Zoho CRM enables biotech company to streamline sales process and improve reporting

By | Posted on 8 July 2019 | Health & Medical Research

Squirrel Business Solutions supported this company in transitioning from a CRM that wasn’t meeting requirements, to Zoho CRM. Zoho CRM is providing a reliable central database for customers and products and streamlining their sales, servicing and repairs processes. It has also improved reporting.

Read More

Zoho One for NDIS Case Study

By | Posted on 24 November 2022 | Health & Medical Research

While each of Squirrel’s NDIS clients provide different services to their customers, their underlying requirements for managing information related to their Participants NDIS plans were very similar. This case study looks at how implementing Zoho One has reduced time spent on repetitive activities through streamlined data capture processes and the automation of the generation of Service Agreements.

Read More

Instantly sync invoice data between Seazona and Xero

By | Posted on 5 November 2023 | Health & Medical Research

The Prosmile Design admin team were looking for a way to reduce the time spent on manually transferring Customer and Invoice data between their Seazona dental lab software and accounting software Xero. They also wanted to provide increased visibility of payments received against invoices in Xero back in Seazona. Their bookkeepers suggested that they speak to a software integration specialist to connect the two systems in a way that would support their workflow and eliminate the need to re-enter data between the software. 

Read More