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CRM supports complex data and funding needs for Growth Hub

Company: Cambridgeshire & Peterborough Combined Authority
Industry: Public Sector Growth Hub
Product: Workbooks

CRM Insights implemented Workbooks for Signpost 2 Grow, the 3rd largest Growth Hub serving over 100,000 businesses. The CRM enabled data to be turned into meaningful information to support revenue generation, and to enable the leadership team to make strategic decisions. “We achieved in only 3 months what would ordinarily take up to a year!”
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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
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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CRM delivers ROI in 6 months: Under budget and ahead of schedule

Company: Datasound Laboratories
Industry: Technology
Product: Workbooks

“Despite us having a complex business, the CRM implementation was quicker than expected, cheaper than we'd budgeted for and has paid for itself inside 6 months. I can't recommend CRM Insights enough. They're trustworthy and have always been there instantly – it's been fantastic to work with them.” Rory Dear, Managing Director
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Productivity boost enabled by CRM

Company: TheCityUK
Industry: Professional body
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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Customised CRM system leads to new sales opportunities

Company: Pro-Enviro
Industry: Consulting
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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Dependence on rock star sales people removed

Company: Wrightfield Ltd
Industry: Manufacturing
Product: Workbooks

“Mike and Don really took the time to listen to, explore and understand our needs. Their approach is flexible and specific to us – it’s not a one size fits all solution.” Stuart Riches, Finance Manager.
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Automating business processes brings huge efficiencies

Company: Total Clothing
Industry: Manufacturing
Product: Workbooks

“CRM Insights are true professionals and are real experts in their field. They work as a committed partner in the business, proactively suggesting opportunities for getting more out of our system. I have no hesitation in recommending CRM Insights.” Jan Richardson, business owner.
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Now we have CRM, I don’t know how we lived without it!

Company: Cadman Group
Industry: Construction
Product: Workbooks

“It’s been a very good experience. Mike took the time to fully understand the unique way our industry works in terms of opportunities and quotes. He also kept us on track, ensuring we met deadlines that otherwise might have slipped.” Richard Bedford, Managing Director.
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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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Complexity simplified as Microsoft CRM swapped out for a better-fit solution in specialist construction firm

Company: Courtcraft
Industry: Construction
Product: Workbooks

“The new system is proving a vital tool in the everyday running of our business, enabling us to make better decisions faster. Mike’s been very helpful and responsive – he’s keen to make a difference for our business.” Alex Bell, Business Manager
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