Case Studies

Take a look at our Customer Success Stories

We have a range of customers who benefit from the structure and efficiency that CRM, BPA and other systems give to their business. They range from Manufacturing to Trade Events, Communications to Catering, with a lot more in between.

Read our case studies to see how we have helped them implement new solutions, turn old systems around and evolve their businesses over time.

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The Insurance Network - CRM for event management case study

The Insurance Network

The Insurance Network needed to take control of their mass marketing from an excel spreadsheet into a CRM system.

Read how Avrion helped TIN get the best out of MAXIMIZERCRM, took over the hosting with cloud based servers so that their system is accessible anywhere, and integrated their marketing with dotdigital.


Priors Hall Park Management

The team at Priors Hall Park Management Ltd were looking at ways to streamline their annual invoicing process.

Read how Avrion helped Priors Hall Park Management achieve that goal by bolting Maximizer CRM onto Sage 50 and then automating the process using Codeless Platforms’ BPA Platform, ultimately saving them time and money.

Prestige - CRM for manufacturing


Prestige was looking to turn their data into high value information by tracking leads, managing prospects’ expectations in order to convert more opportunities into wins.

Read how CRM improved their bottom line by consolidating their data into one central location, automated their processes and enable focused marketing campaigns.

Avrion and Dayta Designs - integrating financial software with CRM

Dayta Designs

Dayta Designs’ customers, who were using Sage CRM, needed additional assistance to get more value from their CRM system. After carefully considering other Sage Business Partners, Dayta Designs partnered with Avrion to provide the best business solution to their customers.

Read how the partnership has benefited customers, from providing basic CRM support through to more advanced customisations, reconfiguration and development work.

Avrion partners with Codeless Platforms for digitisation projects

Codeless Platforms

Avrion wanted an integration and automation solution for several projects, as well as the ability to deliver portals for its customers.

Read how Avrion’s partnership with Codeless Platforms has benefited customers through the use of Applications Platforms as well as middleware solutions that focus on Business Process Automation.

Restore plc - CRM, middleware, data warehouse case study

Restore plc

As Restore plc grew, so did the challenge of managing disparate databases, operational systems and finance systems. Separate sales, IT and management teams in the divisions also meant data was inconsistent and CRM usage sporadic. 

Read how Avrion helped connect the various systems together using middleware and a Data Warehouse, making data consistent, complete, easily accessible – and in turn, improve reporting and overall CRM usage. 

Hazlemere Window Company - a CRM case study

Hazlemere Window Company

Hazlemere were users of Sage CRM, but the team felt they could improve on their use of the system to further increase the benefits to the business. So they looked for a more proactive and responsive technology partner, who would identify ways to continuously improve their CRM solution.

Read how Avrion’s care and continual evolution of the Sage CRM system has improved efficiencies across the business.


Restore Datashred

Within Datashred, the quote-to-contract set-up process had many manual and time consuming aspects to it. They soon came to the conclusion that they needed to streamline processes and integrate both their CRM and Operational systems.

Read how Avrion helped Restore Datashred to rationalise their business processes from inbound calls, all the way through, to signed contracts in one workflow, increasing the productivity for the company tenfold and eliminating a costly e-signature platform in the process.

Smart Presentations - a CRM case study

Smart Presentations

Smart Presentations enjoyed impressive growth via peer to peer referrals, but was looking at ways to further improve the management and efficiency of the sales force, as well as the sales pipeline.

Read how Avrion migrated Smart Presentations from on-premise to the cloud, increasing productivity by approximately 10% per week and reducing calls to the office in this case study.

Croft Communications - a CRM case study

Croft Communications

As Croft Communications grew it was clear that the business needed to invest in a CRM system to improve staff efficiency, customer satisfaction and high level customer service.

Read how Avrion helped Croft Communications navigate through the different CRM systems available to select the right one for them, deliver a tailored solution and continue to evolve the system as the business expands.

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