Meet the team
Over a lifetime, the average person spends about 90,000 hours at work
So, as far as we're concerned, it better be worthwhile!
Here at CRM Insights our mission is to help our clients make CRM work. Whether they use CRM systems to support marketing, sales, customer service, a combination of all of them or something entirely left-field. It's a challenge we all relish.
Sure, it's challenging at times, and it can be stressful. But we pull together as a team. And for our clients, we want them to see us as an extension to their team.
We've created an environment where we all work together as a team, but each have the opportunity to stand out and be recognised through our own efforts. We hope that our team members enjoy the experience just as much as our clients.
Don Wiid
Director & Co-Founder
Don's day-to-day responsibilities see him looking after CRM implementations. He makes sure that the delivery team has a clear and prioritised work schedule. A key part of this responsibility involves keeping projects on track, and ensuring that clients receive timely and relevant progress updates along the way.
Don also oversees the marketing function.
Someone who transforms old outdated systems, paradigms, and radically challenges the status quo. For Don, in his role this means he can quickly create solutions from customer requirements and, just as importantly, convey them to both technical and non-technical people.
Outside of work, Don is mostly to be found on the golf course. The only downside being that it's a constant reminder to him that his body is not quite as performant as when he was in his 20's! Still, he perseveres and is working towards a low-teens handicap by the end of the year. Having spent more time working from home since 2020, he's also reignited an interest in cooking. For a while, it appeared as though he were going for a Guinness World Record attempt for the most sourdough bread eaten in a week, but he's promised us he's now overcome that particular addiction!
Mike Basketter
Director & Co-Founder
Mike's career started in marketing, having progressed up to Managing Director in a number of different companies. His career experience has seen him work in companies from a single employee right through to more than 2,500.
At CRM Insights his responsibilities include heading up pre-sales and sales. Typically, this involves fact-finding conversations with prospects, demonstrating the capabilities of the products that CRM Insights supports, engaging with future clients, and agreeing the commercials.
A quality of sticking with something, no matter what. A type of persistent determination. People who have pertinacity won't give up, and they stick with things doggedly. Pertinacity is a mix of courage, conviction, and a little stubbornness. Essential ingredients for making sure that final follow-up call is made to help get prospects over the line and closer to resolving their business challenges.
Outside of work Mike is an Alfa-male. No, we don't mean he tends to assume a dominant or domineering role in social or professional situations (aka alpha-male). We mean that he's an Alfa-Romeo enthusiast. So, when not in the office you'll likely find him with his head under the bonnet of one of his classic Alfas, or behind the wheel on a race track.
Mandy Allen
Business Relationship Manager
Mandy holds responsibility for generating leads through both online and face-to-face networking. Working hand-in-hand with our marketers and the wider team, Mandy is very much the glue between our marketing and sales efforts. A true people-person, Mandy has an innate ability to engage in conversation with just about anyone. A key aspect of her approach is the ability to listen and to know instantly who she can refer people to to get help, whether that's internal or external to CRM Insights.
I've never come across a business before now where everyone wants to achieve the same for our clients. The integrity of everyone who works here makes me feel good. I treat it as if it were my own company and when I'm networking, the people I meet often comment on my passion for the business. What I like most is that we're encouraged to be ourselves which makes me feel valued.
In his book The Tipping Point, author Malcolm Gladwell described connectors as the people in a community who know large numbers of people and who are in the habit of making introductions, people with a special gift for bringing the world together. A description that fits Mandy to a tee.
Outside of the office Mandy's a keen traveller, constantly seeking new places where she can jump on her paddle board or into the water for some open water swimming! And if that's not outdoorsy enough, Mandy likes nothing more than a walk or cycle, or when she's seeking something more lively, you'll find her at an outdoor gig or festival (although she does confess to not being a fan of camping and is more likely to be found in a local Airbnb!).
Trevor Gordon
CRM Implementation Engineer
Trevor knows Workbooks inside out, which is just as well as he's able to confidently navigate unchartered waters with new customers. On the journey to making CRM work, Trevor is able to calmly help overcome difficulties for the people he interacts with, no matter their level of technical competence.
I like developing solutions and improving a customer's business, I know I'm doing something useful. There's more variety in my work now as we have new customers all the time with new challenges that need solving. I've learnt on the job and from Mike and Don. As we've grown as a company, we have bigger customers and bigger challenges. No two days are really the same.
