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the benefits of integrated marketing software

Integrated Marketing: Improve Collaboration Between Sales, Marketing, and Support

An integrated marketing solution allows you to seamlessly connect your financials and content management enabling collaboration between your sales, marketing, and support teams. Furthermore, you can easily track ROI on every single cent you spend on your marketing efforts. Here are a few benefits of using a CRM system that integrates with your ERP.

The purpose of an integrated marketing approach is to create a unified and seamless experience for your customers to interact with your business. Treating marketing departments as separate entities limits communication and reduces operational efficiency. An integrated approach to marketing communications ensures that all channels are aligned and following the same strategy, overarching business objectives and company values.

Manage Leads

Capture leads, track their activities and behaviour, qualify them, give them constant attention to make them sales-ready, and then pass them on to the sales team.

Improve Conversions

With access to real-time customer data, you can identify the elements you need to improve in order to boost your conversion rate.

Measure Campaign Performance

Track your ROI and gain control of the cost of winning new business. Measure the cost of acquiring new leads and keep track of incremental sales in order to easily measure you customer’s lifetime value.

Improve communication with your customers as your whole team will be on the same page and enjoy an overall boost in productivity.

With the integrated marketing functionality of Acumatica CRM, you can enjoy benefits such as:

  • Integrated document management. Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution. Maintain a document history and enforce access permissions for each document.
  • Hubspot integration. Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.
acumatica integrated marketing CRM ERP
  • Lead and list management. Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and route according to your pre-set criteria. Find and merge duplicates automatically.
  • Email marketing. Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging. Send monthly newsletters, promotions, and other communication to specific lists.

Key Features of Integrated Marketing

Lifecycle Management

Track clients through prospecting, closing, and up-selling on a single, integrated system. Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.

Integrated Financial Application

Integrate marketing activities with billing and financial data to determine campaign response and profitability. Associate various documents — such as sales orders, invoices, bills, and purchase orders with campaigns to track Actual Cost and Actual Revenue expenses and revenue for marketing campaigns.

Online Marketing

Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.

Segmentation Tools

Collect information for different lead types and custom-defined attributes to effectively target market segments. Create and maintain marketing lists by applying specific criteria to existing contact lists or combining groups of lists.

Campaign Management

Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.

Dashboards and Favourites

Customize announcements and default dashboards for each marketing manager to match their individual needs. Dashboards and favourites link to real-time information delivered in tabular or graphical form.

Partnership Marketing

Assign leads to a “parent account” within your organization or an external partner. Email leads to a partner or allow partners to view information inside Acumatica.

Opportunity Stages for Each Opportunity

The system offers a predefined list of opportunity stages which can be applied to every type of opportunity, including Prospect, Nurture, Qualification, Development, Solution, Proof, Negotiation, and Won. Custom stages can also be created and applied.