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Acumatica CRM

Go from lead to cash with one fully integrated system.

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Acumatica CRM Overview

 
Manage opportunities, contacts, leads and support cases, all in one central location. Acumatica CRM connects with sales orders, AR, AP, and other important modules. So, you spend less time on administrative tasks. Instead, you can focus on closing more sales, and improving customer loyalty.

Acumatica CRM Included Applications

 

  • Business Intelligence – Get a 360° view of each customer’s activities. Drill down for even more detail. Use the information to learn how you can better serve your customer.
  • Customer Self-Service – Offer customers 24/7 access to their important account information. Allow them to create support cases, and see updates on their existing ones.
  • Integrated Marketing – Manage leads and contacts, improve conversions, design, and send email blasts. And, track the effectiveness of all your marketing efforts with integrated marketing campaigns.
  • Reporting and Dashboards – Speed decision-making with reports that designed for your role. Or, get a bird’s eye view of the business, with reports covering whole departments or functions.
  • Sales Automation– Enjoy a complete view of your opportunities and contacts. Keep an eye out for experiences that might influence the sales decision. Improve efficiency with automated workflows.
  • Service and Support Automation – Improve response time and billing accuracy. And at the same time, lower support costs. Assign and escalate cases based on policies you set.

Acumatica CRM Features at a Glance

Reporting and Dashboards

Get role specific data to make well informed decisions.

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Business Intelligence

Get a 360° view of your customers. Use that information to better serve them and improve loyalty.

Email Management

Design and send professional looking emails to your prospects and customers.

Sales Automation

Get a complete view of your opportunities and contacts. Improve your chances of making the sale.

Integrated Marketing

Capture leads from many sources. These include events, purchased lists, and web forms. Send branded emails and track results.

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Service and Support Automation

Create cases manually or from web form entries. Assign cases and escalate them according to policies you design. And, ensure correct billing with tight financials integration.

Document Management

Get a central repository for all your important documents. Store email templates, contract templates, videos, pictures, marketing collateral, etc.

No more searching around for files, and wondering if you are using the most up-to-date version.

Outlook Add In

Use Acumatica CRM without leaving your inbox. It searches all emails for contacts, leads and employees, and gives you one click access to them. You can also create new leads and contacts, cases and opportunities. You can also, log activity and attach emails to CRM records.

Account and Contact Management

View leads and convert them into business accounts. Link them to contact, tasks, activities, cases, opportunities and documents.

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Lead Assignment

Assign leads based on criteria you set.

Integrated Financials

Never wonder how your campaigns affected the bottom line. Link campaign response rates and sales performance to your profitability.

Customer Self-Service Portal

Give customers 24/7 online access to their account information, support cases, etc.

Acumatica CRM Business Intelligence

Key Features

  • User-friendly – Connect to your data and begin your analysis with a few clicks.
  • Up to date – Keep an eye on the health of your business with a real-time dashboard. Set it up to focus only on the elements that are important to you.
  • Streamlined – Collect and store all your information from other systems in one place.
  • Insightful – Create interactive reports using Power BI Desktop from Microsoft. And, enjoy many drag-and-drop display options.
  • Mobile – Access your data from anywhere with Power BI mobile apps.

How Acumatica’s Business Intelligence Application Helps Your Business

  • Use data from many sources – Import from Excel, or your favorite cloud services.  Combine it with Acumatica data for a complete view of your company.
  • Drill down for further analysis – Ask your data questions in plain English. For example, what product has the highest sales in the southeast region? Or, what sales region generated the most revenue?
  • Create insightful visuals – Bring insights buried in the numbers to the surface. Use Microsoft Power BI to create a variety of charts and graphs. The possibilities include pie chart, data table, bar graph, fuel gauge & more.
  • Customer Self-Service – Offer customers 24/7 access to their important account information. Allow them to create support cases, and see updates on their existing ones. Download the data sheet to learn more.

