Guides & methods | Captivea

20 Articles

Sales & CRM Team ×

CRM Project: Why Is Captivea The Best Partner To Support You?

Sep 24, 2020

CRM Project: Why Is Captivea The Best Partner To Support You?

Captivea USA, Desi Csorba

If you've done your research, you'd know that there are quite a few CRMs available on the market. You'd also know that there is only a handful that will fit your business's exact needs. But even once you've found the right CRM , you be faced with the question of who will handle the integration. Ofcourse you could do it yourself or go with the software publishing company directly but instead you choose a certified partner. In this article, we give you the reasons why choosing Captivea will be the best choice for your CRM project.

Business Consulting Sales & CRM Team

Comparing Different CRMs: The Best Solution For Your Business

Sep 10, 2020

Comparing Different CRMs: The Best Solution For Your Business

Captivea USA, Desi Csorba

Business means customers and customers mean data. Let's face it, you can't go far without a CRM software in your company. Not if you want to effectively manage your companies sales team performance. There is no debate on whether or not the software is needed, however, there is room for debate when it comes to choosing the software (that is until you use Odoo of course). The choice is further complicated by the number of options available on the market. In this article, we discuss some CRMs currently available on the market to help your company choose the right CRM.

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 classified into two major families: dedicated CRMs and CRM modules. Your choice will depend on the size of your organization, your IS system, the features most essential to your organization and how you wish to use them. In this blog post, we break down the two different types of CRM variants so that you can make the choice that'll fit your needs best. Which one will you choose to deploy in your company? The choice 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 blogs and now you're convinced. You want to boost your company's performance, organization and production and move over from a CRM to a complete and open source ERP. If you chose to deploy an ERP software, which do you choose out of the multiple choices available on the market? and you may need to hire an integrator. At that point, the question becomes "who do you choose?" In this blog, we will give you some guidelines on how to do both to ensure you have 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 have ensured that you have the support of management, you've had some great pep talks with the various departments, and your team in the information systems department are ready to rock and roll. All you need 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 will offer you some advice on how to choose the best integrator.

Business Consulting Executive Team Sales & CRM Team

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

Nov 16, 2018

A CRM project? How to 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 in charge of data quality in your company. So you have to make sure this new customer relationship management software doesn't disrupt your existing strategy and is filled with is quality data. But how do you achieve this? For starters you must review your processes existing data in the company, this is is an important step moving forward. for the entire 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 resistances. In this blog post, we will give you some ways to boost the adoption rate 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 will be able to work much more efficiently thanks to your new CRM software. But first...Before you can proceed with your CRM project, you need to, of course, select the CRM. In this blog post, we will cover the three essential rules for choosing your solution. Following these rules which include; getting software that serves your entire company, getting software that is ready for future changes, and getting software that your CIO approves of. Following these rules provide a good baseline for launching a successful CRM project.

Business Consulting Sales & CRM Team

A CRM project? Marketing Department: take stock of your needs

Nov 15, 2018

A CRM project? Marketing Department: take stock of your needs

Captivea USA, Sébastien RISS

By now you may be starting to get the trend here. Every department that interacts with customer information will be accessing your organization's CRM. Surprisingly many professionals still tend to believe that a CRM is intended only for the sales functions. This is not the case so the sales team can't the only decision-maker on what goes into the CRM. Because marketing and sales are so closely linked, the needs of your marketing department need to also be taken into consideration before launching a CRM project. We cover more in this blog post.

Business Consulting Marketing & Communications Team Sales & CRM Team

A CRM project? Review the needs of your sales force

Nov 15, 2018

A CRM project? Review the needs of your sales force

Captivea USA, Desi Csorba

In our previous post, we discussed the importance of knowing your exact needs before beginning a CRM project. We would like to add that you will also need to pay special attention to your sales force as well. Your sales force will also make use of the CRM so why not make sure that it is set up to their specified needs? In this post we will cover the elements that you need to review with your sales force, such as their current workflow, areas of improvement, and so on, before starting your ERP project.

Business Consulting Sales & CRM Team

Upcoming CRM Project? Understand your needs

Nov 15, 2018

Upcoming CRM Project? Understand your needs

Captivea France, Célia JAY

Before even starting with a CRM project it is important to understand your organization. Failing to do so can lead to unwanted shortcomings in the future. Remember! A CRM project is a "forward-looking" project. In other words, your CRM will continue to be a frequently used tool as you move forward, so a good foundation is key. In this blog post, we will cover the aspects you must take into consideration before launching your body and soul into your CRM project, it is imperative to get a precise understanding of your expectations and a good inventory of your business strategy and needs.

Business Consulting Sales & CRM Team

How to increase your e-commerce sales?

Nov 14, 2018

How to increase your e-commerce sales?

Captivea USA, Sébastien RISS

Do you want to know how to increase your e-commerce sales? You've come to the right place. For starters, you must understand that e-commerce stores lack the physical interactions of a brick and mortar store so it is essential to stand out, and acquire more customers in other ways. Get to the basics. Attract the customer and build loyalty by offering an impeccable service, an area in which ERP software comes in handy. In this blog post, we offer some good strategies for engaging customers and increasing your e-commerce sales.

Marketing & Communications Team Retail & point of sale Industry Sales & CRM Team Web & Marketing

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