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 [...]

2711, 2015

Move to the cloud and improve business efficiency

By |November 27th, 2015|Cloud Business, CRM, Uncategorized|

More than 2,000 years ago, the Ancient Greek philosopher Heraclitus observed that the only thing that is constant is change. He could have been describing today’s Information Age, and the ever-evolving digital technologies that are [...]

2211, 2015

Introducing Accelo: tried-and-tested productivity tool with a new name

By |November 22nd, 2015|Time Management|

In a recent post on automated time-tracking, we saw how AffinityLive, an integrated platform for managing clients, work and staff all in one place, can dramatically increase the productivity of professional services providers. Recently renamed Accelo, [...]

1911, 2015

Champion SEO for CEOs

By |November 19th, 2015|Online Marketing|

There are a lot of SEO tasks and tricks that you can do yourself to save time and money. If you’re anything like me, you get calls from SEO people and marketing companies all the [...]

1011, 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 [...]

311, 2015
  • AffinityLive helps you track time

AffinityLive: Taking the pain out of tracking time

By |November 3rd, 2015|CRM, Software Reviews, Time Management|

Do you have trouble keeping track of your team’s billable hours? Cloud systems consultants Big Blue Digital had this problem before they implemented AffinityLive, an integrated platform for managing clients, work and staff in one [...]

2310, 2015

Top tips for planning a successful leads-nurture campaign

By |October 23rd, 2015|Blog, CRM|

(Image: Pauley Creative) Following on from Nurturing your leads: you can’t afford not to, this post looks at planning a leads-nurture campaign. It’s not difficult and doesn’t need to be complicated; in fact, [...]

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