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 [...]

1603, 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 [...]

403, 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 [...]

2502, 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 [...]

2202, 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 [...]

802, 2016

Proposal software halves time spent preparing proposals

By |February 8th, 2016|Blog, Business Tools, Uncategorized|

How much time do you spend preparing proposals? Proposal software can streamline and automate the process for you. Using proposal software you can create professional proposal templates that you can then adapt and reuse. Some [...]

2312, 2015

Merry CRMsmas from Squirrel!

By |December 23rd, 2015|Business Tools, CRM|

The Team at Squirrel would like to wish all our clients a fabulous Christmas and a safe, healthy and super-organised New Year. Image courtesy of Stuart Miles at FreeDigitalPhotos.net Take time out We [...]

812, 2015

All I need for Christmas is a CRM

By |December 8th, 2015|CRM, Online Marketing, Uncategorized|

If you’re anything like me, preparing for a holiday is stressful. Not just at home, but on the work front too. As the sole proprietor of a small business, I have to make sure that [...]

212, 2015

Investigate your technology needs before moving to a cloud-based system

By |December 2nd, 2015|Business Tools, Cloud Business, Uncategorized|

In a recent post we looked at some of the advantages of moving to the cloud. However, any decision to set up a cloud-based system should be the result of a thorough investigation into the [...]

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