FAQs

Tall Emu CRM

What’s the difference between CRM and ERP?

Both CRM and ERP are different types of programs and software used to enable business functions.

CRM refers to “customer relationship management”, whereas ERP refers to programs used for “enterprise resource planning”.

In simpler terms, CRM software is designed to enable front-end functions, like marketing, sales and customer service. By contrast, ERP software is used for functions that are normally out of the customer’s view – accounting, finance, HR, supply chains and more.

Although both CRM software and ERP software are able to help your business scale, grow and expand, they serve quite different functions. Accordingly, most companies will likely end up utilising both during their lifespan.

What are the benefits of using a CRM?

Investing in software for CRM can offer a range of different benefits.

Customer relationship management software enables you to keep track of all the interactions and touchpoints you have with a customer. In turn, this enables you to enhance and improve customer relationships. Having all of the historical information available at a glance means that you can better tailor your approach and responses to customer needs.

Having the right Australian CRM software also creates the potential for better sales productivity. You’re able to track your sales pipeline within the program. In conjunction with customer information, you can better identify opportunities for outreach, upselling and cross-selling.

The best CRM software will also allow you to improve your efficiency. You’re able to automate certain tasks, helping streamline your sales and marketing process.

Last (but certainly not least), CRM software in Australia can help you collect and analyse data to help you to make better business decisions.

How do I choose the right CRM for my business?

When you’re selecting software for CRM, it can be challenging to know which one is right for your company. But there are a few standout considerations.

First of all, your software should feature a range of CRM integrations. This will allow it to interface with the systems you’re already using, and help avoid issues with double-handling.

It’s easy to be wowed by features, too. But make sure you’re selecting a product with features that are actually relevant to your needs, and that can be tailored to the specifics of your company.

Opting for an Australian CRM can also be useful, to help you get the support you need in a timely fashion.

And of course, make sure that it’s easy to use!

For more information, make sure you read Tall Emu’s article about how to choose the right CRM for your business.

What are some challenges of implementing CRM software in Australia?

When it comes to implementing new software for CRM, there tends to be four main challenges. Let’s take a closer look at some of them below, and how they can be addressed.

Changing the way your team works – Adding a new piece of software to the daily routine will naturally have a learning curve, and shift the current routine. So it’s important to make sure you choose the best CRM software for the task. It should be easy to use, enhancing day-to-day workflow rather than needlessly adding to it.

Overcoming user resistance – User resistance tends to be closely related to changing the way your team works. Employees understandably don’t want to have to add to their workload for no perceived benefit. So it’s important to look for customer relationship management software that will allow your staff to streamline their work and that integrates effectively with their other systems. Which leads us to our next point…

Integrating the CRM with your other business systems – It’s essential that your CRM integrates with other software you use on a daily basis. Customer databases, stock keeping and accounting software are just a few considerations. Having an Australian CRM can be an effective way to tackle this, as you’ll be dealing with a provider that’s aware of the most common programs in the Australian market.
Managing the cost of the CRM – Cost-management is key for effective CRM use. You want one that offers a range of features while still being affordable. Part of this is being able to get the most out of the support offered too. Some small business owners opt to use an Australian-based CRM so that they know support will be accessible in a timely fashion from a local provider. This can cut issues with downtime and accessibility, which left unchecked can add to your overall running costs.

How do I get the most out of my CRM?

To get the most out of your CRM, you need to use it regularly and make sure it is integrated with your other business systems. You should also set up regular reports and analytics to track the success of the CRM. This will help provide you with tangible insights into the way your CRM is aiding your business.

Tall Emu also has an entire help section to help you diagnose, tailor and improve your Tall Emu CRM. Additionally, Tall Emu support is also Australian-based, allowing you to get any issues resolved quickly and locally.

About Tall Emu

What is Tall Emu CRM?

Tall Emu is an end-to-end CRM (customer relationship management system) that works with MYOB and Xero, as well as many other apps businesses use every day. Due to its powerful real-time inventory management feature, Tall Emu CRM is ideal for goods-based businesses, meaning those that make, sell, buy or distribute physical products. Tall Emu CRM also syncs leads to its centralised database, including from webforms, phone enquiries and other platforms. As data is in one centralised system, businesses can manage their sales processes, manufacturing and distribution, link to their accounts, and control communications to customers. Tall Emu CRM is an all-in-one sales and operations management system.

Why should I choose Tall Emu CRM?

If you’re a business in Australia or New Zealand that sells, makes or distributes physical products, then Tall Emu CRM is likely to be the perfect fit for you to run your business. Tall Emu is a powerful CRM system that is a far more affordable alternative to an ERP (enterprise resource planning) system. Tall Emu integrates / works with MYOB and Xero accounting software, as well as Campaign Monitor, webforms, payment gateways such as Stripe, phone systems and much more. Tall Emu is Australian developed, and the team is based in Sydney, Australia. Support is local, data is securely hosted in Australia and we keep things real – minimal jargon, maximum real-life business solutions.

How does the free trial work?

Free trials runs for 14 days, and you can use your own data or demo data. We’ll send you confirmation when you sign up with help files and info to get you going. All features are available during the trial period – including MYOB and Xero integration. We don’t need your credit card details to get going, which means there is no obligation or anything further to do when the 14 days is over (unless you’re wise and choose to sign up!). All your data is securely stored in Australia and will be deleted within 30 days after the end of your trial period. Sign up online.

Who is Tall Emu CRM for?

Tall Emu CRM is ideal for businesses in Australia and New Zealand, typically small to medium in size (SMEs). Considering Tall Emu’s powerful inventory management features, the CRM (customer relationship management) system is a great fit for businesses that sell, make and distribute physical goods such as manufacturers. Typically, customers come to Tall Emu looking for a solution that integrates with their existing accounting software – MYOB or Xero, as well as other systems they use every day such as phones and Outlook. Many businesses contact Tall Emu wanting to get rid of clunky information sharing such as Excel and bits of paper to streamline their operations.

Is Tall Emu CRM available on mobile devices?

We’re currently available on web platforms, so Tall Emu will work on your mobile website responsively. There is currently no Tall Emu CRM app available, but this is on our roadmap for upcoming development.

Can I customise Tall Emu?

Many options inside Tall Emu can be adjusted, and we also offer customisation services so that the systems can be highly tailored or expanded to suit your needs.

Do I have to sign a long contract?

No. You can sign up for our pay as you go plan and cancel any time, though you’ll get significant savings if you pay annually in advance.

What other software do you integrate with?

We link with MYOB, Xero, WooCommerce, eWay, Stripe, Burst SMS, Mail Chimp, Campaign monitor and more. The list is growing every day. Check out our page on CRM Integrations to see the current list.

Can other users see all my data?

Not if you don’t need them to. You can lock down Tall Emu screen by screen so everyone stays focused on what the need to see.

Will my data be safe?

We understand the trust that you place in us having your business data in our platform and take steps to ensure that only you can access it. Your data is never shared or viewed by anyone else without your consent.

Pricing

What does it cost to link Xero and Tall Emu CRM?

There is no extra charge – linking Xero and Tall Emu is included in your free set up. If you have bespoke requirements outside of the usual set up for Xero and Tall Emu, there may be a charge which we can quote on based on the scope of the task.

What does it cost to link MYOB and Tall Emu CRM?

There is no extra charge – linking MYOB and Tall Emu is included in your free set up. If you have bespoke requirements outside of the usual set up for MYOB and Tall Emu, there may be a charge which we can quote on based on the scope of the task.

What is the minimum number of users?

There is no minimum – or maximum – number of Tall Emu CRM user licences you can buy. We have many sole traders using Tall Emu, similarly, we have many large businesses with multiple users who log in to Tall Emu CRM every day.

Are all features available with a Tall Emu subscription?

Yes! At Tall Emu, we believe in simplicity and transparency when it comes to our CRM software price. We don’t employ tiered pricing structures or hide advanced CRM features behind paywalls. When you subscribe, you get full access to all the powerful features our Australian CRM software has to offer, empowering you to make the most of your business operations with an affordable cost.

Is onboarding and set up included in a Tall Emu subscription?

Onboarding with Tall Emu is a separate, one-time cost of $3,500 AUD ex GST. However, it’s important to note that when you subscribe, you not only gain access to the CRM but also to a wealth of invaluable resources and support – all included in your CRM licence cost. Your subscription includes free CRM training, providing access to a library of Tall Emu CRM resources, making it easier for you to get started and make the most of your CRM investment. Learn more about getting set up and onboarding.

Is there a free way to see Tall Emu in action?

Yes! To help you explore Tall Emu’s capabilities without paying the CRM system cost, we offer an on demand CRM demonstration, allowing you to get a firsthand look at how our CRM can benefit your business. And if you’re ready to dive in with your own or demo data, we also provide a 14-day free trial, so you can experience the full power of Tall Emu with no commitment or risk.

Do small companies need a CRM?

Small companies can greatly benefit from affordable CRM software. At its core, a CRM helps you keep track of your customers’ statuses and interactions. For small businesses, this means that every call, email, or SMS to your customers, prospects, and leads can be easily documented and updated within your CRM. This streamlines your customer relationship management, helping you stay organised and providing valuable insights that can help drive growth and success.

Main Integrations

What is CRM integration’s meaning in business management?

CRM integrations streamline the processes involved in managing your business by combining popular platforms into one easy-to-use online tool.

How does CRM integration benefit users

CRM system integration offers users convenience and performance advantages. An integrated CRM eliminates the need to manually enter data on each platform, reducing errors and automating a centralised workflow. In turn, CRM software integration streamlines working processes and provides a complete overview of your business’ customer interactions across a number of different platforms.

Are there any costs associated with integrating other tools with Tall Emu’s CRM?

No. Tall Emu’s CRM system integration and other features are all included in its standard plans. There are no hidden fees or tiers with Tall Emu’s CRM software integration, just a product that helps your business to be more efficient. Click to find out more information on Tall Emu CRM pricing plans.

How secure is the data shared between the CRM and integrated tools?

All of your customer and business data is stored in Australia using legally compliant data storage practices. Tall Emu’s security solutions have been developed by our parent company, MYOB, to ensure your information remains protected from online attacks.

What should I do if I encounter issues with an integration?

Tall Emu offers free CRM training as part of our plans to help you navigate issues with setting up your integrations. For personalised assistance with more complex issues, our Australian-based support team is always on hand to help you during a CRM system integration.

What is VoIP integration in Tall Emu CRM?

VoIP integration allows you to make and receive phone calls directly within Tall Emu CRM. It connects your phone system with the CRM to automatically log calls, transcribe conversations, and update customer records.

Which VoIP providers does Tall Emu CRM integrate with?

Tall Emu CRM integrates with a range of VoIP providers that support CTI (Computer Telephony Integration). Check our partner page for information about some of the providers we work with.

Do I need additional hardware to use VoIP with Tall Emu?

No, you can use VoIP with your existing computer and a headset. If you already have VoIP desk phones, they may also work with our integration.

How does the VoIP integration improve call management?

With VoIP integration, you can:

Click-to-call directly from Tall Emu CRM
Automatically log calls and link them to customer records
Get AI-powered call summaries and transcriptions
Set follow-up tasks based on call content

Can I record calls?

Yes, if your VoIP provider supports call recording, Tall Emu can store and link recordings to customer records. Check your local regulations on call recording compliance.

Does the system transcribe calls automatically?

Yes! Our AI-powered transcription feature converts speech into text, summarises key points, and updates customer records without manual data entry.

How do I set up VoIP integration in Tall Emu CRM?

Ensure you have a compatible VoIP provider.
Connect your VoIP system to Tall Emu CRM via the settings menu.
Configure call logging and automation preferences.
Start making and receiving calls within Tall Emu!

Can I use VoIP integration on mobile?

If your VoIP provider offers a mobile app, you can use it alongside Tall Emu CRM, but direct mobile integration depends on your VoIP provider’s capabilities.

Is there an extra cost for VoIP integration?

VoIP integration is included in Tall Emu CRM at no additional cost, but you’ll need a VoIP service provider, which may have its own pricing.

What if I need help with setup?

Our local support team is happy to help! Reach out via chat, email, or phone, and we’ll guide you through the setup.

Can I use VoIP integration if I’m outside Australia?

Yes, as long as your VoIP provider supports international calling and works with Tall Emu’s integration.

MYOB

What are the benefits of MYOB accounting software?

MYOB accounting software in Australia is one of the most popular bookkeeping programs available. MYOB offers a range of advantages to business owners. You’re able to track a range of different factors – such as income, debt, bills and inventory – through a simple interface that also allows for considerable flexibility.

You’re not stuck having to use a desktop, either. MYOB offers app-based features that allow you to access your records, issue invoices and more remotely. So for small business owners, it’s about consolidating a range of different processes under the one banner. This can be a huge time saver.

There are also a myriad of advantages to having your CRM integrated with MYOB. You’re able to gain the benefits of additional features and having access to customer histories, without needing to sacrifice the functionality that MYOB can offer.

Which MYOB is best for small business?

Wondering how to choose the right CRM? Every small business has its own unique needs, so it’s important to choose accounting software like MYOB carefully. Features of MYOB accounting software can vary quite a bit depending on the iteration you choose.

So it’s important to think about the future of your business and how you plan to expand and grow, rather than simply focusing on the current needs your company has.

The cost of MYOB accounting software should also be factored in. You want to make sure you’re not paying too much for features you’re just not using.

With all of this said, MYOB Business is an excellent candidate for many smaller companies. It offers cash flow tracking, financial statements, tax management and more. You’re also able to import data from other platforms.

What are some features of MYOB accounting software for Tall Emu?

Tall Emu is an Australian CRM software that allows for a range of CRM integrations with MYOB. Now, MYOB accounting software in Australia typically requires a number of different features for both day-to-day use and legal compliance.

Accordingly, Tall Emu offers a number of features for MYOB users. These include:

Tasks management
Serial number tracking
Pick, pack, ship
Subscription billing
Webforms
Marketing integrations
Sales pipeline
Manufacturing
SMS quotes & orders
Free customer portal
Integrated ecommerce

This allows for MYOB and CRM software from Tall Emu to integrate effectively with one another.

What are some of the challenges of integrating a CRM with MYOB?

The “best” CRM for MYOB is subjective, and different types of CRM will offer different features. So it’s not surprising that integrating CRM software with MYOB can present a number of different challenges. Some of the most common include:

Technical expertise: Integrating MYOB with other CRM platforms can be quite complex, and will require technical expertise. If you don’t have this type of expertise within your organisation, you may need to look elsewhere to find a contractor or vendor that’s appropriately equipped to assist.

Data security: Protecting customer and internal data security is crucial. Failing to do so can have reputational and legal implications. So when you integrate a CRM with accounting software like MYOB, it’s critical to have the right cybersecurity measures in place.

Cost: The integration process can be expensive, depending on the MYOB and CRM version you are using.

The good news is that you don’t need to get started without help. There’s a whole range of Tall Emu CRM resources to help you diagnose, tailor and improve your CRM. Tall Emu support is also based in Australia – so you’ll have access to local help if you do encounter issues.

Is technical support available for CRM-MYOB integration?

