Revolutionising HR Operations

Zoho One was the obvious choice for HR Gurus and Squirrel set to work customising the CRM and Projects. We chose to build a custom integration between Zoho CRM and Zoho Projects to supplement the native integration. Using a key field within the Opportunity and a stage update as the trigger, the team could easily create a new linked Project. A set of rules within the automation ensured the correct Project template was used and instantly updated with budget hours, users and job details. 

The magic happens at the end of the month. Users can click a button within the Opportunity to return hours logged on the project. Logged hours are summed by consultant and updated against available support hours, retainer or ad-hoc. Monthly billing is now a breeze! 

For each Client a monthly timesheet report is generated in Zoho Analytics. Using a custom function to generate a unique link, one report can be used for all Clients as results are filtered to just show their hours. This reduces the need to create and maintain a report for each Customer as the filter settings are hidden in the background. The custom automation between Zoho CRM and Zoho Projects is saving the team hours per month in data entry and cross checking timesheet entries against available hours. 

Emily’s dream from the very first meeting with Squirrel was to design and build her own HR Audit Report that met her needs for style and content. She came to us with the challenge to build a solution that was easy to use, cost effective and was on brand.

Using Zoho Forms, we built a simple quiz that anyone interested in learning about the HR health of their business could complete.

On submission of the form, it generates on screen a spider graph and summary.  The results from the quiz create a Lead record in the CRM and a beautifully styled Zoho Writer document is generated and emailed to the recipient. With the initial report completed the user is offered an upgrade option to the full report. The full report includes the option to invite up to 10 team members to complete the same report. Payment is taken at the time via the Zoho Form, immediately opening up the ability to submit the names of co-workers to complete the form.  

Records in the CRM are generated and linked together, invites sent to requested recipients with links to access the form. On submission of each form the results are calculated to provide average scores against each area of assessment. System generated reminders are sent to invitees, and to the initial requester, to ensure the timely completion of the quiz.

Using Zoho Writer we were able to design a report with conditional formatting to show heatmap style results and spider graphs that mapped the overall scores. Why not see it for yourself and stress test your business HR.

Lastly, the team were keen to have a platform where they could quickly create and launch online events with options for paid or free tickets. After reviewing and testing Zoho Backstage we determined that the system was not a great fit for business requirements due to limitations and the cost. Squirrel was able to deliver a solution using Zoho Forms and a custom integration to the CRM. Signup was via a landing page where multiple tickets could be purchased and registration details added. Each registered person creates a separate record in the CRM for tracking and reminders. Our custom solution allowed for bespoke email templates to be used for confirmation, online event access links and scheduled reminders.