Customer reference
21ST CENTURY EVOLUTION SYSTEMS LTD
21st Century Evolution Systems Limited is a leading company specializing in Extra Low Voltage (ELV) systems integration, information technology (IT) consulting, and advanced security solutions.
Backed by a team of highly skilled and passionate professionals, the company is dedicated to designing and delivering innovative, reliable, and scalable technology solutions tailored to meet the needs of its clients.
Industry
Location
Ikoyi, Nigeria
Implemented by
Case on Odoo
The context
Structuring sales and project management for an ELV systems integrator
21ST CENTURY EVOLUTION SYSTEMS LTD is a leading Extra Low Voltage (ELV) systems integrator and IT consulting firm that delivers advanced security and technology solutions tailored to its clients’ needs.
Before the Odoo ERP project, the company’s sales and CRM processes were not fully structured: detailed proposals were not generated automatically once leads were qualified, client interactions were harder to track, and the transition from opportunity to active project was slower than desired.
The key objectives were to streamline and standardize the sales cycle, accelerate proposal creation, improve client interactions, and convert qualified leads into projects more quickly while maintaining high levels of performance, security, and efficiency.
Their needs
Clarifying sales processes and turning qualified leads into projects faster
The company wanted to structure its sales and CRM processes, speed up the creation of detailed proposals, and gain better visibility into client interactions so that qualified leads could be converted into projects more quickly and consistently.
- A more structured and standardized sales and CRM process from lead to project.
- Automatic generation of detailed proposals once leads are qualified.
- Improved tracking of client interactions throughout the sales and project lifecycle.
- Faster conversion of qualified opportunities into active projects without compromising security or performance.
The proposed solution
A phased Odoo ERP project starting with an in-depth analysis of the environment
Captivea Madagascar kicked off the project with an in-depth analysis of the existing Odoo environment, then rolled out a phased ERP approach that clarified the budget and timeline and aligned Odoo modules such as Sales, Purchase, Maintenance, Documents, Sign, Employees, Fleet, and Helpdesk with the client’s processes to centralize operations and structure sales and project management.
The first step in this project is to carry out a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured of feasibility
- Demonstrate that we understand their business
- Confirm a budget
- Know and confirm how we will proceed
- Define the timeline
Analysis process
- Business discovery
- Workshops by theme / group of people / business area
- Create the deliverables documents
- Present them
- Incorporate feedback
The results
Benefits & return on investment
What the client gained, day after day, once the solution went live.
Time savings
- Centralized organization of financial documents
- Generate quotes in just a few clicks
- Fast document sharing
- Simplified supply management
- Automated intervention schedules
Productivity gains
- Centralized management of leads and customers, boosting sales team efficiency
- Smoother order processing with real-time inventory 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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