Technology-neutral CRM selection and Odoo rollout
A measurement technology company needed a sound basis for choosing its future CRM platform. Salesforce, Pipedrive, HubSpot and Odoo were assessed against actual requirements. An Odoo proof of concept helped validate the choice and was then developed into the production solution.
- CRM platforms assessed
- 4CRM platforms assessed
- business functions
- 3business functions
- months to rollout
- 5months to rollout
What improved
A clear technology choice based on actual requirements, with a platform implemented across three core business functions.
- Client
- Anonymised - Measurement technology company
- Situation
- Several customer-facing teams lacked a shared platform. It was not yet clear which CRM offered the best combination of functionality, adaptability and operational requirements.
- Challenge
- The selection needed to remain technology-neutral and use concrete end-to-end processes rather than isolated feature lists.
- Objective
- Make a sustainable CRM decision and introduce the selected platform quickly across sales, service and field operations.
- Role of nuvenio
- Requirements analysis, platform comparison, proof of concept and rollout
- Approach
- Salesforce, Pipedrive, HubSpot and Odoo were evaluated using weighted criteria and realistic process scenarios. The preferred option was validated in an Odoo prototype and iteratively developed for production.
- Implemented solution
- Odoo as a shared CRM and service platform with coordinated processes for sales, customer service and mobile field operations.
- Technologies
- Odoo, Salesforce, Pipedrive, HubSpot, CRM evaluation, Proof of Concept
- Project scope
- January to May 2026, selection, proof of concept and rollout
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