Optibelt
Optimized Operations and Customer Experience with Insignio and SugarCRM
Since 1968, Optibelt Group has been the leading producer of drive belts, drive pulleys, rubber sheets and elastomer films in Northern Ireland.
Despite its global presence, Optibelt faced significant challenges in standardizing and optimizing sales processes due to the diverse nature of its regional markets. With 32 locations in 27 countries, each using disparate tools like Microsoft SharePoint, Excel, Word, and others, maintaining consistent data management and analysis was cumbersome.
As a result, there was a pressing need to streamline sales processes across the group while preserving the flexibility and strengths of individual sales entities in their respective markets.
Following the implementation of SugarCRM, Optibelt now boasts a powerful, secure, and globally integrated solution for all sales activities across its four business sectors: Power Transmission, Material Handling, Automotive Technology, and Elastomer Solutions.
Operationally, Sugar Sell has helped Optibelt to:
Revolutionize monthly reporting
Simplify the distribution and management of visit reports
Facilitate easy access to relevant information for all employees due to its’ cloud-based architecture
Streamline collaboration features
Reprioritize time and resources so teams can go back to focusing on customer care and lead generation
Digitize trade show activities at events
Now, Optibelt plans to integrate additional business sectors and non-European countries, optimizing existing processes to adapt to evolving market and customer needs.
Despite initial COVID-19 restrictions, the project was executed digitally, showcasing effective adaptability and collaboration.
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With Insignio, SugarCRM's solution partner, we sprinted through the initial phases of integration in the truest sense of the word. We feel very well supported and are continuously engaged in close communication. Initially, it was particularly challenging to implement the project digitally due to COVID-19 restrictions, but this was very successful.