upgrade-safe seed data on the 17.0 BPMN engine.
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.
