Solutions For Your Role
Sales Manager
In many ways the sales department is the heart of the company. Sales are both responsible for driving future growth, and are also the face of the company, liaising with current and future customers.
Sales pipeline
As Sales Manager, you need to have access to the most up to date information on all current customer interactions and potential sales.
MYOB Advanced CRM is available in the Advanced Plus edition and MYOB Exo CRM is an additional module in the MYOB Exo Business Suite. Both systems integrate with Finance modules to provide a multi-user contact and sales management tool for medium-sized businesses.
Complete view of your customers
If you want to know your customers better – and it's a critical requirement nowadays – you need a comprehensive Customer Relationship Management (CRM) system. MYOB Exo and MYOB Advanced CRM's are fully customisable modules that allow for management of companies and contracts, activity tracking, sales opportunities and budgets, and production of an extensive range of reports. Sales staff will love the real-time stock information as it will enable efficient, accurate servicing of their customers.
You have the ability to organise and manage customers from one central location. This includes the regular updating of contact and company records, history of contact information, activity tracking and sales information. When a client rings with an order – you can now instantly see the last order, when it was ordered or whether they expressed interest in new deals.
And if a customer calls wanting information straight away, you can get it for them. No rustling around with papers or struggling with databases. It's all there - including the customer history - easily accessible and you come off as being the professional you are: on top of every aspect of your department.
Connecting your sales team
Forget the days when you had to wait hours, possibly days, for an update on how your sales team is performing. MYOB Advance and MYOB Exo CRM's track your sales teams' progress – both in real sales outcomes as well as potential sales. Track each sales person, or the whole team, determine which division is hitting their sales targets more often, or more efficiently. Establish a system so each manager can see the data for the teams they supervise, while executives can see an overall view of the whole company. As MYOB Exo CRM is integrated with EXO Finance, data is live which allows you to review, in real time, your sales pipeline and forecasts. MYOB Advanced also allows for live data, accessible on the go for your sales team.
Sales performance tracking against budget is easy with MYOB Advanced and MYOB Exo CRM, where you can slice and dice data as required to fully understand the driving forces of your results. In addition, both MYOB Advanced and MYOB Exo CRM is fully integrated, you can utilise historical sales data as the basis for your budgeting giving you a reliable starting point to setting achievable sales budgets.
MYOB Advanced CRM (Advanced Plus Edition) and MYOB Exo (In conjunction with Myob Exo Finance) can:
Smooth sailing
Put simply, MYOB Exo and MYOB Advanced CRM's allow you to monitor the pulse of your Sales Department, at every level. With that sort of overview – can you imagine how you much extra time you will have to develop new sales strategies, improve operations and retain and build customer relationships?
Sales pipeline
As Sales Manager, you need to have access to the most up to date information on all current customer interactions and potential sales.
MYOB Advanced CRM is available in the Advanced Plus edition and MYOB Exo CRM is an additional module in the MYOB Exo Business Suite. Both systems integrate with Finance modules to provide a multi-user contact and sales management tool for medium-sized businesses.
Complete view of your customers
If you want to know your customers better – and it's a critical requirement nowadays – you need a comprehensive Customer Relationship Management (CRM) system. MYOB Exo and MYOB Advanced CRM's are fully customisable modules that allow for management of companies and contracts, activity tracking, sales opportunities and budgets, and production of an extensive range of reports. Sales staff will love the real-time stock information as it will enable efficient, accurate servicing of their customers.
You have the ability to organise and manage customers from one central location. This includes the regular updating of contact and company records, history of contact information, activity tracking and sales information. When a client rings with an order – you can now instantly see the last order, when it was ordered or whether they expressed interest in new deals.
And if a customer calls wanting information straight away, you can get it for them. No rustling around with papers or struggling with databases. It's all there - including the customer history - easily accessible and you come off as being the professional you are: on top of every aspect of your department.
Connecting your sales team
Forget the days when you had to wait hours, possibly days, for an update on how your sales team is performing. MYOB Advance and MYOB Exo CRM's track your sales teams' progress – both in real sales outcomes as well as potential sales. Track each sales person, or the whole team, determine which division is hitting their sales targets more often, or more efficiently. Establish a system so each manager can see the data for the teams they supervise, while executives can see an overall view of the whole company. As MYOB Exo CRM is integrated with EXO Finance, data is live which allows you to review, in real time, your sales pipeline and forecasts. MYOB Advanced also allows for live data, accessible on the go for your sales team.
Sales performance tracking against budget is easy with MYOB Advanced and MYOB Exo CRM, where you can slice and dice data as required to fully understand the driving forces of your results. In addition, both MYOB Advanced and MYOB Exo CRM is fully integrated, you can utilise historical sales data as the basis for your budgeting giving you a reliable starting point to setting achievable sales budgets.
MYOB Advanced CRM (Advanced Plus Edition) and MYOB Exo (In conjunction with Myob Exo Finance) can:
- Organise and manage customers from one central location. This includes the regular updating of contact and company records, history of contact information, activity tracking and sales information. When a client rings with an order – you can now instantly see the last order, when it was ordered or whether they expressed interest in new deals.
- Establish a system so each manager can see the data for the teams they supervise, while executives can see an overall view of the whole company.
- Review, in real time, your sales pipeline and forecasts.
- Develop an email system that allows you to send personalised emails to groups of contacts.
- Create quotes using current pricing for each customer.
- Obtain a single view of debtors, creditors, non-accounts and contact data that can be accessible to everyone in your company (with appropriate security controls).
- Easily convert quotes to orders eliminating the need to rekey sales quotes into your accounting system
Smooth sailing
Put simply, MYOB Exo and MYOB Advanced CRM's allow you to monitor the pulse of your Sales Department, at every level. With that sort of overview – can you imagine how you much extra time you will have to develop new sales strategies, improve operations and retain and build customer relationships?
