Squirrel Business Hub in Melbourne, Victoria, Australia | Consultation agency

Squirrel Business Hub

Locality: Melbourne, Victoria, Australia

Phone: +61 1300 780 757

Add/Update information

Reviews

Tags

• Business service
• Consultation agency
• Business consultant

25.01.2022 That's right, a mistake we've all had. Youve just sent out an email marketing campaign, realized you sent out duplicates and your mail is at risk of going into the spam folder. Or you probably delivered the same email to the same person multiple times or used records that had been duplicated and have since become outdated.... Mistakes in your automated marketing messages could affect your business, confuse customers, and decrease productivity from your marketing and sales teams. An amazing message delivered at the wrong time will miss the mark or go unheard. Ensure that the data is in the right place. What other things like this can you think of?

25.01.2022 If you use Payway as your credit card payment merchant there is an extension that lets you easily process payments for your Zoho CRM invoices. It's free and just 3 easy steps to install. Has the capability for customers to make & cancel payments, refunds to be processed with a full transaction history visible in CRM. #zohocrm #getpaid #automateyourpayments #zohocrmconsultant

25.01.2022 We hear this all the time: This all sounds pretty concerning, but how much do we really care about our privacy online? If you think about it, we don’t seem willing to stop using our phones or Facebook or Google. Despite this, we can all agree that we DO care about our privacy, so we must remember to always act in our best interests. #onlinesecurity #SecureIT #zohocrm #crmtips #salesautomation #PrivacyMatters #onlineprivacy

24.01.2022 Wishing you all a terrific Monday! #findyourroutine #smileatastranger #zohocrmconsultant #squirrelcrmhub

24.01.2022 April 25th 2020 Lest We Forget Photo by Michael from Pexels

24.01.2022 Be alert! Secure the very IT infrastructure that hosts your CRM data. Its best to create multiple layers of security which makes it more difficult for hackers to get in. #crmtips #onlinesecurity #SecureIT #ZohoCRM #salestips #salesautomation

24.01.2022 Be cautious! If youre unsure about the legitimacy of an email or link, always contact your security department or security lead. Never enter information in response to any form of communication you didnt initiate. #SecureIT #onlinesecurity #ZohoCRM #salesautomation #crmtips

23.01.2022 Have you called a friend or co-worker today to say hi? #stayconnected #staysafe #sayhello

22.01.2022 Looking for a simple CRM that can grow with your business? Zoho CRM2Go is an entry-level system created by Squirrel that comes ready-fitted with all the features a business needs. Watch our video overview and discover more: https://zcu.io/IdnJ #ZohoCRMConsultantMelbourne #ZohoCRM

22.01.2022 We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it, you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from t...he same or different email addresses. In brief, you can maintain a list of email communications related to the person in one place. CRM Integration truly brings us unparalleled convenience! #crmintegration #zohocrm #salesautomation #microsoftoutlook

21.01.2022 We're getting a number of questions about online meeting and webinar software - if you are a Zoho One user you have Zoho Meeting as part of your subscription. It's easy to use, perfect for internal team meetings, client meetings and for hosting webinars / training too This video gives a good overview of the features and how to use it. As always get in contact if you need a Squirrel to support you #zohomeeting #zohoone #zohoconsultantmelbourne

18.01.2022 There are some new faces at Squirrel including a new CRM Consultant - introducing Nicolas Ajmone! He brings an entrepreneur's curiousity to learn and over 15 years experience in the hospitality and wine industries. He's joined the team to assist with Zoho CRM implementation, Campaigns and Forms integration and all things automation related. We're loving the French flair he brings to the team #zohoconsultant ... #crmconsultantmelbourne #firstfrenchsquirrel See more

18.01.2022 Great little tip on adding images to Google Sheets. You're welcome!

18.01.2022 Zoho has extended it's relief efforts by offering some parts of it's software suite for free to assist those industries severely impacted by COVID-19. If you are a non-profit, retail, education or government organisation looking for software to automate your processes, launch an online store, accept donations online or setup an online support desk for customers it's worth investigating what Zoho has to offer. This article has more information and you can always reach out to us if you need guidance. #zohoverticalreliefplan #zohocrmconsultantmelbourne

