Business Tools

10 02, 2021

Case Study: Schematic drawing tool for Zoho CRM

By |February 10th, 2021|Automotive, Manufacturing & Retail, Business Tools, Case Studies, CRM|

Company profile SteelChief is an Australian family-owned business providing locally manufactured retail and wholesale outdoor living products. They design, manufacture and deliver the widest range of backyard products including garden sheds, pet enclosures, cubby houses and other storage solutions. Industry Manufacturing / wholesale / retail Company size 30+ Summary  Squirrel Business Solutions developed and implemented an inbuilt [...]

1 02, 2021

Case Study: Boost revenue opportunities with GP margin check and quote blocker

By |February 1st, 2021|Automotive, Manufacturing & Retail, Blog, Business Tools, Case Studies, CRM, Productivity Apps, Sales Pipeline|

Company profile Client is an Australian family-owned business providing a wide range of packing supplies and products. They service a wide range of industries and company sizes and have a team of Sales Reps, Account Managers and Customer Service staff to facilitate the sales process. Industry wholesale / retail Company size 30+ Summary  Squirrel Business [...]

18 04, 2020
  • working from home computer

How to work productively from home and stay sane

By |April 18th, 2020|Blog, Business Tools, Productivity Apps|

For many of us there are so many things to adjust to right now Most of our routines have been disrupted, we're having to adjust to or learn new ways of working and socialising, shopping, exercising, even home schooling our kids. The team at Squirrel are facing most of the same challenges that you are, [...]

3 03, 2020

Zoho Sign: Squirrel explores the pros and cons

By |March 3rd, 2020|Automation, Blog, Business Tools, CRM, Technology|

We Squirrels are always busy implementing new systems and software for our clients and discovering what works - and what could work better. In our 'Squirrel explores ...' series of blog posts, we share with you the practical insights we have gained along the way, helping you to navigate the complex world of technology a [...]

30 04, 2019

Zoho CRM analytics dashboards – powerful tools for making better business decisions

By |April 30th, 2019|Blog, Business Tools, CRM|

Data and analytics are your most powerful tools for making effective business decisions and bringing accountability to your operations. Zoho CRM provides a range of clear, easy-to-read dashboards - from simple charts to anomaly detectors - that enable you to harness that power in order to make the right decisions and streamline your business. Let's [...]

11 02, 2019

Lag v. lead indicators: How your stats can help you improve your game

By |February 11th, 2019|Blog, Business Tools|

Spectators at the Australian Open may have noticed that match analytics and graphics are becoming ever-more sophisticated - detailing not only the angle, placement and outcome of every serve, shot and return, but also player position, errors and a host of other percentages and stats. While fans may be more interested in the score, players [...]

30 10, 2018

The power of insight: Custom reporting for your business

By |October 30th, 2018|Blog, Business Tools|

Another year is fast closing in and I’ve been reflecting on what has really made our business tick along - and how to do more of those things next year and less of what hinders our progress. I’ve been asking myself some questions: What generates growth, profit and sales? Do we have over-performing areas that [...]

20 08, 2018

What is workflow automation and how will it benefit your business?

By |August 20th, 2018|Blog, Business Tools|

Many people have come to accept that repetitive manual processes in the workplace are a fact of life. But they don’t have to be. Take, for example, following up on enquiries or converting leads. Generating a viable sales lead takes six to eight touches, but by setting up an automated process called a workflow, you can [...]

23 11, 2016

Case Study: CRM-web integration reduces admin by 3 hours per day

By |November 23rd, 2016|Business Tools, Case Studies, CRM, Education, Training & Coaching, Industries, NFP, Government & Member Organisations|

“After speaking to many companies about building our CRM, Squirrel was the one that took the time to understand our organisation and our particular needs in grouping family members together. They supported us through each stage of implementation and in doing so have made us realise that we can do so much more with the [...]