TRANSFLUID

TRANSFLUID
310 VOIE GALILEE
PARC D'ACTIVITES ALPESPACE
73800 SAINTE-HELENE-DU-LAC
France

Overview of the transfluid Project

Business sector

Wholesale/Retail - Fluid Solutions

Installed solution

Odoo ERP

Number of employees

1 - 10 employees

Year of integration

2023

ERP Integrator

CAPTIVEA France, Europe - Odoo Partner

Odoo Link
Transfluid

WHO IS transfluid ?

Established in 1994 in the Chambéry basin, Transfluid was born to meet your fluid needs in a personalized way.

Today, we are proud to be recognized for our excellence, whether it is for the quality of our products, the speed of our services or our shipments.

At Transfluid, we are always by your side. One click and your products are shipped!

THEIR NEEDS

Confident in Captivea's expertise, Transfluid entrusted us with the mission of providing ongoing support for their ERP management and optimal Odoo utilization.

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

  1. Business discovery
  2. Workshops By theme / group of people / domains
  3. Create the deliverables documents
  4. Present it
  5. Handle feedback

Odoo installed modules

Services

Project

Timesheet

Planning

Finance

Invoicing

Expenses

Marketing

Email Marketing

Marketing Automation

Sales

CRM

Human Resources

Employees

Productivity

Dashboard

Benefits & Returns on investment

Time saving

  • Automate Repetitive Tasks and Data Entry
  • Automated Billing

Productivity gain

  • Access real-time, accurate data dashboards and reports
  • On-time project delivery, cost control, and improved client satisfaction

Increase in sales

  • Communication campaigns
  • Better visibility of employee timesheets and automatic invoice generation