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Why Integrate MYOB Acumatica with Microsoft Dynamics 365 Sales?
Effectively managing leads, contacts, opportunities, service and each related customer account is an imperative if you are driving a successful sales and customer service departments. Being able to understand what is happening during any step of the marketing, quoting, sales, delivery and post-sales support cycle requires a standardised customer management system that the entire organisation can use.
Chances are, if the sales team, finance team, operations and Customer Service team (and anyone else in the business who touches their customers) is not using a CRM system, then by any other name they are using a solution or perhaps a spreadsheet!
As a business grows, there’s always a need to standardise the system and have operational and process guidelines in place. If not, growth is restricted at worst and at best manual processes spring up as there are tasks required to manage your most important asset – your customers!
In short a Customer Sales and Customer Service system such as Dynamics 365 Sales of Dynamics 365 Customer Service will track the customer journey from various vantage points. But it also needs to seamlessly connect with your cloud ERP solution. Why? Here are three solid reasons:
- Company-wide access to real-time data
As mentioned earlier, multiple individuals will engage with customers. The salesperson is the first point of contact, documenting the sales journey before transferring the customer to the warehouse or service department to process the order or service. The finance department then becomes involved, managing the billing and accounting processes.
When your CRM system is integrated with your ERP solution, every department accesses synchronised data from a single source in real time. This shared information promotes company-wide collaboration and ensures that everyone has the necessary information to fulfill customer requests, ultimately enhancing customer satisfaction. - Save time with improved Quote and Order Management
With the right CRM software, you can effortlessly create quotes and proposals, and seamlessly convert them into orders within your integrated cloud-based ERP solution. This automated feature offers significant time savings and importantly is valued by both employees and customers. - Consolidated information provides improved visibility and forecasting.
Most sales teams hold weekly and/or monthly meetings to review the status of opportunities and leads. When information is consolidated into a single CRM and ERP application, the time required to prepare for these meetings is significantly reduced as all parties have visibility into the entire process. Furthermore, having a single source of truth for critical business information enables you to analyse the customer lifecycle, improve efficiency, and increase conversions.
Which single Cloud CRM and ERP should you consider?
The benefits of a single integrated Cloud CRM and ERP system include increased productivity, better decision-making, higher profits, and, most importantly, satisfied customers. So, how do you choose the perfect CRM software for your business?
Consider a solution that comes intregrated within and across a leading cloud ERP system like MYOB Acumatica, which does include an integrated Customer Relationship Management suite. One of the standout features of MYOB Acumatica CRM is that it is fully embedded across the entire Cloud ERP system. This means you won't have disconnected information in separate places; instead, you'll have a complete view of all your customer information within a single database and user interface. Everyone, from marketing and sales to customer support and finance, will have access to the same information.
MYOB Acumatica CRM is a valuable tool that promotes a team approach to sales and service. It includes an HTML configurable Customer Self-Service Portal and the CRM Add-In for Microsoft Outlook, which integrates with incoming and outgoing email allows users to:
- Search for existing leads, contacts, and employees in CRM
- Access existing contacts with one click
- Create new leads and contacts directly from your inbox
- Create opportunities and cases associated with existing contacts
- Log activity and attach email contents to CRM
Invest in the right Cloud CRM and ERP
Investing in a CRM system and integrating with your ERP (or choosing one that is already built within an ERP solution, as per MYOB Acumatica) promises to deliver some major benefits with 80% – 90% of customer projects most suited to this deployment. Of course, there are valid reasons as opposed to emotional reasons for selecting different solutions which feature even greater functionality and that is why Cloud Factory run evaluation workshops to compare Microsoft Dynamics 365 Business Central with CRM versus the MYOB Advanced suite.
Contact Cloud Factory to discuss your digital transformation project.
