This video runs through the general layout of Tall Emu CRM. How to find data in our powerful grid-based system, and general navigation.
See full transcript below. Please note that the transcript is not 100% perfect and will contain errors of spelling and grammar and just incorrect heard words.
In this video, we’re going to take a look at Tall Emu CRM. I’m going to go through how the program looks, how the data is stored, how to access it, and generally what it looks like. In the first case, I’m going to login using a limited user. The limited user has access only to a few parts of the system. It’s more typically what you would see in day-to-day use of the application. Here we see how the system is organized. Along the top here we have the main tabs, which correspond to the major functional areas of the system. In company, we have a list of companies. In contact, we have a list of contacts. In activity, we have our calendar as well as lists of activities. As you can see on the menu here, opportunities where we have our sales opportunities. Selling, as you’d expect, contains lists of products, quotes, sales orders. On it goes. We have the project manager module, the marketing, document management, dashboards, and product administration modules as well.
What I’ll show you now is every single button on here, every single field. It can all be security controlled. For example, if you don’t want somebody to see the marketing tab, you can turn it off. If you don’t want somebody to see product administration features, you can turn it off. The same goes for every single button, every single field inside the CRM. It’s completely tailorable in terms of the security to what you need. Now what I’m going to do is I’m going to log off. I’m going to log back on as an admin user. You can see when I log back on as the admin user a whole set of tabs along the top here are revealed.
I have worked with the Tall Emu system for over four years in two different businesses…the team and software have been outstanding. Brett Etchells, Business Development Manager, Premier Group
Tall Emu have always produced everything they said they would and the results have certainly exceeded our expectations. Ash Collins, Director, Tuff Stuff Australia
Tall Emu offers unparalleled customization at its price point. Adam Pope, Managing Director, Fabulous Catering
Tall Emu CRM has a very intuitive interface and it’s easy to use. It has been very reliable in the three years I have been using it, and it is very customisable. David White, Director, Digital Kiwi Ltd
We absolutely love our new website! Not only does it look beautiful, but it also is technically superior and incredibly functional, as it interfaces with our Tall Emu CRM. Samantha Peters, Sales and Marketing Manager, Pastabilities
Tall Emu have a wide range of experience in the development of business systems which has proved very valuable to Firstfolio in enhancing our business automation and online systems. We would highly recommend them. Linda Cooper, Firstfolio
What’s especially impressive about the talk and actions emanating from Australia-based Tall Emu is a strong corporate culture that values communication, honesty, a willingness to talk openly about problems, a responsive attitude, open-mindedness, and respect. Scot Finnie, Editor in Chief, Computerworld
It is important we get high quality systems to keep up with the rapid growth and demands of today’s business needs. Tall Emu consistently delivers on this with its very flexible, powerful, adaptable capacity. Brett Etchells, Business Development Manager, Premier Group
Yes, I would definitely recommend Tall Emu CRM. They are honest, reliable, hardworking, do what they say. It is great being able to deal with the Principals rather than staff who keep changing. We want them to be in business for a long time. Sharon Austin, General Manager, Peer Support Australia
Tall Emu developed a superior reporting solution that exceeded our company’s objectives and expectations. Their expert guidance through the project was invaluable. Rachel Pirie, Group Director of International Sales & Marketing, Staywell Group
The Data Driven Lifecycle
Our powerful CRM solution acts more like an ERP – not only does it increase the profitability of your business, but it streamlines the lifecycle processes in your marketing, sales, accounting, and service divisions.
It’s possible to have your website send webform data or shopping cart sales directly to your CRM; automatically. You can also have product data, pricing levels from CRM published up to the web.
We remove redundant data entry and we can even send completed sales to your accounting systems. In addition we can show you how people found you so that you can have full lead and sale attribution reporting so you’ll know where to spend your marketing dollars.
Our powerful automation tools let you schedule rule-based follow up of your sales leads, including emails sent directly to the lead on a drip-feed, or reminding your sales team to follow up (inlcuding automatically scheduling calls).
Automate proposal & quote creation in MS Word mail merge – dynamically populated Word proposals. Writing proposals is a tedious task so it makes sense to create a template and change the bits that are relevant to the sales opportunity and customer’s needs.
The faster you get back to prospective clients, the more likely your quote is to be accepted. Tall Emu CRM streamlines the quoting process, and if you are currently quoting based on formulas in Excel spreadsheets we can streamline this and make it go away.
You can even track when someone starts looking at a quote – perfect for long sales cycles.
If re-keying of data between databases, excel spreadshets and your accounting system cause inefficiencies in your business, Tall Emu CRM can help. We link with Australian banks and all major Australian accounting companies to eliminate the re-keying of data.
Our powerful CRM solution includes automated invoice reminders sent from your CRM directly to your clients.
Asking people to pay their account works – take this repetitive task away from your team and have the system do it for you, saving time and money and ensuring it is done.
With a CRM this powerful, we’re with you every step of the way. From the onboarding process to premium support for your organization, we want you to get the most out of your new CRM.