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Acumatica Launches Web-Based CRM Module
RESTON, Va., January 5, 2009 Acumatica, a provider of web-based financial and business management software, today announced the availability of a demonstration of its customer management module for delivering customer relationship management (CRM). The customer management module integrates with Acumatica financials and document management to provide a complete business management solution that can be hosted on premise or at a hosted service provider and accessed from anywhere.
The Acumatica solution allows businesses to integrate the power of ERP, CRM, and document management to organize all customer acquisition and management functions under a single system. Leads can be acquired through a company website, assigned to salespeople, converted to customers, and managed according to company business logic and policies.
"The ability to integrate marketing, sales, and financial processes under a single system reduces business complexity and operations costs" said Douglas Johnson, VP of Marketing and Business Development at Acumatica. "The system can be deployed according to client needs and accessed from anywhere."
The Acumatica Customer Management module is deployed along with the core financial solution and includes several features including:
- Available from Anywhere – 100% of business functionality is available from any popular web-browser.
- Sales Management – Lead management, opportunity management, business account management, contact management, approvals, notifications, and workflows streamline your sales processes.
- Marketing Management – Lead generation, campaigns, list management, data import/export, email management, and web-form integration improve your marketing processes.
- Document Management – Web forms, business documents, and notes are linked to leads and customers to improve communication and conversion rates.
- Analytics and Forecasting – Reports and dashboards can be customized to provide sales, marketing, finance, and executives with targeted information in real-time.
- Advanced Security – Screens and reports contain only accounts, customers, and objects that are authorized by individual or workgroup permissions.
Availability
Companies who want to explore the Acumatica Customer Management solution may request logins to our demonstration system by completing the form on the Acumatica website.
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