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Further your success with MYOB Advanced

MYOB Advanced Customer Management

Accounts Receivable

  • Provide better on-the-spot Customer service with real-time stock availability information.
  • Advanced customer management features include debt collection, overdue charges application and customer payment instalments.
  • Email customers when Sales orders change status with updated information such as courier tracking numbers.
  • Recurring Billing utilising Contract templates that allow you to easily manage recurring monthly, setup and renewal fees that you can invoice automatically in bulk.
  • Calculate and accurately track Salesperson Commissions
  • Improve customer service thanks to integration with financial modules that let staff see invoice history, order shipping and delivery status.
  • Provide customers with their own Self-service Portal to view invoices & statements, place orders and track service cases.

Customer Relationship Management (CRM)

  • Easily manage your sales pipeline and create email campaigns targeted to prospects, customers and contacts.
  • Improve efficiency in the sales process with automated Lead assignment and workflow notifications.
  • Track and record all your Tasks, Activities and Email conversations with Customers and Prospects.
  • Convert Sales Opportunities to Orders without re-entering pricing and discount information.
  • Improve Customer Service thanks to integration with financial modules that let Sales staff see invoice history, order shipping and delivery status.
  • Real-time Customised dashboards help you to analyse trends
  • Manage your online campaigns, Segment databases and measure performance.

Watch this introduction to the MYOB Advanced Customer Portal.

Keen to find out more?

Contact us today to find out how MYOB Advanced can benefit your business.

 

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