You oversee the company’s information technology and are responsible for:
- Maintaining a database of contacts and tracking all sales activities.
- Marketing to prospects and producing Marketing Qualified Leads (MQLs).
- Marketing leads over to sale representatives once leads are qualified.
- Completing sales qualification and converting MQLs to SQLs.
- Taking and writing contracts and ensuring final delivery.
- Tracking marketing campaign costs.
- Integrating leads with a marketing automation system for email marketing.
- Creating quotes, proposals, and orders easily—even remotely.
- Seeing all customer history, including current/prior quotes, service issues, and sales history in real-time.
That is why a combined ERP and CRM system is important – whether you are in sales, marketing, sales support, or finance. You need real-time access to information about your staff and your customers at all times.
Here is how Acumatica can assist you and your staff:
||How Acumatica Can Help
|Know your customers and their important information
- Use Acumatica’s CRM to track customer histories from first contact to final delivery and more, including quotes, sales history, problem issues, delivery, and service.
- Calculate the cost of customer interactions through Acumatica’s ERP functions.
- Identify problem areas in the sales cycles where prospects abandon the sale.
|Provide accurate price quotes and deliver dates for product or services
- Leverage Acumatica’s integrated ERP and CRM functions to provide flexible pricing, contact management, real-time availability of product inventory, and credit checks at order time.
|Determine the effectiveness of marketing activities, including advertising, promotions, social media, and public relations activities.
- Use Acumatica’s integrated CRM and ERP to track all marketing activities and costs.
- Link qualified leads to sales and determine the true cost per lead.
- Leverage business intelligence to determine optimal marketing campaigns, high value prospects, and fast moving items.
|Create templates for sales orders, quotes, and proposals for access by your sales staff
- Leverage Acumatica’s collaboration tools to record templates that sales staff can easily access and modify – even remotely.
- Integrate costs associated with deliverables automatically, including margins, commissions, and discounts.
|Support a mobile workforce
- Keep productivity high by offering staff online access to up-to-date information from anywhere using any device at any time. All screens display the same content and automatically resize to fit any device.
- Build your own custom mobile apps to extend Acumatica’s functionality.