1709, 2017

Case Study: Zoho CRM-PandaDoc integration halves time to create proposals and record delegate names for software company

By |September 17th, 2017|Case Studies|

“PandaDoc has integrated really well with Zoho – it’s so useful being able to look in the CRM and see when a proposal has been sent and whether the client has opened it. PandaDoc is [...]

809, 2017

Case Study: Zoho CRM-Creator-Xero integration slashes admin time by 15 hours a week

By |September 8th, 2017|APIs, Case Studies|

“The most positive outcome of our Zoho CRM-Zoho Creator-Xero integration has been the time-saving. It has given me time to work on other things, for example marketing, rather than data entry and accounts. Also, the [...]

1707, 2017

Case Study: Moving to the cloud creates one central source of truth for software company

By |July 17th, 2017|Case Studies|

“Squirrel took the time to fully understand how we work before recommending Zoho. We’re especially pleased with the workflows and custom licensing module they created for us in the CRM. The module allows us to [...]

1007, 2017

Case Study: Zoho CRM-MailChimp two-way integration promotes long-term growth for training company

By |July 10th, 2017|APIs, Case Studies|

“Thanks to Squirrel, we can now access 20,000 customer records in MailChimp and leverage them for long-term business growth. Squirrel were fantastic to work with – they have an excellent knowledge of Zoho CRM and [...]

2106, 2017

Case Study: Zoho CRM-GoToWebinar integration connects, automates and updates

By |June 21st, 2017|APIs, Case Studies, CRM|

Magic Mobility produce and sell wheelchairs directly to the public or via agents. The brief Magic Mobility provide internal webinars for agents, using GoToWebinar, and invite agents to attend these webinars by email. They wanted [...]

2604, 2017

Case Study: Zoho CRM helps cleaning company nurture leads and grow business

By |April 26th, 2017|Case Studies, Uncategorized|

“With the CRM we can now keep all our clients’ details in one place, and our staff can record everything online while onsite, which is so much more efficient. More importantly, we can manage and [...]

503, 2017

It’s a goal! How to use your CRM to achieve your business objectives

By |March 5th, 2017|Uncategorized|

We love to celebrate achieving our goals here at Squirrel, and the start of a new year is a great time for setting them. While it's safe to say that most businesses are aiming to [...]

1612, 2016

Zoho Social: staying in touch has never been so convenient

By |December 16th, 2016|Uncategorized|

I’m the social Squirrel. Not in the party animal sense, unfortunately, but in the sense that it’s my job to look after our Facebook, Twitter and LinkedIn accounts. We like to post daily to keep [...]

1412, 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 [...]

2311, 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 [...]

1011, 2016

Tracking your cost per lead with your CRM

By |November 10th, 2016|Uncategorized|

I was recently invited to co-host a breakfast event. Considering that I break out in a rash at the very thought of public speaking, my first instinct was to decline. I also wondered if I [...]

811, 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 [...]

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