Zoho CRM for mortgage brokers

By | Posted on 17 July 2015 | Banking & Financial

“I have more time in the day and am feeling more organised, which gives me more time to work on my business.” Shayne, Director, GAIN Financial GAIN Financial is a boutique mortgage broking business that aims to deliver a consistent and professional service to its clients and build rewarding relationships with its alliance partners. The…

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ESignLive-Zoho CRM integration enables pre-filling of forms and secure online signature

By | Posted on 22 February 2018 | Banking & Financial

Squirrel Business Solutions supported Smartpay in transitioning from a cumbersome manual method of processing new applications to a secure, automated online system and reduced the time taken to complete and sign forms by 45 minutes. A simple click within the email takes the client into the PDF. Here, they can review the pre-filled information, add new information and check a box to accept the terms and conditions. Crucially, they can also add a legally binding electronic signature. This step triggers the return of the completed form to the CRM, where it is attached to the original lead as a PDF. The record owner also receives an alert to follow up.

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Zoho Campaigns autoresponders help accounting firm keep in touch with partners

By | Posted on 11 October 2020 | Banking & Financial

Squirrel Business Solutions supported BNR Partners in upgrading their CRM in order to better manage ongoing engagement with their referral partners and track their leads. They also implemented a series of automated emails to facilitate regular communication with their referral partners

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Zoho CRM & Analytics unlocks key business insights

By | Posted on 13 October 2021 | Banking & Financial

CaseWare wished to monitor their business performance by developing a core set of management reports, whose accuracy could be relied upon, to provide key business insights. The team were making use of a number of reports spread across Zoho CRM and Zoho Analytics, however there were inconsistencies across the data sets which needed to be investigated and resolved in order to achieve data integrity. Squirrel Business Solutions reviewed and updated the CRM data set, and worked with the team to improve the way data was entered into the CRM, in order to achieve data integrity.

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