Case Studies

16 01, 2023

Zoho Creator delivers comprehensive asset maintenance and management application.

By |January 16th, 2023|Business Tools, Case Studies, CRM, Trades & Services, Zoho Creator|

Company profile Redfern Flinn Lifting Equipment is an established manufacturer and supplier of industrial cranes and hoists. The company, which has operations in both Victoria and New South Wales, offers an inclusive service encompassing sales, installation and on-site crane inspection, maintenance, and repair. Industry Crane Manufacturing & Supply Company size 1-50 Summary  Redfern Flinn required [...]

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|Case Studies, 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, Case Studies, 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, Case Studies, 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? [...]

21 08, 2022

Case Study: CRM integrations streamline workflow and provide key business insights.

By |August 21st, 2022|Case Studies, Consulting & Strategy|

Company profile Whitney Consulting is a Perth based business assisting clients to secure grants by providing business case development and grant writing services. Their experienced team has a keen focus on regional community projects, and counts state government agencies, not-for-profit organisations, small businesses and start-up enterprises as clients. Industry Consultancy / Writing and Editing Company size 5  [...]

5 06, 2022

Case Study: Zoho CRM automates onboarding and booking for rapidly growing business. 

By |June 5th, 2022|Case Studies, Trades & Services|

Company profile The Cat Butler is a unique company providing cat visiting services in both Melbourne and Adelaide. The Cat Butler employees visit feline friends when their owners are away, taking care of essential tasks such as feed, grooming and litter replacement, and other miscellaneous tasks as requested such as watering plants or supervising cats [...]

29 04, 2022

Case Study: Zoho CRM software integrations streamline the processes of a growing business.

By |April 29th, 2022|Case Studies, Education, Training & Coaching|

Company profile Remedy First Aid Training is a Melbourne based company providing nationally accredited training courses in CPR and First Aid including Mental Health First Aid training, Childcare First Aid Training and Workplace First Aid training. The boutique business administers training onsite at workplaces, and also retails first aid equipment including defibrillators. Industry training / [...]

24 04, 2022

Case Study: Zoho CRM automates lead conversion optimising client management, marketing and tracking.

By |April 24th, 2022|Case Studies, Food & Beverage|

Company profile Endeavour Foods is a Perth based food supplier, servicing retail and wholesale companies. The award winning independent company has supplied seafoods, dairy, meat and oils for over 2 decades, and focuses on providing superior customer service and excellent quality product. Industry foodservice / wholesale / retail / Company size 40-50 Summary  Endeavour Foods [...]