Contact Management

Tall Emu CRM Studio allows you to easily manage your contacts and their history, maintaining a complete record of all interactions with your customers.

Out of the box Tall Emu CRM Studio allows the management of Company records, Contacts, Meetings, To-do items, tasks, notes and calls - all of the things that you would expect from a database system.

Easy to use

Contacts and database management is at the heart of the system. Out of the box the CRM Studio allows the management of Company records, Contacts, Meetings, To-do items, tasks and notes – all things that you would expect from a database system. We’ve made it as easy to use as possible with large, modern menu bars on every page – and intelligence built in. The system tries to reduce the number of clicks to perform common tasks and it doesn’t lock you into one way of doing things. For example, when you have a “contact” open (see menu below) you can easily do things like send it an email, add a note, record a call or schedule a meeting –the system will know it relates to this contact and link it automatically.

Contact menu when making a new contact in Tall Emu CRM Studio

Company Management

The “Company” screen stores a list of Companies. These could be customers, competitors, suppliers – or all of the above. Linked to the company is a list of contacts, meetings, sales opportunities, phone calls, documents and other relevant information. Each type of company can have different fields. For example, for a customer you may have a field called “Credit Limit” and for a competitor you may have a section describing areas where they compete.

Contact Management

Contacts are stored in the database and can be (optionally) linked with companies so you can easily tell where the contacts are. As with Company screen it is possible to add extra fields to meet your business needs (or remove ones that you don’t) Selecting any contact will allow details of the contact to be reviewed and edited. The system is smart enough to know that if you create a contact whilst in the company section, the contact should default to that company.

The contact details screen opens when you create or edit a contact. Custom fields can easily be added and positioned where required; Relationships with other things (such as Projects, Tasks, notes) are shown at the bottom.

Notes

A note is a simple text field (with optional file attachment) that can be added to any entity in the database. At the bottom of each screen you can see a set of tables which contain related records (this grid is shown on the “Contact” screen). On the grid you can see quickly the main details of the note (or project, or task) and quickly see who created it, when and the subject. If you need to edit – a quick double click and the note editor will be launched.

Calls

A “Call” is a way to record, plan and track telephone calls to allow a full detailed history of the interaction with the customer to be kept.

There are two types of call:

• Scheduled – the call should take place at a specific time and date; for example you have scheduled to call a customer at a particular time.
• Unscheduled – the call is one of many calls you plan to make (for example, an outbound telemarketing campaign) with no specific time set to make it (sort of like a “to-do” type telephone call).

Scheduled calls will appear in the calendar, and if the MS Exchange Synchronization is used will automatically Synch to Outlook and blackberry/PDA’s. It is possible to relate calls to people, contacts or marketing campaigns for subsequent reporting purposes.

Finding and managing data

The CRM provides several fast, powerful and familiar ways to find data:

Sorting is possible on every grid you see in the system. Clicking the top of the column will alternate the sort on that column between ascending and descending order.
Filtering is possible on every column in the grids. You can use a variety of different filters to home in on the data that you want.
Grouping by fields, or groups of fields is also possible on every grid.
Tagging records is possible, with user-defined words or comments which can be flexibly searched on. For example, contacts – you may want to tag a contact as “Personal” – you could then quickly search for and find all “Personal” contacts.