2206, 2018

Case Study: Zoho CRM and integrations help HR company improve processes and reporting, and nurture leads

By |June 22nd, 2018|Case Studies, Recruitment & Staffing|

Company profile This HR company works with employers to resolve workplace complaints, prevent and minimise the impact of illegal and inappropriate conduct in the workplace and build a positive culture. Industry HR Company size 15-20 [...]

1406, 2018

Planning and delivering a successful custom development project – first steps

By |June 14th, 2018|Blog, Custom Development|

The marketplace is bursting with sophisticated apps and add-ons for every imaginable business function - from finance to timesheets, and from inventory to expense management. But one size doesn’t always fit all, because many businesses have [...]

1403, 2018

Case Study: Digital agreements increase security and reduce admin and costs for NFP members

By |March 14th, 2018|Case Studies, Events Hospitality & Tourism, NFP, Government & Member Organisations|

Company profile VicParks is a not-for-profit member organisation that protects, promotes and advances the caravan park industry in Victoria. Industry Non-profit and community Company size 600 members Summary Squirrel Business Hub replaced the manual completion [...]

2202, 2018

Case Study: ESignLive-Zoho CRM integration enables pre-filling of forms and secure online signature

By |February 22nd, 2018|Banking & Financial, Case Studies, Industries|

Company profile Smartpay is the largest independently owned and operated EFTPOS (electronic funds transfer at point of sale) provider in Australasia. Smartpay supplies payment machines to more than 20,000 merchants across Australia and New Zealand. Industry Financial [...]

102, 2018

Case Study: Zoho CRM helps honey manufacturer replace manual forms with automation

By |February 1st, 2018|Agriculture & Farming, Case Studies, Food & Beverage, Industries|

Company profile This company has been manufacturing and distributing Australian honey for over 20 years and is passionate about the quality and integrity of its product. It is a strong advocate and supporter of sustainable farming and works [...]

1511, 2017

Case Study: Mobile CRM helps distributed agricultural sales team improve communication

By |November 15th, 2017|Agriculture & Farming, Case Studies, Industries, Uncategorized|

Company profile BioAg is a leading manufacturer and distributor of natural fertiliser products to farmers in Australia and internationally. Their approach combines the best practices and products from conventional farming, organics, biodynamics and other areas [...]

3010, 2017

Case Study: Set-and-forget emails generate repeat business for plumber

By |October 30th, 2017|Case Studies, Industries, Trades & Services, Uncategorized|

"My business is so much more organised now that I'm using ServiceM8 every day. The CRM emails my customers once a month, so I don't have to even think about it. Thanks to those emails, [...]

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, Industries, IT|

“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, Industries, Trades & Services|

“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, Industries, IT|

“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, Education, Training & Coaching, Industries|

“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, Industries, Manufacturing & Retail|

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 [...]

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