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.
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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).
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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 provided us with a web-based solution that we could install on-premise. This provided on-the-go access to data without locking us into a SaaS provider.
Jay Cheng
CFO, J. Goodin -
When we saw Acumatica, we totally switched gears. We selected Acumatica due to the ease of use. Cost was another factor. Licensing with Acumatica is all about the resources and usage rather than how many users you have. Acumatica made a lot more sense for our business model because a lot of our users are in support roles, and not in the software regularly, so paying (a full seat license) to access a system once or twice a month didn’t work for us.
Shivani Raval
Director of Operations, Fidelux -
In 60 days, we went from nothing in Acumatica to launching a $24 million company with 20,000 parts, 5,000 customers and having sales orders, projects, inventory, payables, and receivables live. It’s astronomical when you look at what we did and how Acumatica’s Cloud ERP system supports us.
Derrick Elledge
VP of Operations, Power Storage Solutions -
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.
Kevin
Chief Business Development Officer , Superprem Industries -
Acumatica’s SaaS solution provided users with access to real-time data across seven companies in three different locations.
Barbara Page
Controller, Quantum Group -
The key thing for us with Acumatica is that not only was it web-based, but it wasn't purely cloud. We liked that we could control it ourselves, so we bought the on-premises model. Acumatica also makes it very easy to integrate with other software and has many more features.
Ryan Brown
CEO, xByte Technologies -
Acumatica provided an accounting solution that allowed us to streamline operations, eliminate accounting costs, and process orders faster.
DDB Unlimited Employee
DDB Unlimited -
I’ve always wanted to move the company to a web-based application, so I kept looking for alternatives until I found Acumatica. There was local support and that was a big part of our decision to evaluate the product.
J.N. Tan
Senior Manager, Finance and IT, KFC Singapore -
We searched for a provider that was built for the cloud and selected Acumatica TRUE Cloud ERP. Now we can be seamless by using CRM and the Mobile App, all departments in Security Solutions — locksmith, retail, service, sales, inspections, testing — have instant access to information, helping to speed business and lets us focus on what we do best, which is to design, implement, execute security solutions that provide peace of mind.
Jamie Vos
Owner, Security Solutions