Integrated Marketing

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.

Manage leads, improve conversions, measure campaigns, communicate with contacts, and more. Capture leads from web forms, lists, and events. Send branded emails. Track the best channels for qualified leads. Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.

Create campaign target lists by manually adding contacts or leads to lists or uploading records from files. Dynamic lists can be automated by defining criteria such as geography or product interest for automated inclusion of records in marketing lists.

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

Attach any digital document to leads, opportunities, and accounts. Once files have been attached to one document, the file can be linked to additional documents without uploading it again. Manage a central repository of collateral, email templates, price lists, contract templates, pictures, videos, and documents.

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.

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.

Ensure consistency with branding guidelines. Create emails for contacts, employees, and leads with predefined, brand-consistent templates and send features for automatic distribution. Automatically track email responses.

Customize announcements and default dashboards for salespersons and sales managers to match their individual needs. Dashboards and favorites link salespeople to real-time information delivered in tabular or graphical form. Get robust out-of-the-box summary reports on the full opportunity pipeline that report on multiple criteria, such as stage, estimated close, salesperson, and ID.

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.

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.

Simplify the administration of Microsoft Outlook or Gmail email accounts and enhance security by managing personal email accounts in Acumatica.