Zoho CRM helps honey manufacturer replace manual forms with automation
Squirrel Business Solutions supported this honey manufacturer in transitioning from an inefficient paper- and spreadsheet-based system to Zoho CRM. This has provided the company with a reliable central database and streamlined, automated processes for sending documents. In addition, it now has more efficient ways of submitting samples for testing, keeping records and communicating with suppliers. Its procurement team also has convenient mobile access to their documents while onsite.
Customised Zoho Analytics unlocks insightful reports from complex data.
Bakers Delight wished to implement software which would deliver a series of analytical reports from a range of complex data associated with their franchise recruitment process. Squirrel Business Solutions implemented Zoho Analytics, automating data collation from Zoho CRM and external sources to provide insightful reports including lead and sales data and recruitment elapsed time data. “We needed support and help to build our analytic software from nothing, Squirrel explained everything in a way that we could easily understand” – Rona Conway, Franchise Sales and Recruitment Manager.
Streamlining sales process with Zoho Forms and Zoho Inventory integrations.
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.
Zoho CRM automates lead conversion optimising client management, marketing and tracking.
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