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Customer reference

La French Tech Alpes

We are a collective movement committed to the development of startups and the promotion of the digital economy, new technologies, and innovation across the Alpine region. French Tech Alpes brings together over 600 members from five territories. It supports the digital economy by developing collective projects aimed at addressing business challenges and promoting sustainable growth.

Industry

IT/Communication

Location

France

Implemented by

Case on Odoo

The context

Clarifying CRM opportunities in a growing digital innovation ecosystem

La French Tech Alpes is a collective movement that unites startups and innovation stakeholders across the Alpine region to promote the digital economy, new technologies, and sustainable growth.

Before the project, La French Tech Alpes was already using Odoo but lacked a clear and consolidated view of their CRM opportunities. They needed reassurance that their existing environment could support their ambitions and wanted to better align their tools with the way their teams actually operate.

The stakes were to gain reliable visibility into CRM opportunities, secure a feasible roadmap for their Odoo environment, and ensure that future investments in digital tools would effectively support their members, projects, and long-term growth.

Their needs

Clarity and confidence in their Odoo CRM environment

La French Tech Alpes wanted a clearer view of the CRM opportunities available to them, and to be reassured about the feasibility, budget, and timeline of the improvements to their Odoo environment.

  • Obtain a clear and reliable overview of all CRM opportunities in Odoo.
  • Be reassured about the technical and functional feasibility of the desired improvements.
  • Confirm a realistic budget and implementation approach for the next steps.
  • Define and validate a project timeline aligned with business priorities and internal teams.

The proposed solution

A structured analysis of the existing Odoo CRM to guide future decisions

Captivea performed a complete analysis of La French Tech Alpes’ Odoo environment, starting with business discovery workshops by theme, group, and domain. From there, Captivea created detailed deliverable documents, presented the findings, and handled feedback to confirm feasibility, clarify the budget and timeline, and ensure that the proposed evolution of their CRM would support optimized processes, centralized information, and better collaboration.

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

  1. Business discovery
  2. Workshops by theme / group of people / domains
  3. Create the deliverable documents
  4. Present it
  5. Handle feedback

Odoo apps deployed

The Odoo suite on this project

All Odoo applications, activated at the pace of the client's needs.

Sales & CRM

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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