Moving to the cloud creates one central source of truth for software company

By | Posted on 17 July 2017 | IT

CaseWare Australia & New Zealand distribute auditing and accounting software products and templates, and provide training courses and support.

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Mobile CRM helps distributed agricultural sales team improve communication

By | Posted on 15 November 2017 | Agriculture & Farming

Squirrel Business Solutions supported BioAg in transitioning from a server-based CRM that wasn’t meeting the business requirements, to Zoho CRM. Zoho CRM is providing their dispersed team with mobile access to a central resource and streamlining their internal and external communications.

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Set-and-forget emails generate repeat business for plumber

By | Posted on 17 October 2017 |

FXD Plumbing provides professional residential, industrial and commercial plumbing services in the Sydney area.

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Zoho CRM-Creator-Xero integration slashes admin time by 15 hours a week

By | Posted on 17 September 2017 |

Unscratch the Surface is a Melbourne-based company providing a specialised glass and surfaces protection and restoration service

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Zoho CRM-PandaDoc integration halves time to create proposals and record delegate names for software company

By | Posted on 17 September 2017 |

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Zoho CRM-MailChimp two-way integration promotes long-term growth for training company

By | Posted on 10 July 2017 | Education, Training & Coaching

“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 integration, and were always responsive, accessible and willing to fix problems. Great value for money.” Eddie Ragauskas, CEO, Ceventas Pty…

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Zoho CRM-GoToWebinar integration connects, automates and updates

By | Posted on 21 June 2017 | Automotive, Manufacturing & Retail

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 to be able to monitor webinar registrations or send reminders to those who had not registered, but needed to log…

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Zoho CRM helps cleaning company nurture leads and grow business

By | Posted on 26 April 2017 | Commercial Cleaning

Growing a business requires an effective marketing strategy and constant attention to ensure that new leads are nurtured and converted. Yet most businesses fail to follow up new leads. Squirrel Business Solutions implemented a customer relationship management (CRM) system for iClean Facility Services that helped iClean to manage and remain in constant contact with new leads. This ensured that iClean would be front of mind when the time came for their leads to renew their existing cleaning contracts. The CRM also helped iClean to manage and maintain contact with their customers and improve their day-to-day efficiency using task automation. In addition, it enabled them to send and follow up on professional proposals quickly and easily.

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Zoho CRM customisation helps flooring company improve forecasting

By | Posted on 14 December 2016 | Architecture, Building & Construction

Reporting and forecasting play a crucial part in the financial planning of any business. Squirrel Business Solutions helped NBD Designer Floors to customise their CRM system to provide real-time insight into the company’s sales pipeline, monitor individual performances and, through the use of forecasts, plan for the future.

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CRM-web integration reduces admin by 3 hours per day

By | Posted on 23 November 2016 | Education, Training & Coaching,NFP, Government & Member Organisations

Prompt, relevant communication is at the heart of a successful relationship between an organisation and its members. This can be difficult if the organisation has three different arms and a constantly growing database. If you also need to link family members to one account and communicate with them differently, you have a complex administrative challenge on your hands. Squirrel Business Solutions designed, built and implemented a solution tailored to Gondwana Choirs’ unique requirements. This brought all their systems into line, greatly reduced administration time and enhanced their communications with their members.

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Streamlined systems help travel agent deliver personalised service

By | Posted on 26 October 2016 | Events, Hospitality & Tourism

Running a successful travel business in an age when everyone can be their own travel agent means offering your customers something extra. Essential to this are providing exceptional service and communicating regularly in order to keep customers informed and reassured at every stage of their booking. Squirrel Business Solutions helped Josh Zuker Travel to streamline their systems, improve their efficiency, and enhance their customer communications and service.

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Zoho CRM-job scheduling-MYOB integration saves 15 hours of admin time per week

By | Posted on 11 August 2016 | Commercial Cleaning

Running a large cleaning company with more than 10,000 clients and coordinating a team of technicians to service them presents many logistical challenges on a daily basis.

Squirrel Business Solutions helped The Oven Cleaning Company to set up a CRM and integrate their scheduling and accounting systems with it. This allowed them to streamline their booking and invoicing processes, automate booking reminders and greatly reduce manual data entry. Ultimately, they were able to deliver a more professional service.

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Improved software development grows client base

By | Posted on 22 July 2016 |

Developing and maintaining an electronic profiling system for tracking workplace activities requires robust IT systems backed by skilled and responsive developers. Shawn and the team stepped in to help the company manage the complex software they had in place, fix bugs and add features, allowing the company to maintain its client relationships and grow its client base.

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Zoho-Xero integration improves member communication

By | Posted on 2 June 2016 |

Communication is vital in any business, but is especially important between a not-for-profit organisation and its members, who rely on the organisation to disseminate information relevant to the industry. Squirrel helped VicParks to improve their communications with their members by replacing their outdated system with Zoho CRM and integrating it with Xero. This provided one central repository for members’ details, including fee status, and a user-friendly mechanism for keeping them up to date. Crucially, it also allowed VicParks’ CEO to access all this information on her iPad while out on the road.

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Zoho CRM-PandaDoc integration automates creation of proposals

By | Posted on 13 May 2016 |

Staying ahead in the competitive and fast-moving software industry means not only maximising efficiency but also creating and maintaining a professional image. Squirrel helped this software development company tick both these boxes by integrating their Zoho CRM with Xero and PandaDoc, enabling them to create contemporary, professional, interactive proposals using information already in their CRM, and send them to their clients for easy online acceptance and signature.

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Zoho CRM-Google Maps integration helps sales team on the road

By | Posted on 22 April 2016 |

For any sales team, visiting existing and potential clients presents a host of practical challenges, from finding parking to accessing client details and rescheduling cancelled appointments. Squirrel Business Solutions made life easier for this supplier of office printing equipment by integrating their Zoho customer relationship management (CRM) system with Google Maps, enabling the sales team to view on their mobile devices the locations and details of all their clients and potential clients in any one area while on the road.

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Web-CRM-MailChimp integration improves customer service

By | Posted on 3 April 2016 | Education, Training & Coaching,Real Estate & Property

We know that on average it takes six to eight touches to generate a viable sales lead, and there are only so many hours in a day. Squirrel Business Solutions helped The Property Mentors to automate their leads-nurturing process by integrating their web enquiry form with their CRM and with MailChimp. This ensured that new enquiries were not lost and freed up their team to focus on leads that needed personal attention, improving customer service in a highly competitive industry.

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Google Adwords-Zoho CRM integration tracks ROI

By | Posted on 16 March 2016 | Automotive, Manufacturing & Retail

We all have to spend money on advertising and marketing in one form or another. The ability to track the return on your investment (ROI) accurately is critical for informed decision-making on where to spend your marketing dollars. Many business owners rely on gut feel or their sales team’s opinions on what works and what doesn’t, but being able to back up your decisions with concrete data is far more reliable. Squirrel Business Solutions helped one manufacturing client to increase their decision-making ability by integrating their Zoho CRM with Google Adwords.

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