Client outcomes
CRM work that changed the business, not just the software
Real outcomes from real organisations, from legacy migrations and spreadsheet escapes to adoption fixes and cleaner data. Filter by challenge or industry, or search for your situation.
Biotech CRM automation saves admin and supports adoption
A biotech business improved CRM adoption and reduced admin through automation.
- Adoption
- Automation
CRM helps hospitality business outperform
A hospitality business used CRM to support better customer and relationship management.
- CX
Reducing quote times from hours to minutes
A UK manufacturer improved quote speed and customer experience with a CRM turnaround.
- Quote speed
Moving from Excel gives construction firm a better handle on opportunity management
A construction business needed stronger opportunity tracking as revenue and pipeline complexity grew.
- Spreadsheet escape
- Pipeline
Unlocking data in multiple systems enables engineering firm to ramp up marketing and sales
A PE-backed engineering firm needed to connect data across systems to support growth.
- Integration
- PE growth
Admin burden reduced; sales efficiencies improved
A manufacturing team reduced admin burden and improved sales efficiency through CRM.
- Adoption
- Admin
Accountancy practice brings systems and processes in line with business growth
A growing accountancy practice needed systems that could keep pace with headcount and client data complexity.
- Growth
- Process
Sales-i replaced with Workbooks for better information access
A manufacturing business moved from a poor-fit system to better CRM visibility.
- Legacy escape
Growth constraints lifted as Excel spreadsheets are replaced
A training provider moved beyond Excel constraints as markets expanded.
- Spreadsheet escape
Audio visual provider regains control through switch from GoldMine to Workbooks
An AV provider moved away from GoldMine limitations and regained CRM control.
- Legacy escape
- GoldMine
EV manufacturer reduces quote turnaround time from 1 day+ to less than 1hr
A manufacturer improved quote speed and customer experience by tightening CRM-backed processes.
- Quote speed
Specialist event company switches from Salesforce to Workbooks
A specialist events business moved away from over-complex Salesforce setup.
- Legacy escape
- Salesforce
CRM enables membership organisation to grow by 300%
A trade body used CRM as a core operating system for member growth and legitimacy.
- Membership
- Growth
A switch from Dynamics to Workbooks enables manufacturer to have its best year yet
A manufacturer moved from incomplete data and Dynamics complexity to a better Workbooks setup.
- Legacy escape
- Workbooks
CRM exposes customer experience improvement opportunities
A charity managing a large park estate used CRM to understand customer experience opportunities.
- CX
CRM overcomes the limitations of Excel spreadsheets and Access databases
A rapidly growing utilities connections business outgrew spreadsheets and Access.
- Spreadsheet escape
Fast growing business no longer held back by spreadsheet limitations
A young B2B events business moved away from fragmented spreadsheets as growth made customer data harder to manage.
- Spreadsheet escape
Better business intelligence enables professional body to increase client retention
A professional body improved visibility across membership, certifications and engagement.
- Membership
- BI
Managing highly complex funding data simplified through CRM
A growth hub needed better control of complex business and funding data.
- Compliance
- Data
CRM makes business enjoyable again as Post-It notes become history
A quarry and stone manufacturing business replaced fragile manual tracking after rapid growth.
- Spreadsheet escape
- Growth
CRM solves disparate data after acquiring another business
An acquisition created messy inherited data that needed a stronger CRM approach.
- M&A
- Data
Customised CRM system leads to new sales opportunities
An energy consultancy created new sales opportunities through a customised CRM.
- Greenfield CRM
Dependence on rock star salespeople removed
A leisure and pools business improved management of a lengthy sales process.
- Sales process
- Pipeline
Sales team stopped bypassing GoldMine after Workbooks replacement
A clothing business replaced a clunky GoldMine setup that sales teams avoided.
- Legacy escape
- GoldMine
Managing projects in Excel is confined to history
A long-established services business moved project and client tracking away from Excel.
- Spreadsheet escape
Remote workers get empowered as ACT! gets replaced with Workbooks
An asset finance team replaced ACT! to better support remote workers.
- Legacy escape
- Act!
- Workbooks
111 spreadsheets reduced to a single, integrated CRM system
A laboratory business consolidated a highly fragmented contact process.
- Spreadsheet escape
Microsoft CRM swapped out for a better-fit solution
A specialist construction firm replaced Dynamics when the system lacked flexibility.
- Legacy escape
- Dynamics
CRM enables skin care business to gain market insight and workforce efficiency
A healthcare supplier reduced spreadsheet reliance and improved sales visibility.
- Spreadsheet escape
Productivity boost enabled by CRM
A trade organisation put CRM closer to the heart of member service.
- Membership
- Productivity
Diagnostic first
See where your CRM sits before you choose the fix
Start with the free CRM Scorecard. It takes a few minutes and gives you a practical next step before anyone books time in the diary.
3-5 minutes. 6-page personalised report. No hard sell.