Case Studies

Difficulty getting information out of the Sales-i system overcome with switch to Workbooks CRM

Company: Stonegate Precision Tooling
Industry: Construction
Product Workbooks
"When it comes to CRM Insights, they’ve never said ‘No’ to anything. It’s always, ‘Let’s have a look and see how we can develop it’. Then they find or develop solutions. As we grow as a company, Workbooks is growing with us. We can take it further, alongside the team at CRM Insights. That’s an exciting thing for us.“ Peta Bean, Head of Marketing and Communications
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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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