Why Onboarding Matters More Than You Think: Getting Started with Tall Emu CRM
Implementing a new CRM is exciting – but without the right onboarding, it can turn messy fast. Tall Emu CRM onboarding helps Australian businesses set up their system properly from day one. Our expert team handles setup and training so you can hit the ground running. Learn why proper CRM onboarding is key to a smooth implementation, fewer headaches, and faster results.
The Smart Start: Why Proper Onboarding Sets You Up for CRM Success
When you roll out new business software, how you start makes all the difference. All those old sayings – start off on the right foot, lay the right foundations, begin as you mean to go on – are spot on when it comes to CRM implementation.
At Tall Emu CRM, we’ve seen what happens when businesses skip onboarding. Things get messy fast – data gets duplicated, processes don’t line up, teams lose confidence, and the system cops the blame. That’s why CRM onboarding is included with every Tall Emu implementation. It’s not just a “nice to have” – it’s essential.
What CRM Onboarding Actually Means
CRM onboarding is where your system is set up correctly, your team learns how to use it, and you start running Tall Emu CRM the way it’s designed to be used.
During onboarding, our local Australian team will:
- Configure your company, users, roles, and permissions
- Get your MYOB or Xero accounting connection right
- Guide you through your core processes – quoting, orders, stock, purchasing, and fulfilment
- Train your team to use the system confidently
- Help you go live smoothly and efficiently
That initial setup usually takes around 10 hours, delivered by our experienced Australian CRM implementation specialists. It’s designed to get you productive – not overwhelmed.
What’s Not Included (and Why It Matters)
Every business has unique data and workflows. While onboarding aims to get you operational and live, some things might need extra time and expertise. Most businesses go live with the majority of their system humming, then build on it as their team becomes more confident and ready to “level up.”
You can choose to add additional paid sessions for:
- Data cleaning or preparation – before import, to ensure quality and consistency
- Workflow configuration – tailoring complex or multi-step business processes
- Automation setup – building rules, triggers, and custom automations
- Advanced reporting or templates – quotes, invoices, production documents, etc.
We’ll always flag what needs extra attention before onboarding starts, so there are no surprises.
Why You Can’t (and Shouldn’t) Go It Alone
Trying to handle your own CRM setup might sound tempting – but it’s risky. Without proper onboarding, things can quickly go wrong: connections between systems fail, data becomes unreliable, and your team ends up back in spreadsheets. That’s chaos, not control.
Even the most tech-savvy users often overcomplicate things. That’s where onboarding makes the difference – we show you the simplest, most efficient way to run your sales, inventory and operations through Tall Emu.
One customer, for example, created a 15-step process to manage purchase orders in Tall Emu CRM – only to later discover through training with the CRM support team, that there’s literally a generate purchase order button that does it automatically.
Onboarding isn’t just about setup – it’s a sanity check. It’s having an expert who’s seen it all before and can say, “You’re on the right track – but here’s a faster way.”
The Payoff: A Clean, Confident Start
The goal of onboarding isn’t to teach you everything at once – it’s to give you a solid, working foundation. Once you’ve mastered the basics, you can expand and automate with confidence.
Businesses that go through proper CRM training and onboarding see:
- Faster adoption across teams
- Fewer data and process issues
- Consistency in how work is done
- Better visibility and reporting
That’s the difference between “we’re still figuring it out” and “it’s all running through Tall Emu CRM.”
Read our blog : covering how to get more out of your Tall Emu CRM system
Start Right with Tall Emu CRM
If you’re moving from spreadsheets or switching from another system, CRM onboarding is where your success story starts.
Our expert team will guide you through setup, CRM training, and go-live – and if your business needs deeper configuration, automation, or data work, we’ll tailor a plan to get it done right.
👉 See a demo or chat with our team to learn how Tall Emu CRM onboarding helps Australian businesses hit the ground running.