Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.
Give customers access to the financial and case information you choose through your Customer Self-service Portal.
Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.
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. 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.
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. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.
Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems. Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.
Track expenses and revenue related to a marketing campaign (requires the Acumatica Project Accounting module).
Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.
Leverage Google and Bing address services to quickly and efficiently look up company and contact addresses.
Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.
Acumatica is an integrated financial and business management solution that helps you run your business more effectively. From accounting to CRM, Acumatica is an Enterprise Resource Management (ERP) solution that provides a full view of your company in real-time.
Best of all, you are charged by the resources your company needs, not by the number of users that access the system (like other ERP vendors do). That means that everyone in your organization can be granted access to the information they need for their role without incurring any additional expense to your business.
Let our experts evaluate your requirements thoroughly and recommend the right modules, processes, and automation, as well as determine if Acumatica fits your needs.