EASYBOURSE
92130 Issy-les-Moulineaux
France
Implemented By
Captivea France (48 reference(s))
Bâtiment Le Noroit - 1er étage
73370 Le Bourget du Lac
France
Overview of the easybourse Project
Business sector | Finance/Insurance - Securities & commodities brokerage |
Installed solution | |
Number of employees | 300 employees |
Number of licenses | 100
|
Year of integration | Odoo 2022 - Sugar CRM 2015 |
| ERP Integrator | CAPTIVEA France, Europe - Odoo Partner |
| Odoo Link | Easybourse |
WHO IS easybourse ?
EasyBourse, a subsidiary of La Banque Postale, simplifies investing and life insurance with its user-friendly online platform. Catering to all levels of financial expertise, EasyBourse provides personalized guidance and accessible tools. Committed to sustainable practices, the company offers eco-conscious and socially responsible investment options, enabling individuals to invest for their future while contributing to a better world.
THEIR NEEDS
To optimize their business management, the customer has opted for Odoo ERP as their comprehensive solution and Captivea's expertise in implementing the software.
THE PROPOSED SOLUTION
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
Odoo installed modules
Marketing
Email Marketing
Marketing Automation
Customization
Odoo Studio
Productivity
Knowledge
Benefits & Returns on investment
Time saving
- Automate Repetitive Tasks and Data Entry
- Customize Odoo Screens
- Centralize Information
- Avoiding double encoding
- Decrease manual labor with automation and streamlined processes
Productivity gain
- Automate repetitive tasks and improve user-friendliness
Increase in sales
- Communication campaigns
What they said about Captivea
We needeed to implement a subscription service on line and we wanted to centralise everything regarding the client in only one software. [...] We also had a challenging timing : only 6 months to do the analysis and deployment.
Captivea team was really responsive, available, efficient and expert. [...] Thanks to SugarCRM, we manage a client file in 2 days instead of a week. [...] Errors drop down drastically thanks to process automation.