Insights | Captivea

23 Articles

Sales & CRM Team ×

ERP and CRM: The winning combination for your business

Unify your data to regain control of your business Centralize your information with an integrated ERP-CRM system When data is fragmented, management becomes arbitrary. When it's centralized, it become...

ERP & Odoo Executive Team Sales & CRM Team

23 avr. 2026

CRM Trends 2024 : How AI, Data, and CDPs Shape Decision-Making Strategy

Francois Coudreau

CRM Trends 2024 : How AI, Data, and CDPs Shape Decision-Making Strategy

The CRM trends for 2024 are poised to redefine how businesses interact with their customers. At the core of this transformation lie three key elements: artificial intelligence (AI), data, and Customer...

Artificial Intelligence Executive Team Sales & CRM Team

23 mai 2024

Odoo for e-merchants: boost your sales and automate your processes

Francois Coudreau

Odoo for e-merchants: boost your sales and automate your processes

Running an e-commerce business involves many complex processes, ranging from inventory management to customer satisfaction. Without an effective integrated system, these processes can quickly become a...

ERP & Odoo Retail & point of sale Industry Sales & CRM Team Web & Marketing

8 mai 2024

E-mail automation: strengthen customer relationships in less time with Odoo

Captivea France

E-mail automation: strengthen customer relationships in less time with Odoo

As more and more companies digitize their operations the customer relations industry has evolved accordingly. For companies lagging behind in new digitization trends, e-mail automation software can bring a would of new benefits and savings. It is estimated that in France, an executive receives an average of 88 messages per day, spending the equivalent of more than 5 hours per day on their email. Not only is email time-consuming, but if not optimized your company stands to lose leverage on a key tool in strengthening customer relationships.

ERP & Odoo Marketing & Communications Team Sales & CRM Team

23 juin 2021

CRM in SMEs and ETIs: The Current State

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 juill. 2020

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

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 juill. 2020

CRM: The Main Tool For Customer Success Management

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 juin 2020

Odoo Lead Generation: Odoo Handles It All

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 avr. 2020

CRM: Achieve 360° Customer Vision With Odoo

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 avr. 2020

Marketing: How To Improve Lead Conversion With Odoo ERP

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 avr. 2020

What if you could do without your CRM?

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 janv. 2020

Sales Director & CFO: bringing them back together with ERP

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 janv. 2020

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