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
-
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.
-
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.
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
-
Distribution Management
- Purchase Order Management
- Requisition Management
- Sales Order Management
Manufacturing Management
Project Accounting
What our customers are saying about Acumatica's Customer Management?
-
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.
-
To know that we have our CRM integrated with our Accounting, integrated with our Project Accounting, is excellent. The increased productivity when we’re not doing duplicate data entry is a big deal.
-
With Acumatica, we saved over $50,000 worth of IT man hours, hardware investments and licensing costs, while extending our accounting system to manage our workflow processes.
-
Without the Acumatica suite, we would certainly not have gotten ISO-certified… We framed our entire quality management framework around Acumatica, from document management to update processes.
-
Acumatica has definitely improved our ability to track our financial position. It’s also given us the ability to track the relationship we have with our customers and the open issues we have… Everyone in the company can see what’s going on.
-
Acumatica gives the company better business intelligence when we’re talking with our vendors and customers. It’s an accurate ERP system, not just a bookkeeping system that lacks accounting controls.
-
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.
-
With Acumatica, we have a much better understanding of our customers and their patterns. We can better follow up to ensure we don’t miss a service and thus increase our revenue significantly.
-
When you use Acumatica, it’s almost as if you follow a bouncing ball down the path you need to go. This makes it so easy, using the software becomes second nature.
-
Check out the detailed description of the Suite
-
Get a free consultation to
help accelerate your business -
See the benefits in action of the
customer management applications -
Return to
all suites