Acumatica Customer Management

Gaining and retaining customers is a constant challenge for organizations, and without complete visibility into the customer journey, preferences, needs, and desires, you are falling behind your competitors. Acumatica Customer Management is designed to give you complete visibility and control into your sales and marketing efforts, empower your customers, and track efforts as you grow your business now and in the future.

At Integrated Business Group, we have helped organizations of all sizes and industries to improve their sales and marketing efforts with fully integrated customer management from Acumatica. When you choose Acumatica, you get the following benefits:

  • A Complete View of Your Business: Gain a complete view of your business with integrated financials, marketing, sales and service.
  • Empower Your Customers: Give customers access to the financial and case information you choose through your Customer Self-service Portal.
  • Take a Broader Approach to Sales and Service: With unlimited user pricing, businesses using Acumatica can take a team approach to improving customer relationships.
  • Faster Response Times, Happier Customers: Readily respond to customer requests at any point of the customer lifecycle. Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.
  • Integration: Whether it’s between CRM and Outlook or ERP and CRM, you get one-click access to the information you need, when and where you need it.

 

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Sales Automation in Acumatica

Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.

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Opportunity Management

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Lead Management

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Approvals and Workflow

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Email Templates

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Dashboards and Favorites

Integrated Marketing in Acumatica

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 mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

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Integrated Document Management

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HubSpot Integration

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Lead and List Management

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Email Marketing

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Lifecycle Management

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Integrated Financial Application

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Online Marketing

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Segmentation Tools

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Campaign Management

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Dashboards and Favorites

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Partnership Marketing

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Opportunity Stages for Each Opportunity

Service and Support Automation in Acumatica

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration. Acumatica customer management integrates service and support activities with sales and marketing to deliver a team-oriented approach to customer support and increased sales.

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Case Management

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Contract Management

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Integrated Document Management

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Lifecycle Management

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Team Troubleshooting

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Email Management

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Workstation Flexibility

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Dashboards and Favorites

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Business Process Monitoring

Customer Self-Service Portal in Acumatica

Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.

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Always-On Access

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Document Sharing

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Customer Account Inquiries

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Customer Self-Service Capability

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Self-Update of Customer Information

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Financial Overview

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Case Management

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Online Ordering and Catalogues

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Up-to-Date Pricing and Inventory

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Document Sharing

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Knowledge Base