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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 no 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
Situation When I started work here in February 2016, we had something like 111 separate Excel spreadsheets with lists of contacts. They were unsorted, not up to date and full of duplicates. We couldn’t manage our marketing effectively and the whole contact management process was time consuming and inefficient. Task We asked CRM Insights to sort us out with a single, integrated system that’s easy to use and maintain. We’d already looked at Sage and decided that

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