Track clients through prospecting, closing, and up-selling on a single, integrated system. Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.
Integrate marketing activities with billing and financial data to determine campaign response and profitability. Associate various documents — such as sales orders, invoices, bills, and purchase orders —
with campaigns to track Actual Cost and Actual Revenue expenses and revenue for marketing campaigns.
Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.
Collect information for different lead types and custom-defined attributes to effectively target market segments. Create and maintain marketing lists by applying specific criteria to existing contact lists or combining groups of lists.
Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.
Customize announcements and default dashboards for each marketing manager to match their individual needs. Dashboards and favorites link to real-time information delivered in tabular or graphical form.
Assign leads to a “parent account” within your organization or an external partner. Email leads to a partner or allow partners to view information inside Acumatica.
The system offers a predefined list of opportunity stages which can be applied to every type of opportunity, including Prospect, Nurture, Qualification, Development, Solution, Proof, Negotiation, and Won. Custom stages can also be created and applied.