The brief

AFI Branding had implemented Zoho but were not getting full value out of the CRM and wanted local support rather than trying to engage with overseas call centres. Integration with PrintIQ was also required to streamline the sales process and reduce time spent on data re-entry. The staff needed insight in to how the CRM system worked and training on how to use it to its full advantage.

The solution

  • PrintIQ
  • Zoho CRM
  • Onsite training with users to demonstrate functions as relevant to their daily work procedures.
  • Custom API script written to integrate Zoho CRM and Print IQ systems.

The benefits

  • Company now has a much more effective approach to customer management
  • Although not initially the main objective, the CRM has significantly assisted with business development and winning new customers.
  • Staff time resources have been saved due to integration between two systems.

I’d recommend engaging Squirrel – we’ve found it very beneficial connecting with someone local, in order to get to know the product.


Marketing Co-ordinator

AFI Branding

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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 2 April 2015 | Events, Hospitality & Tourism

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By | Posted on 2 April 2015 | Events, Hospitality & Tourism