Yes! There are a range of Tall Emu CRM resources across a library of helpful articles to help you diagnose, tailor and improve your CRM. Tall Emu support is also based in Australia for your convenience.

Tall Emu also offers free CRM training and ongoing support. So when you’re implementing our CRM that works with MYOB, you can be confident that you’ll be able to get the most out of it.

Having access to the right resources and support will let you leverage the best CRM for MYOB more effectively.

Xero

What are the benefits of integrating my CRM with Xero?

Integrating your CRM with Xero offers a wide range of diverse benefits including:

Efficiency: A CRM software that integrates with Xero simplifies and accelerates business operations by creating a seamless connection between your customer relationship management and accounting systems. This streamlined process allows for the automatic transfer of critical data, such as customer information and sales transactions, from your CRM to Xero, reducing the need for manual data entry and the associated time and effort.
Data Accuracy: Xero CRM integration enhances data accuracy by eliminating the potential for human errors that often occur during manual data entry. With automated data synchronisation, you can trust that your records in both your CRM and Xero are consistent and up-to-date, ensuring that you’re working with the most accurate and reliable information.
Comprehensive Insights: A CRM that works with Xero provides a holistic view of customer financial data, enabling better-informed decisions and personalised interactions.
Time and Cost Savings: CRM Xero integration saves time by eliminating redundant data entry and manual reconciliations.
Enhanced Customer Experiences: CRM integration with Xero empowers you to deliver superior customer experiences. You can access real-time financial data while interacting with customers, enabling more meaningful and personalised interactions.
Improved Financial Management: A CRM for Xero ensures accurate financial records and reporting by syncing data seamlessly. You can trust that your financial data is reliable and that you have a clear understanding of your company’s financial health.
Tailored Solutions: CRMs can be customised to meet specific business needs. This flexibility allows you to adapt the integration to your unique workflows and data security requirements.

What are some of the challenges of integrating other CRM’s with Xero?

While CRM-Xero integration is highly advantageous, it can pose some challenges. The complexity of your business processes and the quality of data in both systems can impact the integration’s smoothness. It’s crucial to ensure data consistency, and sometimes, custom configurations may be required to address specific business needs. Of course, managing data security and privacy is also essential. with Tall Emu, our team can provide guidance on Xero-CRM integration and offer solutions to tackle these challenges effectively.

What are some best practices for integrating my CRM with Xero?

Integrating your CRM with Xero can be a straightforward process when following some best practices:

Assess your business needs and set clear objectives for the integration.
Prioritise data accuracy and consistency by implementing data validation rules and automated workflows.
Regularly audit and reconcile your data to ensure it stays up-to-date.
Consult with our experts at Tall Emu, who have plenty of experience in CRM-Xero integration. Our team can offer tailored advice and solutions to optimise your CRM set up according to your specific business requirements.

Why should I choose Tall Emu?

Tall Emu is the ideal choice for your CRM-Xero integration needs. Tall Emu is a proudly Australian CRM software, which means you have access to local and readily available support whenever you need it. Our team is committed to providing you with the best CRM-Xero integration experience possible. We offer a combination of user-friendly technology and personalised support to ensure your integration is seamless and effective.

Where can I get help with integrating my CRM with Xero?

Tall Emu is your go-to resource for assistance with CRM-Xero integration. We provide a library of helpful Tall Emu CRM resources and articles that can guide you through the integration process, helping you diagnose issues, tailor your setup, and continually improve your CRM. Additionally, our Australian-based Tall Emu support team is ready to assist you whenever you require expert guidance. We also offer free CRM training and ongoing support, so you can make the most out of your Xero-CRM integrations.

Getting Set Up

How long does it take to get set up in Tall Emu CRM?

Tall Emu CRM is a simple plug and go system in the vast majority of cases. As always, more complex situations will take a little longer to set up, but we move fast! Plus we support you through the process with our Onboarding sessions to make sure you are set up for success.

Support and troubleshooting

Can I cancel Managed Support?

Yes, you can cancel at the end of the annual Managed Support period by providing written request to cancel before the renewal date.

If a ticket is logged but resolved in-house before a response is received, how is this accounted for?

If you resolve a ticket in-house and notify us, no time will be logged, and it will not count towards your allocated hours. However, if you have already requested our assistance and we have begun work on the ticket, the time spent will be logged and counted.

Do issues submitted through the ticket system that are escalated to the development team count towards the 4 hours/month allocation?

Issues identified as system errors and therefore escalated to the development team do not count towards the 4 hours/month allocation. Time spent on business specific changes, allocated to the development team is billed at a discounted rate.

Will there be a way to track the number of hours available and used each month?

A quarterly bill will be provided, detailing the time spent addressing each issue.

Does the 4 hours/month allocation cover direct contact support and training only, or does it also include tickets raised on the helpdesk or with the account manager?

The 4 hours/month allocation includes calls, tickets, and training, provided the issues raised are not identified as bugs.

Is the $399/month fee applicable per customer for the business account or per user?

The $399/month fee applies to the business account as a whole, not per individual user. All users within your account are able to utilise Manage Support.

Why do I have to pay to report software issues?

You don’t! If you find a genuine software bug — something that’s broken or not working as designed — reporting it is always free, and we’ll fix it at no cost. We never charge to fix bugs. Managed Support is there for when you need priority help, training, setup assistance, or advice on how to use the software in specific ways — not for bug fixes, but for extra guidance or personalised support.

Do support hours roll over?

No, support hours must be used within the billing cycle.

What’s not included in Managed Support?

Custom development (charged separately at a discount of 10% off the standard rate $195/hour, minimum 8 hours)
Onsite visits (pricing based on travel and requirements)

Can I upgrade to Managed Support later?

Yes! You can upgrade to Managed Support at any time.

Can Tall Emu help me clean up my MYOB data?

Yes we can. However, extra charges will apply to help you clean up your MYOB data. We can quote you based on your requirements and the work needed to complete the task.

How quickly will I receive a response?

Managed Support customers: usually within 1 business day.
PAYG support customers: usually within 2–3 business days.

Note – we will always prioritise urgent requests and critical or business-stopping outages and bugs.

What if I don’t want to pay for Managed Support?

All customers continue to have access to our training library, and pay-as-you-go assistance at $250 per hour (minimum 15 minutes).

What if I need more than 4 hours of Managed Support in a month?

No problem! Additional support hours are available at the reduced rate of $195 + GST per hour.

How much does Managed Support cost?

Tall Emu’s Managed Support is $399 per month, billed quarterly in advance ($1,197 + GST). Pay annually and receive a 20% discount ($3,830 + GST per year).

What’s included in Managed Support?

Priority access to our help desk
Responses to requests usually within 1 business day
Up to 4 hours of support and training per month
Phone support for urgent issues and follow-ups
CRM consultation for business-specific needs
Additional hours at a reduced hourly rate of $195 + GST

Why does Tall Emu offer CRM managed support ?

We offer Managed Support to ensure we can continue delivering responsive, high-quality service to customers who need more frequent or hands-on help.

What is managed support?

Managed Support is a paid support plan that provides priority service, phone assistance, dedicated monthly support hours (4 hours included), and discounted rates for additional help and consultation.

Can Tall Emu clean my Xero data up?

Yes we can. However, extra charges will apply to help you clean up your Xero data. We can quote you based on your requirements and the work needed to complete the task.

Bank Feeds CRM

Is my financial data secure with bank feeds?

Tall Emu’s bank feed integration has been established using APIs, which leverage the latest data security techniques and standards. Information which is sent via our bank feeds is multi-layered encrypted, so it cannot be accessed until it has reached your accounting software. You also have control over who can view and access your bank feeds.

