Captivea Blog

We have already warned you of the pitfalls when setting your indicators. Properly setting up the correct CRM indicators for your company is imperative for tracking your teams' business performance and designing an overall business strategy. Of course, you are an expert in your field of activity, but will this be enough to put in place business indicators that work? If you are uncertain, this is where your CRM integrator comes into play, but not all are the same. Here are some tips to help you choose your future CRM integration partner.

We have discussed the efficacy of good CRM indicators, but there is a misconception that it is only used to feed upper management's need for micromanaging their company and sales force. But CRM and key performance indicators can be broken down accordingly and assigned to the specific needs of each of the various levels of your sales team. Yes, some indicators would be better for your sales representative, sales managers and executives respectively. In this blog post, we will provide a brief overview of the indicators that are essential to the various players in the sales team.

We've previously discussed the power of good CRM indicators for tracking sales performance, but they can be used at a larger scale to help define your company's overall strategy and future strategic decisions. Of course, the indicators you choose will vary based on your company's profile. Beyond the 10 CRM indicators we provide in this blog post to help supervise your activity and build your business strategy, we encourage you to create your own indicators that will reflect your activity, your customers, your company. Consult with the various teams and departments of your company, and of course... Your CRM integrator!

CRM indicators can be used by businesses to track employee performance, especially the performance of sales teams. The number of clients visited each week, total production hours sold, customer satisfaction index; these are just some examples of possible CRM indicators. Whether measured daily, weekly, monthly or annually, commercial activity management indicators make it possible to collect the actions and individual results of each of your salesforce representatives. But some businesses make the mistake of monitoring too many useless, overly specific or irrelevant CRM indicators. In this post, we offer 5 essential CRM indicators that are essential to manage sales activity and challenge your team.

You have a CRM project and want to have some indicators in order to manage your activity. Good idea! CRM indicators can be great for improving your organization's overall strategy and performance. If you take the time to define the right CRM indicators, involve your teams in the process, and avoid rushing, you will be able to manage your commercial activity efficiently. But there are several common pitfalls that can lead to bad CRM indicators. Indicators that will not help your business. In this blog, we will give you seven things to avoid to prevent these bad CRM indicators.

A CRM or commercial indicator is an aggregate of mainly commercial data that provides information on a situation at a given time. There are different types of commercial indicators: quantitative, qualitative, global, specific, business, generic, and/or customized. As great as they are, some still think that CRM indicators are useless. We attribute this notion to a lack of understanding on this subject. In this blog post, we will explain how great CRM indicators can be. Demonstrating how they become the best allies of your teams' business performance and serve your overall business strategy.

As a sales manager, you know what your role entails take a leading role in the company: you develop the sales strategy and manage the sales force to develop revenue. But you also have your team of sales managers and sales representatives, and to reach your goals, they must be on the same page. But how do you make sure that they are? Do you really know what your sales representatives are doing? In this blog post, we cover a few elements to help you determine if your sales team is on track.

It's a Saturday like every other, you decide to go play golf with your friend Bryan. Like you, Bryan is a sales manager for a large SME with about 700 employees. But as you approach the 4th hole, Bryan asks you for your opinion on Salesforce, the CRM software he wants to deploy in his company. What if you tell him the truth? It's not that you have nothing against Salesforce. Honestly, it's a very good solution for an SME. But it's like everything else: before making such an engaging decision, it's worth taking a closer look. How will he respond? Read this post to find out.

The acquisition of a company is a big step exciting challenge for an entrepreneur, but one that is very risky. You must know the IS of the acquired company just as you should know the state of every other part of the company. A company's information system is a core part of it's operation. There's a good chance that it may be out of date. In this blog post, we give you reason to consider digital transformation for you acquired business's IS system. and how this modernization can lead to increased performance gains up to 40%.

Odoo is a leader in the ERP market today among SAP, Oracle, Ms Dynamics, NetSuite. Recently in Belgium, Odoo 12 was presented with all new features and applications. Captivea attended the event as it was a great opportunity to discover more about Odoo. Document Management, IoT, new dashboard features, multiple websites, new SEO features, lead Generation and more, here is an overview of what Odoo is and some brief highlights to the event!

Your IT team is an important part of your company. You can save your IT department hours of deployment and maintenance effort by deploying the right software. ERP software can improve their efficiency and work satisfaction. By standardizing methods and processes, the data that is generated by each department an ERP software benefits your entire organization as well. If you are having trouble convincing your company decisionmakers to deploy an ERP then we have some points for them to consider. With the help of R2D2, we will explain the benefits of ERP software for your IT department and the rest of your organization!

Digitization, synergies, human, goals; four words that mean a lot for the management of your sales force. As we will explain, each word represents an important aspect of salesforce management. It is important to stay on top of the best practices as the industry evolves. As a leader of a new sales team, we know you are determined to improve your team and company's performance, but it is important to establish some ground rules for long term success. We discuss more regarding these four words and sucessfully managing your sales force in this blog post.