CRM Software and MYOB Integration - Is This Possible?

Businesses, small and large, uses a tool or means to track how their business is doing - sales, profits and losses. More often than not, this can be stressful and confusing for business owners especially those concerned with marketing and accounting. While nearly all of them use MYOB for their accounting, when it comes to marketing and the use of Customer Relationship Management (CRM) software, they divide into 2 groups. Which group does your business fall under?

1. Businesses that have not started using CRM yet.

-These companies makes use of Microsoft Outlook, spreadsheets from Excel or an ACT for keeping track of basic contacts - Simpler software that lacks the data sharing, workflow automation or other key features provided by CRM software.The owners of these businesses are often aware of CRM and plan to look at it but sometime in the future.

2. Companies that uses CRM but keep their financial data separately. -These businesses are already using CRM for targeted, automated marketing as a strategy for growing revenue and new customers. However, their CRM has no information about customer purchases or payments in it. It is all kept in the accounting software, usually MYOB.The effectiveness of marketing and targeting analysis for an automated business process is often attributed to a lack of access to up-to-date financial data.

Where are the businesses with all their customer data in the one place, accessible through a single software program? Quite simply, there are virtually none of them in the SMB space. The software just hasn't been available.

Why? Simply because CRM and accounting software have evolved separately with different goals in mind. Here's why.

The Software Problem

-CRM software is optimized for reporting and analysis, workflow automation, capturing both structured data (customer addresses, phone numbers, job positions, etc.) and unstructured data (email correspondence, notes and comments, etc.) and two-way communication with clients and prospects.

-Accounting software is optimized for handling numbers (structured data only), accuracy and process.

So can they ever meet in the middle? Can we hope for one product that will combine both functions?

Fortunately, a solution is now at hand.

Thanks to software developers who came up with such a tool such as a hosted software solution that links CRM software together with accounting and more. Designed to turn your business into an automated revenue machine, this software helps you generate more sales and profits while you invest the same or fewer hours of work each week.

Popular commercial software such as SugarCRM and MYOB are linked tightly together as an end-to-end business automation solution.

CRM software is designed to be the "control panel" for your marketing, with which you could: -Analyse data to plan campaigns. -Execute marketing campaigns. -Monitor campaign results both in financial and activity terms. -Establish marketing and sales "workflow" by setting up automated response actions basing on customer inquiries and other events.

As a result, it offers the best of both worlds: the features and performance of marketing-leading point products, with the breadth and completeness of a complete solution.

This multiple process of MYOB CRM integration is to achieve one common goal- Business Success! Secure the future of your business by opting to integrate a user friendly system which is cost effective. It can mean the difference in success or failure.

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