Case Study: Engage Training achieves revenue growth and improved customer responsiveness with Insightly

Insightly makes it easier for Engage Training to stay in front of its customers

Engage Training, the commercial training arm of Bridgend College in Bridgend, Wales, delivers work-based courses across sectors including agriculture, construction and digital literacy. The organization needed a cloud-based, collaborative CRM to replace fragmented, department-level record keeping and simplify the collection, management and tracking of customer data.

By deploying Insightly as a centralized contact-management system, Engage Training now captures inquiries as contacts and tracks opportunities through booking, while using relationship linking and advanced reporting to monitor pipeline and course demand. The result is increased revenue, faster follow-up, fewer lost opportunities, clearer course‑viability decisions and improved customer satisfaction.

Engage Training

Helen Davies

Head of Part-Time Delivery