Overcoming Challenges and Moving Forward: EvoNova's Continuous Evolution

November 6, 2024 by
Overcoming Challenges and Moving Forward: EvoNova's Continuous Evolution
Amin Gabriel Carrizo Gomez

Overcoming Challenges

At EvoNova, our commitment to innovation and continuous improvement led us to face and overcome significant challenges during the second phase of our project. Below, we share how we advanced in our key objectives and the lessons learned along the way. 

Efficient Client and Supplier Management  

One of our main objectives was to improve the management of client and supplier data through our Contacts Directory module. At first, we faced challenges with the integration of scattered data, but with the development of an automated import system and targeted team training, we were able to centralize relevant information. This not only improved our interactions with clients but also optimized our marketing and sales strategies.

CRM Optimization for Sales Tracking 


We adjusted our CRM module to visualize opportunities from the first contact to closure. Interactions in the dashboard now allow us to manage and adjust strategies in real-time, which has significantly improved our conversion rate.


Other Challenges We Had to Overcome

The configuration of the Billing module presented challenges, especially in bank integration. With the help of financial experts and customized adjustments in Odoo, we achieved accurate invoice issuance and budget management, ensuring financial integrity.

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