Customer Management Suite

The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing leads, contacts, opportunities, and business accounts.

Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.

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Customer Management Suite Features

Sales Automation
Acumatica provides sales tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency. Sales teams are provided with a complete view of leads, opportunities, and contacts so they are aware of all activities which influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Marketing Automation
Acumatica provides marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources. Captured leads can receive branded email offers. Lead reports help you track the best channels for obtaining qualified leads.

Service and Support Automation
Acumatica provides service management tools to reduce response times, improve customer satisfaction, reduce support costs, and accurately bill transactions. Support personnel can capture inquiries from web forms or enter them manually to create a case. Once created, cases are assigned and escalated according to policies that you set. Integration with financial modules ensures that cases are billed according to client support contracts.

Latest News

May

New Acumatica Partner IntuitiveTEK Wins Deal with Prestigious US Beef Research and Promotion Board

IntuitiveTEK, just two months after becoming an Acumatica partner, will start deploying the Financial Management Suite at Cattlemen’s

May

Acumatica Named As Finalist in 2013 American Business Awards

Fast Growing ERP Cloud Provider is Stevie Finalist in New Product or Service of the Year for Best Financial Management Solution

May

Acumatica Appoints Erwan Philippe As General Manager, Asia

Based in Singapore, the former SAP and Microsoft executive will lead Acumatica’s continued Asian expansion

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