Case Studies

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CRM supports complex data and funding needs for Growth Hub

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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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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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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Greater sales pipeline visibility results in confident and effective sales team thanks to smooth transition from GoldMine to Workbooks

Company: Proactive AV
Industry: Technology
Product Workbooks
"Working with CRM Insights has been a very positive experience. The team know what they’re doing and we have a great relationship. Having them available on an ongoing support contract is invaluable. Thankfully, tracking our sales activity on Excel spreadsheets is now a thing of the past!” Jayne Birks, Director
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