What data does the bank feed share with Tall Emu?

Typically through accounting integrations, it’s financial transactions and customer data that’s automatically shared, however, different options may be available depending on the preference of the banks.

Can I import historical transactions through bank feeds?

Access to historical data can depend on the banks and the accounting software you’re using. Some bank feeds will only start from the day it’s activated, however, you may be able to download older transactions from your online banking and import these in. You should be able to find information by searching the name of your bank with ‘bank feeds support’ or ‘bank feeds FAQs’. Tall Emu currently works with Westpac bank feeds, NAB bank feeds, ANZ bank feeds Xero, and CBA bank feeds Xero.

Accounting Software

What features does Tall Emu integrated CRM accounting software offer?

Easy-to-use, yet incredibly powerful, Tall Emu is packed with features to help you advance all your sales and management processes. For example, with Xero accounting integration Tall Emu is able to seamlessly sync your vital business data, giving your team members a complete picture of customer, sales, and product information. Tall Emu is also the best CRM for MYOB accounting software. With Tall Emu, you’ll be able to better manage your inventory, see your stock levels and quote instantly. Tall Emu is integrated CRM accounting software that will help you to work more efficiently, streamlining your business processes end-to-end while keeping the MYOB and Xero accounting integrations you want and need.

What data can be synced between Tall Emu and other software?

Tall Emu is the best CRM software that is pre-integrated to your accounting software and other tools. Save time and energy by integrating all the important sales and operations data your business needs. This data includes:

Manufacturing
Shopping carts
Freight/delivery
Sales transactions
Online bookings
Subscription invoicing
Payment processing
Webquotes (Eway, Stripe, Ezidebit, WooCommerce etc.)
Inventory management
Customer service/support

How can using Tall Emu for accounting tasks improve my workflow?

Not only will Tall Emu MYOB and Xero accounting integration help to streamline your business finance workflows by providing real-time financial insights, workflows will improve in other areas as well, such as:

Website and Ecommerce – reach customers with an integrated e-commerce platform.
Automation – automate tasks, activities, and data entry – saving you time and nothing gets missed.
Accounts and Billing – auto follow up, converting quotes to invoicing.
Streamlining sales to sell more – take leads then use CRM to turn into sales or bookings, and generate new campaigns.
Improve customer service – give your customer care team a full view of the relationship.

Do I need to have a paid subscription to use Tall Emu’s CRM accounting software?

Because we want all our customers to be happy with their choice in CRM accounting software, we offer a free 14 day trial. Once you’ve set up your trial, integrating with MYOB and Xero is simple. After the initial import, your data will be immediately available. Tall Emu also provides you with Australian based support, and our team will be able to assist you with any business requirements moving forward. When the trial is completed, you can sign up for our pay as you go plan (which allows you to cancel any time), or you’ll get better value when you sign up and pay annually in advance. You can experience everything our software has to offer right now, including MYOB and Xero accounting integrations, with our 14-day Tall Emu CRM free trial.

CRM Marketing

What is a Marketing CRM?

A marketing CRM helps businesses to track and analyse their customer relationships, offering data-driven recommendations based on their searching and purchasing habits. In doing so, a marketing CRM helps to retain existing customers and encourage repeat business, driving future sales growth.

How Does a CRM Help in Marketing?

Using a marketing CRM software allows you to centralise the collection of customer data and offer more targeted advertising based on the segments you wish to appeal to. The wealth of data provided by a CRM marketing software solution allows you to make conscious decisions about your future customer communications that will meaningfully increase your brand’s leads and conversions.

What Makes Tall Emu different?

Tall Emu’s CRM offers a wide range of integration capabilities that help to automate processes. Our marketing CRM software can be used alongside a number of other tools to streamline financial, administrative and communication tasks.

What existing marketing tools does Tall Emu integrate with?

Tall Emu CRM offers the ability to integrate a number of existing marketing tools, including Campaign Monitor, Outlook and Mailchimp. If your business already uses these services, your data is retained when you integrate with Tall Emu’s CRM marketing software, providing a central dashboard of your business’ customer communication efforts.

How can CRM marketing help in identifying and targeting high-value customers?

Tall Emu’s enterprise marketing management software can help your business to find and target valuable clients by analysing current customer data and identifying potential segments of interest. Our CRM marketing software allows you to send personalised messages to specific segments, increasing the likelihood of generating leads or conversions for your brand.

Where can I learn more about Tall Emu CRM’s marketing management software?

If you would like to learn more about our CRM marketing software, you can watch a demo of its capabilities in action, which will allow you to understand how our tool’s various third-party integrations can drive results for your business. Alternatively, you can contact us with more complex questions about our marketing operations management software.

Customer Portal

What is customer portal software?

A B2B customer portal is designed to help businesses view important administrative information in one online dashboard. From service tickets to invoicing and sales, a customer online portal allows your clients to access information and manage their commerce with your business without having to contact you directly.

What is a customer portal in CRM?

An online B2B customer portal can be combined with a CRM system to provide your customers with a smooth, personalised experience. Blending client portal software with a CRM allows you to provide customers with information tailored to their previous orders or service requests that have been retained by the system, increasing flexibility and functionality.

What are the benefits of integrating a customer portal and CRM?

Integrating a CRM and an online customer portal improves the customer experience, the efficiency of customer interactions and the accuracy of data collected. By offering your customers more streamlined access to their data, the combination of a CRM and client portal software provides a holistic overview of all information stored on the system that relates to each customer.

What makes Tall Emu different from other customer portals?

If you are looking for the best customer portal software, Tall Emu stands out with highly customisable features and a number of integrations with financial and administrative partners such as MYOB and Xero. Our client portal software also integrates with our CRM solutions to provide customers with marketing materials that directly address the needs of their business.

Where can I learn more about the capabilities of Tall Emu’s customer service portal software?

If you would like to try Tall Emu’s features and integrations to see how they would improve your workflow and contact us to organise a demo of our customer portal software.

CRM for Customer Service

What is customer service software?

Customer service software is a suite of tools designed to facilitate interactions between a business and its customers. At its core, it helps manage, organise, and respond to customer service requests. Tall Emu CRM enhances this interaction by not only managing these requests but also by maintaining a comprehensive database of customer preferences, history, and feedback, allowing for a personalised service experience that stands out.

What is the difference between customer service software and CRM software?

Customer service software typically focuses on the immediate needs of customer support, such as ticketing and live chat. Customer service CRM software, however, encompasses a broader range of functions, including sales tracking, marketing automation, and customer data analytics. Tall Emu CRM offers the best of both worlds by providing dedicated customer service features within a robust CRM system, ensuring that the client relationship is nurtured at every stage.

Does a CRM improve customer service?

Absolutely. A customer service CRM system streamlines the customer service process by providing a comprehensive view of the customer. With Tall Emu CRM, service reps can anticipate customer needs, tailor communications, and resolve issues promptly. By having all the necessary information at their fingertips, representatives can offer a personalised and effective service that leads to increased customer satisfaction and loyalty.

What is the best customer service software for small businesses?

For small businesses, the best CRM for customer service and support is one that is scalable, cost-effective, and easy to use. Tall Emu CRM is designed with the needs of small businesses in mind, offering a customisable platform that grows with your company. It’s not just customer service CRM software, but a partner in your business’s growth.

Is technical support available for Tall Emu and its customer service software features?

Customers can access a range of support services, including online Tall Emu CRM resources, direct customer service lines, and free CRM training. Our dedicated Tall Emu support team is here to ensure that you get the most out of our customer service CRM software.

What is VoIP integration in Tall Emu CRM?

VoIP integration allows you to make and receive phone calls directly within Tall Emu CRM. It connects your phone system with the CRM to automatically log calls, transcribe conversations, and update customer records.

