Customer Relationship Management
Ace customer service, seamless customer journeys, and exceptional experiences are all in reach with MYOB Acumatica
Customer Relationship Management (CRM) is basically everything businesses do to build and improve relationships with their customers. MYOb Acumatica'’s CRM software has got you covered for delivering exceptional customer service, and expertly handling the entire customer journey.
Gather all your marketing, sales, billing, finance, and customer data into one handy solution, accessible at your fingertips. Plus, you get a full 360° view of your business operations, offer self-service through a Customer Portal, and can respond promptly to inquiries from any device.
CRM Tools
✓ Opportunity Management
Get a complete view of opportunities and contacts. Gain efficiency with workflow-assisted lead assignment and sales management. Collaborate on deals, task assignments, and activities. Quickly create sales quotes and share with prospects.
✓ Integrated Marketing
Manage leads, improve conversions, measure campaigns, communicate with contacts, and more. Capture leads from web forms, lists, and events. Send branded emails. Track the best channels for qualified leads.
✓ Lead Management
Automatically import, sort, and classify leads and contacts. Assign leads according to customised criteria and data. Automatically generate lists based on user-defined criteria, like purchase history, to support custom campaigns.
✓ Integrated Documents
Attach documents to leads, opportunities, and accounts, and link to additional documents without uploading it again. Manage a central repository of collateral, email templates, price lists, contract templates, pictures, videos, and documents.
✓ Sales Automation
Gain efficiency with workflow-assisted lead assignment and sales management. Automatically link sales orders to quotes and opportunities, preventing re-entry and enabling finance to quickly generate an invoice when the deal is closed.
✓ Campaign Management
Track campaign costs and revenues by selecting lists or criteria from your inventory of prospects, leads, contacts, and customers.
✓ Approvals & Workflows
Use workflows to manage approvals in your sales processes. Automate notifications across departments based on business activities and expedite workflows with pre-defined alerts. Automatically reassign outstanding tasks.
✓ Integrated Financials
Link campaign response rates and sales performance to profitability. Automatically integrate CRM with billing and finances. Support multiple base currencies in one tenant.
✓ Lifecycle Management
Track clients through prospecting, closing, and up-selling on a single, integrated system. Get a 360-degree view of customer activities and information with drill-down capabilities, so everyone in your organisation can better serve customers.
✓ Campaign Target Lists
Create campaign target lists by manually adding contacts or leads to lists or uploading records from files. Dynamic lists can be automated by defining criteria such as geography or product interest for automated inclusion of records in marketing lists.
✓ Accounts & Contacts
Convert leads into accounts. Link contacts to activities, tasks, opportunities, cases, and documents. Import and edit leads, contacts, accounts, cases, and opportunities in bulk from Excel.
✓ Email Management
Create emails with predefined, branded templates for rapid distribution. Automatically attach incoming and outgoing emails to CRM activities. Automatically track email responses.
✓ Data Integrity
Preserve data integrity by removing duplicate contacts by name and/or address and using fuzzy logic to review fields with formatting discrepancies. Leverage Google and Bing address services to look up company and contact addresses.
✓ Task Management
Streamline task management with dedicated task windows that enable each user to view all tasks assigned to them, including task status, deadlines, and task pipeline
✓ Reporting & Analytics
Opportunity summary reports across multiple criteria, such as stage, salesperson, estimated close, and ID. Create announcements and accelerate decision making with customised dashboards and real-time information.