Customer reference
21ST CENTURY EVOLUTION SYSTEMS LTD
21st Century Evolution Systems Limited is a leading company specializing in Extra Low Voltage (ELV) systems integration, information technology (IT) consulting, and advanced security solutions.
Backed by a team of highly skilled and passionate professionals, the company is dedicated to designing and delivering innovative, reliable, and scalable technology solutions tailored to meet the needs of its clients.
Industry
Location
Ikoyi, Nigeria
Implemented by
Case on Odoo
The context
Structuring sales and project management for an ELV systems integrator
21ST CENTURY EVOLUTION SYSTEMS LTD is a leading Extra Low Voltage (ELV) systems integrator and IT consulting company providing advanced security and technology solutions tailored to its clients' needs.
Before the Odoo ERP project, the company’s sales and CRM processes were not fully structured: detailed proposals were not generated automatically once leads were qualified, client interactions were harder to follow, and the transition from opportunity to active project was slower than desired.
The stakes were to streamline and standardize the sales cycle, speed up proposal creation, improve client interactions, and convert qualified leads into projects more quickly while maintaining high levels of performance, security, and efficiency across the whole organization.
Their needs
Clarifying sales processes and turning qualified leads into projects faster
The company wanted to structure its sales and CRM processes, accelerate the creation of detailed proposals, and gain better visibility on client interactions so that qualified leads could be converted into projects more quickly and reliably.
- A more structured and standardized sales and CRM process from lead to project.
- Automatic generation of detailed proposals once leads are qualified.
- Better tracking of client interactions throughout the sales and project lifecycle.
- Faster conversion of qualified opportunities into active projects without compromising security or performance.
The proposed solution
A phased Odoo ERP project starting with an in-depth environment analysis
Captivea Madagascar initiated the project with an in-depth analysis of the existing Odoo environment, then deployed a phased ERP approach that clarified the budget and timeline and aligned Odoo modules such as Sales, Purchase, Maintenance, Documents, Sign, Employees, and Fleet with the client’s processes to centralize operations and structure sales and project management.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the feasibility
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable documents
- Present it
- Handle feedback
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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