Insights

Perspectives on ERP, data, AI and digital strategy

Digital Transformation: Financial and Non-Financial Benefits of a Good Information System

5 Feb 2021

Digital Transformation: Financial and Non-Financial Benefits of a Good Information System

Captivea USA, Desi Csorba

For several years now, digital transformation has been a hot topic. Everyone is constantly talking about it and all the benefits it can bring. After the period of quarantine brought on by COVID-19, the chatter has picked up again – it is clearer than ever that digital tools and software have real advantages, especially in our time. The financial benefits are obvious, but conversations have also started to focus on the non-financial benefits of digitalisation, which are often overlooked. In this blog, we look at both so you can fully understand the ROI of a strong information system.

Accounting & Finance Team Executive Team

Business Digitalisation: The Mistakes That Could Make You Hit a Wall

4 Feb 2021

Business Digitalisation: The Mistakes That Could Make You Hit a Wall

Captivea USA, Sébastien RISS

If you've done your research, you already know about all the potential benefits of digitising your business. Automation, better data structure organisation, upgraded technologies, etc., all sound great. However, all the excitement that comes with digitising your business processes can be short-lived if it's done the wrong way. Too many projects end in failure, usually because of some common mistakes. In this post, we will cover five of the top reasons why businesses fall short with their digitisation projects and how to avoid them.

How ERP Can Help Support SMEs Through COVID-19

28 Aug 2020

How ERP Can Help Support SMEs Through COVID-19

Captivea USA, Marcos Bolivar

Pandemic, quarantine, economic crisis and SMEs under threat. What options do they have to survive all this? In this blog post, we share key approaches SMEs should take to manoeuvre the risky and ever‑changing environment brought about by COVID‑19. Inside, we discuss the need for better business insight and mobility, greater operational efficiency, virtual business management, and prioritised business digitisation. It is up to business owners to develop a strategic plan that integrates their processes into centralised systems that can help optimise their operations for current conditions and the longer term.

ERP & Odoo Executive Team

Odoo Development: Build Confidence With a US-based Integrator

25 Aug 2020

Odoo Development: Build Confidence With a US-based Integrator

Captivea USA, Sébastien RISS

Why choose a US-based integrator? We know it can be tempting – offshore integrators often cost less, but are they really worth it? The time difference, language barrier and delays that may come with them can quickly wipe out any savings and end up costing you more in the long run. This is why we at Captivea recommend working with a US-based integrator. You can be more confident in your ERP implementation project, especially if you are operating a business in the US. Before you decide, be sure to read this blog post.

ERP & Odoo IT & Technology Team

How Odoo supports Industry 4.0 (IoT)

3 Aug 2020

How Odoo supports Industry 4.0 (IoT)

Captivea USA, Marcos Bolivar

Industry 4.0 and IoT are reshaping the manufacturing sector, but it is the drive to improve quality that is really powering competitive innovation – and this change is already underway. There are several key developments to watch, and end-users seeking solutions, engineering firms designing IoT projects, and technology providers within the IoT ecosystem should all be familiar with these core components, while avoiding closed solutions that bundle everything together using proprietary technologies. Such choices typically compromise the long-term evolution and maintainability of the project. The Odoo platform, by contrast, is designed to be open, so that it can be easily integrated with third-party systems and external developers can extend and fully leverage its functionalities.

ERP & Odoo IT & Technology Team Manufacturing Industry Operations & Manufacturing Team

CRM in SMEs and ETIs: The Current State

15 Jul 2020

CRM in SMEs and ETIs: The Current State

Captivea USA, Joshuah Rodery

Surprisingly, only 27% of SMEs and ETIs (intermediate-sized enterprises) are equipped with CRM. Many businesses understand how a CRM system can benefit a company. So why is it that so few have adopted CRM software? What is holding them back? There are a few obstacles, but they can be overcome. In this blog post, we will look at some of the benefits of CRM software, as well as some of the common barriers that may be stopping companies from using it.

