Insights | Captivea

Sales Director & CFO: bringing them back together with ERP

Getting your company to accept transitioning to new software can be a big challenge. This is in fact one of the main challenges of digital transformation. Everyone has their preferred tool and their own way about adapting to new software and practice changes. This is especially true of the higher-ups in your company. In this blog post, we will provide you an example of how you can get directors in your company to agree on one software. In this particular demonstration, we have a sales director and a CFO, one who swears by their CRM and the other who can't do without ERP. Read the entire blog to learn what can be said to bring your fragmented company heads back together with the Odoo ERP.

ERP & Odoo Executive Team Sales & CRM Team

Jan 13, 2020

Captivea USA, Sébastien RISS

ERP or CRM: who is the data master?

ERP software, short for enterprise resource planning software, was built to be multifaceted, multi-functional and capable of providing a broad view of your organization. And it would make sense for such software to be the main hub for all your businesses' data. After all, it does cover the entire organization. However, it has recently been the case that big CRMs are taking the place of ERPs when it comes to data management. Industry CRM leaders are starting to broaden their services to meet business demands for a more complete solution. But do we think CRMs will soon overrun ERP software? Read the entire post to figure out who should run the data in your organization.

ERP & Odoo Sales & CRM Team

Jan 13, 2020

Captivea USA, Desi Csorba

5 good reasons to connect your CRM and ERP

ERP and CRM. Often times the compatibility between these two types of software is questioned and put against one another for the right to be the tool to run your business. But what if we talked about connecting these two softwares instead. It's likely that those who debate between CRM and ERP, don't know the benefit of bridging the two. There are many advantages to this, such as better data quality and improved visibility of your operations. By the end of this post, you will have five good reasons to connect your CRM and ERP.

ERP & Odoo Sales & CRM Team

Jan 13, 2020

Captivea USA, Desi Csorba

Sales management: how to improve efficiency?

Without an effective strategy, it can be difficult to grow your business, and behind every great sales strategy is a powerful system. These days the word system is just about synonymous with software and here at Captivea, we recommend the Odoo software when it comes to managing your sales activities. Not only is it a very powerful tool but it is also very intuitive and makes any sales job much easier. Along with its centralized sales data (all accessible withing one centralized ERP), and built-in CRM Odoo has all that it takes to improve company profitability. In this blog we cover in detail the Odoo advantage for sales management.

Executive Team Sales & CRM Team

Nov 19, 2019

Captivea USA, Sébastien RISS

Odoo and sales cycle management

Beyond and ERP, Odoo is a fully integrated tool that allows you to manage your company in its entirety. Fully integrated with the ERP is Odoo's CRM application which allows users to offer a quality customer experience and customer relationship. Odoo has nearly thought of everything that your business needs and continues to expand its software application catalog regularly. Automating tasks where possible to boost workplace efficiency. In this particular post, we will cover the sales portion of the Odoo software which includes quotation management, billing, subscriptions, electronic signatures, Point of Sale, CRM connectivity and more!

ERP & Odoo Sales & CRM Team

Nov 19, 2018

Captivea USA, Sébastien RISS

A CRM project? What are the new trends to follow?

CRM solutions have made a huge impact in various industries and are becoming more and more widespread as businesses continue catch on to all the benefits that they have to offer. As a result, it can be difficult to maneuver through all of the different options on the market and find the right CRM. You for sure want one that'll keep up with the times, one that's modern, you may opt for a CRM with all of the latest trends. So what are the latest trends in CRM software? We share them with you in this blog post.

Business Consulting Sales & CRM Team

Nov 15, 2018

Captivea France, Célia JAY

Are CRM indicators only relevant to executives?

We have discussed the efficacy of good CRM indicators, but there is a misconception that it is only used to feed upper management's need for micromanaging their company and sales force. But CRM and key performance indicators can be broken down accordingly and assigned to the specific needs of each of the various levels of your sales team. Yes, some indicators would be better for your sales representative, sales managers and executives respectively. In this blog post, we will provide a brief overview of the indicators that are essential to the various players in the sales team.

Executive Team Sales & CRM Team

Nov 13, 2018

Captivea France, Célia JAY

CRM: commercial indicators are useless?

A CRM or commercial indicator is an aggregate of mainly commercial data that provides information on a situation at a given time. There are different types of commercial indicators: quantitative, qualitative, global, specific, business, generic, and/or customized. As great as they are, some still think that CRM indicators are useless. We attribute this notion to a lack of understanding on this subject. In this blog post, we will explain how great CRM indicators can be. Demonstrating how they become the best allies of your teams' business performance and serve your overall business strategy.

Sales & CRM Team

Nov 13, 2018

Captivea France, Célia JAY

Do you really know what your sales representatives are doing?

As a sales manager, you know what your role entails take a leading role in the company: you develop the sales strategy and manage the sales force to develop revenue. But you also have your team of sales managers and sales representatives, and to reach your goals, they must be on the same page. But how do you make sure that they are? Do you really know what your sales representatives are doing? In this blog post, we cover a few elements to help you determine if your sales team is on track.

Sales & CRM Team

Nov 12, 2018

Captivea France, Célia JAY

Salesforce? No, thank you!

It's a Saturday like every other, you decide to go play golf with your friend Bryan. Like you, Bryan is a sales manager for a large SME with about 700 employees. But as you approach the 4th hole, Bryan asks you for your opinion on Salesforce, the CRM software he wants to deploy in his company. What if you tell him the truth? It's not that you have nothing against Salesforce. Honestly, it's a very good solution for an SME. But it's like everything else: before making such an engaging decision, it's worth taking a closer look. How will he respond? Read this post to find out.

Sales & CRM Team

Nov 12, 2018

Captivea USA, Sébastien RISS

What connects a CRM solution and Odoo ERP?

Your CRM solution allows you to manage relationships with your customers, prospective customers, and to track all your interactions with them. Odoo is a complete, highly modular product, and therefore, naturally comes with a CRM solution. Nevertheless, some businesses have their own customer relationship management software in parallel with their ERP software. While there is no longer any doubt that ERP and CRM complement each other, success in achieving this remains a strategic question for businesses and requires a well-structured organization. We explore the subject in this blog post.

ERP & Odoo Sales & CRM Team

Sept 17, 2018

Captivea USA, Sébastien RISS

CTO : Make your sales manager happy !

You are an excellent gifted and enthusiastic CTO or CIO who now has to work with your sales manager, Richard! This may sound like a challenge but if you just take the lead and listen to what Richard really needs you will be in a good position. Figure out his stakes, the way he works, and what it is he wants to improve. You'll be able to make him realize that there are other alternatives to Salesforce. In this blog post, we break down some key points so that you too can make your sales manager happy!

Business Consulting IT & Technology Team Sales & CRM Team

Jun 12, 2018