Blog Posts | Captivea

A CRM project? What are the new trends to follow?

CRM solutions have made a huge impact in various industries and are becoming more and more widespread as businesses continue catch on to all the benefits that they have to offer. As a result, it can be difficult to maneuver through all of the different options on the market and find the right CRM. You for sure want one that'll keep up with the times, one that's modern, you may opt for a CRM with all of the latest trends. So what are the latest trends in CRM software? We share them with you in this blog post.

Business Consulting Sales & CRM Team

15 nov. 2018 Insights

Captivea France, Célia JAY

CRM project? The 3 essential rules for choosing your solution

In a few months, you will be able to work much more efficiently thanks to your new CRM software. But first...Before you can proceed with your CRM project, you need to, of course, select the CRM. In this blog post, we will cover the three essential rules for choosing your solution. Following these rules which include; getting software that serves your entire company, getting software that is ready for future changes, and getting software that your CIO approves of. Following these rules provide a good baseline for launching a successful CRM project.

Business Consulting Sales & CRM Team

15 nov. 2018 Guides & methods

Captivea USA, Sébastien RISS

A CRM project? Marketing Department: take stock of your needs

By now you may be starting to get the trend here. Every department that interacts with customer information will be accessing your organization's CRM. Surprisingly many professionals still tend to believe that a CRM is intended only for the sales functions. This is not the case so the sales team can't the only decision-maker on what goes into the CRM. Because marketing and sales are so closely linked, the needs of your marketing department need to also be taken into consideration before launching a CRM project. We cover more in this blog post.

Business Consulting Marketing & Communications Team Sales & CRM Team

15 nov. 2018 Guides & methods

Captivea USA, Desi Csorba

A CRM project? Review the needs of your sales force

In our previous post, we discussed the importance of knowing your exact needs before beginning a CRM project. We would like to add that you will also need to pay special attention to your sales force as well. Your sales force will also make use of the CRM so why not make sure that it is set up to their specified needs? In this post we will cover the elements that you need to review with your sales force, such as their current workflow, areas of improvement, and so on, before starting your ERP project.

Business Consulting Sales & CRM Team

15 nov. 2018 Guides & methods

Captivea France, Célia JAY

Upcoming CRM Project? Understand your needs

Before even starting with a CRM project it is important to understand your organization. Failing to do so can lead to unwanted shortcomings in the future. Remember! A CRM project is a "forward-looking" project. In other words, your CRM will continue to be a frequently used tool as you move forward, so a good foundation is key. In this blog post, we will cover the aspects you must take into consideration before launching your body and soul into your CRM project, it is imperative to get a precise understanding of your expectations and a good inventory of your business strategy and needs.

Business Consulting Sales & CRM Team

15 nov. 2018 Guides & methods

Captivea France, Célia JAY

Insert your Odoo/Prestashop or Odoo/Magento connector

Connecting the Odoo ERP to either Magento or Prestashop can bring a load of benefits to your operations. The connection will facilitate your commercial management and centralize all of your operational information within a single tool. But before realizing these benefits you must install the connector between for the two platforms. To do this, there are a few things to take into account. in this blog post, we will cover four key points that must be kept in mind including selecting your platform, defining the scope of a project, properly installing the connector, and, of course, training employees.

ERP & Odoo Web & Marketing

14 nov. 2018 Product & solutions

Captivea USA, Desi Csorba

ERP E-commerce connection: don't waste time!

You've already decided that you will connect your ERP system to your e-commerce platform. You are convinced that the future growth of your company depends on the integration of ERP software into your Magento or Prestashop e-commerce site, but you know that time is very valuable. You don't want to waste it. But how can you prevent the project from taking too long? In this blog post, we will help you quickly discover the key success factors for the rapid and successful deployment of your ERP project and its successful integration with your Magento or Prestashop e-commerce platform.

ERP & Odoo Marketing & Communications Team Retail & point of sale Industry Web & Marketing

14 nov. 2018 Insights

Captivea USA, Sébastien RISS

How to increase your e-commerce sales?

Do you want to know how to increase your e-commerce sales? You've come to the right place. For starters, you must understand that e-commerce stores lack the physical interactions of a brick and mortar store so it is essential to stand out, and acquire more customers in other ways. Get to the basics. Attract the customer and build loyalty by offering an impeccable service, an area in which ERP software comes in handy. In this blog post, we offer some good strategies for engaging customers and increasing your e-commerce sales.

Marketing & Communications Team Retail & point of sale Industry Sales & CRM Team Web & Marketing

14 nov. 2018 Guides & methods

Captivea USA, Sébastien RISS

ERP software and e-commerce platform: friends for life!

You have your e-commerce store already, but you have decided to develop other distribution channels as well and have decided to implement an ERP software (we hopped you selected Odoo) as well. But there are still some things to figure out, including whether or not it's worth it to connect your ERP software to your e-commerce platform. Connecting Odoo with Magento or Prestashop will allow you to aggregate all of your organization's data in a single tool. This ultimately reduces time-consuming tasks and boosts your workforce's efficiency and motivation. In this blog, we make a case for this argument.

ERP & Odoo Marketing & Communications Team Retail & point of sale Industry Web & Marketing

14 nov. 2018 Insights

Captivea France, Célia JAY

E-commerce players: how to choose the right ERP?

Based on the recent success of your e-commerce online store, you predict that your business is likely to grow exponentially. You had already made the winning choice to rely on one of the leading e-commerce platform technologies: Magento or Prestashop, but they can only go so far in terms of functionality. Now you need a solution to help take your business to the next level. Based on what you need, you decide to turn to ERP software, but you quickly recognize that there are several on the market! In this blog post, we will tell you the 5 things you need to keep in mind in order to choose the right ERP to support your business's continued growth.

ERP & Odoo Executive Team Marketing & Communications Team Retail & point of sale Industry Web & Marketing

14 nov. 2018 Guides & methods

Captivea USA, Desi Csorba

E-commerce website: from a pure player strategy to multi-channel sales

Up until now, you've been a pure e-commerce player in the industry and you've done a good job. The trajectory of your company cannot be denied, your business is bound to grow. To accompany this growth why not diversify your sales channels? Sounds like a great idea, but just like any great idea, you need a solid plan in order to execute it. In this blog post, we will give you all the information you need to develop an effective multi-channel strategy and make the move that will aid your companies growth well into the future.

Executive Team Marketing & Communications Team Retail & point of sale Industry Web & Marketing

14 nov. 2018 Insights

Captivea France, Célia JAY

How to set up your CRM indicators?

We have already warned you of the pitfalls when setting your indicators. Properly setting up the correct CRM indicators for your company is imperative for tracking your teams' business performance and designing an overall business strategy. Of course, you are an expert in your field of activity, but will this be enough to put in place business indicators that work? If you are uncertain, this is where your CRM integrator comes into play, but not all are the same. Here are some tips to help you choose your future CRM integration partner.

Sales & CRM Team

13 nov. 2018 Guides & methods