Zoho CRM improves efficiency for limousine hire company
The Brief Sales team was wasting time with an outdated system and there was little information sharing or internal communication.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…
Zoho CRM and Print IQ integration
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…
Zoho CRM-Xero integration for automated invoicing
Managing the billing process is time-consuming and challenging, particularly if payments are made in instalments. Squirrel Business Solutions took the headache out of this process for CM Ultimate Events by implementing a Zoho CRM-Xero integration and setting up a fully automated instalment payment process. This enabled efficient invoicing, timely follow-up and improved cash flow.
Streamlined systems help travel agent deliver personalised service
Running a successful travel business in an age when everyone can be their own travel agent means offering your customers something extra. Essential to this are providing exceptional service and communicating regularly in order to keep customers informed and reassured at every stage of their booking. Squirrel Business Solutions helped Josh Zuker Travel to streamline their systems, improve their efficiency, and enhance their customer communications and service.
Digital agreements increase security and reduce admin and costs for NFP members
Squirrel Business Solutions replaced the manual completion of agreements by VicParks members with a fully digitised system. This allowed members to quickly create agreements online, have them electronically completed and signed by recipients, within hours instead of days or months, and then stored securely in the cloud. This not only reduced risk for parks by ensuring that they were operating with legally binding agreements in place, but also saved them time and eliminated paper and postage costs.
Zoho CRM improves communication and engagement with dispersed team
Squirrel Business Solutions supported NLNL in transitioning from an email- and spreadsheet-based system for communicating with ambassadors and storing information, to Zoho CRM. This enabled NLNL to standardise and automate their processes, reducing administration time by four hours a week and increasing ambassador engagement by 50 per cent.
Zoho CRM and Xero integration automates and simplifies invoicing processes.
Keynote Entertainment wished to increase their utilisation of Zoho CRM and improve their invoicing process. Squirrel implemented an integration between Zoho CRM and bookkeeping and invoicing software Xero, introducing a high level of automation.