If you consider MYOB to be your Main Data storage area, and that all sales are kept in the MYOB Sales area, then currently if you wish to add/edit or even delete, you need to be a licensed user and as such you need to have the ability to utilize these features.
In CRM-Map you can import your Customer cards into our Contacts Table. You can then import your sales into The transaction table.
This will let you see all your transactions per customer and at their location.
You will need to use a custom field, if you wish to be able to Add new sales or edit sales. This is because you will need to enter the GL code for each sale. – Look into our Customized Field video for more instructions.
Implementing CRM-Map, based on the options you have allocated to your users, your users can now See, Add, Edit and Delete transactions per Customer. This can automatically transfer back to your MYOB. This saves you in Time, License Fees and User Errors.
Your sales team can enter quotes on the road, and new customers – Once they’ve made the sale your client receives confirmation of receipt of payment which is automatically entered into your records.
At the moment in MYOB you can’t store multiple files and images against your customer or sales card. One of the best features of CRM-Map is now these images will not go into MYOB but they can be transferred to your local server or another device nominated by your administrator. This can be really handy for Proof, before and after service; the list is almost never ending.
If you prefer to watch a training video on this topic, please click on the video linked below:
