Case Studies

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 [...]

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 [...]