subject: CRM Software and MYOB Integration - Is This Possible? [print this page] CRM Software and MYOB Integration - Is This Possible?
Ever thought of having a software powerful enough to integrate an MYOB into a CRM software? Businesses, especially those whose concerns involve accounting and marketing, are wanting of a system that can work both as CRM and an accounting tool to manage customer data. Figuring out which system works and which does not, or trial and error, place businesses at risk of losing customers. Why? While trying to figure out a better way, you are missing out on the most important component of your business - your customers! If you think your CRM software is not doing you any good, look no further. Find out how an MYOB and CRM integration can bring about these changes for you.
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. An MYOB is mostly used to keep all the accounting info.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? None of them are practically 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.) as well as unstructured data(email and other forms of correspondence, notes, comments, etc.) and two-way communication with clients and prospects.
-Accounting software is mainly designed for the purpose of managing numbers (structured data),as well as for accuracy and process.
So can they ever meet in the middle? Is there a product that one product will combine both functions?
Luckily, a solution is finally found.
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:
-Assess data for campaign strategies.
-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 distinct features and performance of marketing - leading point products, with the breadth and thoroughness 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.
