Case Studies

Case Studies

Choose a case study that matches your industry and context

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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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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111 spreadsheets reduced to a single, integrated CRM system

Company: Thames Laboratories
Industry: Construction/Consulting
Product Dynamics 365
"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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CRM increases membership retention and acquisition

Company: Made in Britain
Industry: Trade Body
Product Workbooks
“As a small team, we’ve found the expertise and support of CRM Insights invaluable. I really respect the flexibility of their approach and their willingness to work with us to dream up and deliver valuable new solutions to our business challenges. We’re happily increasing our future investment with them.” John Pearce, Chief Executive
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