Case Studies

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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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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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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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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