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Acumatica Case Studies and existing customer success stories

Acumatica Customer Relationship Management Suite – CRM Software

What makes the Acumatica CRM suite unique?

The Acumatica Customer Relationship Management suite (also known as Customer Management) is fully integrated and offers superior and accurate customer information. From marketing, leads and opportunities, quoting, sales, post-sales, and delivery, you are assured to have a seamless solution that gets the job done in a user-friendly manner.

The ability to access all customer information from a single database, will allow your team to have a 360 degree view of all customer activities. Get a seamless flow of information between your business accounts and contact forms, including different address information for your contacts.

With real-time sales data that is easily accessible from the Acumatica CRM suite reports and intuitive dashboards,  you gain full visibility. The Acumatica Customer portal allows you to collaborate and communicate efficiently with your customers by allowing them their own access to create sales orders, request support, or view statements. This solution integrates with popular email marketing platforms such as Hubspot crm and popular sales tools such as Salesforce in order to simplify the process of filling up your sales pipeline. Acumatica also offers a native mobile app that gives you the flexibility of access to sales,  marketing, and customer information from anywhere, at any time.

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The Benefits of using the Acumatica Customer Relationship Management Suite

360-degree view

Know which customers are profitable or not with a full view of your business with integrated financials, marketing, sales and service.

Enhance your customer experience

The Acumatica Customer Portal gives customers access to financial and case information of your choice.

Collaborative Sales and Service

Enhance your team's efficacy through shared information. Without any limitations on the number of users, you can enjoy full participation in automated workflows that promote collaboration.

Industry-leading Customer Service

With Acumatica's best-in-class workflows, you can send responses to customer queries rapidly at any point in the sales cycle. Once a customer accepts an offer, a sales order and invoice can be created based on the quote

Customer Relationship Management add-in for Microsoft Outlook

This add-in is compatible with incoming and outgoing emails. Search for existing leads, contacts and employees on the Customer Relationship Management Suite and enjoy one-click access to any existing contacts.

Customer Relationship Management Suites syncs with Salesforce in Realtime

Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.

Lead Metrics

Give your marketing team the upper hand with visual and real-time lead analysis and lead response time metrics

Address Enrichment via Google and Bing

Leverage Google and Bing address services to quickly and efficiently look up company and contact addresses.

Give your sales reps and marketing team an added competitive advantage with best-in-class CRM technologies. This CRM system enables you to offer your customer base speedy customer support through that customer portal while further increasing your overall customer retention.

Use the knowledge base to offer your customers quick answers to FAQ and other information you wish to supply about your products and services. A solution that is integrated with the rest of your business processes is ideal for streamlining your organization’s business management.

Acumatica CRM suite 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 a workflow-assisted lead assignment and sales process management.
  • 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.
  • 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
  • Customer Self-Service Portal. Furnish 24/7 customer access to account information, support cases, and latest updates through the online self-service portal.
  • Integrated Financials. Link campaign response rates and sales performance to overall profitability. Acumatica Customer Management is integrated with your billing and financial data.
  • Lead and List Management. Assign leads to sales or partners according to customized criteria and data.
  • Account and Contact Management. View leads that can be converted into business accounts and linked to contacts, activities, tasks, opportunities, cases, and documents.
  • Email Management. Use email templates to send professional-looking emails to prospects and customers that are consistent with brand guidelines. Automatically attach incoming and outgoing emails to various CRM features.

Manage leads, contacts, opportunities, and customer accounts with the Acumatica Customer Relationship Management Suite

Acumatica Customer Relationship Management Suite

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