The Brief Company was using outdated non-cloud based technology that no longer integrated with legacy systems. The Australian and New Zealand sales team couldn’t access CRM on the road and weren’t using customer information to its full advantage. Management had limited visibility over sales activity, customer communication and sales pipeline reporting. The Solution Cloud based…
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.
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…
Squirrel Business Solutions implemented Zoho CRM for this company, enabling them to re-target their database and launch a successful pilot tele-sales campaign.
Squirrel Business Solutions partnered with the client to deliver a Zoho One solution that included a complex integration from the CRM to MYOB EXO and their website. The integration allows a unified view of data between the three systems and different teams access to relevant information to allow them to successfully service their customers. As part of enhancing the features of the system, Squirrel developed a CRM tool to ensure the accurate pricing of quotes sent from the system.
Squirrel Business Solutions developed and implemented an inbuilt drawing tool, displayed within a widget for SteelChief to create schematic drawings whilst remaining in the CRM. Drawings are used to produce quotations and manufacturing specification documents
Squirrel Business Solutions is working with National Car Buyers to design and build their CRM. With a high volume of interactions and transactions taking place, there is a real focus on process automation and removing repetitive administrative tasks from the team’s workload
Hydraulink wished to develop their company through the recruitment of Franchise operators for their retail stores and mobile service vehicles. Squirrel Business Solutions designed and implemented a streamlined CRM for the management of Franchisee procurement, encompassing the process from an initial franchisee lead to the onboarding and launch of approved franchisee candidates.
S2K Identity Systems wished to improve the efficiency and integration of their sales process, from quoting to invoicing. They wanted to move away from the outdated CRM they were using, which was resulting in order mistakes and a misspending of time and resources. Squirrel established a single CRM incorporating a user-friendly, bespoke quoting tool which utilised automation in order to reduce manual errors and ensure accuracy and ease throughout the entire sales process.
Squirrel Business Solutions was engaged to create a seamless post-service survey experience for Comfortel’s customers that was linked to the Service record in the CRM and would provide them valuable insights about their servicing team, known as technicians.
Our client wished to implement an integrated system to improve visibility of their sales process and manage stock and inventory levels. Squirrel Business Solutions implemented Zoho CRM and Zoho Forms to streamline and automate the sales process, and Zoho Inventory to track orders and notify our client’s fulfilment partner of approved orders. “We were essentially setting up the business and our sales team, and needed help setting up our CRM to manage sales” explains the Marketing Manager.
Endeavour Foods wished to implement a CRM to streamline the process of managing new customer enquiries, accounts, and activity as their business expanded. Squirrel was able to establish a highly automated system managing customers from the beginning stages of their enquiry, tracking and recording customer visits, automating customer marketing contact, and establishing and providing tasks and reminders to team members. “We weren’t utilising a CRM system at all, but we definitely needed to implement something to accommodate our business and the growth it has experienced over the years … Squirrel took control and made it easy for us to get it done” – Sophie Sharland, General Manager
National Car Buyers purchase a huge quantity of second hand cars from individuals each month. Thanks to Covid the small team had to find a way to quickly and successfully appraise vehicles remotely while ensuring the customer understood the process and felt supported throughout. Zoho CRM is used as the source of truth for their customer data, providing the platform from which to systemise and automate each step of the sales process. With the end to end process in place not only is it easier to train new team members on the sales patter, it ensures crucial verification steps are not missed and the customer is kept informed at each stage of the purchase. The National Car Buyers team calculated time saved through the reduction of data entry and processing to be at least one hour for each won Deal. And for those that don’t go all the way, at least 30 minutes was shaved off the processing time. The time saved already equates to at least 40 hours of reduced admin time each week!
Stripdoors wanted to use Zoho Campaigns to easily create marketing campaigns and promote their business activity to their Customers. They engaged Squirrel Business Solutions to help set up Zoho Campaigns as a replacement for Mailchimp. Using Zoho Campaigns instead of Mailchimp allowed them to reduce their marketing costs – as Zoho Campaigns is part of the Zoho One Suite of products. It also provided a quick and easy way to seamlessly sync Customer data. Squirrel set up Campaigns and the syncs between the two systems, as well as creating customer segments for mailing lists. Templates were designed to enable the quick creation of future campaigns. Utilising the workflow feature, we also set up automated campaigns to trigger emails to contacts based on sales activity.