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Merry Christmas and Happy New Year from CRM Insights

Posted by Mandy Allen on 18th December 2018

Category: Blog
Christmas Opening Times 2018 2018 is drawing to a close and we at CRM Insights Ltd will soon be getting ready for the Christmas break. Our main office may be closed over Christmas, but rest assured that we will still be available to attend to any support queries you may have. If you have any support queries over the Christmas break, our support team will be on hand. To contact support email: support [at]
Which CRM
Recommendations and pricing information to help you find the right CRM Which CRM is right for you? We’ve seen them change a lot in the last 20 years. This post is about choosing the best CRM for your business by comparing two of the big players – Microsoft Dynamics 365 and Workbooks CRM – as well as looking at CRM pricing considerations. Microsoft Dynamics 365 Let’s look at the pros and cons of Microsoft CRM.

Jayne Birks, Proactive AV

Posted by Mandy Allen on 13th September 2018

Category: Case Study
Situation Based near St Neots, we install interactive whiteboards, projectors and screens in schools, auditoriums and meeting rooms. We’ve been in business since 2004 and have always had a CRM, but felt our existing Goldmine system required too much configuration and investment. We considered Microsoft Dynamics, Salesforce and VPM Online, before deciding that Workbooks was a good fit for our relatively small, UK based business. CRM Insights was the logical choice to support us. We’d worked
crm discovery session crm insights.
What are the Benefits of a CRM Workshop?   You should consider a CRM Workshop if : You are frustrated by a fractured workflow in your current business processes? You are experiencing errors through use of multiple spreadsheets? Your business would benefit from connected business processes and seamless workflow?   If you said ‘Yes’ to at least one of the above then your business could benefit from a Discovery Workshop.   The CRM Discovery Workshop

8 Reasons Why A CRM Is Important

Posted by Mandy Allen on 23rd August 2018

Category: Blog
Tags: ,
8 Reasons Why CRM Could Benefit Your Business You can’t keep on top of customer calls Forget post it notes and scraps of paper, have all your customer enquiries in one place Your existing spreadsheets can no longer cope We often find companies with lots of spreadsheets none of which are actively managed You don’t have a clear picture of your sales pipeline Wouldn’t it be great to see what enquiries you have in the


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