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6 Steps to Implementing a Successful CRM

Workbooks CRM FREE Trial


Could you get more from Microsoft Dynamics 365?

CRM Insights are real experts. They’re committed to our business and proactively suggest ways to save us a lot of frustration and hassle. They make the right things happen.

Jan Richardson
Founder and owner - Total Clothing
Rating: 5

The team at CRM Insights are clearly very knowledgeable. I know they’re available to support us when needed and I’m confident they can troubleshoot any issues. I’ve already recommended them to a couple of people.

Steve Low
Chief Operating Officer - Mistral Group
Rating: 5

I’ve worked with other implementers from bigger companies, but I’d choose to work with CRM Insights again in a heartbeat.

Katleen Richardson
Marketing Director - Kogan Page
Rating: 5

CRM Solutions to Grow Your Business

At CRM Insights, we’re driven by a desire to help SMEs grow – efficiently, painlessly and sustainably.

By combining our business expertise with technology, we enable you to achieve sustainable business growth.

We are not just CRM software providers, as CRM (Customer Relationship Management) is not just a tool, it’s an approach, a concept and a strategy. CRM Insights was built upon this concept, which is why we guide you through the transition of implementing an intelligent software solution, combining it with our expert business knowledge to embed it within your company culture.

What’s more, our knowledge of business and data analysis is backed up by a strong technical team who configure, install and develop your solution to your needs.

We enable you to achieve sustainable growth through effective management and intelligent reporting, allowing you to gain critical insight about your business and customers.

To ensure your CRM implementation is successful we work with you to design a system based around your unique needs and existing workflows, only implementing a solution we’re confident will improve your business. What’s more, we guide you every step of the way, from choosing, and implementing the right software, through to training your workforce and providing ongoing support to improve you ROI.

With a successful CRM system, you can make informed decisions about your marketing, sales and financial strategies and be confident of attracting more customers and increasing their lifetime value to your business.

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