hello and welcome to a video on how to interact with your account manager by the partner dashboard as a partner you'll have regular calls with your account manager and you'll likely be in touch by email but when should you interact with your account manager via the partner portal and why in this video I'll explain the difference between leads and opportunities then I'll go over the ways you can update your account manager on existing opportunities and why so leads versus opportunities when you receive leads from odo they'll be added to your partner portal you'll be notified
by email when that happens with a direct link to your portal now feel free to copy these leads into your CRM so you can manage them internally and it's important to know that these leads are generally unqualified which means that they're currently trying out our software via free trial but they haven't been contacted yet this is gonna be your job when you view an assigned lead for the first time oh do will propose propose two buttons for you to click on one that says that you have been in touch with the lead and another to
tell us that you're not interested in pursuing the lead some leads will be better than others some will reply to you and some won't unfortunately so before you click on either button you need to know if this is a genuine opportunity and you could only know that once you've tried to get in touch with the lead now let's assume you've tried to reach the lead by email and by phone but there's no reply and no reply after a number of attempts or imagine that you did succeed in talking to the lead but you discovered that
they were either just browsing Odo's software with no real project in mind or maybe you discovered they simply don't have the budget to pursue an Oda project or imagine any of the other many reasons for you not to pursue this lead when you click on the button to tell us that you're not interested it is because either you're not able to reach the person or because you feel it just wasn't worth your time pursuing the lead will then be marked as lost and removed from your lead pipeline now let's imagine you successfully got in contact
with the lead and following from your qualification with them you determine that this is a serious project that you're speaking to the right person and also that they have an adequate budget or any other benchmark that you use to qualify your leads so when you determine that this is a prospect worth working on then you click on the button to let us know that you're going to pursue this lead and when you click on this button who's going to prompt you to reply to a few questions regarding the qualification of this lead once you've completed
this the lead becomes an opportunity and is automatically added to your opportunity pipeline which is the pipeline that you and your account manager will be working on together your account manager will also be notified that you've qualified the lead and you want to pursue it as a business opportunity now what of your active opportunities so you've contacted and you've qualified the lead that who sent you the breath the best practice now is to regularly update your account manager on your progress for this prospect as it evolves to do this you simply go to your portal
you open the opportunity you want to provide an update for and you type the update into the message board directly below this notifies your account manager in real time without having to schedule calls or send emails and your account manager can respond to these messages quickly if you requested some form of assistance or if your account manager simply wants to understand the nature of the project to see how and where they could help you out better typically you're going to want to share a summary of your latest interaction with your prospect as well as the
planned next step and again when that next step is done you share a summary of the interaction with the description of the next step and so on until such time as your customer is ready to purchase their licenses from odo as you provide updates on your sales progress your account manager is going to move the opportunity through the pipeline until the proposition stage now this is a good time to ask your account manager to get in touch with your customer because it sends out a very strong signal it provides additional peace of mind that they
have a contact person within odoo directly it's also encouraging for them to know that you work closely with the editor of the solution and that we're here to help you however we can to guarantee the success of the project this can sometimes be the difference between winning and losing a project so make sure you keep your account manager properly updated on your opportunities as they evolve and build it into a habit if you want to dig deeper into anything I've described in this video feel free to reach out to your manager at any point thank
you for watching
