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Inside Acumatica’s CRM: A Thrilling Expedition into Sales, Marketing, and Customer Support

Presented by:

Jon Rosene

Practice Manager, Business Applications

SVA Consulting


Logan Schindhelm

Business Solutions Consultant

SVA Consulting


Cailee Hanson

Business Solutions & Pre-Sales Consultant

SVA Consulting

Webinar details:

Marketing, sales, and customer support teams demand optimized customer data, automated processes, and robust analytics to better understand the needs and preferences of both prospective and current clients. Acumatica's CRM software is tailor-made to fulfill these demands and transform them into reality.

Watch as SVA Consulting's experts discussed Acumatica’s native CRM. Tune in for an exploration of the core components of Acumatica CRM including contact management, pipeline management, estimating, activity tracking, marketing automation, and case management.

We discussed:

  • Lead Management: Generate and qualify leads within Acumatica with easy conversion into customers. Track activities on records directly through the interface or the native Outlook Plugin.
  • Quote to Cash Process: Seamlessly manage opportunities, create quotes, process sales orders, and invoice customers.
  • Marketing Automation: Develop dynamic or static marketing lists and campaigns tailored to leads, business accounts, and customers.
  • Customer Support: Effectively track and manage support cases, link to Acumatica entities, and provide timely updates and resolution.

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