The brief

Sales team was wasting time with an outdated system and there was little information sharing or internal communication. There was significant re-entry of data occurring as the systems being used didn’t integrate.

The business owner didn’t feel he had visibility over the activities of his sales team and given the highly competitive nature of the industry was concerned delayed follow-up was causing missed sales. He wanted to increase the sales team response time to enquiries by automating the initial sales process; implement workflow to ensure their customer follow up was consistent and set up in a way the sales manager could be held accountable.

The solution

  • Microsoft365
  • Webform
  • Zoho CRM
  • Zoho CRM Enterprise
  • Integration with Limos Anywhere booking system
  • Outlook 365 email and calendar integration
  • Web to Lead forms and Zoho Survey integration to automate enquiry and quote delivery
  • Complex workflow automation using Zoho workflow and API scripting
  • Zoho Campaigns for email marketing and lead nuture

The benefits

All information is now in one place, and there has been a significant increase in efficiency with less time wasted following up on leads.

Both the business owner and sales manager are on the road and use the mobile app for alerts and to log calls and have increased visibility on what stage their leads and opportunities are up to.

At any given time, their CRM tells them what to do, when to do it and how to do it.

After 6 months they are starting to use the data in CRM to analyse their conversion rates and ROI on Google Adwords and other marketing campaigns.

Loved working with Kylie and the team at Squirrel, she has a great manner about her and great communication skills… Having all customer information in one place is a huge benefit.

Frank Raco


RSV Limos

Ask Squirrel

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.

By | Posted on 9 March 2015 | Events, Hospitality & Tourism

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By | Posted on 9 March 2015 | Events, Hospitality & Tourism