Acumatica Cloud ERP - CRM Module Overview

Sales Automation

Acumatica's CRM offers powerful sales automation features that streamline the sales process, reduce manual tasks, and boost efficiency. By integrating CRM with financials and content management, sales teams can close deals faster, improve collaboration, and maintain a 360-degree view of customer interactions. The solution automates lead management, tracks sales activities, and provides instant access to customer data, ensuring that your sales team can focus on what they do best—selling.

Key Features of Sales Automation:

  • Automated Lead Management: Streamline lead capture, assignment, and follow-up with automated workflows and reminders.

  • Integrated Sales and Marketing: Unify sales and marketing efforts with shared data, automated email campaigns, and consistent naming conventions.

  • Real-Time Sales Insights: Gain visibility into sales performance with real-time dashboards and reports that help manage forecasts, quotas, and results.

Integrated Marketing

Acumatica's CRM provides a comprehensive solution for integrated marketing, enabling businesses to seamlessly connect their marketing efforts with sales and financial data. By unifying ERP and CRM processes, Acumatica allows marketing teams to gain valuable insights into customer behavior, optimize campaign performance, and drive more effective lead generation. The platform supports marketing automation, real-time reporting, and streamlined workflows, ensuring that your marketing initiatives are data-driven and impactful.

Key Features of Integrated Marketing :

  • Automated Campaign Management: Create, track, and optimize marketing campaigns with automated workflows and HubSpot integration.

  • Real-Time Marketing Insights: Access up-to-date marketing data through real-time dashboards and reports, helping to manage campaign performance and ROI.

  • Seamless Lead Management: Streamline lead capture and nurturing with integrated tools for managing leads, contacts, and opportunities across your marketing and sales teams.

Service and Support Automation

Acumatica CRM enhances customer service and support by providing a comprehensive solution to manage all aspects of the customer journey. From case management to self-service portals, Acumatica ensures that customer inquiries are handled efficiently, improving satisfaction and reducing response times. With integrated document management and real-time access to customer data, your support teams can deliver superior service while streamlining operations.

Key Features of Service and Support Automation:

  • Self-Service Portal: Empower customers with a portal to find answers, report issues, and track their cases online.

  • Comprehensive Case Management: Efficiently manage customer and employee issues, linking cases to contracts and service plans.

  • Integrated Document Management: Access customer history, including quotes and invoices, to provide informed and personalized support.

Customer Self-Service Portal

Acumatica's Customer Self-Service Portal empowers your customers with 24/7 access to their account information, support cases, and more. By integrating seamlessly with Acumatica CRM and Order Management, the portal enhances communication, reduces support inquiries, and streamlines online ordering and payments. This feature-rich portal provides a secure, user-friendly platform for customers to manage their accounts and access critical information anytime, anywhere.

Key Features of the Customer Self-Service Portal:

  • 24/7 Customer Access: Allow customers to view account details, contracts, and support cases at their convenience.

  • Streamlined Payments: Enable customers to make secure online payments and manage invoices directly through the portal.

  • Document Sharing: Securely share FAQs, educational materials, and marketing documents to reduce support inquiries.

Acumatica for HubSpot Connector

The Acumatica HubSpot Connector streamlines your marketing and sales efforts by integrating Acumatica's unified ERP and CRM with HubSpot, one of the industry's leading marketing automation platforms. This seamless connection allows you to execute, track, and manage end-to-end marketing campaigns with ease. Automatically qualify leads, assign them to the right salespeople, and eliminate the need for manual data entry, all while keeping your teams aligned with real-time data.

Key Features HubSpot Connector:

  • Integrated Campaign Management: Launch, track, and measure marketing campaigns directly from HubSpot, with results synchronized in Acumatica.

  • Automated Lead Qualification: Automatically qualify leads and assign them to the appropriate sales representatives, streamlining the follow-up process.

  • Centralized Data Access: Provide sales and marketing teams with a unified view of all customer and prospect information, eliminating manual data entry and improving efficiency.

Acumatica Microsoft Teams Integration

Acumatica’s native Microsoft Teams integration brings the leading collaboration tool directly into your ERP environment, enhancing productivity and communication. With this integration, users can chat, call, share files, and host meetings without ever leaving Acumatica. Streamline tasks, improve workflows, and keep everyone up-to-date with instant access to critical information and seamless communication across your organization.

Key Features of the Microsoft Teams Integration:

  • Unified Communication: Chat, call, or schedule meetings directly from Acumatica screens, with instant access to real-time contact status.

  • Streamlined Workflows: Share time-sensitive documents and trigger notifications from Acumatica to Teams channels, automating approvals and creating audit trails.

  • Enhanced Collaboration: Connect business events and records to Teams chats and channels, allowing easy access to important files and updates for both internal and external contacts.