With more than 12 years of experience boosting growth, innovation, and development of manpower in Mexico and Latin America, Savvy has established itself as a leading company in learning, team building, and corporate events solutions. Their impact has reached big multinational companies, such as PepsiCo and Michelin.

Odoo, as a key factor of this development, is now a strategic partner to help Savvy optimize and structure their internal and external processes. Odoo’s holistic platform has allowed them to automatize tasks, improve their operational efficiency, and save valuable time so that the team can focus on what’s really important: boosting their clients’ professional growth.

Transparency: The True Challenge to Make Strategi​c Decisions 

Like in many other companies, Savvy’s daily business management relied on spreadsheets and several business software solutions. Nevertheless, the information was still spread out throughout different platforms, which made it difficult to access key data, and working on tasks, like lead filtering or database analysis for decision-making, was slow and more confusing than necessary.

When faced with this scenario, Savvy prioritized the optimization of the following processes:

• Capturing leads in a more precise and organized manner.
• Standardizing and streamlining quotation and sales processes
• Improve precise management of payments to vendors and expenses control.
• Analyzing potential clients more precisely through leads.

Order: The Solution to Detect Opportunities

"Odoo has allowed us to identify what is and isn’t working at a strategic level."

Maryssa Salmón
Sales Operation Manager ​ ​

Savvy has been using Odoo for over two years, and its implementation has completely transformed their process for attracting new potential clients.

How did they do it? Through a comprehensive strategy that connects various Odoo modules:

• Events: For creating and managing events and webinars.
• CRM: For registering and following-up with leads.
• Project: For detailed follow-up with each opportunity.
• Sales: For generating quotations and sales orders for new clients.
• Expenses: For registering all expenses linked to each project and vendor.
• Accounting: For creating invoices for services and vendors
• Sign: For managing all legal aspects for approved projects
• Social Marketing: For creating email marketing campaigns to nurture leads and attract new clients.
• Dashboards: For analyzing the end-of-the-month results to measure the impact and improve their strategies.

Everything in one place!

Vision: Transparency that Translates into Measurable Results

A big part of Savvy’s success comes from the fact that they apply the commitment they have with their clients’ development to their internal operations, with Odoo’s help. This has allowed them to achieve positive results in the following areas:

• Lead capture and analysis: Savvy has managed to generate more than 3,500 leads, which they can contact immediately thanks to Odoo’s automatization. The use of tags and filters also allows them to keep an efficient order and segment leads according to the campaign or event they come from.

• Administrative process of sales and invoicing: Through Odoo, they can visualize how much they make per marketing campaign. This has been key to monitor and evaluate the commercial impact of each strategy.

• Marketing and email follow-up: The software allows them to follow-up timely with emails and contacts that have shown greater interest. This has helped them focus their efforts in high-priority conversion leads and constantly optimize their campaigns.

• Project management through CRM: They are currently managing more than 100 projects with CRM, from contract creation to final invoicing. This allows them to keep quotations organized and have all the relevant information of each project in one place.

• Accounts receivable and payable: They have  precise control of accounts receivable and payable for each project. This gives them  better financial understanding and allows them to make informed decisions.

"I think it’s a great tool to start, structure, and put everything together and keep it updated."

Fernanda Salmón
Founder & CEO 

Growth: The Mix of Strategy and Technology

Savvy’s experience shows that using holistic technological tools like Odoo not only makes processes better, but also promotes an organizational culture that is more efficient, strategic, and result-oriented. Today, the team has better control and visibility while also having the freedom of focusing on what’s really important: creating learning experiences that transform organizations. With a clear perspective and solid processes, Savvy Learning keeps paving the way to manpower evolution in Latin America.

About Savvy

Savvy’s headquarters are located in Mexico City and they have over 12 years of experience. Their professional team specializes in event coordination, group dynamics, provision, hospitality, and instructional and graphic design. They have reached over 500k people through 230 successful projects, optimizing the manpower of several companies.

Learn more at https://thesavvylearning.com/