Case Studies

Case Studies

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Workbooks improves rapidly growing business – “I regret not doing it sooner!”

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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CRM makes business enjoyable again!

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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Growing business recognises the limitations of spreadsheets

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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CRM supports complex data and funding needs for Growth Hub

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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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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CRM enables manufacturer to have its best year yet – without being any busier!

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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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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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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