Guides & methods | Captivea

21 Articles

Sales & CRM Team ×

How to know if your business is ready for automation

Oct 2, 2026

Captivea Canada, MATHIEU DEXTRAZE

Automation, in plain words Business automation means letting software handle the repetitive steps of a process: copying data, sending reminders, creating invoices, updating stock, routing an approval....

Accounting & Finance Team Captivea Canada ERP & Odoo Human Resources Team Purchasing Team Sales & CRM Team

CRM Project: Why Is Captivea the Best Partner to Support You?

Sept 24, 2020

CRM Project: Why Is Captivea the Best Partner to Support You?

Captivea USA, Desi Csorba

If you've done your research, you know there are quite a few CRMs available on the market. You also know that only a handful will fit your business’s exact needs. But even once you’ve found the right CRM, you’ll be faced with the question of who will handle the integration. Of course, you could do it yourself or work directly with the software publisher, but instead you’re choosing a certified partner. In this article, we’ll explain why choosing Captivea is the best decision for your CRM project.

Business Consulting Sales & CRM Team

Comparing Different CRMs: The Best Solution for Your Business

Sept 10, 2020

Comparing Different CRMs: The Best Solution for Your Business

Captivea USA, Desi Csorba

Business means customers, and customers mean data. The reality is, you can't get very far without CRM software in your company-at least not if you want to effectively manage your company's sales team performance. There's no real debate about whether the software is necessary; the debate starts when it's time to choose which solution to use (that is, until you try Odoo, of course). The decision is made even tougher by the number of options on the market. In this article, we look at some of the CRMs currently available to help your company choose the right one.

Sales & CRM Team

Dedicated CRM vs. CRM Module

Aug 21, 2020

Dedicated CRM vs. CRM Module

Captivea USA, Sébastien RISS

The number of CRM tools available on the market can make choosing one difficult. CRM tools or software can be grouped into two main categories: dedicated CRMs and CRM modules. Your choice will depend on the size of your organisation, your information systems, the features that matter most to your organisation, and how you plan to use them. In this blog post, we break down these two types of CRM solutions so you can decide which option best fits your needs. Which one will you choose to deploy in your company? The decision is yours.

Sales & CRM Team

Transitioning from CRM to ERP: who can you trust?

Jan 14, 2020

Transitioning from CRM to ERP: who can you trust?

Captivea USA, Sébastien RISS

You’ve read our previous blog posts and now you’re convinced. You want to improve your company’s performance, organisation and production, and move from a simple CRM to a complete, open-source ERP. If you’ve decided to deploy ERP software, which one do you choose from the many options on the market? And if you need to bring in an integrator, the next question is: “Who do you choose?” In this post, we’ll share some guidelines to help you make both choices and ensure a smooth transition.

ERP & Odoo Sales & CRM Team

CRM project? How to choose the best integrator?

Nov 16, 2018

CRM project? How to choose the best integrator?

Captivea USA, Sébastien RISS

All the preliminary pieces are in place. Your company's CRM project is underway. You’ve made sure you have management’s support, you’ve had some great pep talks with the various departments, and your team in the information systems department is ready to rock and roll. All you need now is the integrator! But not just any integrator. This project will have a huge impact on your company, so you want to make an informed choice and build a long-term partnership. In this blog, we’ll offer some advice on how to choose the best integrator.

Business Consulting Executive Team Sales & CRM Team

A CRM project? How do you obtain (and maintain) quality data?

Nov 16, 2018

A CRM project? How do you obtain (and maintain) quality data?

Captivea France, Célia JAY

When CRM software is integrated into a company, it can bring some challenges. For example, as an IT Director, you are responsible for data quality in your company. You need to make sure this new customer relationship management software doesn’t disrupt your existing strategy and is populated with high-quality data. But how do you achieve this? To begin with, you must review your existing processes and data in the company - this is an important step moving forward. For the full list, read the rest of this blog post.

Business Consulting Executive Team Sales & CRM Team

A CRM project? CIO: Prepare for change management

Nov 15, 2018

A CRM project? CIO: Prepare for change management

Captivea USA, Desi Csorba

You’ve seen it before. A CRM project is often synonymous with upheaval within a company. Many times when a company launches a new software project it is met with some resistance, and with reason. The new tools, working methods and rules can be overwhelming... All these changes are not always easy for employees to accept. However, with a well-crafted change management system, it is possible to avoid the main sources of resistance. In this blog post, we’ll give you some ways to boost adoption of your CRM software and overcome employee resistance.

Business Consulting IT & Technology Team Sales & CRM Team

CRM project? The 3 essential rules for choosing your solution

Nov 15, 2018

CRM project? The 3 essential rules for choosing your solution

Captivea France, Célia JAY

In a few months, you’ll be able to work much more efficiently thanks to your new CRM software. But first, before you can move ahead with your CRM project, you need to choose the right CRM. In this blog post, we’ll walk through three essential rules for selecting your solution: choosing software that serves your entire company, software that’s ready for future changes, and software that your CIO approves. Following these rules will give you a solid foundation for launching a successful CRM project.

Business Consulting Sales & CRM Team

A CRM project? Marketing department: assess your needs

Nov 15, 2018

A CRM project? Marketing department: assess your needs

Captivea USA, Sébastien RISS

By now you’re probably starting to see the pattern. Every department that works with customer information will need access to your organization’s CRM. Yet many professionals still assume that a CRM is meant only for sales. That’s simply not the case, so the sales team shouldn’t be the only decision-maker when it comes to what goes into the CRM.

Because marketing and sales are so closely connected, the needs of your marketing department also have to be taken into account before you launch a CRM project. We dive deeper into this in our blog post.

Business Consulting Marketing & Communications Team Sales & CRM Team

A CRM project? Assess your sales team’s needs

Nov 15, 2018

A CRM project? Assess your sales team’s needs

Captivea USA, Desi Csorba

In our previous post, we discussed the importance of knowing your exact needs before starting a CRM project. We’d like to add that you also need to pay close attention to your sales force. Your sales force will be using the CRM as well, so why not make sure it’s configured to meet their specific needs? In this post, we’ll cover the elements you should review with your sales force-such as their current workflow, areas for improvement, and more-before starting your ERP project.

Business Consulting Sales & CRM Team

Upcoming CRM project? Clarify your needs

Nov 15, 2018

Upcoming CRM project? Clarify your needs

Captivea France, Célia JAY

Before even starting a CRM project, it’s important to understand your organization. Failing to do so can lead to unwanted shortcomings down the road. Remember: a CRM project is a forward-looking initiative. In other words, your CRM will remain a frequently used tool as you move ahead, so a solid foundation is essential. In this blog post, we’ll cover the key aspects you need to consider before throwing yourself body and soul into your CRM project. It’s crucial to have a clear understanding of your expectations, along with a thorough inventory of your business strategy and needs.

Business Consulting Sales & CRM Team

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