Sales Automation

Acumatica sales automation enhances information flow, reduces sales cycles, increases close rates, and improves sales efficiency.

How Sales Automation can work for you

Provide your sales teams with a complete view of opportunities, contacts, and all activities that influence the sales decision. Lead assignments and workflows help manage sales processes to improve efficiency.

Key Benefits of Sales Automation for your Company

  • Integrated Financials

    Keep your entire team in sync with sales modules integrated to financials. Be sure your entire organization is using the same single version of the truth – sales forecasts, revenue reports, collections data, commissions and more.

  • Account and Contact Management

    Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.

  • Integrated Document Management

    Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc. Once files have been attached to one document within the system, the file can simply be linked to additional documents or records without uploading the file again.

  • Lead Management

    Aggregate leads from the web, purchased lists, trade shows, and manual entry. Automatically assign and route leads according to pre-set criteria.

Important Features of Sales Automation

  • Opportunity Management
  • Lead Management
  • Approval and Workflows
  • Email Templates
  • Dashboards and Favorites
  • Data Integrity
  • Panel Access
  • Accounts and Contacts

Opportunity Management

Team members collaborate on deals, task assignments, and activities through Opportunity Management. Linking items to opportunities prevents re-entry and enables finance to quickly generate an invoice when the deal is closed.

Lead Management

Assign leads to internal and external users. Empower partners to manage accounts (with access controls) and include all sales channels in consolidated reports.

Approval and Workflows

Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security. Establish automated notifications across departments based on business activities.

Email Templates

Create templates to ensure that emails are consistent with branding guidelines. Automatically track responses to emails.

Dashboards and Favorites

Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.

Data Integrity

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

Panel Access

Use configurable side panels to quickly access related record information for business accounts, contacts, opportunities, sales orders, or support cases without navigating away from the screen.

Accounts and Contacts

Create and manage customer and prospect accounts and contacts. Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.

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