Case Studies

CRM overcomes the limitations of Excel spreadsheets and Access databases

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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Customised CRM system leads to new sales opportunities

Company: Pro-Enviro
Industry: Professional Services
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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Remote workers get empowered as ACT! gets replaced with Workbooks

Company: Mistral Asset Finance
Industry: Professional Services
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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111 spreadsheets reduced to a single, integrated CRM system

Company: Thames Laboratories
Industry: Professional Services
Product Workbooks
"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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