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Acumatica Customer Relationship Management Features

Acumatica Customer Relationship Management Features

Acumatica Customer Relationship Management Features Give You a 360-Degree View to Empower Your Staff and Customers

The Acumatica Customer Relationship Management features enable you to integrate sales, marketing and customer service with your financials to generate more leads, close more sales and improve customer loyalty. Acumatica ERP delivers a full suite of integrated business management applications helping you to streamline operations. Acumatica Customer Relationship Management features empower you to manage your business more efficiently by:

  • Automating processes
  • Controlling workflows
  • Accessing the system from anywhere on any device – including mobile
  • Promoting collaboration with all-inclusive user licensing

Acumatica Customer Relationship Management Features and Capabilities:

Reporting and Dashboards
Accelerate decision making with reporting tools that deliver customized views of your business overall and focused views of departments and functions.
Sales Automation
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.
Business Intelligence
Deliver a 360-degree view of customer activities and information with full drill-down so everyone in your organization can better serve the customer."
Integrated Marketing
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and increase productivity. Marketing teams can capture leads from web forms, purchased lists, events, and other sources, send branded email offers, and track the best channels for qualified leads.
Service and Support Automation
Reduce response times and support costs, improve customer satisfaction, and increase billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases and escalate according to your set policies. Ensure accurate billing through financial module integration.
Integrated Financials
Link campaign response rates and sales performance to overall profitability. Acumatica Customer Management is integrated with your billing and financial data.
Integrated Document Management
Manage a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents so your entire company can use the same set of current materials.

Your Business Accelerated

Get a single version of the truth! Accelerate your business performance and make smarter decisions with automated processes, real-time data collection, financial analysis, and forecasting. Schedule a demo to learn more!

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Strategies Group

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