Odoo version 9

Odoo version 9

Odoo version 9 is coming up with new features and functionalities and also lots of enhancements and tweaks. Looks like Odoo team really cares about what clients ask for and tries to fulfil all the real world business requirements. The most significant change would be in the license agreement and differences between Odoo version 9 community and Odoo version 9 enterprise. (more…)

Does Cloud CRM systematically answer all your questions / needs?

Many clients from medium and large enterprises that we meet have migrated their CRM in the Cloud or are seriously thinking about it. On the other, and as surprising as it may look, we have also met others who have set a Cloud CRM and are on the verge… of coming down from their cloud!!!  In fact, just recently, while attending the CFO Summit in the USA, we were quite surprised to find out that many enterprises were not that satisfied with a well-known Cloud CRM solution and are seriously looking to a tailor-made CRM solution!

This is the story for this post; why should you migrate to a Cloud CRM and why should you look into a more traditional, some would say a more, personalized solution?

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Sales and Productivity – the case of CRM Solution

Companies today have many means to use to increase sales and achieve corporate objectives! Moreover, several of these means (strategies, tools, tactics, etc.) are the heart of the managers and executives annual Strategic Plans.

Marketing for example can play within the entire range of tactics and tools, whether traditional marketing with advertising, media placement, direct marketing, promotions, etc., or Marketing 2.0 with a wide assortment of technologies for collaboration and profiles in Social Media… this, of course, if you’re an aficionado of Web 2.0 and already have an Enterprise 2.0 footprint – a digital footprint.

Human Resources may, for its part, contribute to the achievement of objectives by providing additional or better qualified resources, resource allocation, training, or help with developing and deploying a Knowledge Management strategy, etc.

And then there’s IT….

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The Database – always at the heart of a company’s business reality

Amazingly, 25 years ago, the only people who spoke of Databases (DB) were the IT folks. They were perceived within large enterprises, not just as geeks but as business gurus. They held the secret formulas, some sort of modern day sorcerers.

Over time, the variety of databases available has diversified. Databases infiltrated the universe of many different departments of businesses; be it the Sales Force with its CRM, Human Resources (HR) with a homemade Access application, the Finance department with their multitude of Excel sheets (even if strictly speaking, they’re not really databases, it must be pointed out that Excel still manages the largest amount of data stored globally), Production and Purchasing with their ERP, etc. And that’s without counting the best years of Visual FoxPro,  which has been replaced by SQL, Oracle and many others…

Since that time, we have bandied about the term across levels of business, for example: “I think we have that into our Database”

Good evening, tonight on Discovery: The Adventures of Databases…

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Client Database vs CRM – 12 fundamental questions

It seems that everyone has been in CRM mode since the beginnnig of the New Millennium; CRM 1.0, CRM 2.0, Social CRM, CRM-in-the-Cloud, etc., it’s the Buzz word of the moment. Surprisingly, we forget that the 90’s was the Golden Age of Database; at the time every business invested heavily in a Database. Who doesn’t recall VisualFoxPro. But that was another time…

The fact is that it’s all well and good to put into place a sophisticated CRM with advanced management functions, with or without plug-ins for Social Media; it will never compensate for the deficiencies or the absence of a Database that properly reflects the reality of your business situation. Equally, you are no further ahead if your CRM system database needs to interface with other IT systems used to run your business.

When it comes to choosing between a CRM and a Database, one must evaluate needs that vary depending on the size, industry sector, and above all the size of the Sales Force/ Customer Service and customer base of your company.

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