Acumatica Integrated Marketing
How Acumatica Integrated Marketing Can Work for You
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.
Key Benefits of Acumatica Integrated Marketing
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.
Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.
Lead and List Management
Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and rout according to your pre-set criteria. Find and merge duplicates automatically.
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.
Highlighted Features: Acumatica Integrated Marketing
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.
Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.
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.
Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.
Dashboards and Favorites
Customize announcements and default dashboards for each marketing manager to match their individual needs. Dashboards and favorites link to real-time information delivered in tabular or graphical form.
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.
Acumatica Cloud ERP Suites
Financial Management Suite
A powerful set of financial applications used by almost every organization, no matter how complex or simple requirements are. Bring rigor to business processes in a user-friendly way.
Distribution Management Suite
Works together with the Financial Management Suite as a full distribution solution. Starting from the requisition process to purchasing, order management, inventory tracking, automated inventory replenishment suggestions, and more.
Customer Management Suite
Fully integrated with the Financial Management and Distribution Management Suites, the Customer Management Suite fosters a team approach. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
Project Accounting Suite
With the Project Accounting Suite, deliver on project objectives on time and on budget. Manage complex reporting requirements. Include projects in company-wide financial reports.