Case Study: B2V Group achieves centralized customer data and automated email marketing with SugarCRM

B2V Group Develops Customer Engagement Strategy With SugarCRM

B2V is a Paris-based social welfare group specializing in retirement, personal protection and health insurance, managing €2 billion in annual revenue for 960,000 individuals and 30,000 businesses. After combining its sales and marketing teams into a development department, B2V needed a scalable, affordable CRM to centralize a single, daily-updated client/prospect file for over one million records, eliminate duplicate contacts, and automate data entry and outreach.

Working with Sugar partner CARRENET, B2V deployed Sugar Professional in three months and integrated it with its core systems to automate data imports. The solution created a cross-department view of clients, removed duplicated contacts, enabled fully automated, targeted email campaigns and prospecting, surfaced social-network connections, and improved appointment visibility—boosting employee autonomy, customer engagement and operational efficiency.

B2V Group

François Grégoire

Director of Studies and Developments