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 * Home
 * Services
   * CRM Workshops
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   * Get started with CRM
   * Improve business performance
   * Optimise, integrate or change your CRM
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DIGITALLY TRANSFORM YOUR BUSINESS THROUGH CRM


Schedule a call with a CRM consultant

Schedule your call with an expert

Wherever you are on your CRM journey, we can help. Whether you're...

...just getting started with CRM.



WITH SO MUCH CHOICE, WHERE DO YOU START? HOW MUCH SHOULD YOU INVEST? AND HOW CAN
YOU ENSURE THAT PEOPLE WILL USE THE SYSTEM?

...seeking to improve your sales and marketing performance through CRM.



REDUCING BUSINESS RISK, WHILST BRINGING EFFICIENCY AND EFFECTIVENESS TO YOUR
SALES AND MARKETING.

...optimising, integrating, or even changing your CRM.



THERE'S ALWAYS ROOM FOR IMPROVEMENT, AND THE OPPORTUNITY TO INTEGRATE WITH OTHER
SYSTEMS. AND SOMETIMES THE ONLY ANSWER IS TO FIND A BETTER FIT CRM SOLUTION.

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HOW OUR CRM CONSULTANTS HELP

CRM Workshop



CRM Consulting



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CRM CASE STUDIES


PRODUCTIVITY BOOST ENABLED BY CRM

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MANAGING HIGHLY COMPLEX FUNDING DATA SIMPLIFIED THROUGH CRM

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AUDIO VISUAL EQUIPMENT PROVIDER REGAINS CONTROL OF CRM THROUGH SWITCH FROM
GOLDMINE TO WORKBOOKS

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TESTIMONIALS


LAURA WILSON, CLM

“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
CLM



RORY DEAR, DATASOUND LABORATORIES

“They’re trustworthy and have always been there instantly – it’s been fantastic
to work with them.”

Rory Dear, Managing Director
Datasound Laboratories



ALEX BELL, BUSINESS MANAGER

“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
Courtcraft



MARK PARTON, HAKO

“The whole CRM Insights team are simply nice to deal with. They’re on the same
wavelength. They know where we’re headed as a business, and they’re proactive in
helping us get there.”

Mark Parton, IT Manager
Hako



TOM WAUGHMAN, DERMATONICS

“Working with Mike and his team has been very easy and straightforward. They
were patient, flexible and explained technical processes in plain English. I’d
certainly recommend them to anyone looking for a cost effective CRM solution.”

Tom Waughman, Operations Manager
Dermatonics



RICHARD JUPP, NORTON TOWNSEND

“It’s been a pleasure working with Mike and his team. He impressed us from the
initial presentation and the care and attention to detail that have gone into
the whole process have inspired confidence.”

Richard Jupp, Operations Director
Norton & Townsend



LAURA GREEN, STAMFORD STONE

“The monitoring of leads has helped the Sales team an awful lot. It’s created a
healthier work environment for everyone. And it‘s made it a more enjoyable
business to run.”

Laura Green, Director
Stamford Stone



ADRIAN OATES, NENE PARK TRUST

“CRM Insights made it so much easier to look through the different options. We
really appreciated the way they weren’t trying to sell a system and shoehorn our
requirements into it.”

Adrian Oates, Head of Fundraising and Marketing
Nene Park Trust



JOHN PEARCE, MADE IN BRITAIN

“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
Made in Britain

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