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.
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Empower your customers
Give customers access to the financial and case information you choose through your Customer Self-service Portal.
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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.
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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.
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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.
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Real-time Synchronization with Salesforce
Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.
If you have to work at CRM-financials integration, something’s wrong. Here’s how to achieve out-of-the-box integration that enhances every decision.
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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I would definitely recommend Acumatica to other businesses. It covers the full ERP functionality, it integrates with other products well, and it’s cost-effective.
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Before Acumatica, we used paper for every single activity in our lengthy approval process. Now everything is streamlined into one system.
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With NetSuite, we had to limit the number of users to keep costs down. In addition, it was difficult to get our questions answered by their customer support team.
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Acumatica has been brilliant and we can’t live without it.
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Acumatica provided an accounting solution that allowed us to streamline operations, eliminate accounting costs, and process orders faster.
DDB Unlimited Employee,
DDB Unlimited -
Acumatica is the backbone of our cloud environment. It has already changed the way we do things, improving efficiency. It will clearly strengthen our company in the long run.
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With Acumatica, every employee can get access to ERP data, from wherever they are when they’re traveling. Our customers can get access to ERP data. We’ve never had the capability to offer this before we had Acumatica. That is definitely a big plus for us.
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Before Acumatica, we had no way to access the local resources on the network when we were away from the office. Now we have access to all of our customer information and technical documents—it’s as easy as picking up the phone or using the app.
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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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Check out the detailed description of the Suite
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