What I Offer…

What is CRM?

Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyse customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

At CRM Insights 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.

Ww would like to help Businesses who are stuck in manual mode and would benefit from visibility of their business through automation and real-time reporting.

We also help businesses with poor adoption of Microsoft Dynamics 365 and are one of only two partners in the UK of Workbooks CRM.


Why I’m good at what I do…

An experienced Business Development Manager (& former business owner) with understanding of working practices within the SME and Corporate market place.

After working with CRM systems for many years it seemed a natural progression to join CRM Insights as their BDM when I was invited to do so.

I am keen on processes that can help businesses to grow and understand the different challenges that are faced.

Have worked within several sectors: Engineering, Finance, Travel, Healthcare, Business Coaching to name just a few.

Previously a lecturer at Boston College teaching courses for start-ups.

Keen on Personal Development , Yoga . Reiki , Holistic Therapies, Outdoor Concerts and Events  ..... and Holkham Beach !



What I do

  • CRM Consultants
  • Business CRM Consultant
  • Microsoft CRM Consultant
  • Workbooks CRM
  • Business Analysts

My Stats

Last online 25th Jun 2019
Member since 26th Jun 2017
Number of testimonials 0
Meetings attended 27
4N ranking 472 in the UK

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