Case Study: Institute of Directors grows sales pipeline visibility with BuddyCRM

How Buddy CRM Helped the Institute of Directors grow their sales (by dobule digits)

The Institute of Directors (IoD) used BuddyCRM to modernize sales management for their training courses after relying on Excel spreadsheets and fragmented processes. With no central pipeline visibility, inconsistent sales activity, and limited reporting, the team struggled to track performance, forecast accurately, or manage opportunities in a structured way.

BuddyCRM worked with the IoD to implement a sales strategy and a simple, sales-focused CRM that the team could adopt quickly. The result was improved pipeline visibility, more consistent selling, better decision-making from objective data, and stronger sales results, including double-digit growth. BuddyCRM was also credited with transferring 5,000 records in three weeks and helping the IoD achieve their best pipeline size and increased sales volume.

Institute of Directors

Louise Gulliver

Managing Director