ACT! to MYOB EXO Link
So you have MYOB EXO and now you are looking to improve day-to-day business efficiency by combining your accounting data with sales and marketing intelligence.
Accounting systems, like MYOB EXO, are not designed with the prospect or customer relationship as a focus. However integration of MYOB EXO with a CRM such as ACT - the world's #1 customer and contact manager gives organisations a place to store their entire customer and contact data in one centralised location, including activities, documents, opportunities, and communication history. From this one system organisations can manage and keep track all of the people they do business with.
ACT has over 2.8 million users and 59,000 corporate customers, and with 23 years in refinement has a proven track record of delivering a level of sophistication to contact management that rivals start-up CRM systems. Like MYOB EXO, ACT is based on SQL, an industrial strength database, and is capable of growing with your organisations ever changing requirements. It is also highly flexible and customisable so you can get it working the way your business does - not the other way around.
Sage ACT is now integrated with MYOB EXO, providing important sales data and functionality to both front line and administrative staff - LIVE. No synchronisation, no delays. The benefits: no more duplication of data and better workflow, without the added paper work - plus not to mention the fact that your employees will be armed with all the information they need to assist your customers and prospects.
Current Feature List:
- Import existing MYOB EXO debtor contacts into ACT!
- Link one or multiple ACT! contacts to a debtor contact in MYOB EXO
- Create debtor accounts and debtor contacts from within ACT!
- Update debtor contact details from ACT!
- View quotes, orders, invoices and payments from ACT!
- Raise and edit quotes from ACT!
The MYOB EXO integration with ACT! is continuously evolving to meet the specific needs of its users. We consider all feedback about how this product can be improved and will continue to add functionality incrementally throughout the life of the product.
Product Roadmap:
Future development for the product is listed below; please note this is subject to change:
Phase 2:
- Integration with ACT! Opportunities
- Account summary statistics
- User access model
Phase 3:
- Full access to transactional process
- Reporting functionality
"It’s important for our sales staff to record what they do and say and for that information to be easily accessible by whoever needs it when the client calls or when we call them. The fact that it is everyone’s emails and everyone’s notes and everyone’s diaries all linked in together means we can see what has been happening. Our database is an extremely important system for supporting our clients and nurturing our prospects."
I didn't realise how clunky my old CRM system was! ACT! can do absolutely everything I could ask for in terms of not only client relationship management but also marketing and business success.
