Case Studies

Specialist event company switches from overly complex and expensive Salesforce to Workbooks

Company: Reconnaissance International
Industry: Events Management
Product Workbooks
CRM is not a one-size fits all, as specialist events company, Reconnaissance International, found out. Having previously chosen to use the Salesforce CRM solution, it found itself with a CRM system that was over-complex, expensive, created inefficiency and increased business risk as processes became reliant on a small number of individuals.
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A switch from Dynamics to Workbooks enables manufacturer to have its best year yet!

Company: Datasound Laboratories
Industry: Technology
Product Workbooks
“Despite us having a complex business, the CRM implementation was quicker than expected, cheaper than we'd budgeted for and has paid for itself inside 6 months. I can't recommend CRM Insights enough. They're trustworthy and have always been there instantly – it's been fantastic to work with them.” Rory Dear, Managing Director
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Remote workers get empowered as ACT! gets replaced with Workbooks

Company: Mistral Asset Finance
Industry: Finance
Product Workbooks
“The team at CRM Insights are very knowledgeable. They have a deep understanding of Workbooks at a programming level, plus great access to the senior developers there. I know they’re available to support us when needed and I’m confident they can troubleshoot any issue. I’ve already recommended them to others.” Steve Low, Commercial Director.
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