Blog Posts | Captivea

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Sales & CRM Team ×

13-Jan-2020 Insights

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

5 good reasons to connect your CRM and ERP

13-Jan-2020 Insights

Captivea USA, Desi Csorba

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

Sales management: how to improve efficiency?

19-Nov-2019 Insights

Captivea USA, Desi Csorba

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

Odoo and sales cycle management

19-Nov-2018 Insights

Captivea USA, Sébastien RISS

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

CRM project? How to choose the best integrator?

16-Nov-2018 Guides & methods

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?

16-Nov-2018 Guides & methods

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

15-Nov-2018 Guides & methods

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

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

15-Nov-2018 Insights

Captivea USA, Sébastien RISS

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

CRM project? The 3 essential rules for choosing your solution

15-Nov-2018 Guides & methods

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

15-Nov-2018 Guides & methods

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

15-Nov-2018 Guides & methods

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

15-Nov-2018 Guides & methods

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

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