Below you’ll find a collection of CRM resources including articles, case studies and information about BuddyCRM to download, print and read at your leisure.
Documents
All about BuddyCRM
An easily digestible 12-page leaflet with our core features described and lots of pretty screenshots. Printed versions are also available from the Buddy office.
BuddyCRM Features
See how we stack up with all the Buddy CRM features in an easy-to-reference guide.
Making a Difference
How to use a CRM system to improve a struggling sales team.
Four Fables of CRM
Some wise words from Aesop’s Fables are updated for the modern business world in this article by BuddyCRM Founder, Philip Mayling.
CRM for Logistics
Looking for more information about CRM for your logistics company? Find out how BuddyCRM can benefit you.
The Profit Plan
Five proven tactics to guarantee you a 10% profit increase at no cost – starting today.
Optimising Sales Pipelines in Manufacturing
A comprehensive guide to help streamline your processes and boost your sales efforts.
Case Studies
LTS Global Solutions case study
Read how LTS streamlined logistics with BuddyCRM, centralising client data, automating tasks, and enhancing efficiency, collaboration, and client satisfaction.
Knight Electronics case study
Read how BuddyCRM helped Knight Electronics manage its global sales team network, modernise its sales process and centralise its quoting.
Tack International case study
Read how BuddyCRM helped Tack International combine its sales and marketing processes, enabling them to support sales activity with intelligent marketing.
Institute of Directors case study
Read how BuddyCRM helped the Institute of Directors grow the sales of their training courses and enabled management to see the scale of their pipeline.
JSR case study
Read how BuddyCRM helped JSR regain control of their stock availability from their previous pig of a system.
MKG case study
Read how BuddyCRM helped MKG Foods increase their new business figures by 43%.
Monk Conveyors case study
Read how BuddyCRM helped Monk Conveyors keep everything on track by replacing their spreadsheets and Access database with a modern CRM that provided the management information they needed.
Ivor King case study
Read how BuddyCRM helped Ivor King plan for the future when they moved from sales activity spreadsheets to the power of a CRM system.
59Club case study
Read how BuddyCRM helped 59Club bring a cohesive, uniform, automated approach to selling at their offices across the globe.
Sales Tool Library
Sales Team Healthcheck
A questionnaire to give each member of your team. The most efficient and optimised teams should be able to answer all questions within 30 minutes.
Sales Management KPI Template
The actual specifics can be adapted, but objective, comparable metrics are key to helping make people more productive.
Price, Volume & Contribution Matrix
Help your sales team learn of the impact of price reductions and the power of margin increases.
Sales Call Planning Guide
A worksheet designed to help you plan and prepare for your sales calls and maximise the effectiveness of your sales interactions.
Customer Profitability Matrix
This easy-to-use tool is designed to help you effectively rank and understand the profitability of your customers
Education
Return on Investment Calculators
What is the cost to your business of NOT using CRM software? Our calculator works out what your team saves in admin time.
CRM Glossary
Confused about some of the terminology involved in CRM, sales, and marketing? Find out what those acronyms and unusual terms mean here.