SugarCRM: Success Stories in Manufacturing

Transcript

1. SugarCRM: Success Stories in Manufacturing 6 Manufacturers That Leveraged CRM For Accelerated Growth
2. Driving Growth for Manufacturers Helping Manufacturers Navigate Complex Sales Processes and Customer Journey Cycles with SugarCRM
3. Why Manufacturers Invest in Digital Transformation In today’s rapidly evolving landscape, digital transformation and innovation is a top priority. Manufacturers can't afford to let their CRM software slow them down. SugarCRM helps the modern manufacturer to use the critical customer data stored in their Enterprise Resource Planning (ERP) systems to market better, sell smarter, and improve customer service operations. Synchronize your CRM and ERP data, including: LEARN MORE Accounts and Contacts Data CPQ Order Placement Financial Insights Customer Support Activities
4. Over the years, SugarCRM and our network of partners have helped global manufacturing companies: Better monetize their ERP and CRM data Accelerate lead to cash Differentiate their business from competitors with service excellence Effectively manage their account lifecycles SugarCRM: Providing Our Customers with Everything They Need to Stay Ahead of the Curve The whole experience was very positive, and our customization is working like a charm. It is the story of the year from our point of view because it was so important to us. NANC NANCY R Y R., Special Projects Coordinator, Hyland’s Naturals
5. Let's take a look at six SugarCRM customers who have transformed their operations and unlocked crucial customer insights by integrating CRM and ERP data.
6. Optibelt Optimized Operations and Customer Experience with Insignio and SugarCRM
7. Since 1968, Optibelt Group has been the leading producer of drive belts, drive pulleys, rubber sheets and elastomer films in Northern Ireland. Optibelt: The Company & Challenges 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.
8. 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. LEARN MORE Optibelt: The Solution & Results 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. R Rober obert G t G. ., Managing Director, Optibelt Austria
9. Click here or press enter for the accessibility optimised version Hyland's Naturals Improving Business Health by Choosing SugarCRM
10. Hyland’s Naturals has been a homeopathic medicine manufacturer since 1903. Currently, the company runs its operations across the US and Canada. With a proven legacy of providing customers with high-quality natural supplements, Hyland’s priority has always been to boost efficiency and customer satisfaction. But as successful as the company was, the teams at Hyland’s faced a series of daily struggles: Lack of consolidated data Lack of transparency Lack of insights into customer account information Overlapping sales efforts Hyland’s Naturals: The Company & Challenges Aiming to improve operations, internal processes, and give customer relations a kick, Hyland’s decided to implement a CRM solution. The company settled on SugarCRM, as it promised to deliver in high-interest areas.
11. Once Hyland’s deployed Sugar Sell, the company immediately noticed an improvement in productivity and data management. The following areas have also improved, according to the manufacturer: LEARN MORE Cost management Enhanced communication Improved workflows Improved operational efficiency Improved reporting capabilities The whole experience was very positive, and our customization is working like a charm. It is the story of the year from our point of view because it was so important to us. Nanc Nancy R. y R., Special Projects Coordinator, Hyland’s Hyland’s Naturals: The Solution & Results With SugarCRM and Sugar Sell, Hyland’s Sales and Customer Care Representatives don’t have to send and keep track of back-and-forth email exchanges, leading to increased productivity, transparency, and reduced manual labor. Sales and Customer Care Representatives can now quickly identify and manage accounts with the same store name, which reduced confusion and inconsistencies in data.
12. Creative Foam Boosting Global Operations by 44% After Implementing SugarCRM
13. Established in 1969, Creative Foam is automotive company based in Fenton, Michigan operating as the go-to supplier of foams, nonwovens, and adhesives for big players like Fiat, Ford, and BMW. Creative Foam: The Company & Challenges Today, the company has offices across the US and Mexico, serving major domestic and international car brands. But, despite the fact that the company is one of the largest automotive manufacturers and suppliers in the US, 2019 came with a series of challenges that changed the way the business operated: Increased market competition Production halts Supply chain disruptions Soaring material costs The shift towards electric vehicles On top of these industry-wide challenges, the company also relied on Microsoft Excel Sheets to handle customer data analysis and consolidation. From this, several issues arose: Data input Version control Missing information Data accuracy Data consistency Data history
14. When Creative Foam started searching for a CRM solution to swap in for the spreadsheets they were using, the company had several clear goals in mind: After researching all options available, the company decided to deploy Sugar Sell, SugarCRM’s sales automation platform. Greater visibility into their operations More granularity, such as win rates on specific products with different customers Since implementation, Creative Foam has observed a significant improvement in several different areas of the business: A rise in the monetary value per vehicle by 14% Remarkable enhancements in its total and controlled hit rates, improving by 13% and 9% respectively year-over-year The company experienced a remarkable 42% growth in its pipeline in its first year using Sugar 100% user adoption of the Sugar platform LEARN MORE In the same timeframe, the tier business expanded by over 40%, providing valuable insights into the company’s market positioning and progression Creative Foam: The Solution & Results Now, we can look at real data and quantify what we mean. We can put it in terms of dollars, opportunities, and time. We’re dealing in facts. This has been critical as a communication tool for us because it easily fits into our process. James M. James M., Marketing and Sales Analytics Manager, Creative Foam
15. Marine Instruments Overcoming Poor Data Management with redk and SugarCRM
