MYOB Exo Enterprise With Document Management


 

I Need To ... Manage Documents Accross Different Areas


Loyal customers are like gold. It is far more cost-effective to get repeat business from loyal customers than to spend time and money finding new customers. And an impressed loyal customer will recommend you to other clients. It’s far more effective, and cheaper, than advertising.

So how do you keep a loyal customer?

No shuffling of papers, no requests to “hold on while I take a look”. Unless you have only a handful of customers, it will be very difficult to keep track of all pertinent information in your head, or in handwritten files. MYOB EXO Finance provides a simple, contact and sales management tool that integrates with Microsoft Outlook. It provides you with access to all your critical sales, product and contact information without having to jump from program to program, offering:

Customers and clients simply love it when the business they deal are dealing with “has their act together”. You know what that means. It’s when a client rings up with a question, and the answer comes back straight away.

Contact Microsharp team today for an obligation free discussion about your requirements and how Microsharp can help you.


Easy management of clients and prospects


  • Quickly find and organise documents, emails and other correspondence
  • Organise contacts by categories or groups to effectively target them
  • Create and manage sales opportunities
  • Full contact integration with your existing MYOB Enterprise Exo system.

Contact Microsharp team today for an obligation free discussion about your requirements and how Microsharp can help you.

MYOB EXO Finance’s Document Manager allows you to attach a document - such as a contract, customer correspondence, a product data sheet, credit report, in fact any document that can be saved on a computer - then that can be retrieved and sent through to the client - immediately. If the customer needs a product spec, manual, installation guide etc - you can get it through to them ASAP.

Documents can be attached to a customer, a supplier, a stock item and a job or project and, of course, a contact.

It doesn’t matter where the original document is stored - there is an electronic copy available at your fingertips. And each document is easy to find - as it is stored under a multitude of key words: company, product specs, accounting, Excel spreadsheets. Its all there, and all designed to make your life easier and your business run much smoother.

Contact Microsharp team today for an obligation free discussion about your requirements and how Microsharp can help you.


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Manufacturing Solutions


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Mobile Workforce, Remote Access Solutions


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Service Management


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Integration with MYOB Plus and MYOB Premier


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Testimonials

  • Basically we’d just outgrown Premier. Because of Premier and EXO’s shared parent company, we knew we’d be able to integrate legacy and new data easily. And that was a big plus for us.

    Leonie Norris, CFO - Machinery
  • Microsharp understood our needs to incorporate business processes into the system with their first-class knowledge of the product, rather than just transfer data to a database.

    Julia Devlin, Accountant - IT
  • For the moment, we’re running the two branches and it’s great to be able to share data across them. But if we decide to open a third or fourth in the future, we know that EXO can cope with that, and grow as we do.

    Graham Smith, MD - Engineering
  • Knowing we can easily have a report written if it doesn’t already exist really is a comfort. In fact, it’s that extra functionality that makes MYOB our preferred choice of software.

    Ronda Smart, Finance Manager
  • Microsharp has been a great partner throughout the implementation process and provided highly capable consultants with a depth of experience and knowledge that was invaluable

    Mark Spiros, GM - Auto Parts
  • The net result is a business that’s getting maximum benefit from a well thought-through and implemented business management system – and a clear view of the critical processes that drive its success.

    Audrey Kapalas, GM - Wholesaler
    

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Microsharp is committed to providing the most cost effective and outstanding services to all clients.

Microsharp has made significant investments into staff skills, processes and methodologies to ensure that the projects are as risk free as possible and deliver the most value to your business.

Contact Microsharp team today for an obligation free discussion about your requirements and how Microsharp can help you.

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Microsharp Contact Details

Head Office - Sydney
38 Ricketty St Mascot, NSW 2020
Locked Bag 5028 Alexandria NSW 2015
p 02 9078 7868 | 
Perth Office - Western Australia
p 02 9078 7868 | 

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