Momentum MYOB ERP and SalesFix CRM integration

Momentum MYOB ERP and SalesFix CRM integration

We believe in working with partners who understand our purpose, they have the same vision and values as we do and a driving force that spurs them on, along with a team that delivers goals.

It’s why we’ve partnered with Momentum Software Solutions. Momentum SS are a fully accredited, multi-award-winning MYOB Platinum Partner, providing tailored MYOB business management solutions to bigger businesses throughout Australia.

As Business Processing specialists we understand that the accounting side of any business is the backbone of how the business operates, it’ where the money is collected and distributed, its how a business grows. So to us, having a CRM that integrates with your finances makes 100% perfect sense.

  • Imagine not having to double handle all of the data from your Customers, Suppliers and Contacts in two separate systems.
  • What about having your invoices assigned to a project in Salesforce so you know what jobs have been ordered, placed and invoiced all with one view.
  • Consider being able to sync the data of expenses and sales from your accounting system back to salesforce so the next time you quote you know exactly what to charge because the data is at your fingertips – now that’s clever.

Momentum Software Solutions specialise in MYOB, the latest MYOB Advanced program, which now seamlessly integrates with Salesforce; we have proudly worked with the guys at Momentum to help several clients with their integration. St Johns Ambulance and the Medical Protection Society both engaged the services of SalesFix to ensure that the integration of their Salesforce platform and their MYOB Advanced platform went as smoothly as possible. Both projects were a huge success, delivered on time and on budget. The result is two highly organised and efficient businesses that no longer double handle data and no longer rely on spreadsheets or countless CSV exports and imports, its a whole new world for them both and they have not looked back.

MYOB Advanced is a true cloud system designed to help businesses be more flexible by working online, Salesforce is the world’s leading CRM and combined these two systems create one powerful business system. Consider this kind of efficiency for your business, how much time do you think you’d save by having your systems talking to each other? It’s worth investigating right?

SalesFix and Momentum Software Solutions look forward to collaborating on many more projects in the future to help our collective customers integrate CRM and ERP systems. Perhaps we can help you?

 

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