Which VoIP providers does Tall Emu CRM integrate with?

Tall Emu CRM integrates with a range of VoIP providers that support CTI (Computer Telephony Integration). Check our partner page for information about some of the providers we work with.

Do I need additional hardware to use VoIP with Tall Emu?

No, you can use VoIP with your existing computer and a headset. If you already have VoIP desk phones, they may also work with our integration.

How does the VoIP integration improve call management?

With VoIP integration, you can:

Click-to-call directly from Tall Emu CRM
Automatically log calls and link them to customer records
Get AI-powered call summaries and transcriptions
Set follow-up tasks based on call content

Can I record calls?

Yes, if your VoIP provider supports call recording, Tall Emu can store and link recordings to customer records. Check your local regulations on call recording compliance.

Does the system transcribe calls automatically?

Yes! Our AI-powered transcription feature converts speech into text, summarises key points, and updates customer records without manual data entry.

How do I set up VoIP integration in Tall Emu CRM?

Ensure you have a compatible VoIP provider.
Connect your VoIP system to Tall Emu CRM via the settings menu.
Configure call logging and automation preferences.
Start making and receiving calls within Tall Emu!

Can I use VoIP integration on mobile?

If your VoIP provider offers a mobile app, you can use it alongside Tall Emu CRM, but direct mobile integration depends on your VoIP provider’s capabilities.

Is there an extra cost for VoIP integration?

VoIP integration is included in Tall Emu CRM at no additional cost, but you’ll need a VoIP service provider, which may have its own pricing.

What if I need help with setup?

Our local support team is happy to help! Reach out via chat, email, or phone, and we’ll guide you through the setup.

Can I use VoIP integration if I’m outside Australia?

Yes, as long as your VoIP provider supports international calling and works with Tall Emu’s integration.

Quoting and Selling

What is a quoting software?

Quoting software is used to automate and expedite the quoting process, while also ensuring accuracy and consistency. When you want a business tool that is powerful enough to streamline and enhance sales processes, you can’t go past Tall Emu CRM for quote management.

What features should I look for in online quoting software?

To tick all the boxes, a quote software should:

Integrate perfectly with your CRM.
Align with your business needs.
Provide accurate quotes and information.
Cover the entire quoting process (create, revise and track quotes).
Easily prepare and send quotes on your behalf.
Provide your customers with professional looking quotes.
Is customisable for your business and customer needs.
Allows your customers to accept quotes without any hassle.
Provide your team with real-time customer data.

What are the benefits of using Tall Emu quote software?

Increased efficiency and faster quote turnaround times – Tall Emu also gives you multiple ways to sell and take payments.
Improved accuracy with pre-built templates and calculations – plus with Tall Emu you can edit your templates for all your needs including invoices, sales and purchase orders, quotes, and much more.
Standardised quotes with professional branding – because you can change fonts and add product images with Tall Emu, your business will be able to issue quotes that look great!
Easier tracking and management of quotes and proposals – Tall Emu links all customer information across your business.
Improved communication and collaboration with clients – with Tall Emu you have one location for all your client data including real-time history for seamless interaction.
Provides intelligent task management and a simple way to import data from your accounting systems.

What is the benefit of having a CRM with quote management software?

By implementing a CRM software with your quoting software, you will be able to:

Streamline your sales processes – giving your team the ability to better capture, track and manage their sales pipeline.
Empower your team to optimise their workflows – this will mean they can close deals faster and with less effort, which will also boost your business productivity and profitability.
Build a comprehensive customer database with all the important information in one location – allowing your teams to target their approach, personalise their solutions , and enhance their relationships.
Quickly create professional, customised, and accurate quotes – eliminating the risk of incorrect pricing.
Utilise pre-designed templates – saving time and improving your business efficiency.
Easily analyse sales data including the behaviour of customers – giving your business valuable insights.

Where can I learn more about Tall Emu’s CRM with quote management software?

To learn more about the smarter way you can do CRM with quote management, contact us today!

Pipeline Management

What is sales pipeline management software?

Sales pipeline management software is a specialised tool used by businesses to track and manage their sales process. This type of sales lead management software provides a visual representation of where prospects are in the sales pipeline and helps sales teams to organise, prioritise, and monitor their sales activities. It typically includes sales pipeline management tools for tracking interactions with potential customers, scheduling follow-ups, managing leads, and analysing sales data to forecast future sales. The software assists in identifying bottlenecks in the sales process, enabling teams to refine their strategies for improved conversion rates and efficiency.

What is the importance of a sales pipeline in CRM?

A sales pipeline is a vital component of CRM as it provides a structured approach to managing sales activities and customer interactions. It helps businesses understand their sales process better, from initial contact through to closing a deal. By integrating the sales pipeline into a CRM system, businesses gain valuable insights into customer behaviour, sales trends and overall performance. This integration allows for more accurate sales forecasting, better resource allocation and ensures that all team members have a clear understanding of their roles and responsibilities in the sales process.

What are the common sales pipeline stages?

When deciding how to manage a sales pipeline, it’s critical to first understand the various stages associated with it. Pipeline management can typically be segmented into the following stages:

Lead Generation: Identifying potential customers through various strategies such as marketing campaigns, social media engagement, networking events and more. This is one of the sales pipeline management best practices as it is essential for continuously fueling the pipeline with high-quality leads.
Lead Qualification: Assessing the potential of leads to become customers by analysing their interest level, budget, purchase authority and need for your product or service. Effective lead qualification helps in focusing efforts on leads with the highest conversion potential.
Proposal/Needs Analysis: Understanding customer needs and proposing solutions. Sales representatives engage with leads to gather detailed information, which is then used to tailor proposals or solutions that align with the customer’s requirements.
Negotiation: Discussing pricing, terms and conditions. This stage requires effective communication skills and flexibility to reach an agreement that is acceptable to both the seller and the buyer.
Closing: Obtaining a commitment from the customer, processing the sale and ensuring all contractual terms are met.
Post-Sale/Retention: Following up for future sales and maintaining customer relationships through activities like seeking feedback, addressing post-sale queries, offering customer support and engaging in strategies to retain the customer for future sales.

What should you consider when choosing a sales and lead management software?

When choosing sales and lead management software, consider:

Usability: The software should be user-friendly and easy to navigate. Look for a design that allows for quick access to key features and functionalities, minimising the learning curve and enhancing user adoption.
Customisation: The ability to tailor the software to fit your specific business processes is crucial as you want to ensure that the software serves your business effectively. The software should be flexible enough to align with your sales pipeline stages, lead qualification criteria, reporting formats and other unique business needs.
Integration: Compatibility with other tools and systems you currently use, like email marketing software, accounting tools or customer service applications, is essential. Seamless integration ensures smooth data flow across different areas of your business, eliminating data silos and enhancing overall operational efficiency.
Scalability: Choose software that can grow and adapt as your business evolves. This means looking for solutions that can handle an increasing number of users, leads, and data over time, without compromising on performance or requiring a complete system overhaul.
Analytics and Reporting: High-quality insights and robust data reporting capabilities are vital. The software should offer comprehensive analytics tools to track sales performance, monitor lead progression, and analyse customer interactions.
Cost: Evaluate the pricing against your budget and ROI expectations. Consider not only the upfront costs but also ongoing expenses such as subscription fees, maintenance and upgrades.
Customer Support: Availability and quality of customer service are important. Consider the levels of support offered, including training, troubleshooting and regular updates. Responsive and knowledgeable customer support can greatly enhance the user experience and ensure continuous, trouble-free operation of the software.

Is technical support available for Tall Emu’s lead management software?

