I’m going to give you a quick demonstration of Tall Emu’s mobile CRM. Tall Emu mobile CRM is available for Android, iPhone and BlackBerry devices including the BlackBerry Classic and BlackBerry Z10. Once you have the app on your phone it’s available from all of the app stores and you get it in the standard way. What you need to do is go in and set it up. We’ll tap on the app and it will load.
Once the app’s loaded what we need to do is punch in what we call our organization code and organization key which is accessible in Tall Emu CRM setting.
We punch these two values in and hit check license. Apologies for the black squares that are popping up it’s one of the small problems that we just have with the emulator but hopefully it’ll be enough to give you and idea of how this works. What the organization key does is that it identifies your company so that the mobile CRM knows where to go in order to get it’s data because all of our data access is done in real time. That’s quite handy for security purposes, it means if you lose the phone you don’t lose your data and it also means that your CRM also has the most up-to-date information in it.
On the main menu here we can see companies, contacts, activities, notes and tasks and again, sorry for the black squares, it’s quite annoying. If I click on company we can see a list companies, I can scroll up and down them, I can tap in here which will bring up the ability to filter. Of course T a’s appears in lots of company names, I’ll shall find this one Tall Emu, click it, open it up. [00:02:00]. Once we have the company opened up we can see that we’ve actually got a view that’s very similar to Inbox 360. We’ve got the company name, we got the phone number, if there’s an email defined against the company we’ll show you that. We can see whether there is customer, the customer grade, how long and who’s been talking to them and again we get this really nice summary of the relationship with the organization so we can see the balance, what they owe us, the lifetime value, do we have opportunities open or tickets open.
Again just like Inbox 360 we can tap through to these other areas, we can take a look so we’ve got outstanding invoices, recent purchases, then sales history over time. Navigating through I can see that there’s a $5,000 quotation opportunity. I can see that somebody has referred A-Z Stationery Supplies. In the tickets area I can see tickets, trays were in the cafeteria and I can also see a record of activity. I can get their web address and I can see and search for contacts within the organization.
If I want to I can edit this, change those details, hit the save button and we’re good as gold. I can go back to my main menu. I’ll clear away that filter and along the top you can see that we’ve got another couple of icons. The plus icon will add another company, the filter icon will bring up a list of filters so contacted in the last seven days or something like that, we can choose our filter, we’ve got nobody that meets that criteria. I’ll turn off the filter again and now we get everything.
One thing that’s rather nice is we can use this filter here, the little map pin to sort by their distance away from us. What we have inside the CRM is we know where all of the suburbs and states and addresses are and so [00:04:00] based on where the phone is and I’ve defaulted this to Tall Emu’s Sydney address, we can then turn that on and off too to sort and filter in that fashion. I can go back and I can look at contacts, contacts exactly the same sort of capability. I can go to activities, I can see activities last week, I can see activities today. Earlier on I did a demonstration of Inbox 360 and we had a private meeting. I also have another meeting here and earlier on this week there was a phone call regarding trays in the cafeteria.
I’m able to click there, look at the details of it, if there’s a description I can see it. I can go back, I could look at this meeting here with Tall Emu. What’s quite nice is I can open up that Tall Emu record and assuming that we have the address inside here, I can actually get the driving directions as well. They’ll be a button that appears just about there which would give us the driving directions using Google Maps. Unfortunately because this is a simulator Google Maps isn’t available so I can’t actually demonstrate that feature.
Roughly speaking if I wanted to add a new activity I can hit the plus button, I can fill in the details, search by company, pop in a description, hit my save button. All of this goes back live, real time into Tall Emu CRM. I will head back to my main menu, it’s still unfortunately occluded by that black square but we have companies, contacts, tasks, activities, notes. We’re currently working on an update which also extends this to include opportunities, management reports and things like that all available from the main device.
If I go back to my main menu again and go into my settings window I can see here my settings for the [00:06:00] organization key and code that identify the company. The real time location tracking uses the GPS to track where the phone is so you’re able go and know exactly where your handsets are at all times while the CRM’s in use. Every time you log an activity that get time stamped as well as, as well as GPS stamped.
I think that’s really it from my fast run through of the mobile CRM. There’s no cost to this application if you’re an existing Tall Emu customer. Every license that you have you’re automatically entitled to a license for a Tall Emu mobile CRM provided that you’re all up-to-date with your subscriptions and so on. If you’d like to get the application and you’re an existing customer just contact the help desk. If you are a new customer just contact sales. Thanks for your time.
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.