MYOB Acumatica - Reviewing CRM
Streamline lead management and sales processes with automated, integrated workflows. Create emails for automatic distribution on pre-defined, branded templates. Prevent delays by automatically tracking activities, delegating and reassigning tasks and sending automated alerts. Leverage user-defined fields to search and filter records. Get consistent naming conventions. Create and manage events on one screen with side panels. Streamline fulfillment by linking orders and quotes to opportunities.
Click the button below to get in touch. We'll send you the recording and better still we are able to assist with a full solution review!
MYOB Acumatica - Customer Relationship Management
Integrate CRM Sales and Marketing to Generate More Leads, Close More Sales!
MYOB Acumatica Customer Management delivers customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
Managing leads and opportunities in MYOB Advanced is an effective way to manage your sales funnel. The solution gives you an excellent opportunity to order visibility as well as campaign management for calling and mailing lists. Dashboard visibility of your sales team and the use of the mobile device for the team in the field gives you an all-round balanced solution for managing your Sales.
- Create and track campaigns with HubSpot integration.
- Share sales data with staff and create alerts across departments.
- Create leads and contacts from inboxes and get one-click access to contacts and leads with CRM add-ins for MS Outlook and Gmail.
- Create opportunities and cases associated with existing contacts.
- Import and edit leads, contacts, and cases in bulk from Excel.
Join us as we dive into MYOB Acumatica CRM!
Agenda
Customer Relationship Management
- Opportunity Management Overview
- Campaign Management Overview
In-Action Workshop
We are going to review the process on a live demonstration.
When is the event?
Who are the speakers for this event?
Johnathon Keogh together with Franz Munnich will be delighted to take you through this online training on the day!
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.