The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
#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.
Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.
Give customers access to the financial and case information you choose through your Customer Self-service Portal.
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.
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.
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.
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.
Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).
Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.
Leverage Google and Bing address services to quickly and efficiently look up company and contact addresses.
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.
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.
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.
Our people are more effective and can focus on relevant issues rather than manual work and that’s as good as gold.
I truly believed Acumatica would be good to partner with after seeing the innovative technology Acumatica is bringing to help modernize the industry.
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.
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.
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.
With Sage, our technical support was generally very slow. You would put a ticket in and maybe you’d hear back from them two, three days later. With Acumatica, you get an almost immediate response.
Acumatica’s SaaS solution provided users with access to real-time data across seven companies in three different locations.