The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
Customer Management
Why Choose Acumatica Customer Management?
#1 ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
#2 Integrated content management. Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.
# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.
The Benefits of Acumatica Customer Management
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360-degree view
Gain a complete view of your business with integrated financials, marketing, sales and service.Learn which customers are profitable and which are not. -
Empower your customers
Give customers access to the financial and case information you choose through your Customer Self-service Portal. -
Team approach to sales and service
Share information to build an effective team approach to customer management.Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration. -
Improve Customer Service
Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests. -
CRM Add-In for Microsoft Outlook
The Acumatica add-in works with incoming and outgoing email in Outlook.It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.
Customer Management Applications
Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.
Deliver a 360 degree view of customer activities and information with full drill-down to everyone in your organization to better serve the customer.
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; send branded email offers. Track the best channels for qualified leads.
Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.
Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.
See also
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Distribution Management
- Purchase Order Management
- Requisition Management
- Sales Order Management
Manufacturing Management
Project Accounting
What our customers are saying about Acumatica's Customer Management?
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Acumatica gives us the ability to customize features to best meet our needs. We have a very unique business, so there isn’t anything out of the box that would work for us.
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I’ve always wanted to move the company to a web-based application, so I kept looking for alternatives until I found Acumatica. There was local support and that was a big part of our decision to evaluate the product.
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I chose Acumatica because I knew it could handle our complexities… It was easy to get around from one screen to another, and I felt like it would take us into the twenty-first century.
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The fact that Acumatica offers an unlimited user license was important to us a company that’s looking to grow because it allows us to expand without having to contact the vendor and renegotiate for new users. We can just keep the business moving.
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Acumatica is an integrated solution that has helped us improve all the processes within our business and integrate all the pieces of the puzzle from CRM to warehousing to sales inventory and orders. Everything is under one umbrella.
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Acumatica provided us with a web-based solution that we could install on-premise. This provided on-the-go access to data without locking us into a SaaS provider.
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Acumatica is definitely a financial and operations platform that is helping GCP get to the data it needs to make decisions and execute operations quickly and efficiently. I’m pretty excited about what it’s going to look like going forward!
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From being able to enter orders and production information directly in the field, to minimizing travel time, saving on vehicles, saving on fuel, there’s a lot of things Acumatica will make a big difference with.
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[Acumatica is] a company that is constantly developing their product, that’s up-to-speed with the latest movements in the industry...
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Check out the detailed description of the Suite
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