Sales & CRM Team

The Ideal CRM: What Direct Benefits Can It Bring to Your Business Development?

13 Jul 2020

The Ideal CRM: What Direct Benefits Can It Bring to Your Business Development?

Captivea USA, Cesar Lanchipa

You could say that a sales manager’s most powerful asset isn’t a specialised sales tool, but the CRM. However, your CRM must be able to match your specific requirements and integrate with your existing information systems (IS). It needs to be scalable for growth and flexible enough to keep up with changes in your business as well as your industry. The right CRM can transform your business and is practically essential for high-performing sales professionals. Read this full blog to discover all the components of an ideal CRM system.

Sales & CRM Team

CRM: The Core Tool for Customer Success Management

24 Jun 2020

CRM: The Core Tool for Customer Success Management

Captivea USA, Sébastien RISS

Up until a few years ago, there was no such role as a Customer Success Manager. But now they are becoming more common, and for good reason: companies today recognise that a strong business strategy is built not just around products and markets, but also around customers and their needs. Building a business that lasts means building customer loyalty and developing strong relationships with them – and this is where a Customer Success Manager comes in. In this blog, we’ll explain what a Customer Success Manager does and how they work.

Sales & CRM Team

Odoo: Is Your Company Making the Most of It?

13 May 2020

Odoo: Is Your Company Making the Most of It?

Captivea USA, Desi Csorba

So you’ve deployed the Odoo ERP across the different departments of your organisation, and you have all these great ideas about how well it should be functioning – but are you aware of how it’s actually being used by your employees? Very often, whether due to a lack of training or resistance to change, management software like Odoo is not used to its full potential. In this blog, we’ll share practical tips to help ensure that users in your organisation are making full use of the Odoo ERP software.

ERP & Odoo

Odoo Ecosystem: Optimisation For Boosted Productivity

13 May 2020

Odoo Ecosystem: Optimisation For Boosted Productivity

Captivea USA, David Hammond

What sets Odoo apart from other ERPs? Its built-in agility and its extensive coverage. Odoo has numerous applications and modules that let you manage your various business activities - even highly specialised ones - and take them to a new level of performance. However, it can be difficult to fully understand what the Odoo ERP can do for your organisation without a broad understanding of the Odoo ecosystem. In this post, we share some tips you can follow to get the most out of Odoo and optimise it for greater productivity.

ERP & Odoo

Odoo Lead Generation: Odoo Handles It All

14 Apr 2020

Odoo Lead Generation: Odoo Handles It All

Captivea USA, Sébastien RISS

The Odoo open-source ERP is like a marketer’s dream come true. Imagine a system that helps you acquire leads, guide them through a predefined journey and convert them into customers, all within a single platform. With its marketing automation capabilities, Odoo Marketing holds its own against tools such as HubSpot and Marketo. The advantage of Odoo lies in how seamlessly it connects with the rest of the Odoo application suite. Odoo offers one of the most complete solutions for meeting multiple business needs. To find out more, read the full blog.

ERP & Odoo Sales & CRM Team Web & Marketing

CRM: Achieve 360° Customer Vision With Odoo

14 Apr 2020

CRM: Achieve 360° Customer Vision With Odoo

Captivea USA, Sébastien RISS

Is a standalone CRM enough? Are you lacking the visibility you need for your company’s operations? In this blog post, we discuss Odoo’s built-in customer relationship management (CRM) module and how it can be used to enhance visibility of your customers and company. It is often said that ERP and CRM systems have little to no interconnectivity, but with Odoo, the opposite is true. With a built-in CRM, information flows freely and efficiently throughout the rest of the ERP app suite. The Odoo CRM module can easily be connected to other operations such as sales and accounting. This connectivity ultimately allows for greater speed and efficiency at the workplace.

ERP & Odoo Sales & CRM Team

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