Connecting a sales app with Myob to increase sales

Posted in B2B sales & distribution.

When you run a business, keeping up with sales and managing your books can feel overwhelming.

Connecting your sales app with MYOB can simplify these tasks, making everything from taking orders to financial reporting easier.

Understanding the benefits of integration

1. Easier data entry

One of the best parts about connecting your sales app with MYOB is that it cuts down on manual data entry. When you make a sale, all the details are automatically sent to MYOB. This means less typing, fewer mistakes, and more accurate data

2. Up-to-date information

With integration, whenever your sales reps create a sale order on the app, MYOB updates immediately. This means you always know the latest about your sales and finances, which helps everyone in your business make better decisions. It keeps teams working with the same, latest figures, reducing confusion.

3. Better cash flow management

Quick updates about sales help you manage your cash flow better. With each sale showing up right away in MYOB, you can see how your business is doing financially at any moment. This helps you handle your expenses better and make faster decisions about investing or saving.

4. Improved customer experience

Connecting a sales app with MYOB also improves how your customers feel about doing business with you. Integration speeds up how quickly data is processed, which means invoices get sent to customers faster after a sale is made. Customers love quick service, and this helps increase their satisfaction and loyalty to your business.

5. Simpler compliance and reporting

With all financial transactions neatly recorded and easy to find, making reports becomes simpler. These reports are important for internal checks and following tax laws. Having automated data capturing through integration means these reports will be more precise and quicker to make.

How does integration between a sales app and accounting system work?

Integrating a sales app with MYOB means linking the two systems so they can share information directly. This is usually done using APIs (Application Programming Interfaces) which let the sales app send data straight to MYOB whenever your sales reps create a sales order.

This setup lets data flow smoothly from one platform to the other without needing manual input, speeding up your business operations and reducing the workload on your team.

Things to think about for better integration

Customisation and growth

When you connect your sales app with MYOB, it’s like getting a custom suit; it’s tailored to fit just right. This means whether your business is small and just starting out, or if it’s bigger and growing, your sales app integration should be able to adjust to handle the increase in sales smoothly. This flexibility is great because it means you won’t have to switch to a new system as you grow.

Using advanced data

By linking your sales app with MYOB, you can use fancy tools to look at your sales data in new ways. This helps you understand what products are hot sellers and which ones are not. Such insights can guide you on when to stock up or scale down on products. Basically, better data helps you make smarter decisions, which can boost your sales and keep your customers happy.

Handling challenges

Setting up new technology can have its bumps, like issues with moving old data into the new system or the initial cost of getting everything up and running. To deal with these, plan ahead and pick the right tools that match what your business needs. You might also consider hiring experts who have done this before with MYOB to help make the transition smoother.

Training and ongoing support

It’s super important that your team knows how to use the new system. Invest in good training so they can make the most out of MYOB and the sales app. This can help avoid mistakes and make your team more efficient. MYOB also offers help and updates after you start using it, which is great for solving any problems that pop up and keeping the system in good shape.
Keeping these points in mind will help make sure that connecting your sales app with MYOB works well and benefits your business as much as possible.

To summarise

Linking your sales app with MYOB simplifies business operations, helps manage finances more effectively, and improves customer satisfaction through faster service. For businesses looking to streamline their operations and stay competitive, this integration is a crucial step towards achieving efficient and scalable growth. This strategic move is key to using technology to enhance business processes and customer relationships.

Onsight is an innovative order entry app designed to help outside sales reps work more efficiently. By integrating Onsight with MYOB Account, sales reps can easily import product and customer information to create quotes and place orders from anywhere, even offline. Interested in seeing how this can work for your business? Sign up for a free trial and let us connect you to your MYOB account to test how this can work for you.