It’s time to upgrade to Tall Emu CRM v3
If you’re new to Tall Emu CRM, or using an older version of our software, you could be missing out on great features of Tall Emu CRM. In this longer version of our email newsletter, we’ll describe some of the benefits that using Tall Emu CRM can bring you.
Although it contains all of the features you’d expect, Tall Emu CRM is much more than an average CRM.
Automated Shipping Quotes
When you sell physical goods and need them shipped, the speed of quoting can be delayed. As I’ve mentioned before on our blog, there are strategic advantages to being able to quickly quote your clients the freight component of their order.
We’ve integrated with Temando which lets you get shipping quotes with just the click of a button. You can get instant quotes from a variety of carriers, select the best fit and book it all from within CRM. It’s fast and easy accurate.
Take Payment in CRM with eWay
In a telephone sales environment, you can use Tall Emu CRM’s secure eWay integration to take payments from your clients via credit card over the phone. This handy time saving function not only means any of your sales team can take payments (without the need for an EFTPOS terminal) , but this is automatically stored inside CRM. The payments made via eWay can then be transferred into your accounting system without any duplicate data entry.
EziDebit for Direct Debit, Recuring Payments and BPay
Our EziDebit integration securely connects CRM to EziDebit, allowing the use of EziDebit’s platform to process Direct Debit, BPay and Credit card transactions. These can be processed either manually for one-off payments, or automatically using periodic payments. Results of transactions are stored in CRM and, of course, transferred to your chosen accounting system.
Survey your clients with Survey Monkey
Tall Emu CRM integrates with Survey Monkey to allow campaign-based or ongoing surveying of your customers. Invite clients to participate in your surveys, and store and manage the results inside Tall Emu CRM. You can then filter your customers based on their participation and responses to your surveys for further marketing.
Cloud-based email marketing
Don’t have your own mail infrastructure ? Use ours! Similar to mail chimp and other email marketing software, our hosted email marketing lets you broadcast emails without having your own infrastructure. Every campaign can be monitored, and tracks all clicks and opens of email back into CRM automatically. You may view these results as summary (e.g. 20% of people opened this mail) or per person “Billy clicked on this link”.
Track Shipments – Domestic and International
Ideal for importers, Tall Emu CRM allows the tracking of inbound containers and other shipments, as well as shipments to and from your client. You can always have the correct information, ETA and tracking numbers to hand and know when goods are expected into stock.
Fully integrated with Temando, our shipping module allows a complete shipping solution including the booking, print of packing and picking slips.
Works with your Accounting software
Tall Emu CRM connects to your accounting system to extract historic sales and customer data, putting it right into the hands of the sales and marketing team.
It reduces data entry by allowing new customers, quotes, sales, invoices and payments to be transferred to your accounting system at the click of a button. MYOB, Reckon Accounts, Quickbooks, Infusion and EXO are all well supported with Xero, Empower and Accountright live coming soon!
Streamline Quoting and Selling
Our new rapid data entry system lets you quickly generate orders in a familiar grid style. You can also drill-in and see prior sales, sell prices, price levels and detailed sales information to help you sell at the best possible price. Quotes can be quickly and easily sent to the customer direct from CRM – and quickly converted to invoices once accepted.
Stuck using another CRM?
We have simple migration from a variety of CRM systems available.