Monthly Archives: July 2018

CRM that works with Reckon Accounts Hosted

As a long time Reckon Partner, we’re pleased to announce that in Version 4 of Tall Emu CRM we have added support for Reckon Accounts Hosted.

For those that don’t know, Reckon Accounts Hosted is a cloud version of Reckon’s desktop product which runs in the browser.   It’s the same powerful Reckon product as the desktop – just accessible from anywhere.

So – if you are a small biz considering sticking with Reckon and want a CRM to match – you’ll be able to use Tall Emu CRM as soon as we finish testing.

Moving Office

After 10 years at 99 York Street, we’re moving on – down the road to 83 York Street!

Our move will be happening over the 18th to 20th of July, and during this time our service will be limited.  We will do our best to keep the disruption to a minimum, but do ask that you bear with us during the move.

Love Reckon Accounts, but hitting the limits?

Hitting the limits with Reckon

If you’re hitting the limits with Reckon but you don’t want to change accounting systems or you’ve just realized that its not a substitute for a CRM.

For warehousing:

It’s common that people use lots of paper and excel spreadsheets because Reckon doesn’t really have a pick, pack, ship process. Reckon just does the accounts.

As a result there can be lots of paper based process, running around with dockets, re-keying data between courier systems, excel, Reckon.

For example quite often:

  • Sales order entered
  • Special prices or custom pricing manually handled.
  • Printed
  • Taken to warehouse
  • Picked, packed
  • Sales order comes back to admin with notes
  • Invoiced & Invoice printed
  • Data entered manually into Australia post for labels.

Tall emu extends Reckon to deliver some process in the warehouse.

  • Enter orders into CRM or download from Shopping cart
  • Special pricing automatically applied.
  • Auto print picking slip
    • When picked, tick and flick in CRM
    • Auto printing of delivery label.
    • Auto printing of invoices (if required)
  • Transfer consignments automatically into Australia Post, Star Trak, Fastway (can add your courier too).
  • Transfer invoices automatically into Reckon
  • Email to the customer automatically.

Not just that – but can get the core crm features too:

  • Outlook integration with our Inbox 360
  • Phone integration
  • Email marketing
  • CRM database
  • Rich info about products
  • Process Automation
  • Website and Shopping Cart integration

and on it goes. We are happy supporters of Reckon but we make it better and help your business work smarter.

Web CRM Sync

Need Cloud CRM?  

Existing customers can try it for 6 months FREE*

We have connected our Desktop CRM to our web-based CRM due to customer demand for a field-solution for mobile and interstate staff.    The Sync process will sync your office CRM (or hosted Tall Emu CRM) giving you the best of both worlds.

WebCRMImage

Why Tall Emu Cloud CRM?

  • Simple to use – log in and get access right away.
  • Cloud hosted – no new infrastructure required.
  • No complex setup – syncs your data securely and automatically.
  • Links to your existing Tall Emu – Low risk, no loss of function.

 

What features are available?

  • Mobile and tablet access of company, contact, opportunity and project data [core fields only]
  • Tasks, Meetings, Notes data – Create, View and update
  • Map, Grid and Kanban views of Companies, Opportunities, Projects
  • Send SMS messages
  • Access to financial data while on the Road
  • Projects & Task in our Kanban view
  • Sync back to your Desktop CRM
  • …and shortly the ability to quote on the spot and get digital signatures.

We’d previously looked at (and postponed) this project – however – the benefits of having this are too great to ignore.  For example – you can use the Enterprise/Desktop CRM to manage and delegate tasks, plan meetings and manage sales and accounts.      When on the road, you can use the driving directions and speech recognition features of CRM to get to meetings and quickly record notes.

Over time more features will work between desktop and cloud CRM, including field service functions, charts and dashboards – but right now web CRM combined with desktop is compelling for in-field staff.

* The not-so small print:

  • We’ll give you a free trial if you are an existing or new Tall Emu desktop/enterprise customer with a current subscription licence.
  • We’ll set it up free.
  • You can use it for all your licenced users in your business
  • Try it for 6 months (all features)
  • At the end of the 6 months if you don’t think it’s worth paying for we’ll shut it off, and not charge you a cent for it.  If you want to keep it it is $10 per user per month (where you already have a licenced desktop user).
  • This is available to existing and New Tall Emu customers with a current desktop subscription.
  • First installations should start on 1st August 2018.
  • Installations done on first-come, first-served basis and are subject to provision of access to your systems, and normal business as usual support takes priority over free installs.

Voice Recognition and Transcription into CRM

We’ve added many cool new features into our CRM over the years, but this is one that we’re really excited about  –   Automatic transcription of voice notes.   It’s something we’ve been asked about and considered many times, and now we’re able to deliver it.

It’s as simple as it sounds.   Open up a note in CRM – start speaking, and CRM will automatically convert your text to speech.

Voice Capture

The note taking screen in Tall Emu Web CRM showing the voice transcription prompt and microphone icon which toggles voice capture on and off.

If you talk in a normal tone and pace, the automatic (and instant) transcription is really good quality.  Once you get over any phobia of talking to your mobile phone (!) you’ll find it much faster than thumbing in notes on your smartphone using the keyboard.

Here’s a quick video of it on our test system.   It’s not showing the realtime display of the text as it is spoken in this demo, but I couldn’t wait to get this post up and that will be fixed before release.

No automatic transcription is perfect.  Accents, background noise can sometimes confuse it – it’s being done by a machine and formulas after all.   So, to make sure that nothing is lost, we’re also recording and uploading the original audio file as an attachment.

When you are back in the office you can edit the notes to your heart’s content using the original audio as reference, or assign a task to a personal assistant or virtual assistant to do it for you.    If you need a professional, human quality transcription you can use services to get that too – our audio quality is good enough to send off to those services should you desire.

A normal speaking speed in conversational English is around 110-150 words per minute.   An average typing speed on a full size keyboard is 40 words per minute.  I’d hate to think what it is on a smartphone, but we expect that this new feature will be a great time saver.

For those with multi-cultural or transnational teams, the speech recognition is also available in other languages.  The company selects a default language for speech recognition – this can be overridden user by user.

For example, a demo of recognition in Chinese: