MYOB Acumatica Customer Management
Unlock real-time access to valuable insights for your team, gain a complete 360-degree view of your customers, and leverage actionable data to drive revenue growth swiftly. MYOB Acumatica's integrated ERP and CRM platform is your key to transforming opportunities into revenue at an accelerated pace.
MYOB ACUMATICA CUSTOMER RELATIONSHIP MANAGEMENT SOLUTION (CRM) WITH AN INTEGRATED B2B CUSTOMER PORTAL
MYOB Acumatica Customer Management
Take your customer relations to the next level with MYOB Acumatica Customer Management solution. With customised dashboards and reporting tool, opportunity pipelines and management, integrated marketing, business intelligence, service & support automation and customer self-service portal, you are sure to delight your customer on every step of their customer journey.
Customer Relationship Management (CRM) encompasses all the actions a business undertakes to establish, nurture, and improve its connections with customers. MYOB Acumatica CRM software offers a comprehensive set of tools to ensure prompt customer service and effectively oversee every aspect of the customer experience.
Customer Management solution also includes web-based Customer Relationship Management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
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
Reporting & Dashboards
Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.
Business Intelligence
Deliver a 360-degree view of customer activities and information with full drill-down to everyone in your organisation to better serve the customer.
Customer Self-Service Portal
Furnish 24/7 customer access to account information, the creation of new support cases, and the latest case updates through the online self-service portal.
Integrated Marketing
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers and track the best channels for qualified leads.
Service & Support Automation
Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.
Opportunity & Pipeline Management
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with a workflow-assisted lead assignment and sales process management.
360-Degree View
Gain a complete view of your business with integrated financials, marketing, sales and service.
Empower Your Customers
Give customers access to the financial and case information you choose through your Customer Self-Service Portal.
Team approach to sales and service
Share information to build an effective team approach to customer management.
Improve Customer Service
Respond rapidly to customers’ requests at any point in the sales cycle – from the first contact, through sales and fulfilment, billing, and after-sale service requests.
CRM Add-in for Microsoft Outlook
The MYOB Advanced add-in works with incoming and outgoing email in Outlook.
Track Campaign Expenses
Track expenses and revenue related to a marketing campaign (requires the MYOB Advanced Project Accounting module).
Real-time Synchronization with Salesforce
MYOB Advanced ERP supports bi-directional real-time synchronization of data between MYOB Advanced ERP and Salesforce CRM, allowing for simultaneous work in both systems.
Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, sto
MYOB ADVANCED CRM
MYOB Acumatica streamlining a Sales Process
Review this Video as MYOB Acumatica takes you through a rapid streamlined Sales Order Process perfect for the sales team.
Customer Management (CRM)) was built into MYOB Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products.
MYOB Advanced for IoS and Android mobilises your sales team!
Additional Resources for MYOB Acumatica
Expand your knowledge of MYOB Acumatica and download these free Resources!
MYOB Acumatica Manufacturing Fact Sheets
These factsheets cover topics of Bill of Material, Estimating, ERP flexibility, Material Requirements Planning, Product Configurator, Production Management & more!
MYOB Acumatica Bundle Pack
Download our most popular eBooks for MYOB Acumatica in one go! The pack includes resources that include details on Financials, Inventory and Distribution and Project Accounting!