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Distribution Sales User - Palladium Business Solutions | Acumatica
Acumatica Cloud ERP Award-Winning African distributor
ERP, Accounting Software, Business software, software distributor, CRM, distribution, manufacturing
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Your experience as the Sales and Marketing Manager

You are the Sales, Marketing Director, or Sales and Marketing Manager, and you are in charge of the company’s sales and marketing functions. Your efforts drive company revenue, so it’s important that you make the most of the time and talent you have available. You need to see how well you and your team are performing across your entire product line.

This makes CRM selection easier

With this report from Nucleus Research, you’ll separate the most usable and feature-rich platforms from the rest of the crowd.

How Sales Automation can work for you in your distribution business

Provide your sales teams with a complete view of opportunities, contacts and all activities that influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.

Want a complete, real-time view of each customer? This is what every CRM vendor is trying to provide—but they’re using different types of CRM technology to get there. Which type is right for you?

Find out in a new report from Nucleus Research. You’ll discover how the leading CRM vendors stack up in terms of usability and functionality. Download it now.

Why SMBs should integrate CRM and ERP?

Effectively managing leads, contacts, opportunities, and customer accounts is imperative if you plan on having a successful, thriving business. Knowing what’s happening during each step of the sales cycle (marketing, quoting, sales, delivery and post-sales support) requires a standardized customer management system that the entire organization can use.

A CRM system will track the customer journey, from lead to deal. But it also needs to seamlessly connect with your cloud ERP solution. Why?

Know your customers and their important information
  • Use Acumatica’s CRM to track customer histories from first contact to final delivery and more, including quotes, sales history, problem issues, delivery, and service.
  • Calculate the cost of customer interactions through Acumatica’s ERP functions.
  • Identify problem areas in the sales cycles where prospects abandon the sale.
Provide accurate price quotes and deliver dates for product or services
  • Leverage Acumatica’s integrated ERP and CRM functions to provide flexible pricing, contact management, real-time availability of product inventory, and credit checks at order time.
Determine the effectiveness of marketing activities, including advertising, promotions, social media, and public relations activities.
  • Use Acumatica’s integrated CRM and ERP to track all marketing activities and costs.
  • Link qualified leads to sales and determine the true cost per lead.
  • Leverage business intelligence to determine optimal marketing campaigns, high-value prospects, and fast-moving items.
Create templates for sales orders, quotes, and proposals for access by your sales staff
  • Leverage Acumatica’s collaboration tools to record templates that sales staff can easily access and modify – even remotely.
  • Integrate costs associated with deliverables automatically, including margins, commissions, and discounts.
Support a mobile workforce
  • Keep productivity high by offering staff online access to up-to-date information from anywhere using any device at any time. All screens display the same content and automatically resize to fit any device.
  • Build your own custom mobile apps to extend Acumatica’s functionality.
Consolidated West Distributing
Success story of Acumatica Cloud ERP Implementation
ProPharma Distribution
Success story of Acumatica Cloud ERP Implementation

Why you should choose Acumatica.

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.

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