Case Studies

Growth constraints lifted as Excel spreadsheets replaced with a tailored CRM

Company: The JGA Group
Industry: Education and Training
Product Workbooks
“Working with CRM Insights is great as they understand SME’s. Their support on customisation and scripting has enabled us to tailor the Workbooks CRM system to our exact needs. Not only is our sales team now more efficient and effective, but we’re ready and able to move into new markets.” Maria Harris, Marketing Projects Director for The JGA Group
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EV manufacturer reduces quote turnaround time from 1 day+ to less than 1hr

Company: Bradshaw Electric Vehicles
Industry: Manufacturing
Product Workbooks
“We engaged with a number of vendors but struggled to see how we could make things work. Then, Mike from CRM Insights had an ‘Aha!’ moment. From that point forwards it was only CRM Insights that created the confidence that it could be done.” Ramsy Labassi, Marketing Manager
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Specialist event company switches from overly complex and expensive Salesforce to Workbooks

Company: Reconnaissance International
Industry: Events Management
Product Workbooks
CRM is not a one-size fits all, as specialist events company, Reconnaissance International, found out. Having previously chosen to use the Salesforce CRM solution, it found itself with a CRM system that was over-complex, expensive, created inefficiency and increased business risk as processes became reliant on a small number of individuals.
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Implementation of a CRM system enables membership organisation to grow by 300%

Company: Made in Britain
Industry: Manufacturing
Product Workbooks
“The CRM system sits somewhere between the brain and the heart. And a well-managed CRM helps to legitimise what Made in Britain does. It’s difficult for a trade body to justify not having professional systems, such as a CRM, in place. In fact, I can’t imagine the business without a CRM now!.” John Pearce, CEO
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A switch from Dynamics to Workbooks enables manufacturer to have its best year yet!

Company: Datasound Laboratories
Industry: Technology
Product Workbooks
“Despite us having a complex business, the CRM implementation was quicker than expected, cheaper than we'd budgeted for and has paid for itself inside 6 months. I can't recommend CRM Insights enough. They're trustworthy and have always been there instantly – it's been fantastic to work with them.” Rory Dear, Managing Director
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CRM exposes customer experience improvement opportunities

Company: Nene Park Trust
Industry: Charity
Product TBD
“We really appreciated the way that CRM Insights wasn’t trying to sell a system and shoehorn our requirements into it. I also learned that it’s so much more than just buying a bit of software - it’s about different ways of working.” Adrian Oates, Head of Fundraising and Marketing
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CRM overcomes the limitations of Excel spreadsheets and Access databases

Company: CLM
Industry: Professional Services
Product Workbooks
“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!” Laura Wilson, Director & Founder
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Fast growing business no longer held back by spreadsheet limitations

Company: 3rd Street Group
Industry: Events Management
Product Workbooks
“Before we engaged CRM Insights and implemented Workbooks we based our business decisions on disparate Excel spreadsheets and gut feel! Now, thanks to the ease of use of Workbooks and the help from CRM Insights, all our data is easily accessible. This means we can be certain to give our customers a great event and experience.” Andy Steed, 3rd Street Group
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Better business intelligence enables professional body to increase client retention

Company: The British Association of Sport and Exercise Sciences
Industry: Membership Organisation
Product Workbooks
“CRM Insights gave us the confidence that no-one else did – they demonstrated they understood our business, and how to utilise Workbooks to meet our business needs. We’ve already seen revenue growth as a result, and I’m confident that, as we continue to build on the capabilities, we will see year-on-year increased ROI.” Tom Holden, Executive Director
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Managing highly complex funding data simplified through CRM

Company: Cambridgeshire & Peterborough Combined Authority
Industry: Public Sector Growth Hub
Product Workbooks
CRM Insights implemented Workbooks for Signpost 2 Grow, the 3rd largest Growth Hub serving over 100,000 businesses. The CRM enabled data to be turned into meaningful information to support revenue generation, and to enable the leadership team to make strategic decisions. “We achieved in only 3 months what would ordinarily take up to a year!”
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CRM makes business enjoyable again as Post-It notes become a thing of the past!

Company: Stamford Stone
Industry: Manufacturing
Product Workbooks
“The whole thing feels calmer. I now have a much better understanding of the business. For the team, it’s improved the processes and internal communications between departments. 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 Green, Director
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Customised CRM system leads to new sales opportunities

Company: Pro-Enviro
Industry: Consulting
Product Workbooks
“CRM Insights is reliable. Their speed of response is remarkable, and their approach is exactly what we wanted. It’s important to us to work with organisations that aren’t going to rip us off and that are responsive and supportive – they fit the bill. And I like the fact that we can use their monthly retainer flexibly.” Deborah Green, Business Development Manager.
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Dependence on rock star sales people removed

Company: Wrightfield Ltd
Industry: Manufacturing
Product Workbooks
“Mike and Don really took the time to listen to, explore and understand our needs. Their approach is flexible and specific to us – it’s not a one size fits all solution.” Stuart Riches, Finance Manager.
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Remote workers get empowered as ACT! gets replaced with Workbooks

Company: Mistral Asset Finance
Industry: Finance
Product Workbooks
“The team at CRM Insights are very knowledgeable. They have a deep understanding of Workbooks at a programming level, plus great access to the senior developers there. I know they’re available to support us when needed and I’m confident they can troubleshoot any issue. I’ve already recommended them to others.” Steve Low, Commercial Director.
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111 spreadsheets reduced to a single, integrated CRM system

Company: Thames Laboratories
Industry: Construction/Consulting
Product Dynamics 365
"CRM Insights have been really helpful. They seem to know everything and are always on hand when you need them. Because Workbooks makes everything quick and easy, we’ve seen a massive improvement in efficiency. Thanks to the quality of the tracking data, we now have far greater confidence in how to generate the results we need." Hannah Pike, Marketing Coordinator.
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Productivity boost enabled by CRM

Company: TheCityUK
Industry: Professional body
Product Dynamics 365
“It’s been very positive and very different to my previous experience. Many CRM and IT consultants talk gobbledygook. Don has a pragmatic, common-sense approach with no BS. He listens to the client’s perspective and produces a CRM process that works.” Marcus Scott, COO
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