Blog Posts | Captivea

Comparing Different CRMs: The Best Solution For Your Business

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

Sales & CRM Team

10 Sept 2020 Guides & methods

Captivea USA, Sébastien RISS

Dedicated CRM VS CRM Module

The number of CRM tools available on the market can make choosing one difficult. CRM tools or software can be classified into two major families: dedicated CRMs and CRM modules. Your choice will depend on the size of your organization, your IS system, the features most essential to your organization and how you wish to use them. In this blog post, we break down the two different types of CRM variants so that you can make the choice that'll fit your needs best. Which one will you choose to deploy in your company? The choice is yours.

Sales & CRM Team

21 Aug 2020 Guides & methods

Captivea USA, Joshuah Rodery

CRM in SMEs and ETIs: The Current State

Surprisingly, only 27% of SMEs and ETIs (intermediate-sized enterprises) are equipped with CRM. There is great awareness of all the ways in which a CRM system can benefit a company. So then why is it that there is such a small number of these companies that have adopted CRM software. What is holding them back? There are actually a few obstacles, but they can be overcome. In this blog post, we will cover some of the benefits of CRM software, as well as some of the obstacles that companies may have that prevent them from using it.

Sales & CRM Team

15 Jul 2020 Insights

Captivea USA, Cesar Lanchipa

The Ideal CRM: What Direct Benefits Can it Bring To Your Business Development?

It can be argued that the sales manager's best tool is not his dedicated sales tool, but rather the CRM. But the CRM has to be able to fit your specific needs and existing Information System (IS). It needs to be scalable for growth and flexible enough in order to keep up with the changes in your business as well as your industry. The proper CRM can improve your business and is pretty much necessary for great sales professionals. Read this entire blog to find out all the components of an ideal CRM system.

Sales & CRM Team

13 Jul 2020 Insights

Captivea USA, Sébastien RISS

CRM: The Main Tool For Customer Success Management

Up until a few years ago, there was no such thing as a Customer Success Manager. But now they are becoming more prevalent and for a good reason: the companies of today now understand that it is no longer only products and markets that are at the core of a good business strategy, but also customers and their needs. Company longevity includes building customer loyalty and creating a strong relationship with them and this is where a Customer Success Manager comes into play. In this blog, we will talk about what a Customer Success Manager is and how they work.

Sales & CRM Team

24 Jun 2020 Insights

Captivea USA, Sébastien RISS

Odoo Lead Generation: Odoo Handles It All

The Odoo open-source ERP is like a marketing dream come true. Imagine a software that helped you acquire leads, send them through a predefined journey and convert them into customers all within one software. With automated marketing capabilities, the Odoo marketing rivals other softwares like HubSpot and Marketo. The advantage of Odoo is its interconnectivity with the rest of the Odoo application suite. Odoo offers the most complete solution capable of fulfilling multiple business needs. To learn more, read the entire blog.

ERP & Odoo Sales & CRM Team Web & Marketing

14 Apr 2020 Insights

Captivea USA, Sébastien RISS

CRM: Achieve 360° Customer Vision With Odoo

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

ERP & Odoo Sales & CRM Team

14 Apr 2020 Insights

Captivea USA, Sébastien RISS

Marketing: How To Improve Lead Conversion With Odoo ERP

This blog post is all about how Odoo can help you get the most of your marketing activities. When it comes to marketing the Odoo ERP is specifically built with lead conversion in mind. The Odoo ERP offers you a centralized solution for all your marketing needs and gives the elevated level of reliability and consistency that you are looking for in your operations. In Odoo, marketing tools are grouped together to enhance efficiency. Odoo's interconnectivity between its app suite makes it easy to navigate through your customer management, marketing, and sales and ultimately improve your lead conversion rate.

ERP & Odoo Marketing & Communications Team Sales & CRM Team

9 Apr 2020 Insights

Captivea USA, Sébastien RISS

Transitioning from CRM to ERP: who can you trust?

You've read our previous blogs and now you're convinced. You want to boost your company's performance, organization and production and move over from a CRM to a complete and open source ERP. If you chose to deploy an ERP software, which do you choose out of the multiple choices available on the market? and you may need to hire an integrator. At that point, the question becomes "who do you choose?" In this blog, we will give you some guidelines on how to do both to ensure you have a smooth transition.

ERP & Odoo Sales & CRM Team

14 Jan 2020 Guides & methods

Captivea USA, Desi Csorba

What if you could do without your CRM?

CRM software has built a great reputation over the years. And while customer management is integral to any business, is it as efficient as a more complete solution such as an ERP. Now if your business is completely user-centric, you may not need anything more than CRM, but if you need other features like inventory management or accounting you may want to ditch the dedicated CRM for a more complete solution like the Odoo ERP. It could even that argued that a CRM integrated ERP gives more customer insight than a stand-alone CRM. So, maybe you can do without your CRM?

Sales & CRM Team

14 Jan 2020 Insights

Captivea USA, Celia Jay

Sales Director & CFO: bringing them back together with ERP

Getting your company to accept transitioning to new software can be a big challenge. This is in fact one of the main challenges of digital transformation. Everyone has their preferred tool and their own way about adapting to new software and practice changes. This is especially true of the higher-ups in your company. In this blog post, we will provide you an example of how you can get directors in your company to agree on one software. In this particular demonstration, we have a sales director and a CFO, one who swears by their CRM and the other who can't do without ERP. Read the entire blog to learn what can be said to bring your fragmented company heads back together with the Odoo ERP.

ERP & Odoo Executive Team Sales & CRM Team

13 Jan 2020 Insights

Captivea USA, Sébastien RISS

ERP or CRM: who is the data master?

ERP software, short for enterprise resource planning software, was built to be multifaceted, multi-functional and capable of providing a broad view of your organization. And it would make sense for such software to be the main hub for all your businesses' data. After all, it does cover the entire organization. However, it has recently been the case that big CRMs are taking the place of ERPs when it comes to data management. Industry CRM leaders are starting to broaden their services to meet business demands for a more complete solution. But do we think CRMs will soon overrun ERP software? Read the entire post to figure out who should run the data in your organization.

ERP & Odoo Sales & CRM Team

13 Jan 2020 Insights