MAKING CRM WORK
WHICH ONE OF THESE BEST DESCRIBES YOU?
NO CRM?
ARE YOU STUCK IN SPREADSHEET HELL?
WRONG CRM?
ARE YOU ONLY USING 10% OF YOUR CRM?
SALES PIPELINE INVISIBLE?
HAVING DIFFICULTY WITH
FORECASTING?
POORLY IMPLEMENTED CRM?
IS CRM IGNORED BY PEOPLE IN YOUR BUSINESS?
WHICH CRM?
WHICH CRM IS THE RIGHT OPTION FOR YOUR BUSINESS?
WHAT WE DO
CORE CRM SOLUTIONS
CRM INSIGHTS CASE STUDIES
We considered Microsoft Dynamics, Salesforce and VPM Online, before deciding that Workbooks was a good fit for our relatively small, UK based business. CRM Insights was the logical choice to support us.
Mike’s initial presentation and responses to our questions were excellent. We found the process mapping day invaluable and Mike has been a pleasure to work with. He’s invested time in getting it right for us.
CRM Insights’ straightforward, down to earth approach inspires a high level of trust and confidence. They explain very technical challenges without resorting to incomprehensible jargon. I’d gladly recommend them.
“Working with CRM Insights has been a very positive experience. The team know what they’re doing we have a great relationship and having them available on an ongoing support contract is invaluable. Thankfully, tracking our sales activity on Excel spreadsheets is now a thing of the past!”
Jayne Birks, Proactive AV
“It’s been a pleasure working with Mike and his team. He impressed us from the initial presentation and the care and attention to detail that have gone into the whole process have inspired confidence.”
Richard Jupp, Operations Director, Norton & Townsend bespoke tailors
“Working with Mike and his team has been very easy and straightforward. They were patient, flexible and explained technical processes in plain English. I’d certainly recommend them to anyone looking for a cost effective CRM solution.”
Tom Waughman, Dermatonics
“The new system is proving a vital tool in the everyday running of our business, enabling us to make better decisions faster. Mike’s been very helpful and responsive – he’s keen to make a difference for our business.”
Alex Bell, Business Manager, Courtcraft
“As a small team, we’ve found the expertise and support of CRM Insights invaluable. I really respect the flexibility of their approach and their willingness to work with us to dream up and deliver valuable new solutions to our business challenges. We’re happily increasing our future investment with them.”
John Pearce, Chief Executive at Made in Britain
They’re trustworthy and have always been there instantly – it’s been fantastic to work with them.”
Rory Dear, Datasound Laboratories