Our reference


Stratéact

Description

Story of Stratéact


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Stratéact, a Paris-based company, stands out for its expertise in public relations and communication. With a team of around thirty dedicated employees, it has built a strong reputation in the industry.

Its areas of specialization are diverse and include communication, consultation, major projects, collective intelligence, sustainable development, urban planning, public transport, construction sites, promotion, citizen dialogue, campaigns, digital, event management, strategic consulting, publishing, graphic design, public debates, the CNDP (National Commission for Public Debate), participatory approaches, public inquiries/PPVE, mobility, energy, and brand platform development. This broad range of expertise allows Stratégact to offer its clients a comprehensive suite of services tailored to their communication and public relations needs.  

Their needs

The Stratégact team was looking for an IT solution that could meet its specific needs as a service company. Aware of the importance of efficient business process management, they wanted to find a tool capable of streamlining operations, optimizing resources, and enhancing their competitiveness in the market.


Thus, the processes they were seeking were those typical of a service company, including project management, client management, resource planning, billing, contract tracking, and many others. 

Solution


CRM
CRM
Invoicing
Invoicing
Project
Project
Sales
Sales
Timesheets
Timesheets

Stratégact uses Odoo to manage its key activities..  

Efficient Workload Management with Odoo

For Stratégact, balancing available workload capacity with project delivery is essential to ensuring optimal profitability while meeting client needs. This is where Odoo comes in as a powerful tool for managing resources and workload.

Planning

Odoo enables efficient human resource management by tracking employees' skills, availability, and workloads. Stratégact can strategically plan assignments based on the skills required for each project.

Project management

Project management is crucial for Stratégact, and Odoo simplifies and streamlines this process. Stratégact can create projects, allocate resources, schedule tasks, track time spent, and manage costs and margins, all from a user-friendly interface. Odoo provides real-time visibility into Stratégact’s workload, allowing them to monitor project progress, resource utilization, and potential delays.

Customer Relationship Management (CRM)

Effective customer relationship management is crucial for Stratégact. Odoo provides a comprehensive CRM solution to track prospects, clients, sales opportunities, and communication activities, ensuring optimal client interaction.

Invoicing

Accurate invoicing and accounting management are simplified with Odoo. Stratégact can generate invoices and track payments.

Sales Project Tracking

Sales project tracking is streamlined with Odoo. Stratégact can monitor every stage of the sales process, from prospecting and negotiation to contract signing and project execution.

Service Contract Management

Service contract management is a key element for Stratégact. Odoo enables the management of contracts, renewals, service levels, and client commitments.

Their benefits

Thanks to this integrated solution, Stratéact optimizes its operational processes, reduces tedious administrative tasks, and thereby saves valuable time.


This tool allows Stratéact to centralize and streamline various aspects of its operations, from project management and invoicing to client tracking. By providing an overview and automating numerous tasks, it frees up the company's resources to focus on higher-value activities.