Integrated Marketing Integrated Marketing

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.

How Integrated Marketing can work for you

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.

Key Benefits of Integrated Marketing for your Company

  • 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.

  • 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.

  • Email Marketing

    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.

  • HubSpot Integration

    Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Synch information between systems to automate processes such as nurture marketing.

  • View Data Sheet

Important Features of Integrated Marketing

  • Lifecycle Management

    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.

    Integrated Financial Application

    Integrate marketing activities with billing and financial data to determine campaign response and profitability.

    Online Marketing

    Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.

  • Segmentation Tools

    Collect information for different lead types and custom-defined attributes to effectively target market segments.

    Campaign Management

    Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.

    Dashboards and Favorites

    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.

  • Partnership Marketing

    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.

  • Check out the detailed description
    of the Integrated Marketing Application

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