Integrated Marketing Preview
Product

Integrated Marketing

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.

How Integrated Marketing can work for you

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.

Key Benefits of Integrated Marketing for your Company

  • Integrated Document Management

    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.

  • HubSpot Integration

    Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.

  • Lead and List Management

    Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and route leads according to your pre-set criteria. Find and merge duplicates automatically.

  • Email Marketing

    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.

Important Features of Integrated Marketing

Lifecycle Management

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.

Integrated Financial Application

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.

Online Marketing

Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.

Segmentation Tools

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.

Campaign Management

Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.

Approval and Workflows

Establish automated notifications across departments based on business activities.

Dashboards and Favorites

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.

Partnership Marketing

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.

Opportunity Stages

The system offers a predefined list of opportunity stages which 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.

Data Integrity

Configure rules to check for duplicate contacts and leads with warnings prior to creating new records.

See what Acumatica customers are saying

"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."
Steve Cates, Former President
Ray Allen Manufacturing
"Acumatica has been a game changer. It’s made a huge difference in how we do things, how we can access everything we need from anywhere, and allowed our salespeople to work remotely."
Hector Pinto, CEO and co-Founder
Quality Material Handling, Inc.

Ready to put Acumatica to work for you?