At Lucion, we offer a wide range of comprehensive services for your business and digital transformation project. We present all the necessary elements in a clear and complete proposal in one place. Use the menu on the left to navigate through the sections.
A) INTRODUCTION
A1) OBJECTIVE
Objetivo del Proyecto:
Digitalizar y optimizar los procesos comerciales, de ventas, postventa y financieros de la empresa mediante la implementación de Odoo, con un enfoque en la integración de herramientas digitales que mejoren la gestión de leads, el seguimiento de ventas y la eficiencia operativa.
Objetivos específicos:
- Gestión de Leads y Ventas:
- Integrar los leads generados en campañas de redes sociales (Facebook, Instagram, y Google) directamente en el módulo CRM de Odoo.
- Implementar el flujo de ventas para canalizar leads y medir tiempos de respuesta de los 5 vendedores.
- Habilitar un chatbot sencillo para responder automáticamente a solicitudes en línea y mejorar la atención inmediata.
- Integrar WhatsApp con Odoo para centralizar la comunicación con los leads.
- Automatizar la asignación rotativa de leads a los vendedores y crear reglas para la reasignación automática en caso de que un vendedor no responda en un plazo de 5 horas laborales.
- Optimización Financiera:
- Integrar el seguimiento de pagos a proveedores y la gestión de efectivo en el módulo de Contabilidad de Odoo.
- Digitalizar el manejo del plan de pagos mensual de las opciones de financiamiento ofrecidas por la empresa.
- Mejora en el Proceso de Postventa:
- Implementar herramientas para el seguimiento eficiente de la documentación y las fechas de entrega en coordinación con notarios y otros actores clave.
- Agilizar la comunicación entre áreas clave (ventas, contabilidad, y postventa) para garantizar una experiencia fluida y satisfactoria para los clientes.
- Facilidades Administrativas:
- Habilitar la opción de descargar listas de precios actualizadas directamente desde el sistema para uso de los vendedores y clientes.
Este objetivo se enfoca en resultados tangibles que la empresa puede lograr al implementar Odoo, mejorando tanto su gestión interna como la experiencia del cliente final.
A2) PRINCIPAL FOCUSES
The information gathered from our previous conversations has allowed us to determine that the following are priorities for your company.
FOCUS 1
CRM
Odoo's CRM application is a useful tool that allows you to focus on your clients and their needs. It tracks your leads, provides accurate forecasts, and helps you focus on what matters most: closing opportunities.
FOCUS 2
EMAIL MARKETING
Stop paying to send emails
- Odoo's Email Marketing application is useful for anyone to create professional emails in seconds and send them to the right audience.
FOCUS 3
DIRECTORY
La app de Contactos (Directorio) de Odoo es una herramienta central para organizar y gestionar toda la información relevante de los clientes, proveedores y otros socios comerciales.
En el caso de Crystal Cove, esta app se convertirá en un pilar para personalizar y mejorar la experiencia de los vendedores, además de optimizar la operación administrativa.
- Customer Centralization:
- Complete profiles with data, preferences, and relevant documents.
- Segmentation:
- Clasificación por categorías (perfil: presupuesto, lugar de interés) para campañas personalizadas.
- Interaction History:
- Registro de correos, actividades y solicitudes para personalizar experiencias.
- Integration:
- With CRM, Email Marketing, and Accounting to manage sales, campaigns, and payments.
¿Cómo Lucion y Odoo Pueden Ayudar a Crystal Cove?
La implementación de un sistema CRM como Odoo puede aportar beneficios significativos aCrystal Cove en el corto, mediano y largo plazo. A continuación, se detallan los enfoques y los beneficios respaldados por estadísticas reales:
Corto Plazo:
Administrative Optimization: Centralizing customer information in the Contacts app improves organization and operational efficiency.
Customer Relationship Management (CRM): Implementing the CRM allows effective management of leads and sales opportunities. According to Nucleus Research data, the use of CRM can increase sales by 29% and productivity by 34%.
Email Automation: Setting up automations to process Fareharbor emails, generating records in Odoo based on keywords, reduces manual tasks and minimizes errors.
Simplified Accounting: Using the Accounting app to manage income and expenses, issue invoices, and generate basic financial reports ensures clarity and tax compliance.
Mediano Plazo:
Email Marketing: Design targeted campaigns to promote new tours or retain existing customers. Studies show that CRM can improve customer retention by up to 27%.
