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Situation TheCityUK is the trade organisation for the UK-based financial and related professional services industry. We promote policies that drive competitiveness, support job creation and ensure long-term economic growth. The sector is undergoing a big wave of digitalisation, with a strong focus on using technology strategically, not just tactically. Task We are trying to serve our members better by putting IT truly at the heart of our business. While we’ve had Microsoft Dynamics CRM for
Situation We’re a consultancy business that’s been established for 28 years and has seven staff. Based in Rugby, we help manufacturing businesses to manage their energy consumption and become more energy efficient. I joined early in 2017 to create new sales opportunities. We didn’t have a CRM, so I spent a lot of time researching and exploring systems before settling on Workbooks as an easy to use, cost effective solution. Task We don’t have anyone


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