Guides & methods | Captivea

21 Articles

Sales & CRM Team ×

How to know if your business is ready for automation

2 Oct 2026

Captivea Canada, MATHIEU DEXTRAZE

Automation, in plain words Business automation means letting software handle the repetitive steps of a process: copying data, sending reminders, creating invoices, updating stock, routing an approval....

Accounting & Finance Team Captivea Canada ERP & Odoo Human Resources Team Purchasing Team Sales & CRM Team

CRM Project: Why Is Captivea the Best Partner to Support You?

24 Sept 2020

CRM Project: Why Is Captivea the Best Partner to Support You?

Captivea USA, Desi Csorba

If you’ve done your research, you’d know there are quite a few CRMs available in the market. You’d also know that only a handful will truly fit your business’s exact needs. But even after you’ve found the right CRM, you’ll be faced with the question of who will handle the integration. Of course, you could do it yourself or work directly with the software publisher, but instead you choose a certified partner. In this article, we share the reasons why choosing Captivea will be the best decision for your CRM project.

Business Consulting Sales & CRM Team

Comparing Different CRM Systems: The Best Solution for Your Business

10 Sept 2020

Comparing Different CRM Systems: The Best Solution for Your Business

Captivea USA, Desi Csorba

Business means customers, and customers mean data. Let’s face it: you can’t go far without CRM software in your company - not if you want to effectively manage your sales team’s performance. There’s no debate about whether the software is needed; however, there is room for debate when it comes to choosing the software (at least until you use Odoo, of course). The choice is further complicated by the number of options available in the market. In this article, we highlight some CRMs currently available, to help your company choose the right CRM.

Sales & CRM Team

Dedicated CRM vs CRM Module

21 Aug 2020

Dedicated CRM vs CRM Module

Captivea USA, Sébastien RISS

The number of CRM tools available on the market can make choosing one difficult. CRM tools or software can be grouped into two main types: dedicated CRMs and CRM modules. Your choice will depend on the size of your organisation, your IT/IS setup, the features that matter most to your organisation, and how you plan to use them. In this blog post, we break down these two types of CRM solutions so that you can decide which option best fits your needs. Which one will you roll out in your company? The decision is yours.

Sales & CRM Team

Transitioning from CRM to ERP: who can you trust?

14 Jan 2020

Transitioning from CRM to ERP: who can you trust?

Captivea USA, Sébastien RISS

You’ve read our earlier blog posts and now you’re convinced. You want to boost your company’s performance, organisation and production, and switch from a CRM to a full, open-source ERP. If you’ve decided to deploy ERP software, which one do you choose from the many options on the market? And you may need to hire an integrator. At that point, the question becomes, “Who do you choose?” In this blog post, we’ll share some guidelines on how to do both, so you can enjoy a smooth transition.

ERP & Odoo Sales & CRM Team

CRM project? How to choose the best integrator?

16 Nov 2018

CRM project? How to choose the best integrator?

Captivea USA, Sébastien RISS

All the preliminary pieces are in place. Your company's CRM project is underway. You’ve secured management’s support, you’ve had some great pep talks with the various departments, and your information systems team is ready to rock and roll. All you need now 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 share some advice on how to choose the best integrator.

Business Consulting Executive Team Sales & CRM Team

A CRM project? How do you obtain (and maintain) quality data?

16 Nov 2018

A CRM project? How do you obtain (and maintain) quality data?

Captivea France, Célia JAY

When CRM software is implemented in a company, it can come with some challenges. For example, as an IT Director, you are responsible for data quality in your organisation. You need to ensure this new customer relationship management software doesn’t disrupt your existing strategy and is populated with high-quality data. But how do you achieve this? To begin with, you should review your existing processes and data across the company; this is an important step moving forward. For the full list, read the rest of this blog post.

Business Consulting Executive Team Sales & CRM Team

Starting a CRM project? CIOs, be prepared for change management

15 Nov 2018

Starting a CRM project? CIOs, be prepared for change management

Captivea USA, Desi Csorba

You’ve probably seen it before. A CRM project often goes hand in hand with major changes in a company. Very often, when a company rolls out a new software project, it faces some resistance - and understandably so. New tools, new ways of working and new rules can feel overwhelming. All these changes are not always easy for employees to accept. However, with a well-designed change management approach, it is possible to avoid most of the pushback. In this blog post, we’ll share some ways to increase adoption of your CRM software and reduce employee resistance.

Business Consulting IT & Technology Team Sales & CRM Team

CRM project? The 3 essential rules for choosing your solution

15 Nov 2018

CRM project? The 3 essential rules for choosing your solution

Captivea France, Célia JAY

In a few months, you’ll be able to work much more efficiently with your new CRM software. But first, before you can move ahead with your CRM project, you’ll need to choose the right CRM.

In this blog post, we’ll walk through three key rules for selecting your solution: choosing software that serves the whole company, choosing software that’s ready for future changes, and choosing software that your CIO can sign off on. Following these rules will give you a solid foundation for launching a successful CRM project.

Business Consulting Sales & CRM Team

A CRM project? Marketing department: take stock of your needs

15 Nov 2018

A CRM project? Marketing department: take stock of your needs

Captivea USA, Sébastien RISS

By now you may be starting to see the trend here. Every department that works with customer information will be accessing your organisation’s CRM. Yet surprisingly many professionals still tend to believe that a CRM is meant only for the sales function. This is not the case, so the sales team cannot be the only decision-maker on what goes into the CRM. Because marketing and sales are so closely linked, the needs of your marketing department must also be taken into consideration before launching a CRM project. We cover this in more detail in our blog post.

Business Consulting Marketing & Communications Team Sales & CRM Team

Planning a CRM project? Review your sales team's needs

15 Nov 2018

Planning a CRM project? Review your sales team's needs

Captivea USA, Desi Csorba

In our previous post, we discussed the importance of knowing your exact needs before starting a CRM project. We would also like to add that you need to pay special attention to your sales force. Your sales force will be using the CRM, so why not make sure that it is set up to their specific needs? In this post, we will cover the elements you need to review with your sales force, such as their current workflow, areas for improvement, and so on, before starting your ERP project.

Business Consulting Sales & CRM Team

Upcoming CRM project? Understand your needs

15 Nov 2018

Upcoming CRM project? Understand your needs

Captivea France, Célia JAY

Before you even start on a CRM project, it is important to understand your organisation. If you don’t, you may run into unexpected problems later on. Remember, a CRM project is a forward-looking initiative. In other words, your CRM will remain a tool you use regularly as your business grows, so laying a strong foundation is crucial. In this blog post, we’ll look at what you need to think about before diving headfirst into your CRM project. It’s essential to have a clear picture of your expectations, as well as a solid overview of your business strategy and needs.

Business Consulting Sales & CRM Team

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