Customer reference
FACTORIELLES
For nearly 30 years, Factorielles has established itself as a leading reference in social protection for businesses and their leaders. Specialising in the development of software and training programmes, our mission is to support chartered accountants, insurers, brokers, wealth management advisers, notaries and lawyers in their advisory roles to business owners and promoters. Our team, made up of seasoned practitioners, keeps a close and continuous watch on legislative developments and government initiatives. This commitment ensures that professionals receive the high level of responsiveness they need to advise their clients effectively.
The context
A strategic shift enabled by a new CRM
FACTORIELLES is a specialist in social protection that designs software and training programmes to help advisers such as chartered accountants, insurers, brokers, wealth management advisers, notaries and lawyers support business leaders.
Before the project, FACTORIELLES needed tools that could keep pace with its evolving strategic direction and with the constant legislative and regulatory changes affecting social protection. Existing processes made it difficult to fully align customer relationship management with the company’s mission of providing responsive, high-quality advice to professionals and their clients.
The objective was to equip FACTORIELLES with a CRM capable of supporting a new strategic course, strengthening relationships with its professional partners, and maintaining the high level of responsiveness required to keep up with legislative developments and government initiatives.
Their needs
A CRM aligned with a new strategic direction
The implementation of a new CRM solution made it possible to effectively support the company’s change in strategic direction.
- Support the company’s new strategic course with a modern CRM.
- Centralise and structure customer and partner information in a dedicated tool.
- Improve the long-term follow-up of relationships with advisers and professional partners.
- Give the teams better visibility so they can maintain rapid, high-quality responses in a changing regulatory environment.
The proposed solution
Implementing SugarCRM with a trusted partner
Captivea France deployed SugarCRM for FACTORIELLES to provide a dedicated CRM platform that supports the company’s strategic shift. The new solution structures customer and partner information, streamlines relationship follow-up, and helps the teams stay responsive to legislative and regulatory developments while continuing to deliver high-value advice.
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 feasibility
- 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 deliverable documents
- Present it
- Handle feedback
“We felt that we were signing a collaboration with a real partner rather than a "simple" integration service.”
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation 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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