Archive for Acumatica

Strategies Group Recognized as 2018 Acumatica Fast Start Partner

Strategies Group Recognized as 2018 Acumatica Fast Start PartnerAcumatica announced at their 2019 annual conference that Strategies Group has been named Acumatica Fast Start Partner of the Year for 2018. This Award recognizes the most deals sold in the first six months by a new Acumatica partner.

In addition to the Acumatica Fast Start Partner of the Year, Strategies Group received two additional awards: 2019 Acumatica President’s Club and 2019 Acumatica MVP.

“In our first year as an Acumatica Partner, we are proud to be recognized by Acumatica with three different awards,” said Randy Collins, President of Strategies Group. “This recognition is a result of listening and developing a detailed understanding of our clients’ current and future needs and keeping their best interest first. Our dedicated team is focused on providing creative solutions to maximize our client’s technology investment.”

Strategies Group is extremely honored to be named into the inaugural class of Acumatica’s President’s Club. This award recognizes the 10 highest performing Gold Certified Partners.

Additionally, Pat Chappell earned the prestigious Acumatica MVP Award. Pat, Regional Manager at Strategies Group, was recognized as a leader in the construction industry. The Acumatica MVP award honors people in the Acumatica community who share their expertise, knowledge and dedication to the platform and product.

Randy Collins accepts the 2018 Acumatica Fast Start Partner of the Year Award

About Strategies Group

Strategies Group is an Acumatica Gold Certified Partner, Viewpoint Business Development Partner and Salesforce Registered Partner. Based in Atlanta, Georgia with offices in Portland, Oregon, Pensacola, Florida and Charleston, South Carolina, Strategies Group has provided clients throughout North America with technology-based management solutions for more than two decades. During this time, The Strategies Group team has implemented and supported over 2,200 clients in the construction, manufacturing and distribution industries.

About Acumatica

Acumatica’s cloud-based business management software provides the best path for transforming your business to thrive in the new digital economy. Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications, such as Financials, Distribution, CRM, Project Accounting, and Construction Edition on a robust and flexible platform. For more information, click here.

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Acumatica R1 2019: Features and Product Roadmap

Acumatica 2019 R1 will release on April 1st and with this release, Acumatica shows no signs of slowing down. The Acumatica platform is years ahead of other mid-market ERP systems and continues to widen the gap with their bi-yearly releases. So, what’s in store with Acumatica R1 2019? Check out the video below, or check the list of our favorite new features included at the bottom of this blog.

The release notes for Acumatica R1 2019 include 150 pages of information about the new features and capabilities. Here is a summary list of features – many of these features are demonstrated in the video above.

Acumatica 2019 R1 Features

Every application module of Acumatica’s cloud ERP solution has been enhanced in some way in Acumatica 2019 R1. Users will experience improvements to Acumatica Construction Edition, financial management, inventory management, project accounting, and field service management software.

Below are some of these specific improvements broken down by module:

Check out the Acumatica R1 2019 Feature Roadmap!


• Project cost forecasting
• Cost budget over-runs
• Compliance automation
• Project management enhancements

** Note: Acumatica Construction Edition currently receives monthly updates


• Engineering change control
• Capable to promise
• Machine capacity and scheduling

Order and Inventory Management

• Warehouse management with mobile scanning
• Improved physical inventory counting
• Automated balance adjustments

Field Services

• Advanced calendars
• Appointment and real-time GPS tracking on maps
• Direct invoicing

Project Accounting

• Multi-currency projects


• Company-specific financial periods
• Compliance: deferred revenue for ASC606 and IFRS 15

Platform Usability

• Multi-factor authentication
• Branch color branding
• GI totals and conditional highlighting
• Generic Inquiry Side Panel
• Pivot table enhancements
• Dashboard migration
• Intelligent Search Navigation

Platform Technology

• Advanced user defined fields
• LINQ extension for BQL
• Business event grouping
• Embed reports in notifications
• GI driven export scenarios

Ready to Learn More about the New Features in Acumatica R1 2019?

Join us on Wednesday, March 13 as the Acumatica team reviews the new features in Acumatica R1 2019.

Acumatica R1 2019 Feature Review

Posted in: Acumatica, ERP

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Acumatica Tip of the Week: Connect Acumatica to Outlook

This Acumatica tip of the week is brought to you as part of our Digital Business Series. Make sure to check our blog every month for more Acumatica tips and tricks. This week, we are focusing on how to connect Acumatica to Outlook.

