“With the CRM we can now keep all our clients’ details in one place, and our staff can record everything online while onsite, which is so much more efficient. More importantly, we can manage and keep in regular contact with our leads. Squirrel were very patient and supportive and provided solutions we hadn’t even thought [...]
“Tracking the time it takes to convert a sale has been really beneficial. It has been particularly useful to see a snapshot of our conversion rate on graphs.” Robert Kuypers NBD Designer Floors is a commercial flooring contractor that designs and installs a range of floor coverings. The challenge Reporting and forecasting play a crucial [...]
“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 [...]
"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 [...]
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, [...]
“Squirrel took everything that we do and made it better. Now it all works together as one coherent system and I don’t have to jump between systems to update client records, which was very time consuming.” Josh Zuker, Josh Zuker Travel Josh Zuker Travel is Melbourne-based travel agency that prides itself on providing personalised service [...]
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 [...]
“We have gained thousands of clients in the last year, thanks to the fixes and features added by Shawn and the team.” This NFP develops and maintains a web-based profiling system for tracking the workplace activities of trainees, apprentices and staff. Developing and maintaining an electronic profiling system for tracking workplace activities requires robust IT [...]
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 [...]
How to work productively from home and stay sane