Absolutely! Tall Emu offers robust technical support for its leads management CRM software. Access a comprehensive library of helpful Tall Emu CRM resources for diagnosing, tailoring and improving your CRM experience. Additionally, benefit from Australian-based Tall Emu support to address any specific queries or concerns. Tall Emu also provides free CRM training to ensure that your team fully maximises the potential of our lead management software backed by ongoing support.

Wholesalers

What is a wholesale CRM?

A wholesale CRM (Customer Relationship Management) is a specialised software tool tailored for businesses operating in the wholesale sector. Unlike traditional CRM systems that focus on direct consumer interactions, CRM software for wholesale distributors concentrates on managing and strengthening relationships with business clients. This involves sophisticated account management capabilities to handle large business accounts, monitor contacts within each client organisation and understand their specific needs and buying patterns.

Wholesale CRM software also includes advanced order management features, essential for processing, tracking, and maintaining a history of large-scale transactions. Software for wholesale businesses often integrate various sales channels and provide detailed analytics to help wholesalers make informed decisions, ultimately aimed at improving efficiency, customer satisfaction, and sales performance in a B2B context.

What are the benefits of using a wholesale CRM?

Using a CRM for wholesale offers several benefits, particularly for businesses that operate in the B2B sector. These benefits include:

Improved Customer Relationships: CRM software for wholesale distributors helps in understanding and managing business clients more effectively. By keeping detailed records of client interactions, preferences and purchase history, wholesalers can proactively offer personalised service and build stronger, more profitable relationships.
Enhanced Efficiency in Sales Processes: These systems streamline sales processes by automating tasks such as order processing, inventory management and client communication. This efficiency saves time and reduces the likelihood of errors, allowing sales teams to focus on more strategic activities.
Better Data Management and Analytics: Wholesale CRM software provides robust data management tools as they collect and analyse sales data, customer interactions and market trends. Wholesalers can use this accurate information to make informed business decisions and identify opportunities for growth.
Improved Inventory Management: CRM software for wholesale distributors often include features for inventory management, helping businesses to track stock levels, forecast demand and manage reordering processes more effectively, which is crucial in the wholesale industry.
Enhanced Communication and Collaboration: Wholesale distribution software promotes better communication and collaboration within the business and with clients. They centralise information, making it easier for sales, marketing, and customer service teams to access and share information.
Increased Customer Retention: By providing better service and understanding client needs more deeply, wholesalers can increase customer satisfaction and loyalty, leading to higher retention rates.
Scalability: Wholesale inventory software can grow with the business, adapting to changing needs and scaling to accommodate an increasing number of clients and larger transaction volumes.

What features do wholesale CRMs like Tall Emu have?

Wholesale CRMs like Tall Emu are equipped with a range of features specifically designed to cater to the unique needs of the wholesale industry. These features aim to streamline operations, enhance customer relationships, and improve sales efficiency. Key features of software for wholesale businesses typically include:

Account and Contact Management: This feature allows wholesalers to manage detailed information about clients, including contact details, communication history, and transaction records. It helps in maintaining an organised database of all business clients.
Order and Inventory Management: A crucial aspect for wholesalers, this feature includes tracking inventory levels, managing orders from placement to delivery, and handling backorders and inventory replenishment.
Sales and Purchase Order Processing: Streamlines the creation, tracking, and management of sales and purchase orders. It often includes integration with inventory management to ensure real-time stock visibility.
Customer Segmentation: This tool allows for the segmentation of customers based on various criteria, such as purchase history, size, location, or industry, enabling more targeted marketing and sales strategies.
Integrated Accounting: Many wholesale CRMs integrate with accounting software to provide a seamless flow of financial data, which is particularly helpful for managing invoices, payments and financial reporting more efficiently.
Reporting and Analytics: Advanced reporting tools help in analysing sales trends, customer behaviour, inventory levels, and overall business performance. These insights can drive strategic decisions and help in identifying areas for growth and improvement.
Marketing Tools: Includes features for executing marketing campaigns, managing email communications, and tracking the effectiveness of marketing efforts in driving sales.
Multi-Channel Sales Integration: For wholesalers who sell across various channels, this feature integrates sales data from different sources (like online, offline, direct sales, etc.) for centralised management and analysis.
Customer Service and Support: Tools for managing customer inquiries, complaints, and after-sales service, ensuring high customer satisfaction and loyalty.
Mobile Accessibility: Many wholesale CRMs now offer mobile access, allowing sales teams and management to access important data and perform key functions on the go.

Inventory Management

What is inventory management software?

Inventory management software is a specialised tool designed to streamline and optimise the process of tracking, storing, and managing a company’s stock or inventory. It provides real-time insights into inventory levels, order management, and stock control, allowing businesses to operate more efficiently and proactively.

What are the benefits of using inventory management software?

Using the best inventory management software for your business offers several advantages, including:

Improved Efficiency: Inventory management software automates many of the repetitive and time-consuming tasks involved in tracking and managing inventory.
Optimised Stock Levels: Inventory management software helps you avoid two common and costly issues: overstocking and understocking. By providing real-time insights and tracking, it ensures that you have the right amount of stock on hand, preventing excess stock or shortages.
Enhanced Accuracy: Manual inventory tracking is prone to errors, such as data entry mistakes and misplaced items. Inventory management software offers real-time data accuracy so you can trust that the stock levels and product information in the system are up to date.
Streamlined Order Management: Inventory management software allows for seamless management of sales orders, purchase orders, and stock replenishment. This streamlining not only saves time but also ensures that orders are processed and delivered promptly.
Better Decision-Making: Access to real-time data such as sales trends, stock turnover rates, supplier performance, and more. With these insights, you can make informed decisions about reordering, pricing, and product selection.

What are the key features of Tall Emu’s inventory management software?

Tall Emu’s inventory management software in Australia offers a wide range of features, including:

Multi-Location Inventory Management: Tall Emu’s inventory management software is designed to meet the needs of businesses with multiple locations. It allows you to efficiently manage stock across various locations, whether you have multiple warehouses, retail outlets, or distribution centres.
Order Management: The software streamlines the entire order-to-fulfilment process. This includes order processing, picking, packing, and shipping. It simplifies the way you receive and manage orders, making it easier for your team to fulfil customer requests promptly.
Stock Control: Tall Emu’s warehouse inventory management software equips you with the tools needed to keep stock levels in check. You can use your stock and order management system to set reorder points, safety stock levels, and automate the reordering process to avoid stockouts and overstocking.
Integration with Accounting Software: Seamlessly connect with MYOB and Xero and ensure that your financial records and inventory data are always in sync. With CRM integration capabilities, you can easily generate invoices, track expenses, and maintain accurate financial records all while streamlining your accounting and inventory processes.
Real-Time Reporting: Access to accurate and real-time data is critical for informed decision-making. Tall Emu’s order and stock management software provides robust reporting capabilities, allowing you to generate customised reports on various aspects of your inventory. This data includes stock turnover rates, sales trends, supplier performance, and more.

What are the best practices for using inventory management software?

To make the most of warehouse inventory management software, consider the following best practices:

Regular Updates: Keep the stock management software up-to-date for optimal performance. Software developers regularly release updates to fix bugs, enhance security, and add new features.
Staff Training: Ensure your team is proficient in using the software. Provide thorough training and ongoing support to ensure that your employees are well-versed in using the software.
Data Accuracy: Maintain accurate stock data to prevent errors. Regularly review and update product information, stock levels, and pricing.
Forecasting: Use historical data to predict future inventory needs. By analysing past sales trends and other relevant data, you can make informed decisions about reordering stock, setting reorder points, and optimising your stock levels.
Integration: Integrate your software for inventory management with other business systems for a seamless workflow. Integration with accounting software, e-commerce platforms, and order processing systems, for example, ensures that data flows smoothly between systems.

