MYOB Exo Business
Customer Relationship Management
Integration. Accuracy and Flexibility. The perfect customer relationship solution for your business.
Build, Manage & Maintain Profitable Customer Relationships
MYOB Exo Business CRM seamlessly integrates with your MYOB Exo Business system. Exo Business CRM allows you to manage all your prospects and customer information from activities; tasks, emails and quotes, through to sales history.
All in one system. This comprehensive integration eliminates the duplication of effort, inconsistencies and subsequent errors generally experienced when using more than one system.
MYOB Exo CRM key features and benefits
+ Comprehensive view of all clients and their transaction history
+ Create re-usable contact lists for use in bulk communications and marketing campaigns
+ Manage marketing campaigns as a complete end to end process including tracking campaign costs and return on investment (ROI)
+ Social CRM features use networks such as Twitter, Facebook and LinkedIn to support marketing campaigns, influence sales, and increase stakeholder engagement
+ Set realistic and accurate sales budgets using historical sales data.
+ Access accurate customer information including opportunities, orders and pricing arrangements, from anywhere at anytime
+ My Day tool allows you to view all your daily activities including tasks, opportunities, pipeline, orders and sales performance
+ Fully configurable sales tracking with the ability to measure performance and compare to budget, company or sales representative, and review historical information
+ Real time stock management so you always access accurate information and allow for efficient, correct responses to customer queries
Social CRM capability
Leverage the power of social media by using CRM’s campaign functionality. CRM’s social capabilities give you a true 360-degree view of customers and prospects while enabling you to better engage with key stakeholders.
Marketing campaigns
MYOB Exo CRM allows you to manage marketing campaigns from start to finish: tracking costs and ROI. Set up campaign waves, import data lists, and generate and send communications through multiple channels.
Prioritise with My day tool
MYOB Exo Business CRM allow you to plan daily activities; including tasks and opportunities, pipeline, orders and sales performance. With everything visible on a single screen, your day becomes easier to manage.
Want to find out more?
To further discuss your options, fill out the contact form and one of our team will get back to you. You can also view the rest of the modules here: MYOB Exo Business>
Product Documentation