“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 fact that information is stored in one place and everyone in the company has access to it and knows what's [...]
“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 integration, and were always responsive, accessible and willing to fix problems. Great value for money.” Eddie Ragauskas, CEO, Ceventas Pty [...]
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 [...]
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, [...]
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, right? Nope. I’m just a bit of a technology enthusiast who loves working out how to make things run more [...]
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 that our mailing list is automatically updated and we can be sure that all our members are receiving the information [...]
We all have to spend money on advertising and marketing in one form or another. The ability to track the return on your investment (ROI) accurately is critical for informed decision-making on where to spend your marketing dollars. Many business owners rely on gut feel or their sales team’s opinions on what works and what [...]
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 automate their leads-nurturing process by integrating their web enquiry form with their CRM and with MailChimp. This ensured that new [...]
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 and setting up a fully automated instalment payment process. This enabled efficient invoicing, timely follow-up and improved cash flow. CM [...]
How to work productively from home and stay sane