18.01.2022 We recently installed this Quickbooks extension for Zoho CRM for a client. Imports and syncs contacts & finance data to stop re-key of information and allow users to see payment statuses, dates and amounts. Easy to implement and the Start Package is affordable. Terrific support from ZSetup too. #zohocrm #zohomarketplace #automateyourprocess #zohocrmconsultant

17.01.2022 There are multiple innovative ways to explore your customer data using Zoho CRM. One example is the Segmentation feature which lets you discover your prime customers, or those who make small but continuous purchases. Remember, understanding your customer base is of strategic importance. #CRM #crmtips #ZOHOCRM #salesautomation #onlinesecurity #customerdata

17.01.2022 Some thoughts from the Squirrel team on working from home #zohocrmconsultants #zohodevelopers #remoteteam #staysafe https://zcu.io/4ahi

16.01.2022 Lots of businesses using Zoom for online meetings right now. Very handy extension for Zoho CRM is free in marketplace check it out https://zcu.io/5v4Q? let's you schedule or start instant online meetings and track in your Activity History #zohocrm #zoomonlinemeetings #remoteteams

16.01.2022 Friday has rolled around again....definitely something to smile about! #crmconsultants #processautomation #tgif #weekendishere

15.01.2022 Fancy yourself as a Squirrel??! We're looking for someone clever and experienced to join our team - check out our Seek and get in touch if you think we're a match...

15.01.2022 Case study to give you some ideas about using your CRM to better manage ongoing engagement with your referral partners and track your leads. https://squirrelcrmhub.com.au/case-study-zoho-campaigns-au/ #leadnurture... #crmconsultantmelbourne #CRMAutomation See more

14.01.2022 Nicole is usually the first person wishing us all 'Good Morning' in our staff channel on #zohocliq how beautiful is that smile!

14.01.2022 Zoho CRM has a fresh new look! Log in and check it out.

12.01.2022 This short video walks you through the process of adding an unsubscribe link to email templates in Zoho CRM.

12.01.2022 Either run the day or the day runs you, says Jim Rohn. With this in mind, here are three best practices to ensure successful sales despite the challenges ahead. Go for the goal! #salessuccess #salesoptimization #salesautomation

11.01.2022 "The beginning is the most important part of the work." says Plato, so better start it right! The most vital step in securing your data is to choose a reliable CRM provider. Moreover, its quite inconvenient to migrate to a different one later. Be sure to research various CRM companies thoroughly before you make a purchase decision. #crmtips #salesautomation #salestips #onlinesecurity #ZohoCRM #dataprivacy

11.01.2022 Remain on guard! Install a trusted antivirus software to protect your CRM data from viruses. Make sure that your chosen antivirus provides real-time scanning to help you block intrusion attempts as they happen. #onlinesecurity #crmtips #ZohoCRM #salesautomation

10.01.2022 Although a manager's approval is essential sometimes, say for quotations, there are many times when it isn't. Using approval processes in Zoho CRM, you can save time by making sure priority activities are sent to the right manager for approval. https://zcu.io/HZbO

10.01.2022 Useful 5-point framework for dealing with negative feedback on social media. Sometimes not engaging is the best thing to do.

09.01.2022 Time flies always! For companies, time lost equals dollars lost. Managing time wisely will result in self-improvement and goal achievement. Applying these three tips is a good start. #timemanagement #zohocrm #salestips

08.01.2022 The Activities module is a great tool! You can plan your activities with prospects and customers in Zoho CRM. A lot of users fail to do this, and some people think its unnecessary - definitely not! For instance, if you need to call a customer or prospect, create a call record in the CRM for the specific time youre going to call. The CRM will alert you when its time to make the call. Plan tasks in your Zoho CRM for yourself and other users. Its a great help!... #salesautomation #zohocrm #crmtips

08.01.2022 Considering Zoho Sign for your business? We've tried and tested it so that you don't have to. Here are our pros and cons:

