Client: Mitsuboshi Belting
TECHNOLOGY
- Sales Cloud
- Custom quoting tool connected to MBL’s ERP system
QUOTES
“One of the things I appreciate most about CloudMasonry is their communication. They are very responsive, keep us informed throughout a project, and are easy to work with. They also take the time to understand what we are trying to accomplish and help identify practical solutions. We have been very happy with their service and continue to work with them as our Salesforce needs evolve.”
BILL CLEMONS | Director of Product and Marketing, Mitsuboshi Belting
ABOUT CLIENT
MBL (USA) Corporation is the U.S. arm of Japan-based Mitsuboshi Belting and a maker of industrial power transmission belts. Based in Ottawa, Illinois, MBL serves automotive, power sports, and industrial markets through its own sales team and a network of independent reps, and Mitsuboshi has been part of the U.S. market for about 40 years.
NEED
MBL has relied on Salesforce for about ten years. Its experienced sales team of direct and independent reps builds strong, long-standing customer relationships, and MBL wanted Salesforce to fit that way of working. MBL was looking for a simpler, faster system that reps would find worth using, and a better way to retain valuable customer knowledge.
Rather than a one-time project, MBL wanted an ongoing partner who could learn its business and help improve the system over time.
APPROACH
CloudMasonry partnered with MBL through consecutive managed services engagements, giving MBL a flexible monthly bank of hours to direct as its priorities evolved, with a weekly check-in to review progress. We started with a quoting tool tailored to how MBL prices its products, then focused on the sellers’ day-to-day experience.
- A quoting tool built around MBL’s pricing and discounts, connected to its ERP system
- Years of past quote history brought into the new quoting model
- Easier call reports that also schedule the rep’s next follow-up
- Quick email sending and ready-made email templates
- Simpler quote and task creation, cleaner screens, and new reporting
- Tip sheets and documentation to help the team adopt each change
OUTCOME
MBL’s sales team now has a simpler Salesforce that fits how they already work, with quoting, call reports, and customer emails available in a few clicks instead of buried in a crowded interface. Quote history and ERP data now sit in one consistent model, which makes it easier to preserve customer knowledge.
- A simpler, faster Salesforce built around how MBL’s reps already sell
- Quoting, call reports, and customer emails in a few clicks
- Quote history and ERP data in one consistent model
- An ongoing partnership, renewed twice as MBL’s Salesforce needs evolved
