Acumatica Sales Automation
How Acumatica Sales Automation Can Work for You
Provide your sales teams with a complete view of opportunities, contacts and all activities that influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.
Key Benefits of Acumatica Sales Automation
Keep your entire team in sync with sales modules integrated to financials. Be sure your entire organization is using the same single version of the truth – sales forecasts, revenue reports, collections data, commissions and more.
Account and Contact Management
Convert leads into accounts linked to contacts, activities, tasks, opportunities, cases, and documents. Make your entire sales team instantly aware of all activity in the account.
Integrated Document Management
Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc. Once files have been attached to one document within the system, the file can simply be linked to additional documents or records without uploading the file again.
Aggregate leads from the web, purchased lists, trade shows, and manual entry. Automatically assign and rout leads according to pre-set criteria.
Highlighted Features: Acumatica Sales Automation
Team members collaborate on deals, task assignments, and activities through Opportunity Management. Linking items to opportunities prevents re-entry and enables finance to quickly generate an invoice wen the deal is closed.
Assign leads to internal and external users. Empower partners to manage accounts (with access controls) to include all sales channels in consolidated reports.
Approvals and Workflow
Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security.
Create templates to ensure that emails are consistent with branding guidelines. Automatically track responses to emails.
Dashboards and Favorites
Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.
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.