Case Study: O2X (training company for first responders & athletes) achieves streamlined business development and project management with Insightly

Training company helps elite first responders & athletes achieve peak performance

O2X is a Massachusetts–based education and training company that helps firefighters, first responders, military personnel, and other tactical athletes perform at peak potential using its “eat, sweat, thrive” methodology. As demand grew and clients ranged from the U.S. Navy to elite teams and public safety agencies, O2X found its basic Salesforce setup lacked the integrated relationship and project management tools needed to manage client commitments and business development effectively.

Implementing Insightly created transparency and collaboration between business development and operations through contact–organization linking, G Suite integration and an inbox sidebar, bulk email, and native project management features like workflows, activity sets, and project pipelines. The cloud-based solution reduced administrative work, improved communication and remote project tracking, and delivered immediate value in the form of greater efficiency and stronger client relationships.

O2X

John Hall

Operations Manager