Acumatica CRM Integrated Marketing

Key Features:

  •  Segmentation tools – Collect the information about your leads that is important to you. Use it to effectively target market segments.
  • Lifecycle management – Track prospects through the entire buyer journey. See a complete history of every interaction they’ve had with your company. Use it to improve conversion rates and avoid confusion.
  • Campaign management – Create campaigns based on the criteria of your choosing. Tie campaign performance back to financials. Let the numbers show what’s working and what isn’t.
  • Financial integration – Link marketing activities to financial data and billings. See at a glance how much revenue each of your marketing efforts creates.
  • Landing pages – Make landing pages to capture leads from all your marketing activities. These could include direct mail, online advertising, your website or many other sources.
  • Flexible lead assignment – Choose to give leads to a parent account or an external partner. Allow your partners to view their leads in Acumatica. Or, have the system email them.
  • Customizable dashboards – Tailor dashboards to each marketing staff member’s specific needs. Give them real time information in a variety of charts and graphs.

How Acumatica’s Integrated Marketing Helps Your Business

 

  • Streamline data – Stop searching many systems for the information you need. Instead, store it in one central location. You can add almost any type of document. Marketing collateral, email templates, contract templates, pictures, videos and more. The options are almost endless. Go beyond storing your documents. Take control of them. Acumatica CRM keeps a full version history for each item and lets you set file permissions.
  • HubSpot integration – If you use this popular tool, it is easy to sync it with Acumatica.
  • Email marketing – Create your email templates inside Acumatica. Ensure that each of them has consistent messaging and branding. Send the emails you design out to your Acumatica marketing lists.
  • List management – Manually enter leads or capture them from other sources. These could include your website, trade shows, purchased or rented lists. It doesn’t matter where the leads come from. You can tie them to as many marketing lists you need. Acumatica CRM looks for and merges duplicate records.
  • Reporting and Dashboards – Speed decision-making with reports that designed for your role. Or, get a bird’s eye view of the business, with reports covering whole departments or functions.

Reporting and Dashboards

Key Features:

  • Report designer – Easily create new reports or customize templates. Either way, Acumatica CRM empowers you to create a variety of compelling reports. These include, invoices, check forms, sales reports, and much more.
  • Quick views – Find the information you need fast with simple on-screen queries. No need to create or download a report.
  • Drill down – Go beyond the summary information a report provides. See exactly where each number came from. Trace it back to the original document or entry.
  • Customization – Acumatica dashboards and reports are easy to customize for your unique needs. You don’t need any technical or coding knowledge.
  • Interactive experience – Move beyond static reports to more valuable interactive ones. These reports offer clickable results that are editable to quickly create alternative views.
  • Filters – View only the data you need at this moment. Save very helpful or complex filters for later use.
  • Microsoft Excel integration – Export queries to Excel. These queries are dynamic. So, when you refresh your spreadsheet, you’re looking at the latest data from inside Acumatica.
  • Scheduling – Set reports to run at any frequency you like. Acumatica will even distribute them for you.

How Acumatica’s Reporting and Dashboards Helps Your Business

 

  • Personalization – Create your own dashboard with little or no training. Enjoy a customized view of real-time information. Even put together dashboards for specific functional areas.
  • Interaction – Use dashboards to get quick access to key information from many sources. Format it in the way that makes sense to you (pie charts, tables, and many other options). Dashboard content is never static, always dynamic. That way, you know you’re looking at the most up-to-date information available.
  • Integration – Pull online reports for better, faster decision making. Share these reports in a variety of formats, like word, Excel, PDF, and even HTML. Deliver signed PDF documents via email.

Sales Automation

Key Features:

  • Lead management – Assign leads to internal or external users. If you like, you can give external partners the power to manage their own accounts. Run comprehensive reports that include all your sales channels.
  • Opportunity management – Empower team members to collaborate on tasks, activities and deals. Prevent duplicate data entry by linking items to opportunities. And, make it easy for finance to create invoices once your sales team closes deals.
  • Customizable dashboards – Tailor dashboards to each sales staff member’s specific needs. Give them real time information in a variety of charts and graphs.
  • Workflows and approvals – Manage approvals based on your sales process. Improve information security by restricting rights to accounts, as needed.
  • Email templates – Create templates to ensure that each message meets your branding guidelines. track responses to each email blast.

