Case Studies

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

Company: Reconnaissance International
Industry: Membership Organisation & 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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Implementation of a CRM system enables membership organisation to grow by 300%

Company: Made in Britain
Industry: Membership Organisation & Events Management
Product Workbooks
“The CRM system sits somewhere between the brain and the heart. And a well-managed CRM helps to legitimise what Made in Britain does. It’s difficult for a trade body to justify not having professional systems, such as a CRM, in place. In fact, I can’t imagine the business without a CRM now!.” John Pearce, CEO
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Fast growing business no longer held back by spreadsheet limitations

Company: 3rd Street Group
Industry: Membership Organisation & 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 & Events Management
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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Productivity boost enabled by CRM

Company: TheCityUK
Industry: Membership Organisation & Events Management
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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