Join Our Free Live Training Webinars

We offer a range of online training sessions – each session lasts for an hour.

All sessions include a Q&A session so you will have the opportunity to ask questions. The sessions are also recorded and will be made available afterwards in case you wish to share it with your team or refer back to it.

We highly recommend one or more training sessions for your team. Tall Emu can do a lot,  so don’t view training as a one-off event.

You can register to attend the sessions in any order, however:

  • If you are a business or practice manager that is new to CRM we recommend that you start with System Setup before moving on to other topics.
  • If you are a new CRM user and will not be a system administrator, the CRM Tips & Tricks session is a great way to get to know CRM.

Following are the upcoming sessions you can register for.

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To learn more about what is covered in each session or register to attend, please click on the topic links below.

System setup

In this session we’ll look at what’s required to set up CRM for your business and get your team working in CRM.

Who should attend?
This session is recommended for business or practice managers who will be responsible for either the initial setup or ongoing administration of CRM.

Tips & Tricks

Whether you’re a business owner or CRM user, this session is designed to quickly get you up to speed on a range of key features in CRM that will both add value to and streamline your day-to-day experience.

Who should attend?
This session is recommended for all users.

Working with sales & customers

In this session we’ll look at how to work with customers and sales on a day-to-day basis.

Who should attend?
This session is recommended for users that work in sales, service or administration oriented roles. Users who work in order fulfilment roles will also find this session informative as we’ll be looking at how to process the shipment and delivery of orders.

Managing Leads

In this session we’ll look at how to configure and manage your pipeline in CRM for leads, enquiries and prospects.

Who should attend?
This session is recommended for users that work in sales or marketing.

Activities and Work-Flow

In this session we’ll look at how you can manage your day-to-day activities in CRM and break down your work-flows and data into actionable chunks.

Who should attend?
This session is recommended for all users.

Inventory

In this session we’ll look at all of the modules in the inventory group.

Who should attend?
The session is recommend for users in roles that involve purchasing, inventory or product management and administration.

Manufacturing

In this session we’ll look at how to set up and execute your production or manufacturing process in CRM.

Who should attend?
This session is recommended for users in roles related to production and manufacturing.

Marketing

In this session we’ll look at how you can integrate CRM with an EDM, segment your data and then engage with your leads and customers.

Who should attend?
This session is recommended for users whose role is centered on marketing and customer engagement or administration.

Operations

In this session we’ll look at how you can use the various operations modules to provide post-sales service to your existing customers, manage projects and look after the administrative logistics of on-site work.

Who should attend?
This session is recommended for users that work in sales, service or administration oriented roles. Users who perform on-site servicing or installation work will also benefit as we’ll be looking at how to manage this in CRM.