Customer reference
La French Tech Alps
We are a collective movement dedicated to developing startups and promoting the digital economy, new technologies, and innovation across the Alpine region. French Tech Alpes brings together over 600 members from five territories. It supports the digital economy by driving collaborative projects designed to address business challenges and foster sustainable growth.
The context
Clarifying CRM opportunities in a fast-growing digital innovation ecosystem
La French Tech Alpes is a collective movement that brings together startups and innovation stakeholders across the Alpine region to promote the digital economy, new technologies, and sustainable growth.
Before the project, La French Tech Alpes was already using Odoo but did not have a clear, consolidated view of their CRM opportunities. They needed assurance that their existing environment could support their ambitions and wanted to better align their tools with the way their teams actually work.
The key objectives were to gain reliable visibility into CRM opportunities, secure a practical roadmap for their Odoo environment, and ensure that future investments in digital tools would effectively support their members, projects, and long-term growth.
Their needs
Clarity and confidence in their Odoo CRM environment
La French Tech Alpes wanted a clearer view of the CRM opportunities available to them, and to be reassured about the feasibility, budget, and timelines for the planned enhancements to their Odoo environment.
- Get a clear and reliable overview of all CRM opportunities in Odoo.
- Gain confidence in the technical and functional feasibility of the desired enhancements.
- Validate a realistic budget and implementation approach for the upcoming phases.
- Define and validate a project timeline aligned with business priorities and internal teams.
The proposed solution
A structured analysis of the existing Odoo CRM to support future decision-making
Captivea carried out a complete analysis of La French Tech Alpes’ Odoo environment, starting with business discovery workshops by theme, group, and domain. Based on this, Captivea prepared detailed deliverable documents, presented the findings, and incorporated feedback to confirm feasibility, clarify the budget and timelines, and ensure that the proposed evolution of their CRM would enable optimised processes, centralised information, and better collaboration.
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
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
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, improving 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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