What the salesperson needs
Know who is ordering and what is already happening.
See sales, service and communication history while taking the order.
Give the order desk the full customer picture
The person taking the order should not need five systems and somebody else's notes open to answer the customer.
Sales and account history
- Previous quotes and Sales Orders
- Open and partly supplied orders
- Invoices and payments
- Commonly purchased products
- Prices and quantities used previously
- Outstanding deposits or account issues
See the customer’s calls, emails, quotes, orders and payments
- Contacts and roles
- Billing and delivery addresses
- Calls, emails, SMS, meetings and Notes
- Tickets, jobs, returns and service matters
- Assigned account manager
- Tasks and future commitments
Answer the customer in one conversation
I can see the last order used your Newcastle delivery address, and you still have ten units on backorder. Is this order going to the same site?
Keep the order and the promise together
Not every promise fits on the order
The customer may ask for a call when backordered stock arrives, a different delivery date or confirmation before dispatch. Tall Emu activities keep those commitments visible.
Keep the conversation with the order
- Calls
- Tasks
- Emails
- SMS messages
- Meetings
- Notes
- Phone recordings and transcripts where supported
- Follow-up actions from conversations
Send clear customer documents
- Branded online Sales Order
- PDF Sales Order
- Email and SMS templates
- Delivery dockets
- Shipment notification
- Invoice and payment communication
Follow up the exceptions
- Call when a backordered line is available
- Confirm delivery date
- Ask for the deposit
- Obtain approval for a substitute
- Notify the customer of a part shipment
- Send tracking or collection instructions
- Follow up a recurring order
Give the order desk the customer story, not just an account code
Use sales, service, communication and financial context while the order is being taken.
Prefer to talk? Call 02 9299 9959 or talk to a real person.