Captivea USA Blog

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.

Here at Captivea we understand how important successful software deployment is for your company. Failure to properly carry out any one stage of deployment can have costly consequences down the road. Whether it’s a new deployment, redesign, or upgrade we have opted to handle our Odoo projects in a three-phased agile method that prioritizes what your company needs the most to avoid common software deployment pitfalls. In this blog post, we will cover each of these phases which include; project definition workshops, a sprint structured Implementation and deployment and production start-up supported with patches for a quick return on investment.

On your path to becoming a part of the millions who have deployed Odoo in their company, you may come across this question. Who do I call? You can go with your existing IT service provider. You already have an established relationship with them and know exactly how they work, so why not? Or you can opt for an Odoo partner. No, you don't know them yet, you'd have to rebuild a relationship with yet another service provider. And best of all, they specialize in odor. Which one should you go with? Find out in this article.

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.

Whether or not you already have Odoo, or just got through deciding to deploy and Odoo implementation, one thing is true; you'll need an Odoo integration partner to get the most out of Odoo. It is an important decision but potentially a difficult one to make. But, it is recommended to choose a certified Odoo integrator to make it easier on you. It can save you from a world of headaches down the road. A certified Odoo Integration partner is worth it for the extra know knowledge, experience and expertise they come with. In this post, we will cover in-depth the benefits of choosing an Odoo certified integrator as well as how to spot them.

The Odoo open-source ERP has seen some pretty impressive updates but never like this. In Odoo version 13.2 there are a number of technical, visual and practical updates that make this version the most elaborate version to date. To name a few, the following modules; accounting, inventory, manufacturing and web creation, have all been updated. Read the entire blog to get all the info you need on the latest Odoo 13.2 update.

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!

A good flow of information throughout a factory's workshops is a real driver of industrial performance. Odoo knew how important data flow was for industrial production companies and it shows in their Odoo PLM (Product Lifecycle Management) module. The module, designed to be a true control tower of your production, was built with your operational excellence in mind, and with proper implementation/ integration, it can greatly boost the efficiency of your operations. In this blog, we will discuss the features of this module and how they can bring value to your company by increasing your reactivity, improving your quality control levels and ensuring corrective and preventive maintenance. We will also cover how easy these features are to use thanks to Odoo's friendly and ergonomic interface.

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.

In the ERP world, there is a handful of software and even more integrators, but they are not all created equally. There are your everyday integrators, which we will compare to humans for the sake of this metaphor and there are integrators that out of this world in terms of the level of service and expertise they provide. We will call them superheroes! But even among heroes, there are tiers and still factors to be considered when choosing yours. DO they have the right tools? the right knowledge? do they have a reputable track record? In this blog, we will discuss this and more!

Captivea, Odoo Gold Partner, will be attending the Odoo Roadshow in Austin, Texas on March 3rd, 2020 and speaking during the shows' Partner Panel. The Odoo Roadshow is the best place to meet Odoo experts and local partners to discuss Odoo implementation, methodology and perspectives. Past events have hosted over 1000+ attendees. During this event, Odoo and partners will be discussing Odoo's subscription module, Odoo's response to the increased interest in the subscription-based business model. Odoo has created quick and simple automated features to handle recurring sales and subscriptions and allow businesses to concentrate on their services and customer relationships. Read more to find out how to register for free.

There are dozens of task management software on the market available for businesses but many tend to fall short when it comes to flexibility. This comes as no surprise; the project management challenge of finding the right balance between freedom and structure has always existed for both software publishers and businesses alike. We believe that Odoo has the most complete solution when it comes to project management. Simply put; Odoo's project management module presents the winning balance between organization and agility. With Odoo's high level of customization, you can retain your organization's workflow while introducing good practices for increased productivity. And perhaps the greatest advantage of Odoo lies in the ability to bridge your task management software and the rest of your ecosystem. Read the entire blog to learn more.

Inventory management... there are easy jobs, but this is not one of them! The job of an inventory manager includes many factors that are and aren't in your control. Fortunately, there are ERP softwares like Odoo that exist to make your job easier and help handle the complexities of inventory management. In this blog, we will go over the Odoo features that help companies improve profitability and reliability when it comes to inventory management. One of the main features of Odoo is it's centralized data system. Having all of your inventory data in one place allows you to move faster in production without flipping through multiple tools. Odoo also has an intelligent automated system that eliminates the need to enter information manually and allows you to set up automated inventory actions, such as placing supply orders or alerts for inventory thresholds.

If you're looking for an ERP and haven't quite found the quality that you are looking for, Captivea may have the solution for you. The Odoo open-source ERP does everything you'd expect from an ERP and more. It goes beyond your average ERP and has a module to cover every business need including human resource management, CRM, point of sale systems, web creation, helpdesk, e-commerce and more. The best part is that all of these apps are centralized and interconnected in the Odoo! Read the entire blog to learn more about all the advantages of the Odoo ERP.

Whether you've been around for a while, or just starting, you know how time-consuming all the tasks involved in running a successful-e-commerce site can be. Especially if you are operating on more than one marketplace. Between handling inventory and uploading products across multiple platforms, you just can't seem to get everything in order without spending countless hours. There's got to be a way to save time and boost efficiency, and just make things...easier! Well, there is a software that can help with that: Odoo. Odoo streamlines your e-commerce tasks to make them easier to manage by giving you a connection between other Odoo apps (think CRM for example) and your e-commerce site, a centralized place for all your data, and an automated link to inventory and production. Read the entire blog to learn more!

You've read our previous blogs and now you're convinced. You want to boost your company's performance, organization and production and move over from a CRM to a complete and open source ERP. If you chose to deploy an ERP software, which do you choose out of the multiple choices available on the market? and you may need to hire an integrator. At that point, the question becomes "who do you choose?" In this blog, we will give you some guidelines on how to do both to ensure you have a smooth transition.