Quoting and Selling

A CRM is also known as a Customer Relationship Management platform. CRMs bring together all of your business activities and provide a complete view of your customer interactions. They also help you manage data you can share with other CRM users in your business. CRM systems are ideal in situations where companies have either lots of customers, products or services.

CRM software is an essential, multi-purpose tool that assists businesses with tasks including sales activities. MYOB CRM provides solutions for many of those common, yet vital, business tasks, including enhanced customer relationships, streamlined sales processes, improved customer service, data organisation, targeted marketing, analytics and reporting, automation, scalability, collaboration, competitive advantage, cost savings, customer retention.

Businesses need quote management software for numerous reasons including:

• Efficiency: Managing quotes manually can be time-consuming and error-prone. Quote management software streamlines the process, making it faster and more accurate.

• Professionalism: Using online quoting software to create and send quotes adds a level of professionalism to your interactions with clients, which can instil confidence and trust.

• Customisation: You can tailor quotes to individual clients, including specific pricing, terms, and product configurations, which can help you meet their unique needs and preferences.

• Organisation: Quote management software helps you keep track of all your quotes, making it easier to follow up, revise, or convert them into orders.

• Analytics: Quote management software can provide analytics and reporting tools that help you understand your quoting and selling process better, allowing for data-driven improvements.

Selecting the right quote management software for your business involves several considerations:

• Business Needs: Identify your specific requirements, such as the volume of quotes, customisation options, integration with other tools, and scalability.

• User-Friendly: Choose quote software that is intuitive and easy for your team to use.

• Integration: Ensure that the software can integrate with your existing systems, such as accounting, CRM, and inventory management.

• Support and Training: Look for software providers that offer adequate customer support and training resources to assist your team.

• Scalability: Consider the quoting software's ability to grow with your business as your needs evolve.

Yes. MYOB CRM’s quote management software allows businesses to customise quotes with specific pricing, terms, and product configurations to meet the unique needs of clients.

Absolutely! MYOB CRM software is an adaptable tool and flexible in the way you use it to suit business needs. Unlike other CRM systems that offer a one-size-fits-all approach, MYOB CRM offers different tools allowing you to seamlessly integrate into your existing business processes. It doesn't require you to change how you work, instead, it changes to fit your unique workflow. With the ability to change field names, use the admin console to change elements of your CRM, MYOB CRM is able to align with your industry, practices, and preferences, empowering your business to operate more efficiently and effectively.

MYOB CRM integrates with a range of MYOB accounting packages, including MYOB Essentials, MYOB Business Lite and Pro, AccountRight Plus and Premier.

MYOB CRM offers affordability for businesses of all types and sizes. Subscriptions are straightforward, with the flexibility to choose between a monthly plan at AUD $85 per user per month + GST or an annual subscription at AUD $65 per user per month + GST, which is billed annually.

To ensure your business gets off to a successful start from day one, there is a one-time onboarding fee of $600 +GST. This fee covers the setup assistance and provides everything your business requires to confidently begin using MYOB CRM. For comprehensive pricing details, please visit our pricing page.

Visit https://help.tallemucrm.com or contact our support team via email (helpdesk@tallemu.com) for help and assistance with MYOB CRM. The team is based in Australia and will quickly respond directly to you. Support is currently available Monday to Friday, 9am - 5pm, (Sydney time).

Watch a personalised demo of MYOB CRM for a comprehensive walkthrough of all the features and learn how MYOB CRM can help improve your business.