MYOB Exo in the work.

A completed two-way connection kept the ERP as the operating record while field sales gained a better way to place and edit orders.

The system's place

The ERP stayed central. Field sales stopped working around it.

Accounts, contacts, products, prices, stock and orders move between MYOB Exo and Salesforce. The two-way path supports orders that still need editing after they are first logged.

Selected delivery record

What changed.

This record states the business movement and completed scope without publishing the connection's internal design.

Caruso's Natural Health

Field sales orders and the ERP record

Recorded close

Before

Field ordering depended on a separate sales tool while the product and stock record remained in MYOB Exo.

What changed

Kaizen replaced the field tool and built a two-way connection for customers, products, pricing, stock and orders.

Recorded result

Sales staff can find an account, see its orders and place an order from the mobile workflow. The project closed in August 2025.

The next step

Start with what gets entered twice.

Tell us what must move into or out of MYOB Exo and what staff do when it fails. We will map the job and its exceptions.

Talk to Mara