The Acumatica Customer Management Suite delivers a customer relationship management
(CRM) solution which automates your sales processes so you can respond faster to customers
and partners or allow them to self-serve on-demand. Workflow and security allow you
customize approvals to match your sales process while managing permissions for each screen
object and customer account.
Integrate sales, marketing, and customer service with
your financials to close more sales and improve customer
loyalty, and utilize a self-service Customer Portal to
provides easy access to often-requested information.
Suite includes:
Sales Automation
Sales tools increase sales efficiency and close rates, while reducing sales cycles.
Improved information flow gives sales teams awareness of all activities influencing
their customers.
Lead assignment and workflow help manage and improve the
efficiency of sales processes.
Marketing Automation
Marketing tools manage leads, improve conversions, measure
campaign performance, communicate with contacts, and improve
productivity.
Reports link campaigns to profitability.
Service & Support Automation
Service management tools reduce response times and support costs, improve
customer satisfaction, and accurately bill transactions.
Assign
and escalate support cases according to workflow policies. Bill cases according to
client support contracts.
Analytics & Forecasting
A complete set of reporting tools improve forecasting and information flow, and
reduce deviation from targets.
Customize reports and
dashboards to provide real-time performance indicators.
