One of the major challenges in administration is attaining accurate data that’s integrated across the business. In fact, it’s vital to any successful organisation.

Accurate data can transform customer service within a company, resulting in greater customer loyalty and business profitability.

So how can you gain these efficiencies across the entire business?

The answer is by using accurate live data sourced from the MYOB EXO Business suite, incorporating EXO CRM. At the heart of the solution is EXO Business, a fully customised, whole of business solution. This solution can be further customised to incorporate additional modules and increase the productivity of your administration even further, such as asset management and intercompany reporting. Better still, the EXO CRM module is fully integrated with EXO Business. Data is live, not duplicated, so it’s easier to manage contacts and interactions from quotes through to purchase orders.

Highlights of the MYOB EXO CRM module

• Access to real-time, accurate customer information including stock levels and pricing arrangements - anywhere, anytime thanks to live integration with EXO Business.
• Simple management of contacts including prospects and customers.
• MyDay tool - a customisable space that allows you to view all your activities including tasks, opportunities, pipeline, orders ,and sales performance.
• Fully customisable tracking of sales performance.
• Ability to set realistic and accurate sales budgets using historical sales data.

Full integration with EXO Business

There are many benefits of EXO CRM being integrated with the EXO Business system:

• It enables a complete view of each prospect or customer across your entire organisation
• Provides you with live stock levels, anywhere, anytime - ensuring that customers can always be quoted accurately on stock availability and delivery timelines
• Current pricing is available when creating quotations to ensure that any pre-existing pricing agreements with customers are respected
• Data is live, not duplicated so errors due to manual input or re-keying data are ultimately reduced.

If you’d like to take the guesswork out of your data and invest in an end to end business management system, take the first step today.