CRM and Case Management
The Customer Relationship Management (CRM) Suite provides efficient and effective interaction throughout the life cycle of customer engagement. This lifecycle includes: Marketing Automation (Find potential customers); Sales Automation (Customer acquisition); and Customer Service Automation (Maintain and service customer ongoing needs). This Cloud ERP Software is web-based and supports an organization by improving Sales ROI, Mobile & Productive, boosing Sales Productivity, Insight Driven, Fast & Easy Services: cloud applications, platform services, engineered systems.
Benefits of Acumatica for Customer Management
360-degree view
Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.
Empower your customers
Give customers access to the financial and case information you choose through your Customer Self-service Portal.
Team approach to sales and service
Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation.
Improve Customer Service
Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.
CRM Add-In for Microsoft Outlook
The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact.
Real-time Synchronization with Salesforce
Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM.
Track Campaign Expenses
Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).
Important Lead Metrics and Analysis
Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.
– Elizabeth Barratt, Manager, Ask Afrika
The ASC + Acumatica Difference
Advanced Solutions is an Acumatica MVP VAR because we deliver. Our team is both expert in applying optimized business processes to ERP and modern technologies – before, during, and after implementation. Learn more
Customer Management Applications
Sales Automation
Integrated Marketing
Service and Support Automation
Customer Self-Service Portal
Get Started With Acumatica CRM
Don’t wait any longer. Visit the links below to learn more about how Acumatica can help your business, schedule a free consultation, or give us a call at (858) 755-9200.
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Case Studies & Testimonials
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