Acumatica Service and Support Automation
How Acumatica Service and Support Automation Can Work for You
Reduce response times, improve customer satisfaction, lower support costs, and accurately bill transactions. Create a case from web forms or manual entry. Set policies to automatically assign and escalate cases. Bill accurately and manage collection through financial module integration.
Key Benefits of Acumatica Service and Support Automation
View Case Activity by Conversations for quick retrieval of all case-related information linked to tasks, events, and activities. Case information is available to all authorized stakeholders. Workflow based on established case severities, escalation paths, and priorities sends reminders to responsible parties.
Link cases to customer contracts and service plans to quickly determine the level of service to provide and ensure that the proper support is provided and properly billed. Set service rates per incident, per hour, or prepaid.
Integrated Document Management
Access all documents and activities sent to customers via the integrated content management system. Grant access to sales contracts, marketing offers, notes, emails, and other communications.
Highlighted Features: Acumatica Service and Support Automation
Track customer contacts through prospecting, closing, and up-selling for a complete history of communications.
Assign cases to a workgroup for support team collaboration. Escalate cases/tickets without having to email documents and case history.
Send standard emails to address common problems using standard templates to ensure current and consistent messaging.
User-based customized views of tasks, appointments, and cases available to service personnel on any browser.
Dashboards and Favorites
Create announcements and default dashboards for each service manager. Dashboards and favorites link to real-time information in tabular or graphical form.
Business Process Monitoring
Send notifications by email when data is updated or whenever a set of pre-defined conditions are met.
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.