MYOB Acumatica Customer Management

Why MYOB Acumatica Customer Management

An integrated CRM-ERP solution such as MYOB Acumatica serves as a unified source of truth for businesses. This means that every department, from marketing and sales to customer support, operates with synchronised, real-time data, empowering them to make informed decisions that enhance the customer journey. As leads progress into opportunities, the CRM captures and shares customer interactions with the ERP system. When the sales team generates quotes, the ERP system efficiently handles orders and invoices. Furthermore, when a customer issue arises, the customer support team is equipped with details about the problem and its history.

This integrated CRM-ERP solution approach ensures that every facet of the customer's journey is interconnected and transparent, granting businesses a 360° view of all customer information. Additionally, this all-in-one solution offers the following benefits:

• Simplifies lead management and event tracking.
• Automatically links sales orders and quotes to opportunities.
• Enables the use of email templates for automated communication.
• Provides insights into campaign response rates and sales performance in terms of profitability.
• Enhances contact management, such as creating leads and contracts directly from the email inbox or importing bulk customer data from Excel.
• Utilises advanced reporting tools and personalized dashboards.
• Facilitates quick and prioritized responses to customer requests and concerns.
• Ultimately, an integrated CRM-ERP solution equips businesses with the knowledge, visibility, and insights necessary to cultivate loyalty among current customers and pique the interest of potential ones.

From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate. MYOB Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Customer Portal.

MYOB Acumatica CRM Summary

By deploying MYOB Acumatica CRM yoru sales team can optimise lead management and sales procedures with streamlined, automated workflows. Your team can craft emails effortlessly using predefined, branded templates for automatic distribution. Avoid delays by automatically tracking activities, assigning and reassigning tasks, and sending out automated alerts. Utilise user-defined fields for efficient record searching and filtering, ensuring consistency in naming conventions. Simplify event management by consolidating tasks onto a single screen with side panels. Enhance fulfillment processes by linking orders and quotes directly to opportunities.

Benefits of MYOB Advanced Customer Management for your business