Want to learn more? Take full advantage of your Acumatica ERP system. Join our Acumatica User Group or fill out the form located at the bottom of this page.

How-To Connect Acumatica to Outlook:

Join the Acumatica User Group:

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The Benefits of CRM: From Intern to CEO

What are the benefits of CRM and more importantly… what the heck is CRM?!? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The benefits of an integrated CRM solution are that your customer data is plugged into your financial data, bringing together data from all sources within an organization to provide a holistic real-time view of each customer or campaign.

This real-time knowledge provides your team with the metrics and data needed to make informed decisions in a quick, yet calculated manner.

Don't miss out on all the benefits of CRM!

You’ve Never Needed a CRM System Before.. Why Care Now?

A CRM system is truly something that each member of your team can benefit from. From marketing, quoting, and sales to delivery and post-sales support, customer information is the key for delivering a superior customer experience.

CRM does not change the way you do business. It just allows you to do the things you already do, better. Examples of the benefits of CRM solution include:

  • Track client contact information | Are you still managing your contacts through a rolodex of business cards or by digging through outlook to find email signatures? a CRM system allows your entire firm to share valuable customer information in one location.
    Monitor marketing campaigns and efforts | What good are your sales and marketing efforts if you cannot track the results? Track the effectiveness of your efforts and campaigns to:

    • Understand what is working for you
    • Refine your messaging / channels
    • Create a historical record to track against on future efforts
  • Access customer (or lead!) information, on the go | Never get left out in the cold again! Gain access to your customer information on the go! Readily available intelligence allows your business development staff to go out and produce, and track, results.

How can your firm tap into the benefits of CRM, and how can you use it to grow stronger? The answer is simple; a CRM solution means that as your business grows, and the associated contacts and connections grow with it, you have the ability to manage a myriad of relationships across your entire firm. Clients are the lifeblood of any organization, and without a proper CRM solution in place, you are essentially ignoring an open wound. So how can your firm use CRM to manage an opportunity from concept to completion? Simple:

  • Pipeline and Cash-flow forecasting | Avoid rough patches and dry spouts by becoming intimately familiar with your pipeline of potential new business, and the value of your current projects.
  • Track progress on current sales opportunities, review historical information on past opportunities | When speaking to a client or prospect, easily log details about the conversation for later follow-up. Tracking detailed information about interactions can allow you to win future work, based on often overlooked past experiences.
  • Create milestones for each step of the project and specify a target completion date | Tasks can be created and associated with each milestone within the project, so you have more granular control of what needs to be done, by whom, when.
  • Comprehensive reporting allows deeper insight | Setup your marketing goals within your CRM and track status and progress quickly and easily.

Tap Into the Full Benefits of CRM

Join us on February 20th and go beyond the basics of entering clients and contacts and unleash the full power of CRM! See how other CRM users are leveraging the power of custom proposals, marketing campaigns, workflows and integrations to gain more visibility and clarity for their business.
Attendees of this webinar will learn how to:

  • Deploy workflows to reduce manual efforts and free up staff to focus on what matters
  • Understand setting goals and Key Performance Indicators to gain critical insights into your sales pipeline
  • Capture a holistic view of your marketing efforts with the use of marketing campaigns
  • Connect your CRM system to an ecosystem of best-in-class solutions

Posted in: Acumatica, CRM, Salesforce

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Join the Virtual Acumatica User Group

Join the virtual Acumatica User Group, get plugged in!Are you interested in getting plugged-in to the Acumatica community? Join our Virtual Acumatica User Group and connect with Acumatica experts – and your peers – and learn more about the latest developments in the Acumatica world, learn helpful everyday ways to get more out of your Acumatica ERP and CRM system, watch product demonstrations, hear customer success stories, and participate in Q&A’s and chats.

The Virtual Acumatica User Group: What to Expect 

These meetings will last approximately one hour, with about 45 minutes of presentation material and 15 minutes for open questions and answers. Our goal is to provide a forum for you to:

  • Make smarter decisions
  • Meet your Acumatica peers
  • Get your questions answered
  • Elicit your feedback on various topics

Twice per quarter, our Acumatica experts lead a fast-paced, informative, and interactive forum broken down into two topics:  ERP and CRM. Interested in getting involved in the Acumatica Virtual User Group? Register for the Acumatica user group by submitting the form below.

Join the Virtual Acumatica User Group Today:

Posted in: Acumatica, CRM, ERP

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