Zoho CRM automation enables car dealership to leverage upselling opportunities
Squirrel Business Solutions implemented Zoho CRM for this company, enabling them to re-target their database and launch a successful pilot tele-sales campaign.
Zoho CRM improves communication and engagement with dispersed team
Squirrel Business Solutions supported NLNL in transitioning from an email- and spreadsheet-based system for communicating with ambassadors and storing information, to Zoho CRM. This enabled NLNL to standardise and automate their processes, reducing administration time by four hours a week and increasing ambassador engagement by 50 per cent.
Zoho CRM-Xero integration enables home buyers’ advocates to automate invoicing
Squirrel Business Solutions implemented Zoho One and a two-way Zoho CRM-Xero integration for Property Home Base, enabling them to streamline and automate invoicing and manage their operations from their CRM
Zoho CRM enables biotech company to streamline sales process and improve reporting
Squirrel Business Solutions supported this company in transitioning from a CRM that wasn’t meeting requirements, to Zoho CRM. Zoho CRM is providing a reliable central database for customers and products and streamlining their sales, servicing and repairs processes. It has also improved reporting.
Zoho CRM-Xero integration enables dance company to digitise processes and manage bookings
Squirrel Business Solutions implemented Zoho CRM Plus for BalletLab and integrated it with their web forms and Xero accounting software. This enabled them to update their database automatically, and manage their bookings, communications and social media campaigns. It also helped them streamline their accounting process. In addition, they have increased visibility over their bookings, enhanced their marketing insights and reduced the administration load on their small team.
PrintIQ-Hubspot integration reduces data entry by 40 hours a month
Squirrel Business Solutions integrated PrintIQ with Hubspot, enabling Selby’s to reduce manual data entry and track quotes and their sales pipeline.
Integrating Zoho CRM systems provides key insights for company
Squirrel Business Solutions supported EnviroGroup in transitioning from an outdated CRM that did not integrate with other applications to a user-friendly system that integrated with a client’s CRM system – streamlining processes, providing access to key information and facilitating collaboration.
Zoho CRM and Clarizen integration enables NFP to expand into fee-for-service work
Squirrel Business Solutions implemented Zoho CRM for the Global CCS Institute (Global CCS) and integrated it with Clarizen (project management software), creating a central database, automated workflow and greater visibility of leads in their new consultancy sales pipeline, and enabling collaboration across the globe.
Zoho CRM mobile app for sales coach improves communication and efficiency
A small company that had grown organically, Sales Shift Global had no formal system in place for storing customer information. Details were spread across spreadsheets and emails and not always easy to find. The team sometimes recorded meeting discussions on sticky notes, or relied on memory. They were using Xero for invoicing.
Realising that they were spending valuable time looking for information, and that some information was getting lost, Sales Shift Global decided that it was time to implement a system that would help them store information centrally and share it between different parts of the business. The called on Squirrel Business Solutions for help.
“We didn’t have information at our fingertips when we needed it – we had to hunt for it. We really needed everything in one place,” recalls Andrea Boyle, Business Administrator, Sales Shift Global.
CRM for restaurant franchises improves marketing and reporting
Squirrel implemented Zoho CRM for the ARC restaurant franchises and integrated it with MailChimp and SMS. This enabled them to deliver targeted marketing campaigns to different segments via email and SMS. It also helped them to bring relevant marketing data directly into the CRM via point-of-sale scanning, deliver greater insights into marketing ROI and keep track of issues.
Zoho CRM enables food supplier to consolidate customer data and plan and track sales visits
Squirrel Business Solutions implemented Zoho CRM for Tassal, creating a central repository for their customer data and establishing an easy-to-follow process for their growing salesforce. Squirrel introduced several customisations to the system, including a sales runsheet tool integrated with Google Maps. This enabled the team to plan and track their store visits efficiently. Tassal also now have clear visibility of the stock carried by stores and a reliable means of tracking quality issues. Weekly reports emailed automatically from the CRM provide the management team with oversight of sales activity.
Digitisation, Zoho CRM-SMS integration reduce admin and generate enquiries for not-for-profit
Squirrel Business Solutions implemented Zoho CRM for Righteous Pups and digitised all their manual processes, including the completion of application forms and the storage of important records. They also installed two-way SMS integration. As a result, the administrative burden on their small team has been greatly reduced. This has relieved anxiety and enabled them to improve their communications and services, increase their reach and raise awareness of their work.
Zoho CRM-Xero integration helps coaching business to avoid bad debtors
This allows data to be pulled from Xero into the CRM, where a real-time overview of the status of all invoices can be viewed and reports can be drawn up. This alerts the sales team to bad debtors.
Zoho CRM and integrations help HR company improve processes and reporting, and nurture leads
Squirrel Business Solutions implemented a CRM system for the company and integrated it with their web enquiry form, GoToWebinar and MailChimp. As a result, they now have cleansed and centralised data to work with, streamlined sales and account management processes, greater insight into the effectiveness of their marketing and improved external and internal communication.
Digital agreements increase security and reduce admin and costs for NFP members
Squirrel Business Solutions replaced the manual completion of agreements by VicParks members with a fully digitised system. This allowed members to quickly create agreements online, have them electronically completed and signed by recipients, within hours instead of days or months, and then stored securely in the cloud. This not only reduced risk for parks by ensuring that they were operating with legally binding agreements in place, but also saved them time and eliminated paper and postage costs.
ESignLive-Zoho CRM integration enables pre-filling of forms and secure online signature
Squirrel Business Solutions supported Smartpay in transitioning from a cumbersome manual method of processing new applications to a secure, automated online system and reduced the time taken to complete and sign forms by 45 minutes. A simple click within the email takes the client into the PDF. Here, they can review the pre-filled information, add new information and check a box to accept the terms and conditions. Crucially, they can also add a legally binding electronic signature. This step triggers the return of the completed form to the CRM, where it is attached to the original lead as a PDF. The record owner also receives an alert to follow up.
Zoho CRM helps honey manufacturer replace manual forms with automation
Squirrel Business Solutions supported this honey manufacturer in transitioning from an inefficient paper- and spreadsheet-based system to Zoho CRM. This has provided the company with a reliable central database and streamlined, automated processes for sending documents. In addition, it now has more efficient ways of submitting samples for testing, keeping records and communicating with suppliers. Its procurement team also has convenient mobile access to their documents while onsite.
Moving to the cloud creates one central source of truth for software company
CaseWare Australia & New Zealand distribute auditing and accounting software products and templates, and provide training courses and support.