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:
Understanding how CRM integrates with finance, operations, and projects
Core modules, customer records, and opportunity management
How CRM fits into your overall ERP ecosystem
Managing leads, opportunities, and sales pipelines efficiently
Automating routine follow-ups and approvals
Using dashboards, saved views, and shortcuts to reduce repetitive tasks
Centralising customer communications and history
Tracking activities, interactions, and follow-ups across teams
Linking CRM data to financial and operational processes for better visibility
Role-based dashboards and personalised layouts
Automating notifications, alerts, and recurring activities
Validations and default logic to reduce errors and increase consistency
Monitoring pipeline health, activity levels, and team performance
Generating actionable insights from CRM data
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.