Zoho CRM customisation helps flooring company improve forecasting
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.
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Squirrel Business Solutions supported EnviroGroup in transitioning from an outdated CRM that did not integrate with other applications to a user-friendly system that integrated with a client’s CRM system – streamlining processes, providing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 Payment Forecast Tool optimises sales and project pipeline
Agero needed to implement a CRM which would enable them to easily manage their sales process and streamline project pipelines. They also desired an effortless process for forecasting and tracking incoming payments, both for individual projects and across the entire business. Squirrel Business Solutions implemented a CRM for the management of specific projects, and designed a Payment Forecast widget which incorporated automation to easily calculate and monitor payments.