The Gawk team was looking for a better way to track commercial leasing agreements and know their lead potential, progress and pipeline health based on their many regions across Victoria. Up until now, they had been using a mix of Google Spreadsheet and Trello to track their records and navigating between the two was becoming a massive time sink for management. The team needed a clear, at-a-glance report to ensure they had all current leads in hand and an eye on all their future opportunities. The Squirrel team stepped in with the aim to collate this data into one central location in Zoho CRM. This solution became the Gawk team’s custom CRM module, Development Priorities. It enabled the team to track their lead segments by regional area so they could get the most out of their potential deals. Each region now provided clear information as to the status of all its leads and their last interaction dates, so the team could keep on top of all the interactions. With a click of a button, a user in CRM could delve into the deeper details of the Lead record, or bring up a regional map to review the entire local area to plan trips and see what opportunities could potentially be reignited. In review, Luke Course (Director) found that he “doubled their output…with scouting becoming quicker, and tracking has improved.”. They recorded an approximate increase of 30% more leads signed across this period due to their ability to make data-informed decisions for the business and provide the nurturing their leads needed to choose Gawk Outdoor.
The Prosmile Design admin team were looking for a way to reduce the time spent on manually transferring Customer and Invoice data between their Seazona dental lab software and accounting software Xero. They also wanted to provide increased visibility of payments received against invoices in Xero back in Seazona. Their bookkeepers suggested that they speak to a software integration specialist to connect the two systems in a way that would support their workflow and eliminate the need to re-enter data between the software.
Courtney Brands had recently moved onto Hubspot and needed the means to send their requests for quotes (RFQs) into their printIQ production software. With their current setup, they were expecting to have to re-enter data into both platforms making it an error prone and an inefficient use of time. They realized they needed a better way to ensure accuracy and efficiency. So they reached out to Squirrel to fill in the gaps of this process. The team was able to review, design and adapt a process to suit the Courtney Brands sales team, allowing them to quickly and easily push quotes and track print jobs between both systems.
Stripdoors wanted to use Zoho Campaigns to easily create marketing campaigns and promote their business activity to their Customers. They engaged Squirrel Business Solutions to help set up Zoho Campaigns as a replacement for Mailchimp. Using Zoho Campaigns instead of Mailchimp allowed them to reduce their marketing costs – as Zoho Campaigns is part of the Zoho One Suite of products. It also provided a quick and easy way to seamlessly sync Customer data. Squirrel set up Campaigns and the syncs between the two systems, as well as creating customer segments for mailing lists. Templates were designed to enable the quick creation of future campaigns. Utilising the workflow feature, we also set up automated campaigns to trigger emails to contacts based on sales activity.
Redfern Flinn required a centralised software system to record maintenance information of their assets (for example, cranes) which service technicians could use when visiting clients and performing on-site inspections. Squirrel built a custom application using Zoho Creator for Redfern Flinn’s specific operations and processes. Integrated with Zoho CRM, it provides a dynamic system streamlining the team’s asset maintenance and management service.
While each of Squirrel’s NDIS clients provide different services to their customers, their underlying requirements for managing information related to their Participants NDIS plans were very similar. This case study looks at how implementing Zoho One has reduced time spent on repetitive activities through streamlined data capture processes and the automation of the generation of Service Agreements.
National Car Buyers purchase a huge quantity of second hand cars from individuals each month. Thanks to Covid the small team had to find a way to quickly and successfully appraise vehicles remotely while ensuring the customer understood the process and felt supported throughout. Zoho CRM is used as the source of truth for their customer data, providing the platform from which to systemise and automate each step of the sales process. With the end to end process in place not only is it easier to train new team members on the sales patter, it ensures crucial verification steps are not missed and the customer is kept informed at each stage of the purchase. The National Car Buyers team calculated time saved through the reduction of data entry and processing to be at least one hour for each won Deal. And for those that don’t go all the way, at least 30 minutes was shaved off the processing time. The time saved already equates to at least 40 hours of reduced admin time each week!
