Flexibility, integration and up-to-date reporting
Working with MYOB Business partner Aztech, and after a lot of research, Katie says the company was able to pinpoint the software that would best suit – Exo Business. This would deliver the meaningful and up-to-date broad reporting the business needed. That included sales pipelines, products on trial, and funding requirements, all at the touch of a button. Exo Business’s flexibility meant it could be integrated with other key business systems, like the web store. Orders are imported directly into the system, creating a single point of truth.
Allied is also using Exo CRM to help manage who the team is meeting with, how often and what potential opportunities there may be for Allied Medicals products and services. Exo’s purchasing and stock control modules would help maintain optimum stock levels, and keep tabs on the import and distribution side of the business. An integration with FLOW would automate customer service around the shipments, with automated emails keeping customers up to date. Plugged into Microsoft Power BI for reporting, Katie says Exo would deliver the complete package. Their experience with Aztech was equally as positive.
“Aztech takes accountability, which we never saw from previous partners. They can see the big picture. Bottom line, we really like partnering with Aztech,” says Katie.
“MYOB Exo has supported us as we have grown.”