Blog

20 08, 2018

What is workflow automation and how will it benefit your business?

By |August 20th, 2018|Blog, Business Tools|

Many people have come to accept that repetitive manual processes in the workplace are a fact of life. But they don’t have to be. Take, for example, following up on enquiries or converting leads. Generating a viable sales lead takes six to eight touches, but by setting up an automated process called a workflow, you can [...]

31 07, 2018

Zoho CRM improves efficiency, reporting and marketing ROI in food-service industry

By |July 31st, 2018|Blog, Uncategorized|

Players in the fast-paced and competitive food-service industry of today are working to become more customer-focussed by integrating sales, marketing and service processes. They’re striving to reduce the amount of time it takes to win business, deliver targeted marketing and nurture their relationships with existing customers. To achieve this, they need ready access to reliable, [...]

14 06, 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 unique requirements. So a custom solution, or a hybrid that combines an off-the-shelf and a custom solution, delivers far greater [...]

21 06, 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 to be able to monitor webinar registrations or send reminders to those who had not registered, but needed to log [...]

23 11, 2016

Case Study: CRM-web integration reduces admin by 3 hours per day

By |November 23rd, 2016|Business Tools, Case Studies, CRM, Education, Training & Coaching, Industries, NFP, Government & Member Organisations|

“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 stage of implementation and in doing so have made us realise that we can do so much more with the [...]

8 11, 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, Commercial Cleaning, CRM, Industries|

"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 and got a really good understanding of our business. I’m not very savvy with technology, but they made sure I [...]

1 11, 2016
  • Integrate and automate

Implement, integrate, automate – and stop copying and pasting once and for all

By |November 1st, 2016|APIs, Blog, Business Tools, CRM|

As Founder of Squirrel Business Hub, I advise SMEs on cloud-based business systems. Over the past six years, I’ve been privileged to work with hundreds of companies, which has given me a useful insight into business practices. Time and again, I’ve witnessed people entering the same data into their database or CRM, then again into their accounting package, [...]

17 10, 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 entering booking data into the system. This was stressful, time-consuming and prone to error. Squirrel Business Hub helped her to [...]

7 10, 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 - preferably a paper-based activity. If, for example, you’re using a duplicate book to record orders or a physical calendar for [...]