Workflow Automation Software
Tall Emu gives your business the ability to have tasks, activities and data entry processed automatically using the CRM workflow automation that you create, or are inbuilt.
Streamline Your Business with Tall Emu
Imagine having someone work 24/7 and it didn’t cost your business anything? Welcome to CRM workflow automation. Here are the high-level reasons why you need Tall Emu automated task management software for your everyday tasks.
Improved Efficiency
Workflow automation software can help streamline and simplify repetitive, time-consuming tasks. Free up employees to focus on more high-value activities. Automated task management software can lead to increased productivity, faster response times, and reduced errors.
Increased Consistency
By using workflows, businesses can ensure that processes are carried out consistently. Reducing the risk of errors and inconsistencies. Workflow automation in CRM can help improve the quality of work and lead to greater customer satisfaction.
Better Margins
Workflow automation software can help reduce the need for manual labour, leading to cost savings and better margins. Automation can help identify inefficiencies and bottlenecks in processes, allowing businesses to optimise workflows and reduce waste. Data automation software can reduce the costs of rework or complaints.
What You Can Do With CRM Workflow Automation
Here are some examples of workflow automation in CRM with Tall Emu
- Auto responder
Any contact with your business through a web form, can have an automated response created using Tall Emu CRM. No need to use a third-party plug-in and your customer gets an instant message to acknowledge their interest. You can also add links or attach a PDF, which might give more information relating to their enquiry. There’s nothing like a good first impression, and you can with automated task management software.
- Web form posting direct to CRM
Tall Emu CRM enables you to create your own web forms and when these are pasted into your website will automatically post the data directly into your CRM. This can be configured to alert the right people within your company so they can respond.
- Automate follow-up
The time between lead or customer contact and the follow-up can make all the difference between a successful sale and a lost opportunity. In Tall Emu CRM you are able to create an automated follow-up process. This can be done by personalised email, fax or SMS to the lead or a reminder sent to the sales person to give them a call.
- Share data amongst all parts of the business
Data automation software enables the customer’s contact history to be available to all the people within the organisation. So now when a customer calls, there is no excuse for a call not to be responded to in a personalised way.
- Dynamic segmentation or dynamic list building
This automatically and continually adds people to a list that has segmentation rules set. An example of this would be renewals. You could set a rule that says 30 days before a renewal date is due, an email gets sent to the client informing them that it’s time for renewal. As this is done through your automated task management software, not one customer will get left out. If this was a mission critical service, like software or web hosting or insurance cover, then this prompt would save a lot of heartache. The application of this feature is endless.
- Ring Ring “Good morning Mr Smith, I am David, how can I help you?”
Using our VOIP integration when a customer calls your company the CRM will tell your staff who is calling. The inbound call triggers the customer’s call screen to open. Even better, who took the call and how long it went for will be automatically recorded. No more relying on your staff to do the initial data entry of this customer interaction. The call screen pop-up can be configured so that it requires a comment on the nature of the call, or a selection made from a drop-down.
- Tailored your communication to a new lead
Your customer’s history is now in the CRM workflow automation, and with that you can segment and tailor the way you interact with them. Send guides, eBooks, webinar invitations and other communications specific to your prospect’s interests or need areas.
Automated Task Management at Every Touchpoint
With workflow automation software, create business specific workflows and automate tasks, activities and even save on data entry. Perfect for following up, notifying or updating customers or team members. Saving the business countless hours of manual labour and things don't get forgotten.
Reporting & Dashboards
Automate lead to customer activity reports, view in tailored dashboards
Accounts & Billing
Auto follow up and charging credit cards and converting quotes to invoicing and posting to XERO or MYOB automatically
Operations
Automatic update of stock values, availability, and calculations of Landed costs and more
Sales Force Automations
Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.
Marketing Automations
Engage Leads by automatically adding them to drip marketing list to convert leads into sales
Customer Service
Auto logging of calls and enquires, updating customer records
Link with MYOB, XERO and More
The Australian CRM that will help you to streamline your business, by saving on double entry with MYOB and Xero accounting integrations.
Recurring Invoicing & Subscriptions
We made running regular billing for products or services easy. Supports credit card payments and bank transfers.
Better Control Credit limits
Each customer can have their own credit limits which means you can minimise incoming revenue risks on slow or poor payers.
Get Paid Quicker
With automatically issuing invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.
Save on Data Entry
Regardless of where the data lives or is created, it’s shared saving rekeying into multiple systems.
Financials at your Fingertips
Financial data is made available in Tall Emu CRM. With an Outlook add-on and portal, there is no need to constantly log into accounting software
Online Payment
Works with Stripe and eWay to take payments online
MYOB
Connect to MYOB and share company, contact, product, invoice and sales data.
Xero
Connect to Xero and share company, contact, product, invoice and sales data.
Customer Success Stories
Whole of Business CRM System
Tall Emu is an Australian-based CRM, designed for small businesses in Australia and New Zealand. Tall Emu is customer relationship management software that serves as an end-to-end business solution. Integrated with MYOB and Xero, Tall Emu offers automated task management software for CRM that’s locally managed and locally owned, and most importantly, you’ll be able to get local phone support from our Aussie team.