Interactively use Google Maps directly with MYOB CRM
Find Leads with Google
Easily search for leads in a specific area using Google Maps within CRM. Add the identified prospects directly into CRM with one click. Easily follow-up and track your leads with MYOB CRM’s pipeline, marketing and opportunity management tools.
Plot your data on Google Maps in CRM
Using Lead Hunter Feature
Leads and customers (or jobs, tasks, or projects) are automatically plotted based on suburb or street location on a map in CRM. Colour code customers based on status, their spending, the status of a task or stage of opportunity. Filter out customers who are overdue on payments, or customers who haven’t transacted for a while. Effortlessly search the map for potential customers to find any businesses that relate to your search term. Add them into CRM with one click for further follow up.
Time is valuable: CRM optimises sales travel time
Sales Trip Planning
Use the map as a visual trip-planner. Click and drag the pins from the map to the calendar. Automatically make meetings which will sync to your Outlook. including driving time between the meetings. Manually drag and drop the pins eg. on large properties you may wish to drag the pin to the entrance that you would normally use.
Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.
Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.
Share and manage contact information so your team always have real-time customer data at their fingertips.
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.
Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.
Customers can view service tickets, buy products, download or pay quotes & invoices.
Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly
Customise quotes with your branding ready for instant send and acceptance.
Bring your product lists into CRM for easy quoting and selling either direct or through portals or online shopping pages.