Optimización de Operaciones: Emplear la app de Gestión de Proyectos para coordinar tareas internas y la logística del post venta.
Analysis and Reporting: Generate advanced reports on customer behavior and financial performance, facilitating strategic decision-making.
Largo Plazo:
Functional Expansion: Expand the use of Odoo to include advanced tools such as eLearning for team training and customer loyalty.
Business Scalability: Use Odoo’s analytical data to identify new market opportunities and expand operations in Mexico and other destinations.
Total Automation: Consolidate automated processes to make operations more efficient and scalable.
With the implementation of Odoo, Jet - Travel can expect significant improvements in sales, productivity, and customer satisfaction, backed by statistics that demonstrate the positive impact of CRM systems on businesses.
A3) WHO ARE WE?
Lucion specializes in software implementation, training, and process development. Our focus is on optimizing operations, simplifying tasks, and improving efficiency to enable scalable production.
OUR SERVICES
PROCESS
DOCUMENTATION
We research and document your current processes.
WE DIGITALIZE YOUR
OPERATION
By reviewing your processes, we identify ways to improve operations by automating tasks to make them smoother and more efficient.
WE IMPLEMENT SISTEMS
Once we have clarity on how to improve operations, we will begin the process of implementing the digital platform in the company, modifying code if necessary.
WE ACOMPANY
CONSTANTLY
We continue to provide support, training, and accountability to measure improvements. With feedback from staff, we keep making further improvements.
Robbie Stevenson
Lucion was founded by Robbie Stevenson, our current CEO. Robbie is an entrepreneur with over 15 years of experience running his own businesses, including a chain of educational institutions (language schools, high schools, universities) and is currently the Co-Director of the BNI franchise in the West Jalisco region. Since 2016, he has worked with ERP and CRM systems and founded Lucion in 2020 with the goal of helping entrepreneurs grow their businesses through controls and systematization.
B) PROPOSAL
The proposal consists of 5 sections. This summary outlines the investment and includes links for accessing more specific information.
If a section is not included in your quote, it is because it was not relevant to your needs.
1) DIGITAL PLATFORM - 2) HARDWARE - 3) LUCION SERVICES - 4) OPTIONAL CONSIDERATIONS - 5) TOTAL
B1) DIGITAL PLATFORM
We are recommending the implementation of an ALL-IN-ONE as the digital tool to achieve the company's goals.
An ALL-IN-ONE includes elements of ERP, CRM, CMS, and much more (Enterprise Resource Planning, Customer Relationship Management, Content Management System). It is a system that integrates and manages key processes in a business.
It helps optimize operations, improve efficiency, and facilitate decision-making to achieve business objectives.
We recommend using Odoo as the all-in-one system for your project due to its scalability, adaptability, ease of use, and cost.
Payment is made directly to Odoo. Please send us the company's 'Fiscal Situation Certificate' so that we can send you the payment link.
Odoo Enterprise uses a per-user pricing model, allowing companies to adjust the cost based on the number of employees accessing the system. This makes for a scalable investment tailored to the specific needs of each organization. A user is someone who has responsibilities within the system.
Odoo offers a variety of plans designed to adapt to different business needs.
Based on your company's current needs, we recommend considering the following options:
- Odoo: One Free Application
- Odoo Standard Online SaaS Plan
- Personalized SaaS Plan
- Odoo Personalized Plan Local Hosting - Free
- Odoo Custom Plan Cloud Platform - Odoo.sh
Para comenzar el proyecto, se puede optar por el plan SaaS estándar, que incluye las herramientas predeterminadas de Odoo. Si en el futuro Crystal Cove desea personalizar el sistema para ajustarlo mejor a sus requerimientos, será necesario considerar el plan Odoo.SH, el cual conlleva un costo adicional anual.
- Standard Plan
$2,505.60 per user per year (First year)
$261.00 per user per month (First year) - Personalized Plan
$3,288.00 per user per year (First year)
$396.72 por usuario al año (Primero año) - Local Hosting - Variable cost, third-party services.
- Odoo.SH
$1,670.4 per month or $16,035.84 per year for every 25 users.
$5.80 per month or $64.59 per year per GB of storage per month (recommended 1 GB per user).
$417.60 per month or $4,008.96 per year for a test environment per month.
