Acumatica Cloud ERP Customer Management Suite (CRM)

Acumatica Cloud ERP Sales Manager Dashboard

Acumatica Customer Management SuiteCustomer Management Suite

The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing leads, contacts, opportunities, and business accounts.

Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.

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Acumatica Cloud ERP Customer Management Suite Modules

Sales Automation
Acumatica provides sales automation tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency. Sales teams are provided with a complete view of opportunities, and contacts so they are aware of all activities which influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Integrated Marketing
Acumatica provides integrated marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mai, events, and other sources. Captured leads can receive branded email offers. Lead reports help you track the best channels for obtaining qualified leads.

Lead inquiry with address detail information let users find data more quickly and export the information more easily without extra work in Excel or other external applications. Capture City/State/Country/Zip to facilitate geographic analysis.

Service and Support Automation
Acumatica provides service management tools to reduce response times, improve customer satisfaction, reduce support costs, and accurately bill transactions. Support personnel can capture inquiries from web forms or enter them manually to create a case. Once created, cases are assigned and escalated according to policies that you set. Integration with financial modules ensures that cases are billed according to client support contracts.

View Case Activity by Conversations lets users quickly refer to and answer any activity related to each case. Save time when reviewing notes for a particular thread. Save threads for all conversations.

“Take Case Shortcut” keeps customers happy by helping close more cases in a single day. A support person can now self-assign a case instantaneously with a single button, speeding up time to resolve issues and answer questions.