Customer reference
L'Agence Événementielle
L'Agence Événementielle is an agency from Metz specialising in event communication, 360° communication and shopping centre animation, as well as technical support. We are able to offer you services and products tailored to your needs, your preferences and your objectives.
Industry
Location
Marly, France
Implemented by
Case on Odoo
The context
Modernising event communication with a unified digital backbone
L'Agence Événementielle is a specialised 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 key goals were to become more digital, ensure 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 comprehensive digital tool to optimise customer relationships
The client wanted a comprehensive tool that would enable them to become more digital and optimise customer relationships, supported by a partner capable of guiding them through the implementation of Odoo.
- Centralise business data and processes in a single, coherent environment.
- Digitise quotations, invoicing and follow-ups to reduce manual work and errors.
- Improve the management of events, resources and service delivery using a single tool.
- Gain better visibility into performance and activities to support decision-making in a small organisation.
The proposed solution
An Odoo ERP foundation tailored to an event communication agency
Captivea Luxembourg deployed 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, Timesheet and HR modules, the agency can now manage its customer journey, operations and internal organisation from a single, customisable environment, with information centralised 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 from Captivea, we were able to significantly streamline our processes. Of course, it took the necessary time, but each step was implemented thoroughly, despite our past challenges. In the end, it was a real opportunity to start afresh with the management of our company. We are now seeing the tangible benefits of this approach, and even a small business owner can gain substantial 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
- 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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