Pipeline Management

Understanding the dynamic of your sales pipeline gives you the valuable ability to predict and influence future cash flow, as well as stay on top of current opportunities. Tall Emu provides the flexibility to:

  • Know where in the Sales Funnel every lead is at all times
  • Nurture your Leads with Drip Feed Marketing
  • Define your sales process so you and your team can work the way they want.
  • Close more deals by visualising prospects on the pipeline, easily following up and tracking them through the sales process.
  • Report on performance and hold your team accountable using our dashboards and reports.

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Customise Stages of your sales process

Tall Emu lets you define a sales pipeline that works for you. We understand every business is unique. The stages you implement to move a prospect from enquiry through to sale will likely be different from the next business.

  • Customise your sales pipeline so it suits your needs precisely.
  • Redefine the stages of your sales process according to your business definitions.

Visualise Your Sales Process

Use our intuitive data views to get a clear picture of where opportunities and leads sit within your pipeline, and what might be needed to close the deal.

  • Never miss an opportunity to follow up – locating and communicating with prospects on the pipeline has never been easier.
  • Direct your attention to areas that need it most and focus on leads that are likely to convert.
  • Sort your pipeline by salesperson or sales stage for easy organisation, follow up and management.

Kanban View

Kanban view gives you an overall image of opportunities on the pipeline, letting you drag and drop leads to the right sales stage, mark leads as lost, won or reassign leads to different team members with ease.

Grid View

Grid view is a filterable excel-style view that lets you filter and sort items on the pipeline in a traditional way – create and save custom filters and layouts to drill into detail.

Map View

Map view lets you visualise the location of your customers, leads and opportunities, and lets you drag and drop meetings to help you plan on-site visits.

Get More Leads

Tall Emu provides the tools you need to generate more qualified leads, painlessly.

  • Feed leads straight into your pipeline any time using our web forms that capture and sync prospect information directly into CRM.
  • Use our fast one-screen data entry system to manually create new opportunities quickly and with minimum effort.
  • Create leads and opportunities with one click in Outlook using our Outlook Add-On.
  • Prospect Hunter lets you search the map for leads and add them to CRM with one click – zoom in on any area, enter a business type and find leads that meet that criteria.

Reporting & Dashboards

Intuitive reporting and dashboard visualisations help provide the information you need to make informed business decisions about past, present and future performance.

  • Full data visibility and filterability keeps everyone on top of sales targets.
  • Hold each team member accountable to perform their best with full visibility of salesperson-specific pipelines.
  • Report on historic/period performance using detailed reporting that helps you analyse and uncover performance trends.
  • Estimate future sales by drawing on historic data and noting typical pipeline movements.
  • Easily filter your reports and dashboards to focus on the right data.

Get Help

A little stuck or want to learn more? Visit our help file below.

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