CRM Resources

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.


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.

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BuddyCRM Features

See how we stack up with all the Buddy CRM features in an easy to reference guide.

Making a difference article - How to improve a struggling sales team with a CRM system

Making a Difference

How to use a CRM system to improve a struggling sales team.

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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

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Knight Electronics case study

Read how BuddyCRM helped Knight Electronics manage their global sales team network, modernise their sales process and centralise their quoting.

BuddyCRM case study of Tack International

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 use BuddyCRM to grow their sales by double digits. Read how in this case study.

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.

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JSR case study

Read how BuddyCRM helped JSR regain control of their stock availability from their previous pig of a system.

mkg case study

MKG case study

Find out how BuddyCRM helped MKG Foods increase their new business figures by 43%.

Monk Conveyors case study front cover graphic image

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 front cover graphic image

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.

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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

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

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 Spreadsheet

Price, Volume & Contribution Matrix

Help your sales team learn of the impact of price reductions and the power of margin increases.