CRM Insights Ltd
CRM Insights Ltd is dedicated to ensuring SMBs benefit from a fully functional CRM system. CRM is not just a software solution but a business-wide strategy.
Our expert and impartial advice is backed up by in-depth technical knowledge, plus outstanding customer service, training for your staff and long-term support. Whether you need to install your first CRM system, get more out of your existing system or migrate to a new solution, we can help you find the best option quickly and painlessly.
Our aim is to get the right CRM system for your specific business challenges and ensure you get a good return on your investment as quickly as possible.
With a combination of strong business analysis skills, software development expertise and outstanding customer support, we’re confident we can meet your current and evolving needs.
When working with you, we start by auditing your current situation, constructing and implementing a tailored solution, training your staff to make the most of it and supporting you through regular reviews to make further refinements as needed.
We provide Microsoft CRM and Workbooks.
Products and services
Software Development
Database software development using MSSQL as a back-end. Advanced programming techniques, including OOP/OOD, ORM, and .NET technologies. Our preferred language is C#.
Workbooks CRM
Workbooks CRM is a mid-market CRM system that is extremely easy to use, with powerful customisation capabilities.
Workbooks is a top-rated cloud CRM that can help your organisation to increase revenue, streamline businesses processes and reduce costs.
Workbooks extends beyond traditional CRM systems to include sales order processing, contract management and invoicing, so you can manage all your customer information in one place.
- Workbooks has recently been awarded the 2016 BESMA award for Best CRM Provider
- Workbooks won CRM product of the Year 2014 and CRM Product of the Year 2013
- Workbooks are rated highly at The G2 Crowd Report 2016. It is like a TripAdvisor for CRM software, you might like to consider customer reviews if comparing platforms
Microsoft CRM
Dynamics CRM can scale to 150,000 concurrent users and billons of records. With built-in dashboards and mobile/tablet enabled interfaces, it provides data for everyone, everywhere.
Dynamics CRM is an incredibly powerful CRM system. It can scale to 150,000 concurrent users and billons of records. Its strength is that it provides a point-and-click framework for mapping your business processes very accurately. With built-in dashboards and mobile/tablet enabled interfaces, it provides data for everyone, everywhere. Microsoft Dynamics excels where there are complicated requirements that are not easily modelled with standard CRM functions like sales, marketing and service. For example, the NHS might have as dashboard that shows empty beds by geography. Ideal for businesses with critical processes, needing to consolidate a confusing array of spreadsheets, databases and bespoke systems.
Reasons you might choose Dynamics CRM
- Native integration with Microsoft Office, including Outlook
- Flexible deployment: On your own servers, or in the cloud
- Real-time business intelligence through dashboards
- Flexible and scalable architecture – adaptable to any situation
- Built-in workflow capability, to help automate business processes
- Application Programmers Interface (API), that enables integration with other systems