Is technical support available for Tall Emu’s inventory management software?

Yes. As well as providing a library of helpful Tall Emu CRM resources and articles, Tall Emu also offers technical support to assist users with any questions, issues, or technical difficulties they may encounter while using the software. Our dedicated, Australian-based Tall Emu support team is readily available to help you make the most of your software investment. We also offer free CRM training and ongoing support, so you can make the most out of your inventory management software. For more details about our Australian CRM software, contact our support team directly.

Job Management + In Field Services

What is job management in field services?

Job management in field services refers to the process of organising, scheduling, tracking and executing field operations. It encompasses a range of activities including assigning technicians or service personnel to jobs, managing work orders, ensuring the timely dispatch of workers and resources, tracking job progress, and facilitating communication between field workers, management and customers. Effective job management is crucial in field services to optimise resource allocation, enhance customer satisfaction, and improve overall operational efficiency.

What are some field service management best practices?

Some best practices for FSM (field service management) in Australia include:

Automated Scheduling and Dispatch: Improve response times by utilising workflow automation software tools in your field service management CRM to automate the scheduling and dispatch of technicians.
Real-Time Communication: Implement systems that enable real-time communication between field technicians, support staff and customers to ensure timely updates and quick resolution of any issues.
Mobile Technology Integration: Equip field technicians with mobile devices and apps so that they can use your field service management software on-the-go to access information, report on job status and capture customer signatures.
Customer Relationship Management: Maintain detailed customer records and history to provide personalised and efficient service.
Training and Support: Regularly train field service staff on the latest technologies and field service management best practices to ensure high-quality service.
Performance Monitoring: Ensure you choose the best field service management software to access accurate analytics and reporting tools to monitor performance, identify areas for improvement and make data-driven decisions.
Preventive Maintenance: Implement a preventive maintenance strategy to reduce the likelihood of equipment failures and extend asset life.

What are the challenges faced in field service job management?

Field service management in Australia comes with its own set of complexities that require careful consideration and planning. Some common challenges for FSM include:

Scheduling and Routing Efficiency: Ensuring the right technician with the right skills is dispatched to the right job at the right time, while also optimising travel routes.
Data Management and Accessibility: Managing large volumes of data from various sources and ensuring it is easily accessible to field technicians and office staff. This factor highlights the importance of choosing the best field service management software for your specific business.
Customer Expectations: Meeting increasing customer expectations for rapid response times, efficient service, and clear communication.
Technician Skill Matching: Matching technician skills and qualifications with specific job requirements, especially for complex tasks.
Inventory Management: Keeping track of parts and equipment inventory to ensure availability without overstocking.
Adapting to Technology Changes: Keeping up with rapid technological advancements and integrating new tools into existing workflows.
Compliance and Safety: Ensuring compliance with industry regulations and maintaining high safety standards in the field.

B2B

What makes a good B2B CRM?

The best B2B CRM software should encompass a range of key features and functionalities tailored to the unique needs of business-to-business interactions:

Robust contact and account management capabilities, allowing users to organise and track interactions with clients and prospects across various stages of the sales cycle.
Integration with other business systems, such as accounting software, which is essential for seamless data flow and comprehensive insights.
Automation features that streamline repetitive tasks like data entry and lead nurturing.
Customisable reporting and analytics tools, providing valuable insights into sales performance, customer behaviour and market trends.
Mobile accessibility that enables sales teams to access critical information on the go.
Excellent customer support and regular updates to ensure ongoing satisfaction and adaptation to evolving business needs.

Does a B2B CRM work like a B2C CRM?

While there are similarities between B2C and B2B Customer Relationship Management, they also have distinct differences. B2B CRM solutions typically focus on managing complex sales cycles, maintaining relationships with key accounts and facilitating collaboration among team members. In contrast to a CRM for B2B sales, B2C CRMs often prioritise high-volume transactions, mass marketing campaigns and individual customer interactions.

While both types of CRMs share some core functionalities such as contact management and sales tracking, B2B CRM software generally offers additional features tailored to the unique needs of businesses selling to other businesses.

What are the benefits of a CRM for B2B sales?

Implementing a B2B CRM system offers numerous benefits for business-to-business organisations:

Streamlined Sales Processes: A B2B CRM centralises customer data and facilitates efficient pipeline management, allowing B2B organisations to track interactions and manage leads effectively.
Improved Communication and Collaboration: B2B CRM systems facilitate better communication and collaboration among team members by providing a centralised platform for sharing information and tracking progress.
Valuable Insights Through Analytics: B2B CRM solutions provide valuable insights through analytics and reporting, allowing B2B organisations to gain a deeper understanding of their customers, market trends and sales performance.
Enhanced Customer Relationships: CRM systems enable personalised communication and proactive support, allowing B2B organisations to build stronger relationships with their customers.
Optimised Sales Performance: With CRM, B2B organisations can optimise their sales performance by effectively managing leads, tracking opportunities and analysing sales data.

What should you consider when selecting a B2B CRM?

When selecting the best B2B CRM system, there are several key considerations to keep in mind to ensure the chosen solution aligns with your business needs and objectives:

Scalability: Evaluate the scalability of the B2B CRM to accommodate your business’s growth over time.
Customisation: Assess the customisation capabilities of the B2B CRM to tailor it to your unique workflows and requirements.
Integration: Consider the B2B CRM’s integration capabilities accounting software and marketing automation tools to ensure seamless data flow and comprehensive insights.
Ease of Use: Prioritise a B2B CRM system with an intuitive interface and robust training and support resources to facilitate user adoption.
Mobility: Evaluate the mobility features of the B2B CRM to ensure sales teams can access critical information on the go, empowering them to be more productive and responsive wherever they are.
Vendor Reputation: Consider the reputation of the B2B CRM vendor, including factors such as customer support services, reliability and long-term viability.
Pricing Structure: Evaluate the pricing structure of the B2B CRM to ensure it aligns with your budget and provides good value for money.
Flexibility: Look for a B2B CRM that offers flexibility in terms of deployment options (cloud-based, on-premises) and licensing models to accommodate your business preferences and constraints.

Distribution

What is a CRM in distribution?

A CRM (Customer Relationship Management) system in distribution refers to software designed specifically to manage relationships and interactions with customers within the distribution industry. A distribution CRM is tailored to the unique needs and challenges faced by companies involved in supplying goods. Organisations who can benefit from a CRM include wholesalers, distributors and manufacturers.

A CRM in distribution management will typically include the following capabilities:

Centralised Customer Database: This includes contact details, purchase history, order preferences, communication history and any other relevant customer data.
Order Management: A distribution CRM should enable users to track orders, manage inventory levels, process returns and handle other aspects of the order fulfilment process efficiently.
Sales and Pipeline Management: CRM systems for distribution provide tools for tracking leads, opportunities and deals through various stages of the sales cycle.
Customer Service and Support: A distribution CRM helps customer service teams provide timely and personalised customer support by enabling them to log customer enquiries, track support tickets and resolve issues promptly.
Marketing Automation: Many distribution ERP software and CRM solutions, including Tall Emu, offer marketing automation capabilities like email marketing, lead nurturing campaigns and segmentation tools to target specific customer segments with relevant content.
Analytics and Reporting: A CRM for distribution companies provides valuable insights through analytics and reporting features, allowing users to generate reports on sales performance, customer behaviour, inventory levels and other key metrics.
Integration with Other Systems: Distribution CRMs often integrate with other business systems such as accounting software, ecommerce platforms and logistics systems to ensure smooth data flow across different departments and processes.

