Acumatica Customer Management (CRM)
Acumatica's Customer Management is a cloud customer relationship management (CRM) solution that empowers your marketing, sales and support team with an efficient way to manage every interaction with leads, prospects, and customers. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online. The Customer Self-Service Portal helps reduce calls with questions to answers that can anytime through the self-service portal. Customers can log in and get account information, new support cases, and get a status on existing cases.
Integrated Sales Customer Management helps you respond rapidly to customers’ requests at any point in the sales cycle – from the first contact, through sales and fulfillment, billing, and after-sale service requests. You can 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. Your entire operations are connected to the right customer information at the right time, you avoid duplicate entry with access to all written quotes, invoices, and support cases. Our Gold Certified Acumatica consultants will help you get set up and trained on Acumatica's Customer Management to ensure your teams embrace this tool and take advantage of the functionality to improve their productivity. Contact us and hear what some Acumatica customers have to say.
Applications:
- Sales Automation
- Integrated Marketing
- Service and Support Automation
- Customer Self-Service Portal
Customer Management Benefits :
- Improve Customer Satisfaction and Service
- Single View of All Customer Interactions
- Dashboards and Reports with Real-Time Data
CRM
- Be Proactive with Automated Follow-up Alerts
- Increase Sales Efficiency with Workflows for Leads
- Track Marketing Progress and Improve Conversions
CRM
- Collaborate with Teams
- Add Unlimited Users
- On-line Customer Sef-Service 24/7
Watch this Acumatica Customer Management 4 minute demo: