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 [...]
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 maintaining a professional image. Squirrel helped this software development company tick both these boxes by integrating their Zoho CRM with [...]
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 easier for this supplier of office printing equipment by integrating their Zoho customer relationship management (CRM) system with Google Maps, [...]
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 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 [...]
“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 feel that our work is under control.” Adriana, Bookings Manager at Crown Property Services Crown Property Services is a Melbourne-based [...]
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 our business. Our cash flow depends on settling on time, so it’s especially useful being able to track and record [...]
"After the email leads-nurture campaign, 15 people attended our information day and five of them signed up as new franchisees. We had hoped for a 10% sign-up rate, so this is a great result." Bill Cobanoglu, Jim’s Cleaning Franchisor for Melbourne North East, Geelong and South Australia Jim’s Cleaning is a large Australian cleaning franchise [...]
