In a nutshell…
- Reporting & Analytics
Squirrel Business Solutions was recommended as a trusted Zoho CRM implementation partner. In addition to the usual lead, customers and sales pipeline management, the Customer Relationship Management (CRM) system needed to be tailored to manage contracts, devices and meter reads. As a fast growing organisation, Channel IP needed to choose a CRM solution which was flexible enough to meet their current and future requirements
Channel IP is a team of subject matter experts and independent consultants in the Managed Print industry. They consult on business technology specialising in printing, scanning and copying needs with a client focused approach to optimise operating costs.
Channel IP needed to move away from spreadsheets and implement a CRM system to support their expansion and automate key processes. They were looking for a system that was simple to use, cost effective and would support them to manage inbound leads, referrals, customers and sales. The system needed to be tailored to deliver a meter read tracking system giving them the ability to report back to clients about their monthly usage. Sales pipeline reporting, activity tracking dashboards and an inbound lead scorecard was another primary focus.
- Zoho CRM
Squirrel began by implementing Zoho CRM for lead and sales pipeline management. This included automated reminders, tasks and filtered customer lists. Customer data was imported into the CRM along with sales pipeline information from spreadsheets.
Squirrel CRM consultants then built a number of custom modules to manage customer contracts, devices and their associated monthly meter reads. The account managers now have colour, mono and scan meter read data at their fingertips including monthly / quarterly and annual averages which the system calculates.
Online training was provided to the team empowering them to set up filtered lists for the Accounts they manage, track upcoming and outstanding tasks and use the mobile app to access the CRM on the go.
- Customer list stored and managed in a central location
- Supported and consistent lead management and sales processes
- Transparency, confidence, accountability across the team
- Up to date sales reporting and lead scoring dashboards
- Customised user Home Screens for activity & account management
- System to easily monitor customer device usage
- Ability to keep track of contracts and service plans including expiration dates
We’ve been happy with Squirrel throughout the process. There was no sales pushiness when we made contact to enquire about using their services like other companies. They were transparent, provided good professional service and the team were accessible and easily available when we needed them.
Could your business benefit from a similar solution? We’d be happy to help you find one. Book a free consult today.
Squirrel Business Solutions implements and integrates CRM and other cloud-based systems, and provides training and support, for small and medium-sized businesses all over Australia, including Melbourne, Bendigo, regional Victoria, Tasmania, Sydney and Brisbane. This empowers them to automate their processes and improve their efficiency.