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13 Nov 2018 Guides & methods

We’ve already highlighted the pitfalls to look out for when setting your indicators. Properly configuring the right CRM indicators for your company is crucial for tracking your teams’ business performance and shaping your overall business strategy. You’re an expert in your own field, of course, but is that enough to establish business indicators that really work? If you’re not completely sure, this is where your CRM integrator comes in – but they’re not all the same. Here are some tips to help you choose your future CRM integration partner.

Sales & CRM Team

Are CRM indicators only relevant to senior management?

13 Nov 2018 Insights

Captivea France, Célia JAY

We’ve talked about how effective good CRM indicators can be, but there’s a common misconception that they’re only used to satisfy upper management’s desire to micromanage the company and sales force. In reality, CRM and key performance indicators can be broken down and matched to the specific needs of each level within your sales team. Certain indicators work better for your sales representatives, others for sales managers, and still others for senior executives. In this blog post, we’ll give a brief overview of the indicators that matter most to the different members of your sales team.

Executive Team Sales & CRM Team

10 essential B2B CRM indicators to shape your company’s strategy

13 Nov 2018 Guides & methods

Captivea France, Célia JAY

We've previously discussed the power of good CRM indicators for tracking sales performance, but they can be used at a larger scale to help define your company's overall strategy and future strategic decisions. Of course, the indicators you choose will vary based on your company's profile. Beyond the 10 CRM indicators we provide in this blog post to help supervise your activity and build your business strategy, we encourage you to create your own indicators that will reflect your activity, your customers, your company. Consult with the various teams and departments of your company, and of course... Your CRM integrator!

Executive Team Sales & CRM Team

The 5 essential B2B CRM metrics to manage sales activity

13 Nov 2018 Guides & methods

Captivea France, Célia JAY

CRM indicators can help businesses track employee performance, especially the performance of sales teams. The number of clients visited each week, total billable hours, and customer satisfaction scores are just some examples of possible CRM indicators. Whether measured daily, weekly, monthly or annually, commercial activity management indicators allow you to capture the actions and individual results of each member of your sales team. However, some businesses make the mistake of tracking too many indicators that are useless, overly specific or simply not relevant. In this post, we highlight 5 key CRM indicators that are critical for managing sales activity and stretching your team’s performance.

Sales & CRM Team

7 tips to spot bad CRM metrics

13 Nov 2018 Guides & methods

Captivea USA, Desi Csorba

You have a CRM project and want to have some indicators to help you manage your activity. Good idea! CRM indicators can be very useful for improving your organisation’s overall strategy and performance. If you take the time to define the right CRM indicators, involve your teams in the process, and avoid rushing, you will be able to manage your commercial activity efficiently. But there are several common pitfalls that can lead to poor CRM indicators – indicators that will not help your business. In this blog, we will share seven things to avoid so you can prevent these poor CRM indicators.

Sales & CRM Team

CRM: Are sales indicators useless?

13 Nov 2018 Insights

Captivea France, Célia JAY

A CRM or commercial indicator is a consolidated set of mainly commercial data that provides information on a situation at a given point in time. There are different types of commercial indicators: quantitative, qualitative, global, specific, business, generic, and/or customised. As useful as they are, some people still think that CRM indicators are pointless. We see this as a result of not fully understanding the topic. In this blog post, we explain how powerful CRM indicators can be, and show how they can become your teams’ best ally for commercial performance and support your overall business strategy.

Sales & CRM Team

Do you really know what your sales representatives are doing?

12 Nov 2018 Insights

Captivea France, Célia JAY

As a sales manager, you know what your role entails: taking the lead in the company, developing the sales strategy and managing the sales force to drive revenue. But you also have your team of sales managers and sales representatives, and for you to hit your targets, everyone needs to be aligned. So how can you make sure that they are? Do you really know what your sales representatives are doing day to day? In this blog post, we’ll cover a few key points to help you determine if your sales team is on the right track.

Sales & CRM Team

Salesforce? No, thank you!

12 Nov 2018 Insights

Captivea France, Célia JAY

It’s a Saturday like any other and you decide to go play golf with your friend Bryan. Like you, Bryan is a sales manager for a large SME with about 700 employees. But as you approach the 4th hole, Bryan asks for your opinion on Salesforce, the CRM software he wants to roll out in his company. What if you told him the truth? It’s not that you’re against Salesforce. To be fair, it’s a very good solution for an SME. But like everything else, before making such a major commitment, it’s worth taking a closer look. How will he respond? Read this post to find out.

Sales & CRM Team

IT tools: a key essential to successful business acquisition

19 Oct 2018 Insights

Captivea USA, Sébastien RISS

Acquiring a company is an exciting step for any entrepreneur, but it is also a significant risk. You need to understand the information system (IS) of the company you are acquiring, just as thoroughly as you understand every other part of the business. A company’s information system is a core part of its operations, and there is a good chance it may be outdated. In this blog post, we share why you should consider a digital transformation of your acquired business’s IS, and how modernising it can deliver performance gains of up to 40%.

IT & Technology Team

Who We Are & What’s Next for Odoo

18 Oct 2018 Insights

Captivea USA, Desi Csorba

Odoo is one of today’s leading ERP solutions, alongside SAP, Oracle, Microsoft Dynamics and NetSuite. Recently in Belgium, Odoo 12 was launched with a full range of new features and applications. Captivea attended the event, as it was a great opportunity to learn more about Odoo. Document Management, IoT, new dashboard functions, multiple websites, new SEO capabilities, lead generation and more – here’s an overview of what Odoo offers and some key highlights from the event!

ERP & Odoo

ERP and the IT Department: featuring R2D2

16 Oct 2018 Guides & methods

Captivea USA, Sébastien RISS

Your IT team is a critical part of your company. You can save your IT department many hours of deployment and maintenance effort by choosing and deploying the right software. ERP software can improve their efficiency and job satisfaction. By standardising methods and processes, and by integrating the data generated by each department, an ERP system will benefit your entire organisation as well. If you are having trouble convincing your company’s decision-makers to implement an ERP system, we have some key points for them to consider. With the help of R2D2, we will explain the benefits of ERP software for your IT department and the rest of your organisation!

ERP & Odoo IT & Technology Team

How to Manage Your Sales Team

5 Oct 2018 Guides & methods

Captivea USA, Desi Csorba

Digitisation, synergies, people, goals - four words that mean a lot when it comes to managing your sales force. As we’ll explain, each word represents a key aspect of effective sales force management. It’s important to keep up with best practices as the industry evolves. As the leader of a new sales team, you’re no doubt focused on lifting your team’s and your company’s performance, but it’s just as important to set clear ground rules for long-term success. In this blog post, we take a closer look at these four words and how they can help you manage your sales force successfully.

Sales & CRM Team

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