CRM

24 11, 2022

Zoho One for NDIS Case Study

By |November 24th, 2022|Automation, Blog, Business Tools, Case Studies, CRM, CRM, Custom Development, Health & Medical Research, Productivity Apps, Time Management|

Case Study: Zoho One for NDIS businesses Company profile Fit n Able, ABA Link, My Autonomy Industry Health & Medical Company size 3 - 10 Summary  While each of Squirrels 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 [...]

24 11, 2022

Does your CRM data make your head spin?

By |November 24th, 2022|CRM, Productivity Apps, Sales Pipeline, Sales Strategy, Software Reviews, Uncategorized|

  How does reporting on CRM data benefit my business? You love your Zoho CRM, the team are using it (every day), the sales pipeline looks solid and customers seem happy. But do you know with clarity who’s hitting their sales targets or is getting a bit of a free ride? Can you see with [...]

24 11, 2022

How CRM automation saved 40+ hours per week

By |November 24th, 2022|Automation, Automotive, Automotive, Manufacturing & Retail, Blog, Business Tools, CRM, Custom Development, Productivity Apps, Trades & Services|

Company profile National Car Buyers Industry Sales / wholesale / retail Company size 10+ Summary  National Car Buyers purchase a huge quantity of second hand cars from individuals each month. Thanks to Covid the small team had to find a way to quickly and successfully appraise vehicles remotely while ensuring the customer understood the process [...]

6 10, 2022

What could you achieve with an extra six hours of free time?

By |October 6th, 2022|Blog, Business Strategy, Business Tools, CRM, Productivity Apps, Time Management|

We’ve all seen, and most likely read, those articles that proclaim “30 hacks to improve workplace productivity” with gems such as ‘delegate’ ‘outsource’ and ‘gamify’ as the holy grail of solutions. But let’s face it, delegating takes time and planning, and really, who the hell has enough staff right now to give the work to? [...]

17 12, 2021

Case Study: You’re Hired! How a custom search tool and webform integrations with Zoho CRM automated Labour Hire. 

By |December 17th, 2021|Case Studies, CRM, Recruitment & Staffing|

Company profile Alton is a Melbourne based labour hire company, providing personnel to various companies for short-term staffing needs. Alton specialises in blue collar industries and also connects clients to office personnel where required. Industry labour hire / services / recruitment Company size Team of 8 Summary  Alton wished to customise and optimise Zoho CRM [...]

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 [...]

23 09, 2019

CRM: Guide the customer journey and improve the customer experience

By |September 23rd, 2019|Blog, Business Strategy, CRM|

Alex has his own photography business. Specialising in people photography, he’s very busy capturing engagements, weddings, new babies, big birthdays and other special moments, to the delight of his clients. Sounds great, right? But the problem is, Alex never knows where his next booking is coming from. Each booking is a one-off that takes time [...]

28 08, 2018

Are sales opportunities slipping through your fingers? Use your CRM to improve marketing

By |August 28th, 2018|Blog, CRM, Sales Strategy|

Are your marketing campaigns falling flat or not resulting in sales, or the kind of enquiries you want? Or is your phone simply not ringing? Perhaps it’s time to take a closer look at your approach to marketing and ask yourself: Can you articulate exactly what it is that you’re selling - not just describe your [...]