How Acumatica’s Sales Automation Helps Your Business

  • Contact and account management – Convert leads into accounts. Link them to activities, tasks, contacts, cases, opportunities and documents.
  • Integrated financials—Make sure your entire sales team is always on the same page. Give everyone a single version of the truth. Sales forecasts, collections data, revenue reports, & more tie back to your financials.
  • Document management – Stop searching for documents. Instead, tie copies of contracts, invoices, photos & more to opportunities, leads and accounts.
  • Lead management – Collect leads from many sources. These could include your website, manual entry, events and purchased lists. Choose the criteria you would like to assign leads based upon.

Service and Support Automation

Key Features:

  • Email management – Create and send standardize emails that address your clients’ common problems.
  • Lifecycle management – Track communications with every prospect and client in one location. Use this history to decide when up selling may be helpful.
  • Support team workgroups – Assign cases to a team of support staff. Give them the power to collaborate on more complex issues. Escalate cases without emailing a client’s entire case history.
  • Dashboards and favorites – Create default dashboards and announcements for each service manager. Give them access to tables and charts with real-time information that matters to them.
  • Role tailored – Give service staff custom views of their cases, tasks and appointments. And, make them available on any browser.

How Acumatica’s Service and Support Automation Helps Your Business

 

  • Contract management – Ensure that you always give proper support to clients. Link cases to customer contracts, and service plans. Set service rates per incident, per hour or prepaid.
  • Case management – View case activity by conversation. Quickly retrieve all case information that links back to activities, events or tasks. Keep everyone in the loop. Establish workflows based on case severity or escalation paths of your choosing. Send automatic reminders to the people responsible for handling each case.
  • Document management – Store all documents and activities tied to your customers. Give your sales team access to contracts, notes, marketing offers, emails and more.

Acumatica CRM Helps your Business

  • Improve accuracy – Acumatica ERP and CRM work seamlessly together. That means no more duplicate data entry and the problems that come with it. Instead, work with a single version of the truth. Be sure the information you pull from the system is always up to date.
  • Better manage customer records – Enjoy a one-stop shop for all your customer records. No more searching through several systems to collect quotes, invoices or support cases.
  • Gain visibility – Role specific dashboards and reports deliver up-to-the-minute data. Use them to develop forecasts, quotas and see the results of your campaigns.
  • Increase sales efficiency – Sales automation and workflows streamline the entire sales process. Shorten sales cycles while improving close rates.
  • Be proactive – Service management tools lower response times and improve customer satisfaction. Use them to predict issues, find upsell opportunities, and send followup reminders. reminders for customer and prospect interactions.
  • Track marketing effectiveness – Acumatica CRM system offers a variety of marketing automation tools. They can help you improve conversions, manage leads and measure campaign effectiveness. And, link your campaigns to your business’ bottom line.
  • Improve customer service – Today’s customers want to be able to help themselves. Give them the tools they need to do this with Acumatica’s integrated customer portal. Let customers manage their support cases, track orders, and view payment history.
  • Educate customers – Give customers online 24/7 access to the support content they need. This could include user guides, data sheets, FAQs, and much more.
  • Improve collaboration – Unlike other CRM systems, Acumatica does not charge you per user. Go ahead, give access to all staff and partners. At last, you can develop a truly team approach to customer management.

Click the Goals Beneath Your Role to Learn How Acumatica CRM Helps You Meet Them

Executive/Owner

Goal #1 Staying One Step Ahead of the Competition

How Acumatica CRM can help:

  • Customer portal – Make it easy for customers to communicate with you. And, give them access to the self-service resources they want. These can include things like, invoices, received payments, support tickets and more. Meeting these needs helps increase customer satisfaction and loyalty.
  • Single database for ERP and CRM – Get the voice of the customer information you’ve been dreaming about. Acumatica is an end to end solution. With it, you can track customers throughout their lifecycle and collect insights. Use the information from support tickets to improve customer service and satisfaction.
  • Collaboration tools – Get everyone on the same page. Make it easy for your staff to share information and best practices with one another. Then, you can be confident your customers get the consistent experience you expect.
Goal #2 Increase Revenue and Market Share While Reducing Costs

How Acumatica CRM can help:

 

  • Complete integration – Acumatica’s connects the dots between financials, sales, marketing and service. It gives you the data you need to track costs and revenue for each customer. Use that information to figure out what’s working and where your trouble spots lie.

