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Sales Automation

Acumatica sales tools enhance information flow, reduce sales cycles, increase close rates, and improve 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 assignment and workflow help manage sales processes to improve efficiency.

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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

    Convert leads into accounts linked to contacts, activities, tasks, opportunities, cases, and documents. Make your entire sales team instantly aware of all activity in the account.

  • Integrated Document Management

    Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc.

  • Lead Management

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

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In an ideal world, ERP and CRM would play nicely together. ERP systems automate the processes that focus on identification and fulfillment of customer demand. Customer relationship management (CRM) software is a natural complement to ERP systems.

Important Features of Sales Automation

  • 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 wen the deal is closed.

  • Lead Management

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

  • Approvals and Workflow

    Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security.

  • 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.

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