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.
Integrated Marketing
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
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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.
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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.
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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.
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Email Marketing
Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging. Send monthly newsletters, promotions, and other communication to specific lists. Track and measure e-mail 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.
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 for Each Opportunity
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.