Customer reference
EASYBOURSE
EasyBourse, a subsidiary of La Banque Postale, simplifies investing and life insurance with its user-friendly online platform. Catering to all levels of financial expertise, EasyBourse provides personalized guidance and accessible tools. Committed to sustainable practices, the company offers eco-conscious and socially responsible investment options, enabling individuals to invest for their future while contributing to a better world.
Industry
Location
Issy-les-Moulineaux, France
Implemented by
Case on Odoo
The context
Online brokerage looking to centralize client management and subscriptions
EASYBOURSE operates in the Finance/Insurance sector as a securities and commodities brokerage, offering an online investing and life insurance platform for a wide range of investor profiles.
Before the project, EASYBOURSE relied on separate tools for managing client information and subscriptions, which made it difficult to centralize data and streamline business processes across their operations.
The stakes were to implement an online subscription service, centralize every piece of client information in a single system, and secure a reliable timeline and budget for transforming their business management.
Their needs
Centralized management of online subscriptions and client data
We needed to implement a subscription service on line and we wanted to centralise everything regarding the client in only one software.
- Implement an online subscription service fully integrated with their business processes.
- Centralize all client-related information in a single, unified software solution.
- Validate the feasibility, budget and timeline of the project before full deployment.
- Reduce processing time and errors through process automation and streamlined workflows.
The proposed solution
End-to-end Odoo analysis and tailored marketing automation setup
Captivea France began with a complete analysis of EASYBOURSE’s Odoo environment, running business discovery workshops by theme and team to understand their processes and confirm feasibility, budget and timeline. Based on this, they set up Odoo as the core ERP and deployed Email Marketing, Marketing Automation, Odoo Studio and Knowledge to centralize client information, automate repetitive tasks, customize screens and support communication campaigns while preparing detailed deliverables and managing feedback throughout the project.
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
“We needed to implement a subscription service on line and we wanted to centralise everything regarding the client in only one software. We also had a challenging timing : only 6 months to do the analysis and deployment.Captivea team was really responsive, available, efficient and expert. Thanks to Sugar CRM, we manage a client file in 2 days instead of a week. Errors drop down drastically thanks to process automation.”
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Marketing
Productivity
Technical
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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