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01733 902 340

Our Approach

Having worked with a huge variety of businesses over the last ten years, we know four things are critical to the success of your project:

  • Selecting a system that’s easy for your team to use
  • Phasing the implementation at a pace that works for you
  • Harnessing the CRM enthusiasts on your team to bring others on board
  • Using your CRM to get the most from your marketing budget

We work with you to get these right. We also offer flexible payment plans, long term support and unrivalled technical expertise.

We combine a healthy curiosity with technical expertise and a caring, friendly, approach. It’s a combination that’s making us the ‘go to’ CRM partner for SMEs in the East of England.

To ensure implementation is successful we work with you to find the right solution for your needs. To begin this process, we provide you with a free consultation. This enables us to get to know you, your business and your current workflows.

Following the initial consultation, we conduct an audit. This addresses the potential improvements that can be made through successful implementation of a CRM solution. We then analyse the results and propose a solution based around what requirements you have now and what you may need in the future.

Find out more about our Discovery Workshop here

We work closely with you to design a system whereby your business processes are accurately reflected in your CRM system. We create workflow diagrams, to help you spot bottlenecks and enable you to prioritise elements earmarked for improvement in order to save you and your workforce time, as well as money.

Our aim is to help you choose and implement the right CRM as quickly, painlessly and cost effectively as possible. For this reason, we implement your new CRM solution around you and business, to ensure minimal disruption and downtime. We can also integrate different systems you’re currently using into your chosen CRM solution.

We provide extensive training to ensure you and your workforce can work smarter and be more efficient, so you never miss a lead again. We help you monitor trends and increase your ROI through effective management of customer data.

It’s vital to us that you are completely satisfied, which is we approach every client with the aim of becoming a reliable, long-term partner.

Why choose us?

Each of our customers has our personal and dedicated attention. We invest time in getting under the skin of your everyday operations to make sure you get a system that’s tailored to your needs. Our approach to business analysis means we set you up with a CRM that will meet your long term needs.

One size does not fit all. You don’t just need a good CRM system. You need the system that is right for your business. One that can evolve as your business grows and your needs become more complex.

Our focus is on helping you, so you can focus on attracting and retaining more customers. Our existing customers see us as partners; we are committed to improving their business, their workflows and ROI.

See what our customers have to say, read our case studies and testimonials.

Want to know more? Call us for a free consultation on 01733 902340 or email us

Our manifesto

We’re driven by a desire to help SMEs grow – efficiently, painlessly and sustainably.

We do so through the power of CRM – using it not just as a tool, but as a way of thinking and working. Intelligent CRM enables business owners to make better decisions about their marketing, sales and finances. Decisions that lead to lasting success.

We’re not here today, gone tomorrow ‘box shifters’. We make sure we understand our clients’ business, before we implement solutions. Then we provide continued training and support, so they get the most out of their investment.

We combine a healthy curiosity with technical expertise and a caring, friendly, approach. It’s a combination that’s making us the ‘go to’ CRM partner for SMEs in the East of England.

Who we are

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.

What we do

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.


Want to know more? Book a demo today – Call us 01733 902 340 or email us at Alternatively fill out our online contact form.

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