Case Study: Set-and-forget emails generate repeat business for plumber
"My business is so much more organised now that I'm using ServiceM8 every day. The CRM emails my customers once a month, so I don't have to even think about it. Thanks to those emails, [...]
Case Study: Zoho CRM-PandaDoc integration halves time to create proposals and record delegate names for software company
“PandaDoc has integrated really well with Zoho – it’s so useful being able to look in the CRM and see when a proposal has been sent and whether the client has opened it. "PandaDoc is [...]
Case Study: Zoho CRM-Creator-Xero integration slashes admin time by 15 hours a week
“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 [...]
Case Study: Moving to the cloud creates one central source of truth for software company
“Squirrel took the time to fully understand how we work before recommending Zoho. We’re especially pleased with the workflows and custom licensing module they created for us in the CRM. The module allows us to [...]
Case Study: Zoho CRM-MailChimp two-way integration promotes long-term growth for training company
“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 [...]
Case Study: Zoho CRM-GoToWebinar integration connects, automates and updates
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 [...]
Case Study: Zoho CRM helps cleaning company nurture leads and grow business
“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 [...]
It’s a goal! How to use your CRM to achieve your business objectives
We love to celebrate achieving our goals here at Squirrel, and the start of a new year is a great time for setting them. While it's safe to say that most businesses are aiming to [...]
Zoho Social: staying in touch has never been so convenient
I’m the social Squirrel. Not in the party animal sense, unfortunately, but in the sense that it’s my job to look after our Facebook, Twitter and LinkedIn accounts. We like to post daily to keep [...]
Case Study: Zoho CRM customisation helps flooring company improve forecasting
“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 [...]
Case Study: CRM-web integration reduces admin by 3 hours per day
“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 [...]
Tracking your cost per lead with your CRM
I was recently invited to co-host a breakfast event. Considering that I break out in a rash at the very thought of public speaking, my first instinct was to decline. I also wondered if I [...]