08.01.2022 CRM systems are one of the most valuable assets of a company. It is used to build strong customer relationships, find new prospective customers, and drive revenues. Since CRM programs contain important customer data, they present a potential goldmine for hackers. Dont let hackers harm your business. Be alert and always protect your CRM data from exploiters. We will be giving you more tips about this important topic this whole month of September, so stay tuned! #onlinesecurity #zohocrm #dataprivacy #crmtips

08.01.2022 Zoho CRM training with the SteelChief team. They rolled up their sleeves and learned all about workflow automation, quoting and webform integration. You got this! #ZohoCRMConsultantMelbourne

07.01.2022 Data loss has endless consequences - it is simply unimaginable! Protect your life's work by doing this super simple step on a regular basis. Trust me, it will help keep your business running if chaos strikes. #onlinesecurity #DataBackUp #zohocrm #crmtips #onlinesecurity #SecureIT #salesautomation #salestips

07.01.2022 The key to success is often the ability to adapt. - Confucius COVID-19 has urged business owners to rethink how their companies go to market and engage with customers. While its important to recognize the uncertainties surrounding this pandemic, dont let this crisis immobilize you. Enabling your team to really understand your customers and act based on timely insights is key to navigating your way through this crisis.... #empathyiskey #zohocrm #crmtips #covid19 #businesstips

06.01.2022 If you're new to working from home, you might be struggling with productivity. These great tips from business coach Mark Dobson will help you get out of your pyjamas, put some structure, boundaries and micro-targets in place, and stay on track.

05.01.2022 Until you understand your customers - deeply and genuinely - you cannot truly serve them says Rasheed Ogunlaru. If there's one lesson that 2020 has taught businesses, it is the importance of long-term customer relationships. The new features of Zoho CRM will surely boost your business and strengthen the foundation of your customer relationship framework. Let's unlock the secret to lasting customer relationships this month of October!... #ZOHOCRM #crmtips #salesautomation #onlinesecurity #customerservice #customersatisfaction #customerexperience

04.01.2022 Few changes to the Call Activity tracking feature in #zohocrm this week. Here's a quick video of how to use. You can also configure workflow rules like sending emails, updating fields or assigning a task based on call actions. Take a look at the PDF download in the Setup area of CRM for more information on workflow setup.

04.01.2022 Pretty excited about our favourite cafes and restaurants re-opening next week! Customised for cafes and restaurants, this CRM system will help you request and capture your customer's details so you can remain compliant under Covid-19 requirements. The system will securely store your customer data, provide information to authorities if the need arises and, correspond with customers via email to keep them up to date with specials or changes to opening hours. ... Take a look at this video demo https://zcu.io/kmkr and register your interest via https://zcu.io/fq4s

03.01.2022 Great news! We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Lets say a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him wit...hin 24 hours. By using keywords like "payment failed" and "subscription renewal" you can set the key identifiers as to when the workflow should be triggered. Similarly, if you have multiple Facebook handles you can select to which page the rule applies. #workflows #automation #zohocrm #crmresources

03.01.2022 For those needing to work remotely, Zoho Remotely is a bundle of 10 apps, including chat, conferencing and document-sharing, that help you work from anywhere. Zoho Remotely is free until 1 July 2020. If you're a Zoho One user, these are included in your subscription already. If you need a hand setting any of these up, please get in touch.

02.01.2022 Understanding your customer base is of strategic importance. You should figure out what works and what doesn’t, so you can strategize your marketing efforts and achieve optimum results. #crm #crmtips #ZOHOCRM #salesautomation #onlinemarketing

01.01.2022 Remember, prevention is better than cure and is much easier and cheaper when it comes to data protection. If you do regular security checkups, your mind would always be at ease. Have a great weekend! #onlinesecurity #crmtips #ZohoCRM #salesautomation #SecureIT

01.01.2022 We're loving The Checklist for Zoho Projects extension! Let's you create to do lists within a task reducing the number of sub-tasks you need. Existing checklists can be saved as a template for re-use. It's free and simple to install take a look https://zcu.io/WdeM