The world of business is a stressful and demanding job so business owners and marketing managers all over the world are on a constant lookout for a tool that would make life easier for them, businesses that are are involved in Accounting and Marketing especially. Tracking your business’ sales, profits, losses, clients, prospects, etc etc is no easy job. Oftentimes, businesses utilize two tools at the least to get the job done. Has anyone come up with a tool to address this problem so far? Or are we stuck in this situation forever? Definitely not. CRM software integrated into MYOB has finally come into the picture. Let’s take a look how this tool can be your best friend.
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. Businesses that are using CRM, but keep their customer financial data separate.
-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? 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? 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.
This system uses popular commercial software products, including SugarCRM and MYOB, linking them tightly together into an end-to-end solution for business automation.
CRM software is designed to be the “control panel” for your marketing, with which you could: -Assess data for campaign strategies. -Execute marketing campaigns. -Track the results of your campaigns in both financial and activity terms. -Build marketing and sales “workflow” by setting up automated actions in response to 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.