Success stories at Te Optimizo
Transforming businesses with strategy and technology.
At Te Optimizo, we help freelancers and SMEs make the leap towards efficiency. Below, we present some of the most notable projects we have implemented, eliminating bottlenecks and professionalising the structure of our clients.
The problem
The business had limited internal management due to the lack of integrated digital tools. It did not have an ERP or CRM, which resulted in the duplication of customer information and made commercial tracking difficult. Furthermore, most processes were manual, creating operational bottlenecks and a lack of control over cash flow and financial KPIs.
The implemented solution
We implemented a customised ERP and CRM (Odoo) to unify the management of processes and clients. A detailed business plan was developed with cash flow control, and administrative tasks such as invoice creation and appointment management were automated.
Advantages and benefits
Release of operational time for the professional, allowing for structured, controlled, and sustainable growth. The professionalisation of the business structure enabled the scaling of the business, significantly multiplying turnover and improving the customer experience through automated support tools.
The problem
The company's growth was limited by an excessive reliance on its CEO for administrative and management tasks. There was low automation in the workflows, a lack of integration of digital tools, and a dependence on external factors for lead generation.
The implemented solution
Deployment of an ERP (Odoo) with specific modules for stock control and automatic production orders after the sale. An AI Chatbot was implemented for quoting estimates on the website, capable of guiding the lead and scheduling sales calls. Additionally, all internal processes were documented and mapped to facilitate delegation.
Advantages and benefits
Reducción drástica del tiempo dedicado por la gerencia a tareas de bajo valor. Mejora en la eficiencia operativa mediante la centralización de datos y visibilidad en tiempo real de los KPIs del negocio.
The problem
The client was spending too much time on the manual creation of quotes in Word or Excel, which led to errors and an unprofessional image. Contact information was duplicated across several systems, and sales opportunities were being lost due to a lack of an organised follow-up process.
The implemented solution
Implementation of a CRM (Odoo) as a single source of truth for commercial management. The creation of quotes was configured with a single click and automated email sending. Additionally, the entire billing and accounting management was also configured with Odoo to simplify the workflow. Installation of a dashboard for tracking business KPIs.
Advantages and benefits
Agilidad inmediata en el ciclo de ventas y eliminación de tareas administrativas redundantes. Mejora de la tasa de conversión gracias a un seguimiento estructurado de las oportunidades comerciales. Reducción considerable de tiempos dedicados a tareas administrativas y control real y simplificado de los datos del negocio.
The problem
The commercial and operational information was scattered across emails and spreadsheets, which resulted in slow manual processes for budgeting. There was a complete lack of visibility over the actual performance of the business and the status of the expenses associated with each project.
The implemented solution
Comprehensive implementation of Odoo ERP with CRM, Sales, and Expenses modules. Custom analysis dashboards were designed to visualise key metrics of commercial activity and project profitability in real time.
Advantages and benefits
Absolute centralisation of information, allowing for data-driven decision making. Reduction of the administrative burden on the team, which can now focus on creative production and customer service.
The problem
The technical team was receiving a high volume of repetitive initial inquiries that consumed specialists' time. It was necessary to improve the qualification of leads before reaching the technical budget and to provide an immediate response to potential clients 24 hours a day.
The implemented solution
Development of a Technical-Commercial Assistant with Artificial Intelligence integrated with Odoo and channels such as WhatsApp. The AI was trained with a technical knowledge base to answer questions about materials and 3D printing technologies, qualify user interest, and automatically record leads in the CRM.
Advantages and benefits
Instant and automated customer service, capturing opportunities that were previously lost due to a lack of quick response. Automatic lead qualification, ensuring that the sales team only intervenes in opportunities with high conversion potential.
The problem
The business needed to transition from a model based on individual effort to a scalable structure. It lacked a clear definition of internal processes and a business model strategy that would allow for the optimisation of the profitability of its personalised services.
The implemented solution
Comprehensive business model consultancy. We analyse the value proposition, segment the market to define the ideal customer, and review the pricing strategy to ensure financial viability. We established a roadmap for the future automation of lead generation and reservation management.
Advantages and benefits
Strategic clarity for brand growth. A business structure ready to scale without compromising the quality of personalised care, enhancing the commercial focus and efficiency in service delivery.
The problem
The business was losing potential customers due to the inability to respond to queries immediately, especially outside of business hours or during peak demand periods. The manual management of frequently asked questions and the resolution of simple issues was consuming too much time, slowing down the sales process and affecting user satisfaction.
The implemented solution
Development and implementation of a multi-channel intelligent Chatbot, fully integrated both on the website and on WhatsApp. This assistant was configured to automate customer management, allowing for the autonomous resolution of queries, inquiries about prices, schedules, and the management of common issues.
Advantages and benefits
Customer service guaranteed 24 hours a day, 7 days a week, eliminating the loss of leads due to lack of response. A drastic reduction in waiting times was achieved, providing instant solutions to users' concerns and freeing the human team from repetitive tasks so they can focus on the strategic operations of the business.
Do you want your business to be the next success story?
We analyse your situation, identify bottlenecks, and design a realistic solution to optimise processes, professionalise your operations, and help you grow with more control, time, and profitability.
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