Customer Management

The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.

Why You Should Have Acumatica Customer Management:

#1 ERP and CRM that work together. Customer Management  is built into Acumatica, It is not a loosely integrated module like many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.

#2 Integrated content management. View of all customer records in a single, consolidated database. This access to all written quotes, invoices, and support cases provides to every member of your team a complete picture of all customer activities and records.

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

KEY BENEFITS

360-degree view

Have a complete picture of your business with integrated financials, marketing, sales, and service. Learn which customers are profitable and which are not.

Improve Customer Service

Respond immediately to customers’ requests at any point in the sales cycle – from the first contact, through sales and fulfillment, billing, and after-sale service requests. Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.

Track Campaign Expenses

Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).

Customer Accessible

Customers have access to the financial and case information you choose through your Customer Self-service Portal.

CRM Add-In for Microsoft Outlook

The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.

Team Approach to Sales and Service

Bring a team approach to customer management when you share information. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.

Real-time Synchronization with Salesforce

Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems. Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.

KEY FEATURES