Ragoen
Client description
Ragoen is a Belgian company specialized in the supply and installation of motorized gates, flexible and rigid fencing, and custom outdoor solutions. The company operates throughout Belgium, with a strong focus on quality and technical precision.
Industry
Outdoor landscaping, gates and fencing
Apps used
CRM, Sales, Quote Calculator, Product Configuration, Documents, Projects, (Inventory planned)
Objective
To structure the full commercial lifecycle, improve sales team productivity, standardize the quotation process, and professionalize project management — ultimately enabling detailed and reliable project profitability tracking.
Challenges
Before Odoo, Ragoen managed its sales activity using disconnected tools (emails, Word, Excel) and faced several limitations:
- Scattered data across multiple systems
- Lack of centralized customer information
- No sales tool to simplify quotation creation
- Use of Word documents for quotes
- No centralized product catalog
- Manual Excel calculations not linked to the sales process, hard to maintain
- Lack of standardization, increased risk of error, and time lost
- No integration between invoicing and accounting
- Double data entry
- Fragmented financial data
- Difficult profitability analysis
- Inefficient stock and project management
Solution implemented
Sales
- Setup of a customized CRM pipeline adapted to Ragoen’s sales process
- Creation of a centralized product catalog to improve product selection, pricing consistency, and quote clarity
- Integration of the Quote Calculator (v18) directly into quotations: sales reps can now generate quotes based on dimensions, fence types, and options — without relying on external Excel files
- Result: considerable time savings, fewer errors, and more professional and consistent client-facing documents
Project & field operations
- Deployment of the Project app to manage:
- Automatic creation of project tasks from sales orders
- Generation of work orders
- Time tracking by team members on each task
- Logging of additional materials used on-site
- Activation of the Project Profitability Dashboard to provide detailed, project-by-project margin analysis
Next step: Inventory & Accounting
- Upcoming implementation of the Inventory module to:
- Track stock movements in real time
- Ensure traceability of items installed on-site
- Improve purchase planning and procurement anticipation
- Integration of Accounting, including:
- Centralized customer and supplier invoicing
- Bank sync, payment tracking, and optimized reconciliation
- Time savings on recurring accounting tasks
Results
- Quotations generated 5 to 10 times faster thanks to the quote calculator
- Professionalization of the sales cycle with clean and standardized documentation
- Full data centralization and internal workflow standardization
- Major efficiency gains across sales and operations, with fewer errors and less re-entry
- End-to-end project visibility, from tasks to materials to profitability
- Ready for integrated inventory and financial control, to further streamline field operations
