Acumatica delivers a marketing solution, integrated with financials and content management, to improve collaboration between sales, marketing, and support while ensuring maximum ROI for each marketing dollar spent.
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.
Integrated Document Management
Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution. Maintain a document history and enforce access permissions for each document.
Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.
Lead and List Management
Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and rout according to your pre-set criteria. Find and merge duplicates automatically.
Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging. Send monthly newsletters, promotions, and other communication to specific lists.
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.
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.
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.