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.
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?
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.