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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Implementation of a CRM system enables membership organisation to grow by 300%

Company: Made in Britain
Industry: Membership Organisation & Events Management
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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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: Membership Organisation & 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 makes business enjoyable again as Post-It notes become a thing of the past!

Company: Stamford Stone
Industry: Construction
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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111 spreadsheets reduced to a single, integrated CRM system

Company: Thames Laboratories
Industry: Professional Services
Product Workbooks
"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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