10 Ways to Get More Out of Your Tall Emu CRM
10 Ways to Get More Out of Your Tall Emu CRM
Tall Emu CRM is designed to help Aussie businesses reduce admin, boost sales, and get better visibility across the board. But the businesses who get the most out of it are the ones who take full advantage of what’s on offer. Whether you’re just starting out or looking to level up, here are 10 practical ways to get more out of your CRM.
1. Try Before You Buy – and Get Your Whole Team Involved
CRM works best when it works for everyone. Bring your team into the 14-day free trial early – sales, admin, customer service, warehouse. You’ll get better feedback, higher buy-in, and fewer surprises when you roll it out.
2. See the Value in Onboarding
Our onboarding isn’t just setup – it’s about mapping your processes properly and showing your team how to make the most of the tools. Time spent here means less confusion, fewer mistakes, and better long-term results.
3. Customise It – Make It Yours
Tall Emu isn’t one-size-fits-all. You can tweak field names, views, pipelines, automations, and more. A bit of customisation makes the system feel familiar – and gets your team using it faster and smarter.
4. Add More Users – The More You Use It, the More You Get from It
The more of your team using CRM, the more complete the picture of your business. Sales, inventory, accounts, ops – it all works better when everyone’s connected. It also makes handovers easier and stops important info from getting lost in inboxes.
5. Prioritise Training – Even the Smartest Staff Need It
A quick overview won’t cut it. Get your team properly trained, and they’ll uncover time-saving features, avoid common pitfalls, and feel confident using the system day-to-day.
6. Use Automation to Cut Down on Manual Work
Automations in Tall Emu are a total game-changer. They can assign follow-ups, trigger emails, update records and reduce repetitive tasks. Less manual work means fewer mistakes and more time to focus on what matters. Save time and save money – after all, isn’t that why you want a CRM in the first place?
7. Integrate With Tools You Already Use
Connect Tall Emu to Xero, MYOB, Outlook, and other tools you already use. It keeps everything in sync and reduces double-handling. The more connected your systems are, the more value you’ll get from all of them. See all the integrations available.
8. Connect Your Phones to Tall Emu
AI-driven call answering and Computer Telephony Integration (CTI) seamlessly connect your phone system to Tall Emu CRM. Every call is logged, every interaction is captured, and your team has instant access to customer, supplier, and order details. As well as this, all calls are summarised, and a set of tasks created and updated in CRM – automatically!
9. Attend Our Feature Webinars – Learn What’s New (and What You’re Missing)
We run free webinars to show off new features and answer questions. They’re a quick way to keep your team up to date – and pick up tips that’ll save you hours.
10. Talk to Us – We Actually Want to Hear from You
Stuck? Not sure what’s possible? Just ask. We’re local, we understand how Aussie businesses operate, and we’re here to help you get the most out of your system – whether that’s a quick chat, a tweak, or something more.
Final Word
A CRM is only as good as the effort you put into it – but with the right setup, team, and tools, Tall Emu becomes much, much more than just a database. It’s a smarter, more efficient way to run your business.
Need help taking the next step? Contact us and let’s make it happen.