Sales or Marketing

Goal #1 Improve Customer Service and Loyalty

How Acumatica CRM can help:

  • Customer portal – Today’s customer is busy. And, they want to be able to find answers to their questions fast. Give them access to things like FAQs, data sheets and more via a convenient online portal.
  • Email marketing campaigns – Send targeted, and professional communications to your customers and prospects. Use it to educate them on how to make the most of your products and services.
  • System integration – One person cannot handle customer service on their own. Share the responsibility among several people or departments. Use automated workflows to send tasks to the right person.
  • Automation – Predict customer problems before they happen. Find upsell opportunities. And, give more consistent service with automated reminders for callbacks and follow-ups.
  • Reporting – Learn which of your customers are profitable and which are not. Use that information to figure out what type of campaign you should run next.

 

Goal #2 Create and Manage Effective Campaigns

How Acumatica CRM can help:

  • Reporting –Acumatica is an end to end solution. So, you have a clear picture of how much you spent on each campaign and how much revenue it generated.
  • Lead and contact management – Follow your customers and prospects throughout the buying journey. See their entire communication history with your company. Use that information to decide when you should send them your next great offer.
  • Email communication – Contrary to what some say, email is not dead. It is still a very effective marketing tool. Use Acumatica’s CRM system to easily create campaigns that put your company’s best face forward.

 

Goal #3 Close Deals Fast

How Acumatica CRM can help:

  • Sales automation – Use workflows and sales automation to your advantage. Shorten sales cycles, improve close rates and streamline your sales process.
  • Outlook integration— Create or update leads, contacts, opportunities, and cases. All without leaving your inbox.

Customer Service

Goal #1 Improve Response Time

How Acumatica CRM can help:

  • Automation – Predict customer problems before they happen. Look for upsell opportunities. And, give more consistent service with automated reminders for callbacks and follow-ups.
Goal #2 Empower Customers with Self-Service Tools

How Acumatica CRM can help:

  • Customer portal – Today’s customer is busy. And, they want to be able to find answers to their questions fast. Give them access to resources like FAQs, data sheets and much more, via a convenient online portal.
Goal #3 Improve Customer Satisfaction and Loyalty

How Acumatica CRM can help:

  • Customer portal – Today’s customer is busy. And, they want to be able to find answers to their questions fast. Give them access to resources like FAQs, data sheets and much more, via a convenient online portal.
  • System integration – One person cannot handle customer service on their own. Share the responsibility among several people and departments. Use automated workflow processes to send service requests to the right person.
  • Automation – Predict customer problems before they happen. Find upsell opportunities. And, give more consistent service with automated reminders for callbacks and follow-ups.

Why Choose Acumatica CRM from Intelligent Technologies, Inc?

Experience

We’ve served the technology needs of SMBs for over 25 years. Since the beginning, ERP and CRM systems have been the focus of our business. No matter how complex your needs, chances are we have tackled something like it before. If you need customizations, our expert staff can help with those as well.

The human touch

If you need help with your Acumatica CRM system, our friendly NC based staff will there for you. No more searching for an answer yourself, or wasting time trying to figure out who you should call.

Expertise

Rest assured, we have what it takes to meet your CRM needs now and in the future. To be an Acumatica partner, we met stringent requirements & had rigorous product training.

Resources

Want more information?

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Acumatica CRM Datasheet

A printable overview of Acumatica Customer Management, its features and benefits that you can easily share with your coworkers.

Questions?  Lets talk.

25 years, hundreds of satisfied customers.  Get the tools you need to effectively manage leads, contacts, opportunities and accounts.  Take the first step.  Tell us a little bit about your organization.

Phone: (336)315-3935

Email: afinch@inteltech.com

Address: 12 Oak Branch Drive Suite C, Greensboro, NC 27407

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