Staff can use the EXO OnTheGo application to securely connect and access the business information on the go, enabling them to better manage the entire quote and order process.

EXO OnTheGo empowers sales teams to quickly make and convey key decisions, optimising the order process.

Customers will receive their orders quicker with fewer mistakes - improving satisfaction.

Access secure client information on the go
Better manage customers and the sales process
Provide faster, more accurate orders
Uses the same pricing rules as EXO Business

 

 

Features and Benefits:

  • It's specifically designed for sales teams
  • You can access client information OnTheGo
  • Friendly design and simple operation
  • Access a complete the end-to-end sales process - create customers and contacts and enter or amend orders all at the clients door
  • View real time item details and inventory status at any time and confidently commit to delivery times
  • View outstanding customer invoices and invoice details to assist in pro-active account management
  • Your business data is safe and secure with password / pin code login to the application, and communication with your EXO Business system secured using encryption
  • Compatible with MYOB EXO Business 8.3 or newer

Pain free setup by downloading the app from the app store then configure it to EXO Business and you're away.

Want to play?

Download the free EXO OnTheGo app now.

Download on the App Store

MYOB EXO CRM is fully integrated with EXO Business so you can manage all your prospects and customer information from activities, tasks, emails and quotes through to sales histories in one system. Such comprehensive integration eliminates the duplication of effort, inconsistencies and subsequent errors typically experienced when using multiple systems.

Thanks to flexible customisation, you can set varying levels of access for those who require information vs. those who need to perform administrative actions. And, because everything feeds from the same central data base, you can take comfort knowing that your marketing and sales team will always be armed with current, accurate information.

Integrationaccuracy and flexibility – three words that define the perfect customer relationship solution for growing businesses.

EXO CRM has many key features that will enhance the operational efficiency of your business:

  • Marketing campaign capability - users are able to manage their marketing campaigns as a complete end to end process including tracking campaign costs and return on investment;
  • Re-usable contact lists – lists can be created using any segmentation requirements for use in marketing communications or bulk contact needs such as calling overdue debtors;
  • Social CRM features – Social media integration capabilities deliver a true 360-degree view of your customers and prospects while enabling you to better engage with key stakeholders in a compelling manner;
  • Live integration with EXO Finance – enables access to real-time, accurate customer information including opportunities, orders and pricing arrangements – anywhere, any time;
  • Contact management - a comprehensive view of all clients and prospects interactions with the company including their transaction history with a company;
  • My Day tool – a customisable space that allows you to view all your activities including tasks, opportunities, pipeline, orders and sales performance;
  • Sales performance analysis - fully customisable tracking of sales performance;
  • Real time stock management - offers live, accurate an up to date information, allowing for rapid response times to customer queries, and
  • Sale budgets - ability to set realistic, and accurate sales budgets using historical sales data.

Sales staff efficiencies can be further extended with EXO Business OnTheGo Application - to securely connect to EXO Business to better and more efficiently manage the entire quote and order process.

 

MYOB EXO Business Fixed Assets module integrates fully with MYOB EXO Business Finance to effectively manage your assets and is designed to put you in control of your medium sized or larger business.

Features and Benefits:

  • Depreciate by book and tax value for up to seven years
  • Group by hierarchy and/or type
  • Locate assets, track them and allocate staff to manage or maintain them
  • Recognise purchase and disposal of assets
  • Report by depreciation, groups, maintenance, revaluation and more
  • Set and manage maintenance schedules

The EXO Serviceable Unit Management module is well suited to a range of businesses including - Vehicle Repair Centres, Repair and Maintenance Businesses, as well as Managing repairs under warranty.

Features and Benefits:

  • Store all the details relating to the unit being serviced
  • Track and link warranties
  • Plan service schedules
  • Store a complete history of units
  • Utilise graphical dashboards to help with the management of jobs

In a customer-facing sales environment – whether face-to-face, via the web, or both – EXO POS is easily configured to provide complete point-of-sale functionality.

This means you can run your entire business, from end-to-end, on the same integrated system, with complete transactional visibility.

EXO POS' stock control capabilities translate to automatic updating of stock levels as sales are transacted, support of multiple warehouse sites, access to customer orders, delivery times and much more.

Combine all of this with an easy-to-use retail interface, a barcode reader, cash drawer, docket printer, EFTPOS, touch screen and other retail POS hardware integration and you can create a very powerful enterprise retail solution.