Customer reference
FACTORIELLES
For nearly 30 years, Factorielles has established itself as a leading reference in social protection for businesses and their executives. Specializing in the development of software and training programs, our mission is to support accountants, insurers, brokers, wealth management advisors, notaries, and lawyers in their advisory roles for business leaders. Our team, made up of seasoned practitioners, maintains constant vigilance over legislative developments and government projects. This commitment ensures professionals receive optimal responsiveness in providing advice to their clients.
The context
A strategic shift supported by a new CRM
FACTORIELLES is a specialist in social protection that designs software and training programs to help advisers such as accountants, insurers, brokers, wealth management advisors, notaries, and lawyers support business leaders.
Before the project, FACTORIELLES needed tools that could keep pace with its evolving strategic direction and with the constant legislative and regulatory changes affecting social protection. Existing processes made it difficult to fully align customer relationship management with the company’s mission of providing responsive, high-quality advice to professionals and their clients.
The stakes were to equip FACTORIELLES with a CRM capable of supporting a new strategic course, strengthening relationships with its professional partners, and maintaining the high level of responsiveness required to follow legislative developments and government projects.
Their needs
A CRM aligned with a new strategic direction
The implementation of a new CRM solution made it possible to support the change of strategic course of the company.
- Support the company’s new strategic course with a modern CRM.
- Centralize and structure customer and partner information in a dedicated tool.
- Improve the follow-up of relationships with advisers and professional partners over time.
- Give the teams better visibility to maintain rapid, high-quality responses in a changing regulatory environment.
The proposed solution
Implementing SugarCRM with a trusted partner
Captivea France deployed SugarCRM for FACTORIELLES to provide a dedicated CRM platform that supports the company’s strategic shift. The new solution structures customer and partner information, streamlines relationship follow-up, and helps the teams stay responsive to legislative and regulatory developments while continuing to deliver high-value advice.
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 felt that we were signing a collaboration with a real partner rather than a "simple" integration service.”
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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