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Situation Based near St Neots, we install interactive whiteboards, projectors and screens in schools, auditoriums and meeting rooms. We’ve been in business since 2004 and have always had a CRM, but felt our existing Goldmine system required too much configuration and investment. 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. We’d worked
Situation We’ve been going for nearly 30 years, have showrooms in London and Yorkshire and go out to busy clients in their offices and homes, to provide an easy and painless tailoring service. When we acquired another business, we inherited a dated data capture system that ran in a virtual version of Windows and wasn’t fit for purpose. We knew we had a tricky issue to resolve, so we employed a recommended, third party, IT
Situation Dermatonics began around 20 years ago. It supplies heel balm, for dry and cracked skin, to the NHS and pharmacies across the UK. As well as three full time staff it has sales reps on the road, targeting GP surgeries. We were using lots of spreadsheets to review and record a huge volume of data about prescription sales. We didn’t have any efficient way to keep track of what we’d done and who we’d
Situation We’re a sports flooring and squash courts construction company that’s been going for over 20 years. As well as building and refurbishing squash courts, we install timber floors for schools, leisure centres and commercial buildings. We have just under 10 staff, employ various subcontractors and turn over nearly £3m pa. Task Our legacy Microsoft Dynamics system, was not suited to our needs. Having evaluated a range of options, we settled on Workbooks based on
Situation Made in Britain is a not for profit organisation that supports and promotes British retail and industrial manufacturing. It has nearly 1,000 members of mainly SME manufacturers, across some 50 product sectors. Made in Britain enables buyers and consumers at home and abroad to identify and purchase British-made products. Task We’ve worked with Mike and the CRM Insights team on a range of projects to help build the membership and profile of Made in


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