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. Address information seamlessly flows between the business account and contact forms, including different address information for contacts.
# 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. Establish automated notifications across departments based on business activities.
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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.
Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.
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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.
Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.
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Track Campaign Expenses
Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module). Track and measure e-mail marketing effectiveness with native SendGrid integration.
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Lead Metrics
Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.
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AI-Powered Automation
Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Look-up and validate addresses using Google and Bing address services.
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Quick Access to Important Activities
Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.
Customer Management Applications
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.
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
- Warehouse Management System
Manufacturing Management
Project Accounting
Reporting and Business Intelligence
What our customers are saying about Acumatica's Customer Management?
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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!
Jerry Wallace
Director of Operations, Great Commission Publications -
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.
Darren Wilson
Senior Project Manager, PracticeMax -
What really made [Acumatica] more appealing to us was the fact that it’s cloud-based. We had VPN service before … but it was slow and clunky, and because this is cloud-based I can work from anywhere at any time.
Jennifer Moore
Vice President of Finance, Sciessent -
Our people are more effective and can focus on relevant issues rather than manual work and that’s as good as gold.
Zane Zietsman
Chief of Strategy and Digital Officer, Digital Planet -
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.
Jodi Anstandig
Finance Director, Biopelle -
Acumatica works perfectly. It handles project accounting, cash flow, project monitoring; but Acumatica is not just confined to project-based operations. Other departments like sales and marketing love it as well.
Elizabeth Barratt
Manager: Project Excellence, Ask Afrika -
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.
Joy Gendusa
CEO, PostcardMania -
The quote-to-cash cycle is the lifeblood of our business and Acumatica has given us the tools to manage it effectively and efficiently every step of the way.
Tim Patton
ICT Director, SAM -
We decided to go with Acumatica because we liked its licensing model, it was cloud-based, offered a wide variety of third-party add-ons, and also came with the ability to personalize it to the way we operate the business both now and into the future.
Martin Galstyan
Controller and Acting Chief Financial Officer, ToughBuilt