1710, 2016

Digital champions ask, ‘Is there a better way?’

By |October 17th, 2016|Blog, Uncategorized|

Integrating your booking form and calendar means that information is pushed automatically from one to the other Meet Adriana, bookings manager for a busy commercial cleaning company. Adriana was spending many hours manually [...]

710, 2016

Digital transformation in small steps

By |October 7th, 2016|Blog, CRM|

If the words 'digital transformation' send you into a panic, there's good news: the process lends itself to a step-by-step approach. Start your transformation by changing the way you do one everyday repetitive task - [...]

310, 2016

Visiting your bookkeeper with a shoebox full of receipts?

By |October 3rd, 2016|Blog, Uncategorized|

Digital awareness is a spectrum. The first step in your digital transformation is working out where your business is on that spectrum. Are you doing things like: Re-keying bills into your accounting software, or – [...]

2609, 2016

Watch out: There’s a potential Uber in your industry!

By |September 26th, 2016|Blog, Technology, Uncategorized|

The taxi industry may not have seen Uber coming, but you can future-proof your business If you’ve caught a taxi after a night out recently, there’s a good chance it was an Uber. [...]

1509, 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, [...]

2608, 2016

How healthy is your business?

By |August 26th, 2016|Blog, Business Tools, CRM|

If you're not sure how to decide if your business needs a CRM (customer relationship management) system, our quick business health quiz will help you identify the tell-tale signs: Ask yourself the following questions: 1. [...]

2408, 2016

What is CRM?

By |August 24th, 2016|Business Tools, CRM, Uncategorized|

‘CRM’ stands for ‘customer relationship management’ and refers to the processes and procedures that organisations use to interact with their current and potential customers in order to better understand and meet their needs. The aim [...]

2207, 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 [...]

1807, 2016

Are you getting what you need from Zoho CRM reports?

By |July 18th, 2016|Blog, Business Tools, CRM, Uncategorized|

Reporting-time needn't be stressful (Image credit: Freepik) EOFY is a time when many small business owners turn their attention to reporting. It's either a confirmation of what they already know and have been [...]

206, 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 [...]

1305, 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 [...]

2204, 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 [...]

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