Case Studies

Case Studies

Choose a case study that matches your industry and context

Cloud-based CRM raises remote worker productivity

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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111 spreadsheets reduced to a single, integrated CRM system

Company: Thames Laboratories
Industry: Construction/Consulting
Product Dynamics 365
"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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CRM increases membership retention and acquisition

Company: Made in Britain
Industry: Trade Body
Product Workbooks
“As a small team, we’ve found the expertise and support of CRM Insights invaluable. I really respect the flexibility of their approach and their willingness to work with us to dream up and deliver valuable new solutions to our business challenges. We’re happily increasing our future investment with them.” John Pearce, Chief Executive
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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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