Version 4 – New Features

It’s been a while since we released a new version of Tall Emu CRM, and we’re just putting the finishing touches on Version 4, for a release in Q1 2017.

Here are some of the new features that we’ve added, and a brief description.

Multi-Bidder/Tender based Opportunities

In CRM we are able to have many types of opportunities, each with different stages of pipeline. We have now added the possibility for a “Multi-Bid” opportunity type.

A multi-bid opportunity is where your client is not the final customer, and the people you’re selling to are themselves tendering for the business.

For example, suppose a second harbour tunnel was being built and three companies bid for the overall project. You may supply quotes to all three companies but only one of them can possibly win. Therefore, only one could be successful.

The challenge is how to track (correctly) the pipeline when you have 3 people bidding for a deal that only one can get – and how to correctly track and communicate with them.   The multi-bid opportunity in Tall Emu solves this neatly.

Parent/Child Opportunities

Parent/Child opportunities allows us to have one over-arching opportunity  (for example “Construct a building”) – but then allows us to have separate sub-opportunities – for example for dealing with separate trades or sub-contractors.

Automated Lead Allocation

When web-forms create leads in the CRM, they can be automatically be allocated to sales people based on rules.  These rules include the type of opportunity, the number of open opportunities and whether or not that person normally receives opportunties.   For example, you could “round robin” leads to your main sales team, until each of them had 10 – and after that new leads could ‘overflow’ to a sales admin person.

Recurring Invoices and Automated card payments

Version 4 of Tall Emu now adds a recurring sale (subscription) product type, with optional contract.  It is possible to make a sale, which will then automatically invoice the customer on a monthly, quarterly or annual basis thereafter – including charging the credit card via eWay.     This process can be completely automatic – and will transfer to the supported accounting system.

Quote Changes

Quote Revisions

Quote revisions allows us to have different versions of quotes. Depending on your needs, you are able to use the following options for revisions:

  • None (Default) – Quote revisions are not enabled.
  • Alpha – Quote Revisions are numbered Alpha (Q-1 rev A, Q-1 rev B, Q-1 rev C)
  • Numeric – Quote Revisions are numbered numerically (Q-1 rev 1, Q-1 rev 2, Q-1 rev 3)

You may revise a quote simply by choosing “New Revision”.

The new revision does the following:

  1. Updates the status of the prior quote to ‘Replaced’.
  1. Updates the ‘Original Quote’ and ‘Replaces Quote’.

There is also a “prior revisions” tab for fast access to earlier versions. This allows us to see at a glance all prior revisions, which revision replaces which earlier revision – and we can even make revisions based on earlier quotes (for example, make revision F based on revision C if the customer has changed their mind).

Minimum Order Quantity

Field “Min. Order QTY” in quote allows you to specify the minimum amount the quote is valid for. You may specify the same item many times on a quote if required, so you can easily offer variable pricing for different purchase quantities.

Copy as Special Pricing

Any quote may be copied to special pricing. This allows you to quote a client for pricing – and if agreed – quickly implement the agreed pricing rules inside CRM, including minimum order qty.

The product, Price and location are all used. If the quote has an expiry date this is used for the date the special pricing ends – otherwise the pricing stays in effect until updated.

If MOQ is specified, this is also used.

Set to Margin/Markup

On a quote, sales order or invoice new columns have been added per line for “Margin” and “Markup”. You may set any margin up to 99% (or 100% with zero cost price).

There are no limits on markup.

Transaction Categories

A new feature has been added on quotes, sales orders and invoices which allows these transactions to be grouped.

It also has a flag “Exclude from Financial Reports” which allows you to exclude transactions from financial reports and KPI reports (note this doesn’t impact accounting).

For example:

  • You may wish to exclude sales to whales, or one-off sales from team-based sales targets, or
  • You may wish to send a quote as a price confirmation/offer of supply and not count this in “Number of quotes sent” or “Value of quotes sent”.

Sliding Scale Prices (Qty Breaks)

  • Sliding scale prices now supported for cost and sell prices

 

Commercial Changes

  • Woo Commerce shopping cart integration – is now FREE in version 4.
  • Online Quoting system – is now FREE in version 4.

Our Woo Commerce and Online Quoting software is completely free for current and new CRM customers. Fees apply only for installation, set-up and customisation or professional services. Applies only to desktop CRM.