What is workflow automation and how will it benefit your business?
Many people have come to accept that repetitive manual processes in the workplace are a fact of life. But they don’t have to be. Take, for example, following up on enquiries or converting leads. Generating a [...]
Zoho CRM improves efficiency, reporting and marketing ROI in food-service industry
Players in the fast-paced and competitive food-service industry of today are working to become more customer-focussed by integrating sales, marketing and service processes. They’re striving to reduce the amount of time it takes to win [...]
Case Study: Zoho CRM-Xero integration helps coaching business to avoid bad debtors
Company profile This company helps business coaches to create online programs and generate clients. Industry Coaching Company size 4 Summary Squirrel Business Hub integrated this client's Zoho CRM with Xero. This allows data to be pulled from [...]
Case Study: Zoho CRM and integrations help HR company improve processes and reporting, and nurture leads
Company profile This HR company works with employers to resolve workplace complaints, prevent and minimise the impact of illegal and inappropriate conduct in the workplace and build a positive culture. Industry HR Company size 15-20 [...]
Planning and delivering a successful custom development project – first steps
The marketplace is bursting with sophisticated apps and add-ons for every imaginable business function - from finance to timesheets, and from inventory to expense management. But one size doesn’t always fit all, because many businesses have [...]
Case Study: Digital agreements increase security and reduce admin and costs for NFP members
Company profile VicParks is a not-for-profit member organisation that protects, promotes and advances the caravan park industry in Victoria. Industry Non-profit and community Company size 600 members Summary Squirrel Business Hub replaced the manual completion [...]
Case Study: ESignLive-Zoho CRM integration enables pre-filling of forms and secure online signature
Company profile Smartpay is the largest independently owned and operated EFTPOS (electronic funds transfer at point of sale) provider in Australasia. Smartpay supplies payment machines to more than 20,000 merchants across Australia and New Zealand. Industry Financial [...]
Case Study: Zoho CRM helps honey manufacturer replace manual forms with automation
Company profile This company has been manufacturing and distributing Australian honey for over 20 years and is passionate about the quality and integrity of its product. It is a strong advocate and supporter of sustainable farming and works [...]
Case Study: Mobile CRM helps distributed agricultural sales team improve communication
Company profile BioAg is a leading manufacturer and distributor of natural fertiliser products to farmers in Australia and internationally. Their approach combines the best practices and products from conventional farming, organics, biodynamics and other areas [...]
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 [...]