Strategies Group

Acumatica Customer Relationship Management

Why Choose Acumatica Customer Relationship Management?

#1 Connected ERP and CRM. Customer Relationship Management (CRM) was built into Acumatica from the ground up. CRM is not a loosely integrated module like most midmarket ERP solutions. From marketing, quoting, and sales to delivery and support, customer information is easily kept up to date with the push of a button.

#2 Integrated Content Management. Acumatica provides a centralized view of all customer records in a singular database. Access to all written quotes, invoices, and support cases provides your entire team with a complete view of all customer activities and records.

# 3 Visibility. Dashboards and reports provide real-time sales data to assist your team with managing forecasts, quotas and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Convenient tools give customers access to information about their interaction with your company and promote activities online.

Business Benefits of Acumatica Customer Relationship Management

Complete Perspective

Gain a 360-degree view of your business with unified financials, marketing, sales and service. Understand which customers are profitable and which customers need further nurturing.

Enhance Customer Service

Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.

Enable Your Customers

Grant customers access to the pertinent financial & case information you designate through the Customer Self-service Portal.



Microsoft Outlook CRM Add-On

The Acumatica add-in works with inbound and outbound email in Outlook. Search for existing leads, contacts, and employees in CRM utilizing 1-click access to an existing contact. Create new leads and contacts right from your Inbox generate opportunities and cases associated with existing contacts and quickly log activities and attach e-mail contents to CRM.

Group Approach to Sales & Service

Cultivate an effective team approach to customer management through information sharing. Unlimited user pricing removes bottlenecks to full participation in automated workflow processes that promote collaboration.

 

Acumatica Customer Relationship Management Applications

Reporting & Dashboards

Bolster decision making with reporting tools that deliver customized views of your overall business and drilled-down views of departments and functions.

Business Intelligence

Provide a holistic view of customer activities and intelligence with full drill-down capabilities available to everyone in your organization in order to better serve the customer.

Support & Service Automation

Shorten response times, improve customer satisfaction, lower support costs and increase billing accuracy. Create support tickets from web form submissions or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.

Sales Automation

Make your team aware of all experiences that may influence the buying cycle with a complete view of opportunities and contacts. Reduce manual processes and improve productivity with workflow-assisted lead assignment and sales process management.

Synchronized Marketing

 Manage your entire marketing efforts through leads, conversions, campaign performance, communications and productivity. Marketing teams gain the ability to capture leads from web forms, lists, advertisements, direct mailings, events and other sources. Start tracking your most effective channels for generating qualified leads. 

Customer Self-Service Portal

 Provide 24/7 customer access to account information, creation of new support tickets and the latest case updates through the on-line self-service portal. 

Acumatica Customer Relationship Management allows you to drive business through customer engagement. Learn more about the power of a complete, web-based, Customer Relationship Management solution!

 

See What Customers are Saying about Acumatica's Customer Relationship Management

To know that we have our CRM integrated with our Accounting, integrated with our Project Accounting, is excellent. The increased productivity when we're not doing duplicate data entry is a big deal.

Mary Abdian, President, Macabe Associates
(Acumatica) has given us better contact with our customers, because we’ve got it set up so that everything is being sent electronically out of the system… it’s made the business process more fluid.

Jennifer Moore, Vice President of Finance, Sciessent
With Acumatica, every employee can get access to ERP data, from wherever they are when they're traveling. Our customers can get access to ERP data. We've never had the capability to offer this before we had Acumatica. That is definitely a big plus for us.

Darren Wilson, Senior Project Manager, PracticeMax
Acumatica gives us the ability to customize features to best meet our needs. We have a very unique business, so there isn't anything out of the box that would work for us.

Joy Gendusa, CEO, PostcardMania