Boost Sales & Productivity with MYOB Acumatica CRM

Event Introduction

MYOB Acumatica User Group Training 2026 – Turning Customer Data into Action

This MYOB Acumatica User Group session focuses on how businesses can turn customer data into meaningful action using MYOB Acumatica CRM. It is designed for teams looking to improve sales productivity, strengthen customer relationships, and work more efficiently across sales, finance, and operations.

CRM fundamentals in MYOB Acumatica
We start with the basics, showing how CRM integrates natively with finance, operations, and projects. You’ll see how core CRM modules support customer records, contacts, and opportunity management, and how CRM fits into the broader MYOB Acumatica ERP ecosystem.

Boosting sales productivity
Learn how to manage leads, opportunities, and sales pipelines more efficiently. We also cover automation for routine follow-ups and approvals, along with dashboards, saved views, and shortcuts that reduce repetitive manual work.

Enhancing customer relationships
Discover how centralising customer communications and history improves visibility across teams. We look at tracking activities and interactions and linking CRM data to financial and operational transactions to support better handovers between sales, service, and finance.

Personalisation and smart workflows
See how role-based dashboards, personalised layouts, alerts, notifications, validation rules, and default logic help improve consistency, reduce errors, and increase user adoption — all without custom development.

Reporting and insights
We finish by showing how CRM data supports better decision-making, including pipeline health monitoring, activity and performance tracking, and dashboards for sales and management visibility.

By the end of this session, attendees will leave with practical guidance to streamline CRM workflows, improve team productivity, and make smarter customer-focused decisions using MYOB Acumatica CRM, using standard functionality with no customisation required.

Attendee Profile

This session is designed for manufacturing and wholesale leaders with responsibility across finance, operations, supply chain or technology, who are looking to explore practical ways to drive smarter, more efficient operations.

Attendance is best suited to:

• Senior leaders and management teams
• Operational, finance and technology decision-makers