Making crm work
Which of these best describes you?
You're stuck in spreadsheet hell.
Can a CRM system do the work for you?
You're not sure which CRM to choose.
With so much choice, where do you start?
People aren't using your CRM.
Are you finding your CRM is being ignored?
You're only using a fraction of your CRM capabilities.
Have you got the wrong CRM system?
Your sales pipeline is invisible.
Are you having difficulty forecasting?
What we do
Core CRM solutions
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.
Testimonials
Laura Green, Stamford Stone
“The monitoring of leads has helped the Sales team an awful lot. It’s created a healthier work environment for everyone. And it‘s made it a more enjoyable business to run.”
Laura Wilson, CLM
“My advice for anyone thinking about going down this route is that, if your company is at a similar point to where we were with so much to do day-to-day, you can find yourself very resistant to finding the time to do the work. But looking back now, I can’t believe how wrong I was. The time it has given me now is so worthwhile!”
Jayne Birks, Proactive AV
“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!”
Richard Jupp, Norton Townsend
“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.”
Adrian Oates, Nene Park Trust
“CRM Insights made it so much easier to look through the different options. We really appreciated the way they weren’t trying to sell a system and shoehorn our requirements into it.”
John Pearce, Made in Britain
“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.”
Rory Dear, Datasound Laboratories
“They’re trustworthy and have always been there instantly – it’s been fantastic to work with them.”
Alex Bell, Business Manager
“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.”
Tom Waughman, Dermatonics
“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.”