Customer satisfaction is your top concern

In the services industry, even more than in a products business, your success and growth are dependent on satisfied client or customer – for additional business and for referrals. Automating sales, marketing, and service processes, integrated with financials, provides the tools to efficiently and effectively handle customer relationships while increasing the productivity of everyone involved.

Acumatica’s integrated services industry applications include:

  • Customer Management
  • Sales and Marketing Automation
  • Orders and Contract Management
  • Service and Support Automation
  • Billing and Revenue Management

Key Features

  • Integrated document management
  • Account and Contact Management (360-degree view)
  • Single system for client lifecycle management
  • Lead and Opportunity Management
  • Vendor and Subcontractor Management
  • Flexible, user defined Sales Order (SO) Types
  • Sales Order and Purchasing integration
  • Flexible Discounts and Promotions
  • Deferred and Recurring Billing
  • Case Management
  • Campaign Management
Customer Management

Acumatica’s full-function customer relationship management (CRM) application helps you manage leads, contacts, opportunities, cases, and business accounts. Integrated CRM and ERP accounting provide a consolidated view of all prospect and customer activities along with their financial implications – real-time, accessible to all (authorized) team members.

Improve communications and engagement with customers and partners through the Acumatica Customer Portal. Customers enjoy 24/7 access to check job or project progress, see delivery schedules, create new support cases, update information, and even place orders for additional services.

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Sales and Marketing Automation

Integrated marketing and sales automation tools track, manage, and assign leads to sales teams with a complete view of opportunities, enabling sales team to respond faster, reduce sales cycles, and increase close rates.

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Orders and Contract Management

Define your unique company sales workflows in Acumatica for services and items using pre-packaged examples. Add additional order types with specific processing. The module supports flexible pricing and discounting policies.

Use Acumatica contracts to configure various combinations of terms and services and specify recurrent billing. Contracts can be defined for services delivered over a period of time and/or for service agreements for maintenance during a product’s warranty period. Service rates can be configured per incident, per hour, per specific service or prepaid.

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Service and Support Automation

Acumatica service management provides tools to improve response times, increase customer satisfaction, reduce support costs, and accurately bill services.

With the content management solution, service and support teams can access all the documents and activities sent to customers including sales contracts, marketing offers, notes, emails, and other communications. Support teams can quickly trace the full history of customer interactions, promises, and feedback.

Service management is organized by “case”, the vehicle for tracking requirements, activities, time and materials, and related phone calls and emails. A case can be created from completed web forms or entered directly. Cases are assigned and escalated according to local policies. Integration with financial modules ensures that cases are billed according to client support contracts.

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Billing and Revenue Management

The Acumatica Financial Suite facilitates incident (case) billing and recurring billing for improved cash flow, billing accuracy, and customer service. You can set up subscriptions, metered usage, on-demand, tiered services, one-time transactions, payments, and invoices across customers, accounts, districts, organization, channels and product lines.

The Deferred Revenue Management (DR) module automates and accurately accounts for revenue scheduled for future collection, as when a service is delivered over a period of time. Revenue is recognized for the service as rendered. Integration with other financial modules provides accurate accounting of both deferred revenues and deferred expenses.

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