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 [...]

6 03, 2022

Case Study: Streamlining sales process with Zoho Forms and Zoho Inventory integrations.

By |March 6th, 2022|Automotive, Manufacturing & Retail, Case Studies, CRM, Food & Beverage|

Company profile Our client is a wellness food and beverage manufacturing company selling a variety of health food products. The company retails directly to consumers, through healthcare practitioners and wholesale, along with roaming salespeople.  Industry food & beverage / retail Company size 11-50  Summary  Our client wished to implement an integrated system to improve visibility of [...]

13 10, 2021

Case Study: Zoho CRM & Analytics unlocks key business insights

By |October 13th, 2021|Banking & Financial, Case Studies, CRM, IT|

Company profile CaseWare Australia & New Zealand is part of an established international company selling audit, accounting, analytic and financial software. Their offering to financial professionals extends beyond software products to the provision of relevant training and access to support personnel. Industry IT retail / Software & Services / Finance Company size 11 – 50 [...]

13 10, 2021

Case Study: Innovative Zoho CRM integrations streamline sales and invoicing processes

By |October 13th, 2021|Case Studies, CRM, Print & Creative|

Company profile Data Image is a UK based global print-production house, designing and producing printed products for a variety of customers. Their offering includes retail branding, exhibition and event products, POS merchandising, tension fabric systems and 3D designs, printed on virtually any rigid surface. Industry Print Production / Design & Marketing Company size 70 Summary [...]

3 09, 2021

Case Study: Do you know what your customers really think?

By |September 3rd, 2021|Automotive, Manufacturing & Retail, Case Studies, CRM|

Company profile For over 20 years small and large salons in Australia and New Zealand have relied on Comfortel to provide them with the most innovative, modern approach in salon equipment and furniture and ongoing maintenance. Industry Wholesale/Service Company size 30+ Summary Squirrel Business Solutions was engaged to create a seamless post-service survey experience for Comfortel’s [...]

3 09, 2021

Case Study: Zoho Analytics delivers key project insights

By |September 3rd, 2021|Case Studies, Consulting & Strategy, CRM, IT|

Company profile Squirrel Business Solutions is an IT Consulting business servicing a broad range of businesses across Australia. Squirrel’s services include CRM and cloud-based system implementation, customisation, integration, automation, training and support. Industry IT Consulting Company size 10 Summary Squirrel Business Solutions routinely manages in excess of 100 different client projects. Their project management system [...]

19 08, 2021

Case Study: Quoting Tool optimises a uniquely digital sales process 

By |August 19th, 2021|Case Studies, CRM, Trades & Services|

Company profile TexSquare is a multinational company working to seamlessly connect fabric mills, home textile and healthcare fabric suppliers with buyers around the world. Over 70 years of experience and an innovative digital approach to sales differentiates the team from their industry competitors. Industry Textiles / Wholesale & Sales Company size 1-10 Summary As a new [...]

28 07, 2021

Case Study: Zoho CRM and Payment Forecast Tool optimises sales and project pipeline

By |July 28th, 2021|Architecture, Building & Construction, Case Studies, CRM|

Company profile Agero is a workplace design and construction management company, offering office fit out, refurbishment and renovation services. They also provide strip-out services which simultaneously ensure the diversion of waste from landfill and raise money for charity. A second business line, Cucumber Offices, designs, fits out, and leases small office spaces to growing companies. [...]

14 07, 2021

Case Study: Quoting tool within Zoho CRM streamlines sales process

By |July 14th, 2021|Automotive, Manufacturing & Retail, Case Studies, CRM|

Company profile S2K Identity Systems (S2K) is an established manufacturer and wholesaler of premium aluminium and acrylic signage and display systems, such as honour boards, door signs, and directory boards. The Melbourne based company also has affiliated international operations and sales in New Zealand, the Asia-Pacific region and the USA. Industry Signage Manufacturing & Wholesale [...]