In many ways the sales department is the heart of the company. Sales are both responsible for driving future growth, and are also the face of the company, liaising with current and future customers.
As Sales Manager, you need to have access to the most up to date information on all current customer interactions and potential sales.
MYOB EXO CRM is an additional module in the MYOB EXO Business Suite that integrates with EXO Finance to provide a multi-user contact and sales management tool for medium-sized businesses.
If you want to know your customers better – and it's a critical requirement nowadays – you need a comprehensive Customer Relationship Management (CRM) system. MYOB EXO CRM is a fully customisable module that allows for management of companies and contracts, activity tracking, sales opportunities and budgets, and production of an extensive range of reports. Sales staff will love the real-time stock information as it will enable efficient, accurate servicing of their customers.
You have the ability to organise and manage customers from one central location. This includes the regular updating of contact and company records, history of contact information, activity tracking and sales information. When a client rings with an order – you can now instantly see the last order, when it was ordered or whether they expressed interest in new deals.
And if a customer calls wanting information straight away, you can get it for them. No rustling around with papers or struggling with databases. It's all there - including the customer history - easily accessible and you come off as being the professional you are: on top of every aspect of your department.
Forget the days when you had to wait hours, possibly days, for an update on how your sales team is performing. EXO CRM tracks your sales teams' progress – both in real sales outcomes as well as potential sales. Track each sales person, or the whole team, determine which division is hitting their sales targets more often, or more efficiently. Establish a system so each manager can see the data for the teams they supervise, while executives can see an overall view of the whole company. As EXO CRM is integrated with EXO Finance, data is live which allows you to review, in real time, your sales pipeline and forecasts.
Sales performance tracking against budget is easy with EXO CRM, where you can slice and dice data as required to fully understand the driving forces of your results. In addition, since EXO CRM is fully integrated, you can utilise historical sales data as the basis for your budgeting giving you a reliable starting point to setting achievable sales budgets.
In conjunction with EXO Finance you can use EXO CRM to:
Put simply, EXO CRM allows you to monitor the pulse of your Sales Department, at every level. With that sort of overview – can you imagine how you much extra time you will have to develop new sales strategies, improve operations and retain and build customer relationships?