Resources

CRM Business Case Template

CRM Business Case Template

FREE Download CRM Business Case Template CRM Business Case TemplateHow to build a business case to convince top management to support your CRM projectPrior to putting this CRM Business Case Template together, we took a look to see what else was freely available on the internet. We also looked back through our project archives at ...

How to find your missing profits

How to find your missing profits

On a webinar with business coach, Philip Chantry, CRM Insights co-Director Mike Basketter discusses how a client implemented CRM to overcome "spreadsheet hell" and identify significant missed profit opportunities. ...

Sales Health Check Webinar

Sales Health Check Webinar

How healthy is your sales pipeline?
In this free webinar CRM Insights Co-Director, Mike Basketter, joins Alex Bradley, Head of Sales at Workbooks, to discuss the importance of the sales pipeline. ...