Know your customers and their essential 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
- 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.
See what’s working and why
- Determine the effectiveness of marketing activities, including advertising, promotions, social media, and public relations.
- Use Acumatica’s integrated CRM and ERP to track all marketing activities and costs.
- Link qualified leads to sales and determine the actual cost per lead.
- Leverage business intelligence to determine optimal marketing campaigns, high-value prospects, and fast-moving items.
Create templates to drive team efficiency
- Leverage Acumatica’s collaboration tools to develop templates for sales orders, quotes, proposals, and other records that sales staff can access and modify quickly from the office or their mobile device.
- 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, on any device. All screens display the same content and automatically resize to fit any device.
- Build custom mobile apps to extend Acumatica’s functionality.