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.
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).
Poor user experience is a bigger factor in enterprise level software failures today than in the past.
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 helps us collect data we need to make informed decisions, and we are very good at taking that data and turning it into actionable decisions. We get to do that because Acumatica is so customizable and allows us to do that on the fly, based on live data.
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Acumatica’s SaaS solution provided users with access to real-time data across seven companies in three different locations.
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The time I spend invoicing went from 30 hours to 2 hours and I’m doing more now as the industry rebounds. It’s just an amazing burden that’s been taken off me.
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I am constantly amazed with how Acumatica seems to just "work." Anything we seem to imagine the system could do, we've been able to make happen without the assistance of external modifications.
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Acumatica allows us to connect with third-party solutions to a degree that other ERP solutions don’t have. It allows us to build in functionality in a way that best fits our business needs.
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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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M3 Technology has grown dramatically since implementing Acumatica. With the move from the old on-premise solution to Acumatica’s Cloud ERP, M3 experienced a growth in revenues by 60% in just the first two years, all while maintaining the same headcount in the finance department. We came out of the gate billing larger orders, but we covered the tasks with the same people. We weren’t extra stressed or working overtime to keep up, yet we were doing way more in sales and transactions through Acumatica.
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Conservatively, we’re looking at an increase of $600,000 in EBITDA profitability, once all of the suites are implemented. That’s massive.
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Acumatica is fast and efficient. During the holiday season we were able to import hundreds of orders that we previously had to batch using other ERP systems.
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Check out the detailed description of the Suite
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