The Sales Automation Software Module
MYOB Acumatica (formerly MYOB Advanced) works with any popular web browser so sales teams can work from the office, from home, or while travelling. Unlike SaaS solutions, MYOB Acumatica allows you to control where you deploy your server and you can continue using the software if you stop paying maintenance fees.
Highlighted Features
Integrated financials
MYOB Acumatica (formerly MYOB Advanced) sales automation is pre-integrated with MYOB Acumatica financials to provide a single source of data and truth without integration and manual data processing. Sales forecasts, revenue reports, collections, and commissions utilize the same numbers to save your organization hours of effort frequently spent reconciling data.
Integrated Document Management
MYOB Acumatica (formerly MYOB Advanced) sales automation allows employees to attach any digital document to leads, opportunities, and business accounts to reduce the time spent looking for data. Your sales and finance teams will no longer have to wonder which version of the contract a customer signed.
Lead Management
MYOB Acumatica (formerly MYOB Advanced) aggregates leads gathered from your website, purchased from lists, acquired at trade shows, and entered manually. Leads can be automatically assigned and routed based on customized questions and criteria that you set. Security controls ensure that leads are only visible to authorized users.
Account and Contact Management
Leads can be converted into business accounts which are linked to contacts, activities, tasks, opportunities, cases, and documents to provide a 360-degree view of the account. Sales teams can be instantly aware of any recorded activity which will impact their account.
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