16. Founded in 2003, Marine Instruments develops and manufactures electronic equipment for the marine environment. The company focuses on developing sustainable fishing solutions, such as their tuna satellite buoys equipped with artificial intelligence to facilitate sustainable fishing. With 40% of the company workforce activating under the R&D department, Marine Instruments has a track record of developing and manufacturing cutting- edge technologies for the marine environment. Marine Instruments: The Company & Challenges Although fueled by cutting-edge innovation, Marine Instruments struggled in one particular area: data management. From here, other challenges arose: Siloed information across multiple systems Poor customer support request management due to fragmented data Company-wide use of spreadsheets Lack of visibility into customer opportunities such as cross-selling and referrals
17. Determined to counteract the lack of proper data management, Marine Instruments contacted redk, a company specializing in CRM solutions and a long- term partner of SugarCRM. Right from the start, SugarCRM impressed the team with its high degree of flexibility that responds precisely to the customer’s needs. For Marine Instruments, this means that the implemented solution offers a centralised structure, transparency and real-time access to the existing customer portfolio to all parties involved. Sugar Serve ended up being the perfect addition to their existing tech stack. After implementation, the company experienced: Significant improvement in terms of team coordination and scaling opportunities Greater visibility into the day-to-day evolution of their operations The ability to optimize decisions for business planning in the medium/long term Improved support operations to existing and prospecting customers LEARN MORE Increased flexibility and adaptability New growth opportunities Marine Instruments: The Solution & Results redk helped us design and define the customer lifecycle by implementing a solution based on SugarCRM that covered the defined processes and structured all the data involved. Jorge P Jorge P. ., Commercial Director, Marine Instruments
18. FSIoffice 40% More Cases Handled With sales-i and Sugar
19. FSIoffice is a company that for over 60 years has been distributing office supplies and furniture across the US. Today, the company’s portfolio includes more than 40,000 different products, nine distribution sites and more than 250 employees, being one of the e largest independent office supply dealers in the world. FSI Office: The Company & Challenges However, the company’s former CRM was used more like a repository for information, rather than a sales and prospecting tool. Thus, engaging with more than 5,000 active customers and accurately identifying sales oportunities was growing in difficulty. Besides, the company was struggling with a series of other aspects: Lack of automated reporting capabilities Lack of a clear view of customer needs Lack of automation and integrated data Lack of a consolidated hub for their operations
20. FSIoffice initially turned their attention to sales-i, a sales intelligence platform for selling smarter with actionable insights, better targeting, and automated efficiency, that integrated with numerous ERPs for streamlined data management. sales-i also exclusively integrates with SugarCRM to create the most insight-based, high-impact opportunities possible. Once the company decided to switch its CRM to Sugar to quickly act upon the insights uncovered by sales-i, the company’s operations drastically improved: Today, with all sales data and tools integrated, reps can send engaging communications and marketing resources Customize. FSIoffice can handle a significant amount of customization itself without involving its developers. Integrate. SugarCRM integrates with a number of FSIoffice’s other tools, making it easy and seamless to share and act on data across systems. Report. FSIoffice can generate reports and share with leaders for insights across the business. Automate. Workflows are easy to set up and automate without help from a developer. to prospects and customers in just a few clicks, saving significant time. In fact, Sugar has contributed to account managers’ ability to handle 40% more cases thanks to automated efficiency. Because of that ROI, FSIoffice, and partner sales-i, were recognized and awarded the ISV Technology Partnership Breakthrough Award winner for this year's customer awards. FSIoffice: The Solution & Results
21. Reusable Transport Packaging 20% Revenue Growth by Switching to Sugar
22. Reusable Transport Packaging is a reseller, master distributor, and custom manufacturer of the broadest range of returnable and reusable plastic packaging available today. With multiple stocking locations across the country, the company carries thousands of products and boast an inventory that is readily-available, with national and international coverage. RTP: The Company & Challenges RTP’s decades of experience and knowledge of all the major brands and products helps them serve customers with the perfect solutions for every operation. The company wanted to standardize complex sales processes, automate repetitive tasks, and provide powerful insights. So, RTP decided to elevate its Sugar implementation with Sugar Sell Premier. More than this, RTP was also looking forward to improving campaign effectiveness and gather full insights into their marketing campaigns’ success. A natural move for them was to expand their Sugar capabilities with Sugar’s marketing automation solution, Sugar Market.
23. Sugar Sell Premier and Sugar Market helped RTP to give their sales and marketing operations a kick with AI- powered insights. Since implementing Sugar Sell Premier, the company elevated: Advanced reporting Predictable forecasting Sales data analytics Holistic insights Omnichannel internal communications Cross-departmental alignment Centralized data access Sugar Market helped RTP to leverage the success of their marketing campaigns with: Since switching to SugarCRM, Reusable Transport Packaging has seen revenue growth of 20%, year over year. The team is currently on track to reach the 2023 Intuitive campaign builders Advanced automation Accurate reporting capabilities Streamlined campaign creation process Detailed engagement insights Improved sales and conversion rates revenue goal of $25M, up from $20M in 2022. By initiating a regular email communications strategy through Sugar Market, RTP has been able to remain in front of their customers, distributors, and leads with new product offerings and updates on price points and other relevant industry updates. Because of that ROI, RTP was recognized and awarded the Industry Excellence Breakthrough Award winner for this year's customer awards. RTP: The Solution & Results We’re benefitting from improved sales effectiveness and optimized marketing efforts within a single platform, and we’re able to create targeted sales strategies and personalized marketing campaigns to meet and exceed customer expectations. Jus Justin B tin B., ., Vice President of Sales and Marketing, RTP
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