Industries

26 04, 2017

Case Study: Zoho CRM helps cleaning company nurture leads and grow business

By |April 26th, 2017|Case Studies, Commercial Cleaning, Industries, Uncategorized|

“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 [...]

14 12, 2016

Case Study: Zoho CRM customisation helps flooring company improve forecasting

By |December 14th, 2016|Architecture Building & Construction, Case Studies, Industries|

“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 [...]

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 [...]

26 10, 2016

Case Study: Streamlined systems help travel agent deliver personalised service

By |October 26th, 2016|Case Studies, Events, Hospitality & Tourism, Industries|

“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 [...]

22 07, 2016

Case Study: Improved software development grows client base

By |July 22nd, 2016|Case Studies, Industries, NFP, Government & Member Organisations, Uncategorized|

“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 [...]

2 06, 2016

Case Study: Zoho-Xero integration improves member communication

By |June 2nd, 2016|APIs, Case Studies, Events, Hospitality & Tourism, Industries, NFP, Government & Member Organisations|

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 [...]

13 05, 2016

Case Study: Zoho CRM-PandaDoc integration automates creation of proposals

By |May 13th, 2016|Case Studies, Industries, IT, Uncategorized|

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 [...]

22 04, 2016

Case Study: Zoho CRM-Google Maps integration helps sales team on the road

By |April 22nd, 2016|Case Studies, Creative & Print, Industries, Uncategorized|

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, [...]