#1 ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
#2 Integrated content management. Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.
# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.
Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.