MYOB Advanced
Acumatica
MYOB Acumatica
Boost Sales & Productivity with MYOB Acumatica CRM – April 2026
MYOB Acumatica User Group Training 2026
Turning Customer Data into Action
Date: 22 April 2026
Time: 2.00 - 3.30pm AEST
Turning Customer Data into Action
In this session, we explore how MYOB Acumatica CRM can help your teams work smarter, improve customer relationships, and drive business results. Key topics include:
1. CRM Fundamentals in MYOB Acumatica
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Understanding how CRM integrates with finance, operations, and projects
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Core modules, customer records, and opportunity management
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How CRM fits into your overall ERP ecosystem
2. Boosting Sales Productivity
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Managing leads, opportunities, and sales pipelines efficiently
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Automating routine follow-ups and approvals
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Using dashboards, saved views, and shortcuts to reduce repetitive tasks
3. Enhancing Customer Relationships
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Centralising customer communications and history
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Tracking activities, interactions, and follow-ups across teams
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Linking CRM data to financial and operational processes for better visibility
4. Personalisation & Smart Workflows
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Role-based dashboards and personalised layouts
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Automating notifications, alerts, and recurring activities
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Validations and default logic to reduce errors and increase consistency
5. Reporting & Insights
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Monitoring pipeline health, activity levels, and team performance
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Generating actionable insights from CRM data
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Using dashboards to support sales and management decision-making
Outcome:
Attendees will leave with practical knowledge to streamline CRM workflows, improve team productivity, and make smarter customer-focused decisions using MYOB Acumatica — no customisation required.
Agenda
🤝 Understanding CRM in MYOB Acumatica
An overview of how CRM fits into the broader MYOB Acumatica platform.
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Core CRM concepts and modules
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How CRM integrates natively with financials, projects and operations
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When MYOB Acumatica CRM is the right fit (and when to integrate with other CRMs)
📈 Managing the Sales Lifecycle
See how MYOB Acumatica supports the end-to-end sales process.
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Lead and opportunity management
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Sales pipelines, stages and forecasting
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Activities, tasks and follow-ups
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Quotes, orders and conversion to invoicing
🧑💼 Customer Visibility & Relationship Management
Improve collaboration and customer insight across teams.
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Centralised customer and contact records
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Tracking communications, notes and history
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Linking CRM data to financial and operational transactions
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Improving handovers between sales, service and finance
⚙️ Automation, Personalisation & Productivity
Reduce manual effort and improve consistency in CRM processes.
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Workflow automation for follow-ups and approvals
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Role-based dashboards and views
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Personalisation of CRM screens and fields
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Alerts, reminders and activity management best practices
📊 Reporting & Insight
Turn CRM data into actionable insight.
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Pipeline and opportunity reporting
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Activity and performance tracking
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CRM dashboards for management visibility
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Using CRM data to support decision-making
When is the event?
22nd April 2026
2.00pm to 3.30pm
Who should attend this event?
This session is ideal for:
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Sales managers and sales teams
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Account managers and customer service teams
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Finance and operations leaders seeking better customer visibility
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System administrators and power users
Whether you’re already using MYOB Acumatica CRM or evaluating how to get more value from it, this session will provide practical guidance and real-world examples.
Will I be able to ask questions?
The online event is set in a webinar format. To avoid distractions and confusions during the event, all attendees will be on mute. However, you will be able to virtually put your hand up for questions or post the questions in the 'Questions' section and we will answer them at the end of the event!
Will I get a recording?
If you are unable to attend live, still register as we’ll send you the recording.