Guides & methods

You have a CRM project and want to have some indicators in order to manage your activity. Good idea! CRM indicators can be great for improving your organization'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 bad CRM indicators. Indicators that will not help your business. In this blog, we will give you seven things to avoid to prevent these bad CRM indicators.

Your IT team is an important part of your company. You can save your IT department hours of deployment and maintenance effort by deploying the right software. ERP software can improve their efficiency and work satisfaction. By standardizing methods and processes, the data that is generated by each department an ERP software benefits your entire organization as well. If you are having trouble convincing your company decisionmakers to deploy an ERP then we have some 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 organization!

Digitization, synergies, human, goals; four words that mean a lot for the management of your sales force. As we will explain, each word represents an important aspect of salesforce management. It is important to stay on top of the best practices as the industry evolves. As a leader of a new sales team, we know you are determined to improve your team and company's performance, but it is important to establish some ground rules for long term success. We discuss more regarding these four words and sucessfully managing your sales force in this blog post.

As a battle-hardened trainer and team manager, Jedi knight, Obi-Wan Kenobi is well aware of the challenges posed by human resources. He is also the best to illustrate the power of ERP and HR. The benefits of an HRM module within an ERP system doesn't stop where the HR department ends. Your SME's ERP will allow you to automate the entire process. it also allows you to instantly gain access to a full set of information about your employees or employee recruitment. For more of the benefits of an ERP integrated HR module read this blog post.

A good ERP for an SME will come loaded with tools for your marketing department's success. Imagine being able to easily create a website, a blog or even a forum link to your business or even being able to quickly create automated and responsive e-mail campaigns or marketing events. The features offered by an ERP solution result in time savings and productivity boosts as well. In this blog post, Han Solo steps in as a marketing director to explain what he and his intern, Chewbacca, could have improved in their journeys if they had a good ERP solution.

Even though ERP systems typically feature sales, administration and accounting modules they are often underused in an SME context. There are several good reasons to operate your sales and accounting with an ERP. It'll make staff more productive and efficient as their more time consuming and menial tasks will be automated and operations will be more streamlined. If Leia was a sales manager she would agree. You can't get it all done alone. You need the right tools to help reach your goals sooner. We cover the benefits of ERP for your accounting and sales department in this blog post.

There's no debate, Luke Skywalker was essential to the Rebel Alliance. He was a leader who brought his team to victory. The inventory manager of your business is no different. the inventory manager plays a very important role in your business. No business is viable if inventory is not a well-oiled operation. The inventory manager needs tools to lead the department, manage stocks and ensure that orders are deliverable. So why not equip them with the best tool? Featuring Luke Skywalker this blog post, covers the benefits of using an ERP system for your inventory management.

Optimize your interactions with customers and prospects and get a 360° view of all your customer information. An all in one solution for your sales department could potentially have a great impact on their performance. But this view isn't unanimous. Some sales representatives may not see the benefits of a complete ERP solution. The idea of an ERP with a built-in CRM system may still be a mystery to them. In this blog post we feature Darth Vader. With a stubborn determination and the willingness to do anything to meet his targets, he embodies the (sales) Force of the Empire and obviously uses an ERP with a high-performance CRM solution!

You understand all of the benefits that a CRM can bring to your company. You've already thought it through and you are about ready to start your CRM project. There is a lot of bad advice circulating the web, some of which you may want to reconsider before integrating a CRM software into your SME. In this blog post, we address ten pieces of advice that you shouldn't follow as well as some counterpoints that will be more beneficial to your company's CRM project. We want you to have a successful CRM integration. And of course, Captivea is here to support!

If you didn't know already, SaaS stands for software as a service, and it is everywhere. Software as a service is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. We are sure you've heard about all the benefits that come with it, but when compared to traditional on-premise housing, which solution is best for your company's Odoo ERP? In this blog post, we will attempt to answer the question as to which hosting option is most suitable for your Odoo ERP system.