Case Studies

22 04, 2016

Case Study: Zoho CRM-Google Maps integration helps sales team on the road

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

Credit: Freepik For any sales team, visiting existing and potential clients presents a host of practical challenges, from finding parking to accessing client details and rescheduling cancelled appointments. Squirrel Business Hub made life easier for this supplier of office printing equipment by integrating their Zoho customer relationship management (CRM) system with Google Maps, [...]

16 03, 2016

Case Study: Google Adwords-Zoho CRM integration tracks ROI

By |March 16th, 2016|APIs, Case Studies|

We all have to spend money on advertising and marketing in one form or another. The ability to accurately track the return on your investment (ROI) is critical for informed decision-making on where to spend your marketing dollars. Many business owners rely on gut feel or their sales team’s opinions on what works and what [...]

4 03, 2016

Case Study: Web-CRM-MailChimp integration improves customer service

By |March 4th, 2016|APIs, Case Studies|

We know that on average it takes six to eight touches to generate a viable sales lead, and there are only so many hours in a day. Squirrel Business Hub helped The Property Mentors to automate their leads-nurturing process by integrating their web enquiry form with their CRM and with MailChimp. This ensured that new [...]

25 02, 2016

Case Study: Zoho CRM-Xero integration for automated invoicing

By |February 25th, 2016|APIs, Case Studies|

Managing the billing process is time-consuming and challenging, particularly if payments are made in instalments. Squirrel Business Hub took the headache out of this process for CM Ultimate Events by implementing a Zoho CRM-Xero integration and setting up a fully automated instalment payment process. This enabled efficient invoicing, timely follow-up and improved cash flow. CM [...]

22 02, 2016

Case Study: Zoho CRM-Google Calendar integration

By |February 22nd, 2016|APIs, Case Studies|

“This integration has made our bookings and scheduling simple, fast and super user-friendly. Knowing that one step will be followed by another and completed by being synced to our Google Calendar really helps us to feel that our work is under control.” Adriana, Bookings Manager at Crown Property Services Crown Property Services is a Melbourne-based [...]

10 11, 2015

Case Study: CRM improves property developer’s reporting and efficiency

By |November 10th, 2015|Case Studies|

Wolfdene is a busy property developer comprising several departments, and working on multiple developments across different regions at any one time. “The system has definitely added to the accessibility of information and the efficiency of our business. Our cash flow depends on settling on time, so it’s especially useful being able to track and record [...]

21 10, 2015

Case study: Leads-nurture campaign for Jim’s Cleaning franchisor

By |October 21st, 2015|Case Studies, CRM|

"After the email leads-nurture campaign, 15 people attended our information day and five of them signed up as new franchisees. We had hoped for a 10% sign-up rate, so this is a great result." Bill Cobanoglu, Jim’s Cleaning Franchisor for Melbourne North East, Geelong and South Australia Jim’s Cleaning is a large Australian cleaning franchise [...]

22 09, 2015

Case Study: Zoho CRM streamlines photography business’ operations

By |September 22nd, 2015|Case Studies, CRM|

“As a small business, we knew we needed to put a CRM in place, but didn't have a lot of money to spend. Zoho was a good solution for what we required.” Kate Hanley, Office Manager, Cloud 9 Aerial Photography Cloud 9 Aerial Photography provides a wide variety of clients with innovative and unique approaches [...]

24 07, 2015

Case study: Zoho CRM for board performance advisory group

By |July 24th, 2015|Case Studies|

“I love it when I email a prospect or contact and I can just type it in the CRM and it goes straight into their file. I have a record of all the emails I've sent out, which is great, and so are the follow-up prompts. They make life a lot easier.” Judy Jones, Administration [...]