Whitney Consulting wished to streamline their projects to ease the workload of their principal consultant, maintain workflow consistency across all jobs and access key business insights. Squirrel Business Solutions designed a CRM encompassing Whitney Consulting’s entire job process, incorporating software integrations to automate client intake and invoicing, sync calendar and file storage and generate business analytics. “I was worried about forgetting to send an invoice, and I also needed to get business analytics and data on how much it was costing us to do each of our jobs…I didn’t have that oversight” – Tara Whitney, Principal Consultant and Business Owner
The Cat Butler was planning for future expansion whilst looking to maintain the high quality of their services to current clients. Squirrel Business Solutions designed and implemented a CRM to support The Cat Butler’s processes from new leads to invoicing, automating communication with clients, centralising and systemising data and workflows in a scalable way to allow for and promote future business growth.
Remedy First Aid Training came to Squirrel as their business began to grow. They needed a centralised CRM which could facilitate their growth and make their processes, including various course sales and registration workflows, as efficient as possible. Squirrel designed and implemented a streamlined CRM with multiple integrations, allowing their workflows to be highly automated, increasing reliability and efficiency for the Remedy First Aid Training team and their clients.
Endeavour Foods wished to implement a CRM to streamline the process of managing new customer enquiries, accounts, and activity as their business expanded. Squirrel was able to establish a highly automated system managing customers from the beginning stages of their enquiry, tracking and recording customer visits, automating customer marketing contact, and establishing and providing tasks and reminders to team members. “We weren’t utilising a CRM system at all, but we definitely needed to implement something to accommodate our business and the growth it has experienced over the years … Squirrel took control and made it easy for us to get it done” – Sophie Sharland, General Manager
Keynote Entertainment wished to increase their utilisation of Zoho CRM and improve their invoicing process. Squirrel implemented an integration between Zoho CRM and bookkeeping and invoicing software Xero, introducing a high level of automation.
Our client wished to implement an integrated system to improve visibility of their sales process and manage stock and inventory levels. Squirrel Business Solutions implemented Zoho CRM and Zoho Forms to streamline and automate the sales process, and Zoho Inventory to track orders and notify our client’s fulfilment partner of approved orders. “We were essentially setting up the business and our sales team, and needed help setting up our CRM to manage sales” explains the Marketing Manager.
Bakers Delight wished to implement software which would deliver a series of analytical reports from a range of complex data associated with their franchise recruitment process. Squirrel Business Solutions implemented Zoho Analytics, automating data collation from Zoho CRM and external sources to provide insightful reports including lead and sales data and recruitment elapsed time data. “We needed support and help to build our analytic software from nothing, Squirrel explained everything in a way that we could easily understand” – Rona Conway, Franchise Sales and Recruitment Manager.
Data Image wished to establish a streamlined and automated software system encompassing lead, quote and invoice management. The team, who had just started with Zoho One and were implementing Zoho CRM, wanted to maximise process efficiency and accuracy of data transfer amongst a variety of software programmes – Xero, Creditsafe and printIQ – specifically for customer account and financial information. Squirrel guided and assisted the Data Image team in optimising Zoho CRM, and developed a number of integrations between additional software programmes, resulting in optimal process efficiency and data accuracy.
You’re Hired! How a custom search tool and webform integrations with Zoho CRM automated Labour Hire.
Alton wished to customise and optimise Zoho CRM to support their various processes, including candidate recruitment and client hiring. Squirrel implemented integrations between the CRM and specially designed webforms to facilitate automatic data syncing, and customised a web widget to streamline and simplify the client experience provided by Alton.
CaseWare wished to monitor their business performance by developing a core set of management reports, whose accuracy could be relied upon, to provide key business insights. The team were making use of a number of reports spread across Zoho CRM and Zoho Analytics, however there were inconsistencies across the data sets which needed to be investigated and resolved in order to achieve data integrity. Squirrel Business Solutions reviewed and updated the CRM data set, and worked with the team to improve the way data was entered into the CRM, in order to achieve data integrity.
Squirrel Business Solutions was engaged to create a seamless post-service survey experience for Comfortel’s customers that was linked to the Service record in the CRM and would provide them valuable insights about their servicing team, known as technicians.