Customer reference
L'Agence Événementielle
L'Agence Événementielle is an agency from Metz specializing in event communication, 360° communication and shopping centre activations, as well as technical support. We can offer you services and products tailored to your needs, your preferences and your goals.
Industry
Location
Marly, France
Implemented by
Case on Odoo
The context
Modernizing event communications with a unified digital backbone
L'Agence Événementielle is a specialized event communication agency supporting brands and shopping centres with 360° campaigns, on-site activations and technical services tailored to each client’s objectives.
Before the project, the agency relied on fragmented tools and manual processes to manage events, client communication, and back-office operations. Information was scattered, administrative tasks were time-consuming, and it was increasingly difficult to maintain a smooth, structured customer relationship as the business grew.
The goal was to move further into digital, secure a reliable, professional customer experience from first contact to invoicing, and give the founder clear visibility on the business while keeping operations lean and manageable for a small team.
Their needs
A complete digital solution to optimize customer relationships
The client was looking for a complete solution that would enable them to further digitize their operations and optimize customer relationships, backed by a partner able to guide them through the implementation of Odoo.
- Centralize business data and processes in a single, consistent environment.
- Digitize quotes, invoicing and follow-ups to reduce manual work and errors.
- Improve the management of events, resources and service delivery with a single tool.
- Gain better visibility into performance and activities to support decision-making in a small organization.
The proposed solution
An Odoo ERP foundation tailored to an event communications agency
Captivea Luxembourg implemented Odoo ERP as the central platform for L'Agence Événementielle, connecting finance, sales, marketing, HR, services and productivity tools in one integrated system. By configuring apps such as Accounting, Invoicing, CRM, Events, Social and Email Marketing, Project, Timesheets and HR modules, the agency can now manage its customer journey, operations and internal organization from a single, customizable environment, with information centralized and processes streamlined.
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 faisability
- 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 deliverables documents
- Present it
- Handle feedback
“By relying on experts like those at Captivea, we were able to significantly streamline our processes. Of course, it took the necessary time, but each step was carried out thoroughly, despite our past challenges. In the end, it was a real opportunity to start fresh with how we manage our company. We are now seeing the tangible benefits of this approach, and even a small business owner can gain major advantages from using Odoo.”
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Websites
Finance
Human Resources
Productivity
Technical
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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.