Insights

If you've done your research, you already know about all of the potential benefits of digitizing your business. Automation, better data structure organization, upgraded technologies, etc, all sound great. However, all the excitement that comes with digitizing your business processes can be short-lived if it's gone about the wrong way. Too many projects end in failure, and it's usually a result of some common mistakes. In this post, we will cover five of the top reasons why businesses come up short with their digitization projects and how to avoid them.

Pandemic, quarantine, economic crisis and SMEs in danger. What options do they have to survive through all of this? In this blog post, we cover some approaches SMEs must take in order to maneuver the risky and changing environment that COVID-19 has forced us into. inside we cover the need for improved business comprehension and mobility, increased operations efficiency, virtual business management, and prioritized business digitization. It is up to business owners to devise a strategic plan that allows the integration of their processes into centralized systems that can help optimize their operations for current circumstances and beyond.

Why choose a US-based integrator? We know how tempting it may be, offshore integrators are less expensive, but are they really worth it? The time difference, the language barrier and the delays that may come with them offset the cost and end up costing you more in the end. This why we here at Captivea suggest choosing a US-based integrator. This way you can be more confident in your ERP implementation project, especially if you are a business operator in the US. Before you make the decision be sure to read this blog post.

Industry 4.0 and IoT are transforming the manufacturing sector, but the need to improve quality is what is driving competitive innovation and the change is already underway. There are several key efforts to look out for and end-users looking for a solution, engineering companies designing IoT projects, and technology providers in the IoT ecosystem should be well aware of these core components while avoiding closed solutions that provide all of these blocks using private technologies. A selection that generally compromises the evolution and maintenance of the project over time. In the case of the Odoo platform, it has been designed to be open so that it can be easily integrated with third-party systems and so that external developers can extend and make use of the platform's functionalities.

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.

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.

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.

So you've deployed the Odoo ERP throughout the different departments of your organzation, and you have all of these great ideas in your mind of how well it should be functioning, but are you aware of how it's actually being used by your employees? Too many times, whether it be due to a lack of training or employee resistance to change, management softwares like Odoo are not used to their fullest potential. In this blog, we will give you the advice needed to ensure that users in your organization are taking full advantage when using the Odoo ERP software.

What separates Odoo from other ERPs? It built-in agility and it's widespread coverage. Odoo has numerous applications and or modules that allow you to take your various business activities, even those that are highly specific, manage them, and take them to a new level of performance. But it can be difficult to know all that the Odoo ERP can do for your organization without a broad understanding of the Odoo ecosystem. In this post, we will share some advice you can follow to get the most out of Odoo and optimize it for boosted productivity.

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.

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.

Can Odoo Employees, Odoo's human resources module, become the HR's department new favorite tool? In this blog, we take a look at Odoo's human resources module. Centralized, powerful and user-friendly, Odoo Employees helps optimize time, activity and data management by enabling maximum visibility of all department/employee activities. Odoo also offers several tools that help organize the employees of an organization as well. This may sound just like any other HRIS software to some. So, the question then arises, why choose an Odoo module Instead of a dedicated HR Software? Read the entire blog to find out!