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.
Case Studies
Knight Electronics case study
Read how BuddyCRM helped Knight Electronics manage their global sales team network, modernise their sales process and centralise their quoting.
Tack International case study
Read how BuddyCRM helped Tack International combine their sales and marketing processes together 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
Find out 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 system that provided them with the management information they need.
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 to bring a cohesive, uniform, automated approach to their 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 being able to help 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.