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).
Everyone who was anyone all talked about how important it was for a successful sales organization to have a good CRM implemented for use by sales reps as well as management. This was going to be the answer to monitoring activity and sales funnels, as well as a way to manage follow-ups, communications, and support cases.
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
- Advanced Fulfillment
Manufacturing Management
Project Accounting
Reporting and Business Intelligence
What our customers are saying about Acumatica's Customer Management?
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Acumatica has already proved effective in handling future needs with a clean and simple integration to our e-commerce system… I would recommend Acumatica to any growing distributor looking for a great system.
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Interoffice communication has been incredible. Everyone has become more efficient since they don’t have to spend time emailing or phoning each other for information that Acumatica now provides.
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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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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.
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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.
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Acumatica’s unlimited pricing structure was a big factor. With NetSuite, we knew we would be dealing with Oracle (NetSuite’s new parent) and felt its pricing would be going up, knowing how large companies operate.
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From Day One we saw how valuable Acumatica was–from tracking expenses to getting invoices approved to running reports that showed where people were working, who was being underutilized, and how we could reallocate people to where they were needed.
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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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