Customer reference
Sentient Lasers
Sentient Lasers - the leading reseller and multi-OEM repair service for pre-owned cosmetic lasers & energy-based devices.
Industry
Location
Park City, Utah (US), United States
Implemented by
Case on Odoo
The context
Streamlining operations with an integrated Odoo ERP
Sentient Lasers is the leading reseller and multi-OEM repair service for pre-owned cosmetic lasers and energy-based devices, serving healthcare providers from its base in Park City, Utah.
Before working with Captivea, Sentient Lasers did not have a robust, unified way to manage their CRM, sales, and other business functions, and their existing tools did not provide the level of integration and control they were looking for.
For Sentient Lasers, the key priorities were to streamline day-to-day operations, establish reliable processes for managing customer relationships and sales, and gain better visibility into their business so they could continue to grow in the healthcare market.
Their needs
A robust, streamlined Odoo environment tailored to their business
The client partnered with Captivea, an Odoo expert, to streamline their operations and gain a robust solution for managing their CRM, sales, and other business functions.
- Gain confidence in the feasibility of using Odoo ERP to support their operations.
- Ensure that their specific business model and processes were fully understood before moving forward.
- Confirm the project budget and the way the implementation would be carried out.
- Clarify the project timeline from the initial analysis through to deployment.
The proposed solution
A complete analysis of their Odoo environment to prepare a targeted ERP rollout
Captivea began the project with a complete analysis of Sentient Lasers' Odoo environment, running business discovery workshops by theme and user group, documenting the findings, presenting them to the client, and handling feedback. This structured analysis laid the foundations for a tailored Odoo ERP solution built on the Invoicing, Odoo Studio, CRM, Sales, and Website Builder apps.
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
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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