Case Studies

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 [...]

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 [...]

26 10, 2016

Case Study: Streamlined systems help travel agent deliver personalised service

By |October 26th, 2016|Case Studies|

“Squirrel took everything that we do and made it better. Now it all works together as one coherent system and I don’t have to jump between systems to update client records, which was very time consuming.” Josh Zuker, Josh Zuker Travel Josh Zuker Travel is Melbourne-based travel agency that prides itself on providing personalised service [...]

15 09, 2016

What’s an API anyway?

By |September 15th, 2016|APIs, Blog, Technology, Uncategorized|

I have a confession to make … You would think that as the founder of a business that helps other businesses choose and implement software systems I would have an IT or systems engineering background, right? Nope. I’m just a bit of a technology enthusiast who loves working out how to make things run more [...]

22 07, 2016

Case Study: Improved software development grows client base

By |July 22nd, 2016|Case Studies, Uncategorized|

“We have gained thousands of clients in the last year, thanks to the fixes and features added by Shawn and the team.” This NFP develops and maintains a web-based profiling system for tracking the workplace activities of trainees, apprentices and staff. Developing and maintaining an electronic profiling system for tracking workplace activities requires robust IT [...]

2 06, 2016

Case Study: Zoho-Xero integration improves member communication

By |June 2nd, 2016|APIs, Case Studies|

Integrating Xero with Zoho CRM allows information to flow automatically between the two systems “Following the integration, we now have to enter changes to members’ details into the system only once. This means that our mailing list is automatically updated and we can be sure that all our members are receiving the information [...]

13 05, 2016

Case Study: Zoho CRM-PandaDoc integration automates creation of proposals

By |May 13th, 2016|Case Studies, Uncategorized|

This busy software development company sells cutting-edge products and services to clients in the real estate industry. Staying ahead in the competitive and fast-moving software industry means not only maximising efficiency but also creating and maintaining a professional image. Squirrel helped this software development company tick both these boxes by integrating their Zoho CRM with [...]