Why don’t traditional CRMs work for distributors?

Traditional CRMs often fall short in meeting the specific requirements of distributors for several reasons. Most notably, they often rely heavily on manual data entry, which is both time consuming and prone to errors, especially considering the high volume of product data and sales transactions typical in distribution. Traditional CRMs are also not usually tailored to handle the complex workflows and structures specific to distribution businesses, which may lead to inefficiencies in managing orders, inventory and customer relationships. They often tend to lack robust mobile capabilities, making it challenging for outside sales reps to access important information while on the go.

That’s why Tall Emu has developed specialised capabilities, workflows and structures designed to complement the specific needs of distributors, offering streamlined processes, comprehensive data management and a seamless mobile experience for sales teams. All of these distribution software features work together to empower distributors to enhance customer relationships and drive business growth.

What makes a CRM effective for distributors?

A CRM for distribution management is much more effective when it addresses the specific challenges and requirements of the distribution industry. Distribution business software should offer:

Integration with existing systems to facilitate a smooth data flow across various departments and processes.
Automate manual tasks, such as data entry and order processing, to improve efficiency and reduce errors.
Analytics and reporting features that enable businesses to gain valuable insights into sales performance, customer behaviour and inventory management.
Mobile accessibility to allow sales reps to access important information while on the go.
User-friendly interface and intuitive features that ensure employees can quickly adopt and leverage the distribution CRM without extensive training of frustration.

Are there industry-specific distribution CRMs?

There are relatively few industry-specific CRMs. However, Tall Emu stands out as a specialised solution for distribution organisations. With a focus on versatility and adaptability, Tall Emu’s CRM for distribution companies is designed to cater to various industries, accommodating businesses of different sizes and structures. What sets Tall Emu apart is its customisable nature, allowing businesses to tailor the distribution CRM to their specific needs and workflows. Whether it’s managing orders, tracking inventory or optimising customer relationships, Tall Emu provides a comprehensive platform with features that complement the many industries within the distribution sector.

Manufacturers

What is CRM for manufacturing?

CRM for the manufacturing industry refers to Customer Relationship Management software specifically tailored to the needs of manufacturing businesses. It integrates various facets of the manufacturing process, linking sales, inventory, warehouse management, and production planning to enhance efficiency and real-time decision-making.

What are the benefits of a CRM in manufacturing?

A manufacturing CRM software provides numerous benefits, including:

Improved Coordination: A manufacturing CRM facilitates seamless communication and collaboration between sales and production teams. It ensures production aligns closely with sales forecasts, preventing overproduction or stock shortages.
Streamlined Inventory Management: As well as helping businesses optimise stock levels, a manufacturing CRM also provides a centralised platform for accurate tracking of raw materials, work-in-progress, and finished goods.
Efficient Order Fulfilment: Manufacturing software in Australia offers real-time visibility into inventory levels, which enables prompt order fulfilment and reduces lead times.
Real-Time Data Insights: Businesses can use manufacturing CRM to access real-time analytics, market changes and accurate demand forecasting for informed decision making.
Enhanced Operational Efficiency: By automating routine tasks, the manufacturing CRM system enhances overall productivity, allowing teams to focus on more strategic, value-added activities.
Error Reduction and Accuracy: Automation in various processes, from order entry to inventory tracking, significantly reduces the likelihood of human errors.
Customer Satisfaction: The best CRM for manufacturing businesses will enable businesses to deliver products more reliably, meeting customer expectations and enhancing satisfaction. And by ensuring prompt responses to customer inquiries and efficient order processing, businesses can elevate their customer service standards.
Integrations: CRM integrations provide a holistic view of operations. They allow businesses to synchronise data across departments, ensuring a unified understanding of financials, supply chain, and customer interactions.

What are some best practices for using manufacturing CRM?

To maximise the benefits of a CRM in manufacturing, it’s essential to integrate the system seamlessly into your existing processes. Regularly update and maintain accurate data, leverage automation features, and ensure that your team is adequately trained. Tailoring the CRM to your specific manufacturing needs and regularly reviewing and optimising workflows are also key best practices.

Is technical support available for Tall Emu’s manufacturing CRM software?

Absolutely! Tall Emu offers robust technical support for its manufacturing CRM software. Access a comprehensive library of helpful Tall Emu CRM resources for diagnosing, tailoring, and improving your CRM experience. Additionally, benefit from Australian-based Tall Emu support to address any specific queries or concerns. Tall Emu also provides free CRM training to ensure that your team fully maximises the potential of our manufacturing software in Australia, backed by ongoing support.

Warehouse Management

What is warehouse management software?

Warehouse management software (WMS) is a specialised software solution designed to optimise and manage the operations of a warehouse. It facilitates the day-to-day activities of a warehouse, including inventory management, order fulfilment and stock control. This software provides real-time information about the location, movement, and status of goods within the warehouse, making it easier to manage inventory levels, reduce errors and improve operational efficiency. WMS typically includes tools for tracking stock levels, managing picking and packing processes, and generating reports to inform decision-making.

What are some warehouse management system benefits?

The benefits of a warehouse management system include:

Improved Inventory Accuracy: WMS significantly enhances the tracking and recording of inventory movements, drastically reducing errors and discrepancies. This precision ensures that you always have a clear and accurate picture of your stock levels, leading to better inventory management and control.
Increased Efficiency: By automating various warehouse tasks, our system accelerates processes and reduces the need for manual labour. From automated picking lists to streamlined stock replenishment, every aspect is designed to enhance efficiency and speed up operations.
Better Space Utilisation: WMS optimises the arrangement of goods, ensuring that every inch of your warehouse is used effectively. This strategic organisation not only saves space but also reduces the time spent on retrieving and stocking items.
Enhanced Customer Service: Experience a notable improvement in customer service with faster order processing and accurate fulfilment. Our WMS ensures that customer orders are handled promptly and correctly, resulting in higher customer satisfaction and loyalty.
Cost Reduction: Minimise wastage and improve operational efficiencies with our WMS. By optimising various warehouse processes, the system helps in reducing operational costs, leading to significant savings for your business.
Real-time Data Analysis: Access real-time data and analytics for better decision-making and forecasting. Our system provides valuable insights into your inventory and operations, allowing you to make informed decisions that positively impact your business.
Seamless Integration: Enhance your inventory management with MYOB integration. Our system’s compatibility with Xero inventory tracking also ensures real-time updates to your financial records for accurate oversight.
Scalability for Growing Businesses: As your business expands, your WMS will grow with you. Whether you’re increasing your product range, adding more warehouses, or scaling up operations, Tall Emu is designed to adapt to your evolving needs, ensuring sustained efficiency and effectiveness.

Are WMS and ERP the same?

No, WMS and ERP are not the same, though they are complementary systems. WMS is specifically focused on optimising the operations within a warehouse, including inventory management, order fulfilment, and stock control. On the other hand, ERP is a broader system designed to integrate and manage the core processes of a business, including finance, HR, manufacturing, supply chain, services, procurement, and others. While ERP systems often include some warehouse management functions, a dedicated WMS provides more detailed, specialised tools specifically for warehouse operations.

Is technical support available for Tall Emu’s warehouse management software?

Absolutely! Tall Emu offers robust technical support for its warehouse CRM software. Access a comprehensive library of helpful Tall Emu CRM resources for diagnosing, tailoring, and improving your CRM experience. Additionally, benefit from Australian-based Tall Emu support to address any specific queries or concerns. Tall Emu also provides free CRM training to ensure that your team fully maximises the potential of our warehouse management software in Australia, backed by ongoing support.

All-in-One Solution

Leads Management

Stock and Orders Management

Customer Service

By industry

By role