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!
14 03, 2018

Case Study: Digital agreements increase security and reduce admin and costs for NFP members

By |March 14th, 2018|Case Studies, Uncategorized|

Company profile VicParks is a not-for-profit member organisation that protects, promotes and advances the caravan park industry in Victoria. Industry Non-profit and community Company size 600 members Summary Squirrel Business Hub replaced the manual completion of agreements by VicParks members with a fully digitised system. This allowed members to quickly create agreements online, have them [...]

22 02, 2018

Case Study: ESignLive-Zoho CRM integration enables pre-filling of forms and secure online signature

By |February 22nd, 2018|Case Studies|

Company profile Smartpay is the largest independently owned and operated EFTPOS (electronic funds transfer at point of sale) provider in Australasia. Smartpay supplies payment machines to more than 20,000 merchants across Australia and New Zealand. Industry Financial services Company size 100 Summary Squirrel Business Hub supported Smartpay in transitioning from a cumbersome manual method of processing new [...]

1 02, 2018

Case Study: Zoho CRM helps honey manufacturer replace manual forms with automation

By |February 1st, 2018|Case Studies|

Company profile This company has been manufacturing and distributing Australian honey for over 20 years and is passionate about the quality and integrity of its product. It is a strong advocate and supporter of sustainable farming and works closely with beekeepers to ensure good farming practices. Industry Agriculture Company size 15  Summary Squirrel Business Hub supported this honey manufacturer in transitioning from [...]

15 11, 2017

Case Study: Mobile CRM helps distributed agricultural sales team improve communication

By |November 15th, 2017|Case Studies, Uncategorized|

Company profile BioAg is a leading manufacturer and distributor of natural fertiliser products to farmers in Australia and internationally. Their approach combines the best practices and products from conventional farming, organics, biodynamics and other areas to deliver successful biological farming systems that increase the efficiency and profitability of plant and livestock production. Industry Agriculture Company [...]

30 10, 2017

Case Study: Set-and-forget emails generate repeat business for plumber

By |October 30th, 2017|Case Studies, Uncategorized|

"My business is so much more organised now that I'm using ServiceM8 every day. The CRM emails my customers once a month, so I don't have to even think about it. Thanks to those emails, I've already had several new jobs from returning customers." Scott Atkins, Owner, FXD Plumbing FXD Plumbing provides professional residential, industrial [...]

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 [...]