MYOB Acumatica(formerly MYOB Advanced) Customer Relationship Management Suite
The Cloud-based Customer Relationship Management (CRM) Suite that lets you manage leads, contacts, opportunities, and business accounts to grow your business forward.
Integrate CRM and business management, all on one platform
Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
The Customer Relationship Management Suite provides a solution to efficiently work and communicate with customers through the MYOB Acumatica(formerly MYOB Advanced) Customer Portal. Helpful tools enable customers to see all the relevant information about their interaction and perform relevant activities online.
Customer Relationship Management Suite Modules
Sales Automation
Empower your sales teams with MYOB Acumatica(formerly MYOB Advanced) Sales Module, improving information flow, reducing sales cycles, and increasing close rates. Sales teams are provided with a complete view of opportunities, and contacts so they are aware of all activities which influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.
Integrated Marketing
Utilise MYOB Acumatica(formerly MYOB Advanced) CRM tools for integrated marketing. Manage leads, improve conversions, and measure campaign performance. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources. Captured leads can receive branded email offers. Lead reports help you track the best channels for obtaining qualified leads.
Improved lead inquiry with address detail information let users find data more quickly and export the information easily without extra work in Excel or other external applications. Capture City/State/Country/Zip to facilitate geographic analysis.
Service and Support Automation
MYOB Acumatica(formerly MYOB Advanced) CRM provides service management tools to reduce response times, improve customer satisfaction, and accurately bill transactions. Support personnel can capture inquiries from web forms or enter them manually to create a case. Once created, cases are assigned and escalated according to policies that you set. Integration with financial modules ensures that cases are billed according to client support contracts.
View Case Activity by Conversations lets users quickly refer to and answer any activity related to each case. Save time when reviewing notes for a particular thread. Save threads for all conversations.
“Take Case Shortcut” keeps customers happy by helping close more cases in a single day. A support person can now self-assign a case instantaneously with a single button, speeding up time to resolve issues and answer questions.
Case Study:
Octet Finance
The rapid growth and a need to consolidate its reporting capabilities pushed Octet Finance to adopt a new Cloud-based ERP platform, MYOB Acumatica(formerly MYOB Advanced).
Real-time view company-wide
Automated processing and reconciliation
Reduced paperwork and manual processing
Multi-dimensional analytics
Customer Portal Features
Help Customers Help Themselves
MYOB Acumatica(formerly MYOB Advanced) Customer Relationship Management includes features allowing customers to access account information, create support cases, and retrieve case updates 24/7.
Document Sharing
Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.
Financial Overview
MYOB Acumatica(formerly MYOB Advanced) CRM lets customers view historical documents, balances, due dates, payments received, and amounts due within the Customer Portal. Customers can also update address, contact and user access details.
Knowledge Base
MYOB Acumatica(formerly MYOB Advanced) Customer Relationship Management includes a knowledge base allowing customers to search for answers 24/7, facilitating knowledge transfer and reducing support calls.
Some of our happy customers
We felt [Leverage Technologies] were equipped to be responsive to us and deliver what we were after. They were very patient and ticked all the boxes as to what we were looking for in a partner. It’s a great engagement and we’re super happy.
We were influenced in our choice of MYOB Acumatica(formerly MYOB Advanced) knowing we’d have a partner that could help deliver the platform we required. Leverage Technologies has been very structured, organised and professional.
Leverage had lots of experience in implementation and could advise the project team. We hit our dates and didn’t have to revisit anything other than a training refresher. The capability is superior. Advanced lets us slice and dice the data – that flexibility was right for us.
Get in touch
To learn how MYOB Acumatica(formerly MYOB Advanced) can transform your business call 1300 045 046 or submit the form below.
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