MYOB’s Customer Relationship Manager (CRM) - Client Connect

For many businesses maximising sales and providing great service are ongoing goals.

MYOB’s Customer Relationship Manager (CRM) solutions deliver simple, easy-to-use programs that operate within Microsoft Outlook ® to help you better manage your customers, contacts, proposals and sales opportunities. While the Web Hosting products help to create a professional online presence for your business, making you more accessible to your customers.

Your sales team can work together by sharing contact and opportunity data, while sales managers can get an overall view of the sales pipeline and see who is working on what. It’s the perfect contact and sales management solution for growing businesses.

 MYOB ClientConnect Provides you with all the tools you need to:

• Access all your critical sales and contact information without having to jump from program to program or dealing with poor synching schemes
• Easily manage clients and prospects
• Quickly find and organise documents, emails and other correspondence
• Organise contacts by categories or groups to effectively target them
• Create and manage sales opportunities
• Integrate with MYOB EXO Business and synchronise debtor, creditor, non-account and contact information
• Get full quoting and contact integration with your existing MYOB business management software - integration with MYOB Accounting, MYOB Accounting Plus and MYOB Premier.
• Enhance the performance of your sales team

For further information have a look at the ClientConnect factsheet.

 

ClientConnect In Action

Tracking Your Sales Pipeline

Learn how to better manage you sales opportunities.

  

Contact Manager

Contact Manager feature will help you to stay more organised and maintain better relationships with your customers.

Group Email Wizard

 Send out marketing promotions, newsletters and keep in touch with prospects using the Group Email Wizard.

 

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