Go here for full transcript. 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 have a quick look at basic CRM navigation. When you log in to [inaudible 00:00:06] in CRM, you’ll see something like the tabs along the top. We’ve tried to organize in a logical way and make it very, very easy and fast for you to access your data. In the Company tab, we see a list of companies and a list of things that you can do to companies. In the Contact tab, we see a list of contacts and the list of things that you can do to contacts, and so on with Activities, Products, Projects.
I’ll stick in the Company tab for the moment. What we find here is our grid. If I wanted to open up a customer, I can double click their record, it will open, and now we can see the customer detail.
Along the top, we’ve got basic customer detail, we have addresses, we have conversations, which are groups of activities along a particular topic, which could be a sales opportunity, a support, or customer service issue, or a project. We have a list of contacts at the organization, any projects that we’re currently working on. Our selling area shows us all of the selling rules, special prices, quotes, invoices, and so on. We have a location map and we have opportunities, asset management, [dash slips 00:01:24], which are little mini charts that show us sales and invoicing information for this customer. There’s not huge amount of data in here. This has just come from the test at MYOB. In the accounts area, we’ve got some financial facilities. Down here, we’re just showing the cross link that we have with MYOB. If we change any of this, for example, let’s just decrease the credit limit, it would then be possible to send that across to MYOB or whatever accounting system you use that we support.
Save and close will save the record. That’s really the basic navigation. All of the other screens in the system work [00:02:00] the same way. If I go into Contact, here’s a list of contacts. If I want to open the Contact, I double click it, and all of the details are displayed. I can just click the X button to get rid of it. The same happens really everywhere else in the system. If I jump back into the Customer again, these are the buttons that also show what can be done to a company or with a company. For example, if I wanted to record an activity note, I can hit Add Note. I can save and close, and now we have an activity recorded. Just down at the bottom, I’m currently logged in as Peter Parker and I can see this activity note down there at the bottom. The same happens with Communications, Documents, Web forms.
So far I had the document that I wish to attach to this company. I can right click At File, pull something in, and that’s now linked to this company where everybody can see it. We’ve tried to make the navigation as simple as we possibly can. If we wanted to see, for example, things related to selling, we’d click on the Selling Module, here’s the list of products. If we wanted to see invoices, here’s the list of invoices. It follows all the way through that, say, a list of data, which we can sort and you’ll see more information about that in the grid demonstration video, but we can sort and filter these things and we’re able to double click and open, and you have the records. When we go into a customer, we can take a look, we see a list of contacts. Again, this grid works the same way. It’s quite easy for me to go and just add a new contact [00:04:00]. Now, this company has got 2 contacts.
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Tall Emu have always produced everything they said they would and the results have certainly exceeded our expectations. Ash Collins, Director, Tuff Stuff Australia
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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
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Beyond CRM
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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.
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