Case Study: Insource improves customer journey management with Gold-Vision CRM

Insource - Customer Case Study

Insource Ltd., a healthcare software company based in Berkshire, UK, needed a new CRM because its existing system was not properly configured for the business, had become unwieldy for the sales team, and did not support marketing automation. The company was looking for a system that could unify lead generation, sales, project delivery, reporting, and Microsoft suite integration.

Gold-Vision CRM provided a complete view of the customer journey, with lead and opportunity management, Projects, Activities, time tracking, automated workflow, red-amber-green reporting, Microsoft 365 integration, and API-based external reporting. Insource says the system has streamlined access to key information, improved visibility into prospects, opportunities, and projects, and automatically captures website leads for follow-up, while the Gold-Vision team supported implementation, migration, and post-migration work.

Insource

Kim Aspinall

Director of Commercial Operations