Case Studies

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 [...]

17 07, 2015

Case study: Zoho CRM for mortgage brokers

By |July 17th, 2015|Case Studies, CRM|

"I have more time in the day and am feeling more organised, which gives me more time to work on my business." Shayne, Director, GAIN Financial GAIN Financial is a boutique mortgage broking business that aims to deliver a consistent and professional service to its clients and build rewarding relationships with its alliance partners. The [...]

2 04, 2015

AFI Branding Zoho CRM and Print IQ Case Study

By |April 2nd, 2015|Case Studies, CRM|

The Brief The company had implemented Zoho but were not getting full value out of the CRM and wanted local support rather than trying to engage with overseas call centres. Integration with PrintIQ was also required to streamline the sales process and reduce time spent on data re-entry. The staff needed insight in to how [...]

10 03, 2015

Direct Selling Case Study – Thermomix Consultant

By |March 10th, 2015|Case Studies, CRM|

The Brief The business owner was keeping client information, sales and notes on an excel spreadsheet but found this clunky and inefficient. She needed to keep a much more detailed account of what was going on with each customer and being a busy mum of two, wanted automated reminders for follow-up tasks and lead nurture [...]