Category Archives: CRM Software Solutions

Free Time Tracking Software

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Get your Free Real-Time Employee Task Tracker

We have created a web-based task tracker, built to be used on a Smart Phone or Tablet in your work place.
Simply assign tasks to your employees and they appear on the device and can be started, stopped and checked off. The time is automatically logged against the task.

We initially built this to control the operations of a nationwide catering companies’ kitchens, but it is broadly applicable to any manufacturing organisation where jobs are created and need to be time-tracked and checked off as they are completed.

What does it do?

  • Provides a way of allocating tasks. Every staff member will now have their own to-do list, and the todo list can be generated (with customisation) based on your own business rules.
  • You can now Track how long an actual task took to complete.
  • Compare actual time taken against the estimate.

Over time the data this will collect will feed back into your estimates. You can manage and measure lost working time, productivity and have a real time indication of task status.

How does it work?

  • Set Tasks in CRM and assign to your employees
  • Estimate time for each task
  • Employee logs into their time tracker (on their mobile or a device you provide)
  • The Employee see the list of tasks assigned to them
  • Each staff member can starts, pause and complete the task on their Task Tracker in the location where they work.
  • No need to have a CRM licence for this these employees so you can give access to all your staff and contractors at no cost!

Benefits

  • Better insight into how long things ACTUALLY take to-do
  • Better monitoring of Staff working in the business
  • Better Resource planning
  • Better Estimates of time to do a job…takes away the guess work
  • All the Data sent back to CRM for Reporting purposes
  • Brings accountability to the process.
  • Massive customised Reporting potential
  • Real-time mobile task tracking for contactors

What does this cost?

This is a free add-on for Tall Emu CRM. If you have a current Tall Emu CRM licence, there is no charge for this extension[*].
The Web Time tracker allows unlimited employee and contractor access – free.

[*] There is no software licence fee for this product, and users are unlimited. You will need a compatible version of Tall Emu, and installation/training/setup fees apply if you do not have a managed support agreement.

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If I doubled the size of your sales team would your sales increase?

I once had a chat with the owner of a travel agency about how we could help his business become more efficient.  In our meeting he explained his sales team took 15 minutes to work out the itinerary for every lead, and then would call the customer and spend 15 minutes proposing it.

He also knew: speed is key.  The faster the response, the more likely a deal.

This is the sort of challenge we live for here at Tall Emu – by connecting to the travel systems, we could eliminate the 15 minutes of data entry and auto-price the itinerary.  This would mean that leads could be handled faster and each salesperson could provide double the number of quotes in an hour.  Alternatively, it would be possible to have half the number of sales staff processing the same number of leads.

He didn’t get it.  I tried another way.  “Do you think if I gave you double the amount of sales people, your sales would noticeably increase?” – of course, the answer was yes.  “What if I gave you the extra people for free?  Would you do it?” – of course he would…  but he didn’t.

Are you missing similar opportunities in your business?

Do you pay your sales team commissions?   In one of our clients, a full time staff member was required to calculate the commissions  due to them from their clients, as well as those payable to each individual telemarketer.  There were 6 sales staff, but it was complex as each employee had a different commission rate per product – as did the company with its clients!

We replaced Helen with a button. The button performed all of the calculations in the blink of an eye at 100% accuracy.  As the company grew to 100+ staff, the button stayed.   Commissions and invoices were still calculated in the blink of an eye – and the company didn’t need to hire another 10 or 20 “Helens” to keep up.     Let’s say Helen was paid $20,000 per year.   That’s not a bad saving – and that saving grew with the business.  I don’t know what happened to Helen[*], but I am reliably informed that the button is still on duty 10 years later.  Not a bad return on a $5,000 spend.

Do you follow up every lead?   Another client had what sounds like the best problem in the world!  Too many leads!  They’d come in 24/7 into outlook, where the sales team would pounce on them.  Then a different member of the sales team would pounce on them. And another.   Hours would be spent trying to get in contact with people on the phone, only to be told “Sorry, not really in the market – it just looked cool on TV!”.

Meanwhile – real leads and business was slipping through the cracks.  Come month’s end hungry salesmen would be trawling through their sent items and copying and pasting emails chasing up quotes. It was manual, paper-based, and uncontrollable.

We implemented Tall Emu CRM and centralised everything, starting with lead allocation.  Brochures are now created and sent automatically based on current pricing.    Each lead is now automatically followed up by email (saving over 10,000 manual email sends and I don’t know how many man-hours per month).  The good leads are called.  Respondents to emails are quickly allocated to salespeople and called.   Everyone is followed up, automatically  and once quotes are issued they’re followed up too.

Without hiring more staff sales went up.  The company is one of our longer term customers, having automated and streamlined many more elements of their business.

Do you set targets and report on them ?   Management of Targets and KPI’s and associated reporting is often time consuming but every business needs to do it.

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Using Tall Emu CRM we can track every element of the business and set targets using our KPI reporting module.  Any KPI you may imagine could be set up, reported on and delivered automatically to your inbox (or dashboard) making performance monitoring automated, efficient and inclusive.

We can take this often hated task, automate it and ensure it is done so management has visibility and the sales team aren’t burning time filling out paperwork.
There are other examples of efficiency gains. We have implemented automated calculation of trail commission for mortgage brokers, automated credit assessment (and debt collection), integrated with network systems and web based systems- even just exported data for others to use.

The point of this post is really to say – take a look at your business. Where are you wasting time?  What could be automated?    Think about the long term value for your business in getting it right and automated.

 

[*] Actually I do. Helen went back to the UK after her working holiday,but the article reads better how I’ve written it I think.

Storm Clouds – the danger of cloud-based CRM

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I’m angry, so this is going to be one of those posts.  At the time I write this, our email systems are completely offline.  None of my clients can email me, none of my prospects can contact me.   I could be ignoring valuable leads right now.  I could be missing important support emails right now.

It’s not my fault – our internal systems are operating correctly.  I still have my CRM, my internet connection (so I can type an angry blog post) – but due to circumstances beyond my control no inbound email works.

The website I normally access is offline.  Has the business gone bust ?  Where is my email ?  What do I do ?

I called the number in the US to be told that they do not offer email support (recorded message) and I had to use their support system.

Unfortunately, I have forgotten my password – which they could easily send me by email.  Oops.

20 years ago I didn’t have email.  Today – it’s not been working for 6 hours and I am enraged.

The good news is my CRM still works…

…because of course I am using Tall Emu CRM, I can still access my CRM.   It’s installed in MY office, under MY control, where my data is safe.   I can access it via the web if I want to using our web-access component.

I’m enraged at the lack of email (ok, annoyed) – but it’s not a company killer.  I’ll probably have to apologise to a few clients who have sent me emails I didn’t respond to in a timely fashion but such is life.

But if this were my (or your) CRM – we’d be in trouble.   It’s been 6 hours now, and there is no sign of life in my email system.

Cloud may be sexy and new, but there are significant risks as well as rewards that people don’t get to see when they look and see the sales pitch.

The other thing it has given me an appreciation for those clients that prefer to communicate by phone, and we’ll make sure that we have people – real people – answering the phones at Tall Emu HQ.