Acumatica delivers an integrated marketing solution, tightly connected with financials and content management, to improve collaboration between sales, marketing, and support, while ensuring maximum ROI for each marketing dollar spent.
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.
Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution. Maintain a document history and enforce access permissions for each document.
Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.
Assign leads to sales or partners according to customized criteria and data. Automatically generate lists based on user-defined criteria, like purchase history, to support custom campaigns. Import and classify leads from Excel spreadsheets.
Use pre-defined brand consistent templates to ensure consistent branding and messaging in newsletters, email campaigns, and direct communications. Create emails for contacts, employees, and leads with predefined templates and send features for automatic distribution. Send newsletters, promotions, and other communication to specific lists. Track and measure email marketing effectiveness with native SendGrid integration.
Track clients through prospecting, closing, and up-selling on a single, integrated system. Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.
Integrate marketing activities with billing and financial data to determine campaign response and profitability. Associate various documents — such as sales orders, invoices, bills, and purchase orders — with campaigns to track actual costs and actual revenue. Support multiple base currencies in one tenant.
Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.
Collect information for different lead types and custom-defined attributes to effectively target market segments. Create and maintain marketing lists by applying specific criteria to existing contact lists or combining groups of lists.
Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.
Establish automated notifications across departments based on business activities Prevent delays by tracking activities, delegating, and reassigning tasks and sending automated alerts. Streamline approvals by automatically rerouting unanswered approval requests to a different approver.
Customize announcements and default dashboards for each marketing manager to match their individual needs. Dashboards and favorites link to real-time information delivered in tabular or graphical form. Get robust out-of-the-box summary reports on opportunities that report on multiple criteria, such as opportunity stages.
Assign leads to a “parent account” within your organization or to an external partner. Email leads to a partner or allow partners to view information inside Acumatica.
The system offers a predefined list of opportunity stages that can be applied to every type of opportunity, including Prospect, Nurture, Qualification, Development, Solution, Proof, Negotiation, and Won. Custom stages can also be created and applied.
Configure rules to check for duplicate contacts and leads with warnings prior to creating new records.