Business Tools

30 10, 2018

The power of insight: Custom reporting for your business

By |October 30th, 2018|Blog, Business Tools, Uncategorized|

Another year is fast closing in and I’ve been reflecting on what has really made our business tick along - and how to do more of those things next year and less of what hinders our progress. I’ve been asking myself some questions: What generates growth, profit and sales? Do we have over-performing areas that [...]

20 08, 2018

What is workflow automation and how will it benefit your business?

By |August 20th, 2018|Blog, Business Tools|

Many people have come to accept that repetitive manual processes in the workplace are a fact of life. But they don’t have to be. Take, for example, following up on enquiries or converting leads. Generating a viable sales lead takes six to eight touches, but by setting up an automated process called a workflow, you can [...]

23 11, 2016

Case Study: CRM-web integration reduces admin by 3 hours per day

By |November 23rd, 2016|Business Tools, Case Studies, CRM, Education, Training & Coaching, Industries, NFP, Government & Member Organisations|

“After speaking to many companies about building our CRM, Squirrel was the one that took the time to understand our organisation and our particular needs in grouping family members together. They supported us through each stage of implementation and in doing so have made us realise that we can do so much more with the [...]

8 11, 2016

Case Study: Zoho CRM-job scheduling-MYOB integration saves 15 hours of admin time per week

By |November 8th, 2016|Blog, Business Tools, Case Studies, Commercial Cleaning, CRM, Industries|

"The office team were consumed with entering data, so I knew we needed to streamline things. I’d tried downloading a few systems, but had no idea what I was doing. Kylie and Kerryn came in and got a really good understanding of our business. I’m not very savvy with technology, but they made sure I [...]

1 11, 2016
  • Integrate and automate

Implement, integrate, automate – and stop copying and pasting once and for all

By |November 1st, 2016|APIs, Blog, Business Tools, CRM|

As Founder of Squirrel Business Hub, I advise SMEs on cloud-based business systems. Over the past six years, I’ve been privileged to work with hundreds of companies, which has given me a useful insight into business practices. Time and again, I’ve witnessed people entering the same data into their database or CRM, then again into their accounting package, [...]

26 08, 2016

How healthy is your business?

By |August 26th, 2016|Blog, Business Tools, CRM|

If you're not sure how to decide if your business needs a CRM (customer relationship management) system, our quick business health quiz will help you identify the tell-tale signs: Ask yourself the following questions: 1. Are you losing customers to your competitors for no obvious reason? Yes/No 2. Are frustrated customers complaining that your staff [...]

24 08, 2016

What is CRM?

By |August 24th, 2016|Business Tools, CRM, Uncategorized|

‘CRM’ stands for ‘customer relationship management’ and refers to the processes and procedures that organisations use to interact with their current and potential customers in order to better understand and meet their needs. The aim behind CRM is to enhance customer retention and ultimately drive sales growth. The term ‘CRM’ is also used to describe [...]

18 07, 2016

Are you getting what you need from Zoho CRM reports?

By |July 18th, 2016|Blog, Business Tools, CRM, Uncategorized|

Reporting-time needn't be stressful (Image credit: Freepik) EOFY is a time when many small business owners turn their attention to reporting. It's either a confirmation of what they already know and have been monitoring periodically, or it's a time filled with uncertainty and worry about what's in store when they visit their accountant. [...]

8 02, 2016

Proposal software halves time spent preparing proposals

By |February 8th, 2016|Blog, Business Tools, Uncategorized|

How much time do you spend preparing proposals? Proposal software can streamline and automate the process for you. Using proposal software you can create professional proposal templates that you can then adapt and reuse. Some of our clients estimate that using proposal software halves the time they spend on preparing proposals – time that can [...]