Business Lead

Gain control with a 360º view of your organization

Your title may be President, CEO, Owner, or just “The Boss”, but you run the business. Ultimately, decisions are up to you, and you need to know where your company is now and where it is going in the future. Something a simple Profit and Loss statement can’t tell you.

Your Responsibilities

You are responsible for all aspects of the company, from revenue and profit margins to ensuring product quality and customer satisfaction. If you have staff responsible for specific areas, you need to know that each department is functioning properly and be aware of minor issues before they become major problems—in real time.

You need up-to-date information on:

  • Revenue, costs, and margins
  • Distribution and supply channels
  • Quality and customer satisfaction
  • Competitive initiatives
  • Tactical and strategic planning

Take a closer look at what Acumatica can do for you and your company:

Focus Areas How Acumatica Can Help
See an end-to-end view of the entire organization
  • Use Acumatica’s integrated accounting functions, operations management, and customer management (CRM) to see how your company is performing at all times.
  • Get the information you need on all aspects of the company in real-time with your personalized dashboard widgets to alert you of significant changes or issues.
  • Track opportunities, spot trends, and monitor progress with Acumatica’s integration with Power BI.
  • Set up and monitor your key performance indicators (KPIs).
Maintain and increase revenue per customer
  • Use Acumatica’s integrated financials, marketing, sales, and service to track costs and revenue for each customer, from first contact to final sale.
  • Seamlessly track your sales process and results with Acumatica CRM.
  • Track requests and issues to improve customer service and satisfaction.
  • Stay up to date on all critical relationships. Acumatica’s Customer Management functionality and reporting puts all the tools and information at your fingertips.
Reduce operating costs
  • Stay focused on the things that matter with easily configured reporting and dashboards.
  • For product-centric companies: Plan and track operating and production costs with Acumatica, including:
    • Inventory and production management
    • MRP and MPS
    • Product costing (actual vs standard)
  • For project-centric companies:
    • Project costs
    • Time and expense
    • Billable staff utilization
Identify problem areas
  • Use case management in CRM to track customer problems and identify trends.
  • Use analytical and business intelligence tools to drill into the details to examine trouble spots.
  • Empower staff to share information and best practices using Acumatica’s built-in collaboration tools.
Stay ahead of the competition
  • Collect and analyze “voice-of-the-customer” information. Use Acumatica’s single customer database and broad sales and customer service functionality to collect key competitive information.
  • Increase customer satisfaction and communication with Acumatica’s integrated customer portal. Customers can access account information, invoices, and support information online.

KPIs Business Leaders may want to set up and monitor:

  • Profitability ($) and Growth (%)
  • Revenue ($) and Growth (%)
  • Revenue from New Markets and Products (Innovation)
  • Operating Costs
  • Quality of Shipped Products

Why Acumatica?

Acumatica is an integrated financial and business management solution that helps you run your business more effectively. From accounting to CRM to manufacturing and distribution, Acumatica is an Enterprise Resource Management (ERP) solution that provides a full view of your company in real time. Built on a robust technical platform, Acumatica can run on premise or in the cloud.

Best of all, you are charged by the resources your company needs, not by the number of users that access the system (like other ERP vendors do). That means that everyone in your organization can be granted access to the information they need for their role without incurring additional expense to your business.

  • One system that integrates your company’s financial management, operations, and CRM.
  • Built using industry standard technology.
  • Run on premise or in the cloud.
  • Charged by the resources needed, not per user.

To see what Acumatica can do for you and your staff take a 3-minute product tour of Acumatica.