Customer reference
FACTORIELLES
For almost 30 years, Factorielles has established itself as a leading reference in social protection for businesses and their decision-makers. Specialising in the development of software and training programmes, our mission is to support accountants, insurers, brokers, wealth management advisers, notaries, and lawyers in their advisory roles to business leaders. Our team, made up of experienced practitioners, stays constantly abreast of legislative developments and government initiatives. This commitment ensures professionals can respond quickly and effectively when advising their clients.
The context
A strategic shift supported by a new CRM
FACTORIELLES is a specialist in social protection that designs software and training programmes to help advisers such as accountants, insurers, brokers, wealth management advisers, notaries and lawyers support business leaders.
Before the project, FACTORIELLES needed tools that could keep pace with its evolving strategic direction and the constant legislative and regulatory changes affecting social protection. Existing processes made it difficult to fully align customer relationship management with the company’s mission of providing responsive, high-quality advice to professionals and their clients.
The priority was to equip FACTORIELLES with a CRM capable of supporting a new strategic direction, strengthening relationships with its professional partners, and maintaining the high level of responsiveness required to track legislative developments and government projects.
Their needs
A CRM aligned with a new strategic direction
The implementation of a new CRM solution made it possible to support the company’s change in strategic direction.
- Support the company’s new strategic direction with a modern CRM.
- Centralise and structure customer and partner information in a dedicated tool.
- Improving long-term follow-up with advisers and professional partners.
- Giving teams better visibility so they can maintain fast, high-quality responses in a changing regulatory environment.
The proposed solution
Implementing SugarCRM with a trusted partner
Captivea France deployed SugarCRM for FACTORIELLES to provide a dedicated CRM platform that supports the company’s strategic shift. The new solution structures customer and partner information, streamlines relationship follow-up, and helps teams stay responsive to legislative and regulatory developments while continuing to deliver high-value advice.
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 feasibility
- 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 deliverable documents
- Present it
- Handle feedback
"We felt that we were signing a collaboration with a real partner rather than a "simple" integration service."
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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.