IT

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 [...]

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 [...]

17 09, 2017

Case Study: Zoho CRM-PandaDoc integration halves time to create proposals and record delegate names for software company

By |September 17th, 2017|Case Studies, Industries, IT|

“PandaDoc has integrated really well with Zoho – it’s so useful being able to look in the CRM and see when a proposal has been sent and whether the client has opened it. "PandaDoc is a real time-saver too, particularly with our booking forms. Data re-entry is now a thing of the past! With our [...]

17 07, 2017

Case Study: Moving to the cloud creates one central source of truth for software company

By |July 17th, 2017|Case Studies, Industries, IT|

“Squirrel took the time to fully understand how we work before recommending Zoho. We’re especially pleased with the workflows and custom licensing module they created for us in the CRM. The module allows us to track exactly how many licences are held by a client and provides one central source of truth. The system is [...]

13 05, 2016

Case Study: Zoho CRM-PandaDoc integration automates creation of proposals

By |May 13th, 2016|Case Studies, Industries, IT, Uncategorized|

This busy software development company sells cutting-edge products and services to clients in the real estate industry. Staying ahead in the competitive and fast-moving software industry means not only maximising efficiency but also creating and maintaining a professional image. Squirrel helped this software development company tick both these boxes by integrating their Zoho CRM with [...]