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Elizabeth Tatham

About Elizabeth Tatham

Elizabeth is our resident customer engagement lady. She checks in with our clients regularly to help the team at Squirrel efficiently deliver what's important. She's a bit of a wordsmith too!
17 09, 2017

Case Study: Zoho CRM-PandaDoc integration halves time to create proposals and record delegate names for software company

By |September 17th, 2017|Case Studies|

“PandaDoc has integrated really well with Zoho – it’s so useful being able to look in the CRM and see when a proposal has been sent and whether the client has opened it. "PandaDoc is a real time-saver too, particularly with our booking forms. Data re-entry is now a thing of the past! With our [...]

8 09, 2017

Case Study: Zoho CRM-Creator-Xero integration slashes admin time by 15 hours a week

By |September 8th, 2017|APIs, Case Studies|

“The most positive outcome of our Zoho CRM-Zoho Creator-Xero integration has been the time-saving. It has given me time to work on other things, for example marketing, rather than data entry and accounts. Also, the fact that information is stored in one place and everyone in the company has access to it and knows what's [...]

17 07, 2017

Case Study: Moving to the cloud creates one central source of truth for software company

By |July 17th, 2017|Case Studies|

“Squirrel took the time to fully understand how we work before recommending Zoho. We’re especially pleased with the workflows and custom licensing module they created for us in the CRM. The module allows us to track exactly how many licences are held by a client and provides one central source of truth. The system is [...]

10 07, 2017

Case Study: Zoho CRM-MailChimp two-way integration promotes long-term growth for training company

By |July 10th, 2017|APIs, Case Studies|

“Thanks to Squirrel, we can now access 20,000 customer records in MailChimp and leverage them for long-term business growth. Squirrel were fantastic to work with – they have an excellent knowledge of Zoho CRM and integration, and were always responsive, accessible and willing to fix problems. Great value for money.” Eddie Ragauskas, CEO, Ceventas Pty [...]

21 06, 2017

Case Study: Zoho CRM-GoToWebinar integration connects, automates and updates

By |June 21st, 2017|APIs, Case Studies, CRM|

Magic Mobility produce and sell wheelchairs directly to the public or via agents. The brief Magic Mobility provide internal webinars for agents, using GoToWebinar, and invite agents to attend these webinars by email. They wanted to be able to monitor webinar registrations or send reminders to those who had not registered, but needed to log [...]

26 04, 2017

Case Study: Zoho CRM helps cleaning company nurture leads and grow business

By |April 26th, 2017|Case Studies, Uncategorized|

“With the CRM we can now keep all our clients’ details in one place, and our staff can record everything online while onsite, which is so much more efficient. More importantly, we can manage and keep in regular contact with our leads. Squirrel were very patient and supportive and provided solutions we hadn’t even thought [...]

5 03, 2017

It’s a goal! How to use your CRM to achieve your business objectives

By |March 5th, 2017|Uncategorized|

We love to celebrate achieving our goals here at Squirrel, and the start of a new year is a great time for setting them. While it's safe to say that most businesses are aiming to maintain or increase profitability and grow the business, our view is that they don’t qualify as goals because they’re too [...]

16 12, 2016

Zoho Social: staying in touch has never been so convenient

By |December 16th, 2016|Uncategorized|

I’m the social Squirrel. Not in the party animal sense, unfortunately, but in the sense that it’s my job to look after our Facebook, Twitter and LinkedIn accounts. We like to post daily to keep things interesting, but doing so sometimes requires more time than I have. Which is why I love Zoho Social. Sharing [...]

14 12, 2016

Case Study: Zoho CRM customisation helps flooring company improve forecasting

By |December 14th, 2016|Case Studies|

“Tracking the time it takes to convert a sale has been really beneficial. It has been particularly useful to see a snapshot of our conversion rate on graphs.” Robert Kuypers NBD Designer Floors is a commercial flooring contractor that designs and installs a range of floor coverings. The challenge Reporting and forecasting play a crucial [...]