CRM

23 11, 2016

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

By |November 23rd, 2016|Business Tools, Case Studies, CRM, Uncategorized|

“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, CRM|

"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

Stop copy and pasting once and for all

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

Implement, Integrate, Automate As Founder of Squirrel Business Hub, I advise SMEs on cloud-based business systems. Over the past three years, I’ve been privileged to work with more than 150 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 [...]

7 10, 2016

Digital transformation in small steps

By |October 7th, 2016|Blog, CRM|

If the words 'digital transformation' send you into a panic, there's good news: the process lends itself to a step-by-step approach. Start your transformation by changing the way you do one everyday repetitive task - preferably a paper-based activity. If, for example, you’re using a duplicate book to record orders or a physical calendar for [...]

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. [...]

23 12, 2015

Merry CRMsmas from Squirrel!

By |December 23rd, 2015|Business Tools, CRM|

The Team at Squirrel would like to wish all our clients a fabulous Christmas and a safe, healthy and super-organised New Year. Image courtesy of Stuart Miles at FreeDigitalPhotos.net Take time out We find that the holidays are often a good time to take a look at our business and get sorted for [...]

8 12, 2015

All I need for Christmas is a CRM

By |December 8th, 2015|CRM, Online Marketing, Uncategorized|

If you’re anything like me, preparing for a holiday is stressful. Not just at home, but on the work front too. As the sole proprietor of a small business, I have to make sure that things will keep ticking along in my absence, which means completing a long list of chores that won’t wait. I’ve [...]