CRM-web integration reduces admin by 3 hours per day

By | Posted on 23 November 2016 | Education, Training & Coaching,NFP, Government & Member Organisations

Prompt, relevant communication is at the heart of a successful relationship between an organisation and its members. This can be difficult if the organisation has three different arms and a constantly growing database. If you also need to link family members to one account and communicate with them differently, you have a complex administrative challenge on your hands. Squirrel Business Solutions designed, built and implemented a solution tailored to Gondwana Choirs’ unique requirements. This brought all their systems into line, greatly reduced administration time and enhanced their communications with their members.

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Zoho CRM and Clarizen integration enables NFP to expand into fee-for-service work

By | Posted on 28 December 2018 | Environment & Conservation,NFP, Government & Member Organisations

Squirrel Business Solutions implemented Zoho CRM for the Global CCS Institute (Global CCS) and integrated it with Clarizen (project management software), creating a central database, automated workflow and greater visibility of leads in their new consultancy sales pipeline, and enabling collaboration across the globe.

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