12 ArticlesCRM ×
If you've done your research, you'd know that there are quite a few CRMs available on the market. You'd also know that there is only a handful that will fit your business's exact needs. But even once you've found the right CRM , you be faced with the question of who will handle the integration. Ofcourse you could do it yourself or go with the software publishing company directly but instead you choose a certified partner. In this article, we give you the reasons why choosing Captivea will be the best choice for your CRM project.
Business means customers and customers mean data. Let's face it, you can't go far without a CRM software in your company. Not if you want to effectively manage your companies sales team performance. There is no debate on whether or not the software is needed, however, there is room for debate when it comes to choosing the software (that is until you use Odoo of course). The choice is further complicated by the number of options available on the market. In this article, we discuss some CRMs currently available on the market to help your company choose the right CRM.
The number of CRM tools available on the market can make choosing one difficult. CRM tools or software can be classified into two major families: dedicated CRMs and CRM modules. Your choice will depend on the size of your organization, your IS system, the features most essential to your organization and how you wish to use them. In this blog post, we break down the two different types of CRM variants so that you can make the choice that'll fit your needs best. Which one will you choose to deploy in your company? The choice is yours.
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.
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.
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?
ERP software, short for enterprise resource planning software, was built to be multifaceted, multi-functional and capable of providing a broad view of your organization. And it would make sense for such software to be the main hub for all your businesses' data. After all, it does cover the entire organization. However, it has recently been the case that big CRMs are taking the place of ERPs when it comes to data management. Industry CRM leaders are starting to broaden their services to meet business demands for a more complete solution. But do we think CRMs will soon overrun ERP software? Read the entire post to figure out who should run the data in your organization.
ERP and CRM. Often times the compatibility between these two types of software is questioned and put against one another for the right to be the tool to run your business. But what if we talked about connecting these two softwares instead. It's likely that those who debate between CRM and ERP, don't know the benefit of bridging the two. There are many advantages to this, such as better data quality and improved visibility of your operations. By the end of this post, you will have five good reasons to connect your CRM and ERP.
Not all company digital transformations are the same. Every company has there own set of obstacles that can make digital transformation a difficult process. An organization may even be against digital transformation altogether if they believe digital transformation won't work for their company. But rest assured, there are plenty of companies that have successfully undergone digital transformation, and there are certain guidelines that can help other companies do the same. In this blog post, we will share some indicators that will allow you to analyze the performance of your digital transformation and remove any obstacles you may encounter.
All the preliminary pieces are in place. Your company's CRM project is underway. You have ensured that you have the support of management, you've had some great pep talks with the various departments, and your team in the information systems department are ready to rock and roll. All you need is the integrator! But not just any integrator. This project will have a huge impact on your company so you want to make an informed choice and build a long-term partnership. In this blog we will offer you some advice on how to choose the best integrator.
When CRM software is integrated into a company it can bring some challenges. For example, as an IT Director, you are in charge of data quality in your company. So you have to make sure this new customer relationship management software doesn't disrupt your existing strategy and is filled with is quality data. But how do you achieve this? For starters you must review your processes existing data in the company, this is is an important step moving forward. for the entire list, read the rest of this blog post.