Able to accept or tolerate delays, problems, or suffering without becoming annoyed or anxious. When you meet Trevor his calm nature is obvious. What it takes to rattle this man we're still yet to determine! As far as clients are concerned, the feedback is that he's always polite and allows people the time to think, absorb and learn.
Outside of the office Trevor is... well, outside! His passion is extreme outdoor events like rat-race, spartan, etc. Despite confessing that he doesn't really like running all that much, he still finds himself competing in 20-mile obstacle courses most weekends.
Charlie Maylin
CRM Consultant
Charlie ensures both the CRM Insights team, and the client team, keep momentum going during projects. As a consultant, he translates client requirements into actionable tasks for the developers. And in return, he translates techie jargon into a language that clients understand. Coming from an organisation that heavily invested in Workbooks, Charlie also has great understanding and empathy for the day-to-day business challenges of a CRM user.
I feel very lucky to be part of the team; to get to work with great clients; and to help them get the most out of their technology investments.
To have a number of different activities in progress; to deal with or oversee several different things at once. And this is exactly what Charlie does with aplomb. He keeps the team honest, and project momentum humming along.
Outside of the office Charlie is... a bit of a Robin Hood! He likes nothing more than enjoying a good woodland walk, with the occasional bit of archery thrown in too! Or should that be 'fired in'!? When not outside, you're most likely to find Charlie avidly engaged in reading historical fiction, fantasy, sci-fi or a horror book.
Peter Johnson
Customer Success Director
Peter is the bridge between the technical team and the client's business goals. With a diverse background that ranges from retail management to over 25 years in the software industry, Peter understands that a CRM isn't simply a piece of software; it's the engine of a business. His role focuses on key account management and ensuring that clients aren't just using the software, but succeeding with it.
Because of his operational background, Peter loves nothing more than visiting a client's site, whether it's a factory floor or a sales office, to understand the "component parts" of how they work. He translates that physical process into a digital workflow.
A person who converts something from one form or medium into another. With a history in face-to-face retail and high-level management, Peter speaks "human" as fluently as he speaks "tech." He excels at taking complex operational needs and translating them into clear, actionable strategies and learnings.
Outside of work, Peter is a self-confessed petrolhead with a mechanical mind. He has a four-car garage at home (with a ramp!) where you will find him restoring classic cars. When he isn't covered in grease, he's traveling the UK in his campervan or one of his classics.
Paul Sulley
CRM Specialist
With 2 decades of experience in the industry, Paul is a veteran when it comes to making CRM systems behave. Having worked alongside Peter and Dave for 15 years, he joined CRM Insights to continue doing what he does best: scoping out requirements, scripting solutions, and ensuring that when a client hits "save," the system actually does what it's supposed to.
Paul's day-to-day involves a mix of consultancy and technical "under the hood" work. He specialises in taking a client's wish list (no matter how messy) and applying a logical structure to it to ensure the final build is robust and user-friendly.
A person with deep knowledge in their field, capable of locating and eliminating sources of trouble. Paul has a natural ability to break down complex requirements into logical steps. His patience allows him to sift through the noise of a problem to find the solution, ensuring you get a system that works in the real world, not just on paper.
Outside of the office, Paul operates a non-profit taxi service. By which we mean he has four children. When he isn't shuttling them between rugby, football, and hockey matches, he tries to squeeze in a game of 8-a-side football on Fridays. He describes himself as a winger or striker, mostly because he openly admits he doesn't like defending!
Dave Knowelden
Support Analyst
Dave is the first line of defense for CRM Insights. If you have a problem, a bug, or a "how do I do this?" question, Dave is the man with the answers. A Computing graduate who moved straight into support roles, Dave has spent his entire professional career working remotely, making him a true digital native.
He is currently expanding his role from pure support into consultancy, helping the team with project implementations. However, his core focus remains on giving clients peace of mind, ensuring that if something breaks, there is someone ready and waiting to fix it.
A person who possesses great persistence and determination; one who does not give up easily. Dave describes his approach to support as having a "need to know." If a ticket is open or a bug is unsolved, it genuinely bothers him. He won't let go of an issue until he has hunted down the root cause and fixed it.
Outside of the office, Dave is a dedicated gamer. And when we say dedicated, we mean it. He has been playing Old School RuneScape for over 20 years. He has a high-spec PC setup that gets a lot of attention, where he happily spends his evenings battling in virtual worlds so he can battle support tickets in the real world the next day.
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