About Kylie Harker

Squirrel Business Solution's founder, Kylie Harker, is a Melbourne based consultant who assists business owners find and implement the best fit CRM and other systems for their business. Squirrel focus on four core principles: integrating your systems, streamlining your processes, enhancing your customer experience, and unlocking the value of your data.

Does your CRM data make your head spin?

By | Posted on 17 June 2023 | Uncategorized

How does reporting on CRM data benefit my business? You love your Zoho CRM, the team are using it (every day), the sales pipeline looks solid and customers seem happy. But do you know with clarity who’s hitting their sales targets or is getting a bit of a free ride? Can you see with ease…

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Why capturing accurate Customer data is key to your business success

By | Posted on 15 August 2022 | Software Reviews

Simple tools to improve your Customer data capture. For the majority of small businesses their customer information is central to everything they do, from delivering items to sales calls or targeted marketing activity.  When your data is correct you save time and money. When it’s entered into your CRM accurately at the start, you avoid…

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How to work productively from home and stay sane

By | Posted on 18 April 2020 | Business Tools,Productivity Apps

For many of us there are so many things to adjust to right now Most of our routines have been disrupted, we’re having to adjust to or learn new ways of working and socialising, shopping, exercising, even home schooling our kids. The team at Squirrel are facing most of the same challenges that you are,…

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The power of insight: Custom reporting for your business

By | Posted on 30 October 2018 | Business Tools

Another year is fast closing in and I’ve been reflecting on what has really made our business tick along – and how to do more of those things next year and less of what hinders our progress. I’ve been asking myself some questions: What generates growth, profit and sales? Do we have over-performing areas that…

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Implement, integrate, automate – and stop copying and pasting once and for all

By | Posted on 1 November 2016 | APIs,Business Tools,CRM

As Founder of Squirrel Business Solutions, 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,…

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Digital transformation in small steps

By | Posted on 7 October 2016 | CRM

If the words ‘digital transformation’ send you into a panic, there’s good news: the process lends itself to a step-by-step approach. Start your transformation by changing the way you do one everyday repetitive task – preferably a paper-based activity. If, for example, you’re using a duplicate book to record orders or a physical calendar for…

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Visiting your bookkeeper with a shoebox full of receipts?

By | Posted on 3 October 2016 | Uncategorized

Digital awareness is a spectrum. The first step in your digital transformation is working out where your business is on that spectrum. Are you doing things like: Re-keying bills into your accounting software, or – worse still – visiting your bookkeeper with a shoebox full of receipts? Using index cards – yes, we know people…

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What’s an API anyway?

By | Posted on 15 September 2016 | APIs,Technology

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…

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Are you getting what you need from Zoho CRM reports?

By | Posted on 18 July 2016 | Business Tools,CRM

EOFY is a time when many small business owners turn their attention to reporting. It’s either a confirmation of what they already know and have been monitoring periodically, or it’s a time filled with uncertainty and worry about what’s in store when they visit their accountant. Which best describes your approach to reporting? Squirrel’s financial…

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Accounting platforms and CRM

By | Posted on 21 March 2016 | Uncategorized

Are you manually syncing your invoices or contacts between your CRM and your accounting platform? Are you relying on members of the Sales and Accounts teams to pass on information to each other? By integrating your accounting platform with your CRM, you can keep your contacts, products and invoices synchronised across both systems and ensure…

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All I need for Christmas is a CRM

By | Posted on 8 December 2015 | CRM,Online Marketing

If you’re anything like me, preparing for a holiday is stressful. Not just at home, but on the work front too. As the sole proprietor of a small business, I have to make sure that things will keep ticking along in my absence, which means completing a long list of chores that won’t wait. I’ve…

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Nurturing your leads: you can’t afford not to

By | Posted on 15 October 2015 | CRM,Sales Pipeline

Did you know that a massive 79 per cent of marketing leads never convert into sales (source: MarketingSherpa)? Lead conversion is a critical success factor for all businesses, but in particular for SMEs, which often have a limited marketing budget. If you spend money on attracting and acquiring new leads, then you must reap the…

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10 powerful hacks to get the most out of your leads with ZOHO CRM

By | Posted on 11 July 2015 | Business Tools,CRM

Don’t be down like Notorious B.I.G, we can ease your mind by helping your business successfully manage its leads. The Zoho CRM is designed to help you keep up with clients and successfully manage and nurture leads. It ensures you know what is working for your sales team so that you have the information to…

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5 business problems we can fix with ZOHO

By | Posted on 30 June 2015 | Business Strategy,Business Tools,CRM,Sales Strategy

If you’ve ever had trouble remembering a client’s name, it could be time to invest in something that will help you nurture your customer relationships – and generate sales. Now, more than ever, we are in the business of people. Making sales will never depend simply on who can provide a cheaper service or product;…

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How will CRM help my business?

By | Posted on 1 June 2015 | Business Strategy,Cloud Business,CRM

CRM systems are designed to help your small business solve challenges when it comes to managing your sales and marketing initiatives. In a recent survey conducted by Zoho Corp, CRM users ranked the ways in which a CRM had helped their business. 67 percent said using a CRM system helped them follow up on opportunities…

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Do Your Customers Think Of You First?

By | Posted on 25 May 2015 | CRM,Sales Pipeline

How worthwhile would it be if every time a customer had a need or a challenge they were seeking a solution for that they called your business first? It might not even be a product or service you deliver, but that they thought to come to you first because you’re somebody they associate with having…

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10 Reasons Why Zoho CRM Is Perfect for the Property Industry

By | Posted on 27 April 2015 | CRM,Software Reviews

Residential and commercial real estate professionals face unique challenges when it comes to choosing a customer relationship management (CRM) system. Here’s 10 reasons why Zoho CRM software stands out as an ideal choice. Centralised database management means each agent and business member can share/view customer information, review historic email and phone communications and record relevant…

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Why mumpreneurs love cloud computing

By | Posted on 2 March 2015 | Cloud Business,CRM

What is a Mumpreneur? A woman who combines running a business enterprise with looking after their children, and they are on the rise in Australia. Research undertaken by BankWest has found that women are starting businesses at twice the rate of men and Kimberly-Clark found that 70% of women have considered pursuing a business idea since having…

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