TOTAL QUOTED:
- Pago Anual = $26,698.56 (MXN, IVA incluido)
- Pago Mensual = $2777.04 (MXN IVA incluido) Lo que desembolsas en un año suma $33,324.48
This is just an estimate of the Odoo cost and may vary. The actual proposal will be provided by Odoo.
Prices: MXN with IVA
B2) HARDWARE
On occasions, it may be necessary to suggest hardware for the software implementation. If no hardware is required, this section can be ignored. All quotes will be obtained from external suppliers.
Total of Hardware Quoted: Pending selection.
Recomendaciones:
B3) LUCION SERVICES
In Lucion, we offer a wide range of services tailored to meet the specific needs and urgencies of each client. Our proposals are carefully crafted to address these particular requirements.
B4) EXTRA CONSIDERATIONS
On occasion, additional expenses may be necessary. These are optional and include payments to third parties (excluding Lucion).
Odoo offers the functionality to stamp invoices, but it requires the acquisition of an external PAC provider. These providers charge for the stamps, following a pay-per-use model that adjusts to your billing volume. There are 4 providers available, with Sapien being our recommendation. You can create your account directly with them.
1) SAPIEN SW
https://sw.com.mx/
+(52) 33 1380 9988
2) SOLUCION FACTIBLE
https://solucionfactible.com/contenido/soporte/
+(52) 33 4162 0151
info@solucionfactible.com
3) QUANTUM
https://cfdiquadrum.com.mx/
+(52) 55 4624 4516
ventas@quadrum.com.mx
When integrating Odoo with WhatsApp, please note that Meta charges a small fee per message sent.
A domain is the unique address of a website on the internet. It's like a home address on the web. Odoo provides a default domain, such as [se quitó una URL no válida]. However, sometimes we prefer not to show odoo.com in our URL, so Odoo offers the option to customize our website with our own domain. You can purchase a domain from sites like godaddy.com, where the annual cost varies depending on the chosen words. If you already have a domain, linking it to your site is very simple.
Odoo offers an optional OCR (Optical Character Recognition) feature for digitizing documents like contracts, receipts, and bank statements. While this feature incurs an additional cost, it can significantly streamline your document management processes.
La gran mayoría de nuestro trabajo se puede realizar de manera remota, incluyendo las capacitaciones, las cuales se pueden gestionar a través de videoconferencias. Para la instalación de equipos, es posible coordinar con técnicos locales; sin embargo, si resulta absolutamente necesario, estamos dispuestos a desplazarnos a las instalaciones o ubicación del cliente. Esto implicaría un costo adicional por viáticos, que sería cubierto por el cliente, e incluiría gastos de transporte (ya sea por avión o por tierra), alojamiento, y un presupuesto diario para cubrir alimentación y bebidas durante nuestra estancia.
Transporte: Se requiere cubrir el costo del viaje redondo desde y hacia Puerto Vallarta, Jalisco, pudiendo optar por clase económica que incluya equipaje. Además, es necesario considerar los viáticos para el traslado diario entre el alojamiento y las instalaciones del cliente, ya sea mediante Uber o cualquier otro medio de transporte proporcionado.
Alojamiento: Se solicita una habitación individual por técnico.
Costo 'Per Diem': Se establece un monto de $2,500.00 MXN diarios para cubrir los gastos adicionales.
C) TOTALS
C1) PLATAFORMA DIGITAL - ~$26,698.56
The following outlines the costs associated with the proposed digital platform (e.g., Odoo Enterprise).
C2) HARDWARE - $NOT QUOTED
If hardware is quoted, we'll include the total here for consideration in the overall investment.
C3) SERVICIOS DE LUCION - $84,498.00
Now, let's discuss our services at Lucion. We'll combine the concepts quoted in section B3.
Please make payments to:
Bank: HSBC
Account number: 6498211022
Code: 0213 7506 4982 1102 21
Name: ROBBIE STEVENSON
RFC: SERO830630PK7
Email: info@lucion.mx
C4) CONSIDERATIONS - $VARIABLE
C5) TOTAL - $111,196.56
This is the total investment, considering the digital platform (Odoo Enterprise), hardware (if quoted), and Lucion's services. Please note that payments will be made to different accounts. Odoo Enterprise payments go to Odoo, hardware payments go to the indicated suppliers, and Lucion's payments go to Lucion.
C6) PAYMENT PLAN
We understand that for projects of this scale, which can be lengthy and represent a significant investment for some companies, a payment plan is necessary. We can offer a payment plan based on an initial deposit followed by milestone payments.
