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Acumatica CRM Optimization Capabilities | SVA Consulting

Acumatica CRM Optimization Capabilities

In the era of digitization, an optimal Customer Relationship Management (CRM) system is paramount.

Interconnected systems that communicate efficiently are important to make data transfer fast and easy. Acumatica's CRM is designed to offer such a seamless experience to both customers and team members, ensuring no detail is missed in the workflow exchange. Acumatica's CRM aims to enhance user experience, streamline processes, and bolster communication.

Here are just a few of the many features Acumatica provides:

Improved Customer Case Management

Acumatica's CRM is designed with customer centrality in mind. The case management module effortlessly organizes the support queue, enabling users to prioritize, assign, and set resolution times. Linking contacts, business accounts, and related entities provides a holistic view of the customer. This ensures that crucial documents are easily traceable back to specific cases or activities.

Moreover, the module encompasses leads, opportunities, and quotes. A notable feature is the integration with Outlook, which funnels data directly into Acumatica, simplifying case updates.

Mass Communication and Processing Capabilities

Acumatica offers both static and dynamic marketing list functionalities. Users can categorize leads, track the success rate of campaigns, and decide future strategies based on statistics.

The system also integrates assignment maps, guiding the workflow based on certain criteria. Mass updates can be applied to leads and contacts, enhancing efficiency.

Integration with Microsoft Products

Acumatica's seamless integration with Microsoft Outlook and Teams stands out. Directly from Outlook, users can upload data to Acumatica, create contacts, and even log specific activities from an email.

Integration with teams allows users to schedule meetings, make phone calls, and chat directly from within the CRM framework. Activities conducted on Teams can also be tracked in the CRM.

This integration makes it easy to transfer data, no matter where it originated.

sva-consulting-from-quote-to-cash-create-convert-and-process-a-lead-with-acumatica-02-2Insight: From Quote to Cash: Create, Convert, and Process a Lead with Acumatica

Licensing Options

If you are interested in utilizing any of these products, here is information surrounding the licensing options for each.

Sales and Marketing (Productions License)

  • Added separate to annual subscription
  • Feature available to be enabled

Case Management (Production License)

  • Added separate to annual subscription
  • Feature available to be enabled

Microsoft Outlook Add-In (Production License)

  • Added separate to annual subscription
  • Feature available to be enabled

Microsoft Teams Integration (Managed Availability)

  • Managed Availability (select use-case application)
  • Deploy customization packaged (production ready)
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Authored by: Andrea Hayes

Authored by Andrea Hayes

Andrea is a Principal for SVA Consulting, LLC, a member of the SVA family of companies. Andrea has a BA from University of Wisconsin, Madison and more than fifteen years of analyst and consulting experience in the private and public sectors. She has expertise forming vision and strategy to help small to mid-size businesses utilize people, processes and technology to optimize operations and realize their goals. Andrea has a diverse background merging analytics, consulting and strategy. She has played a pivotal role in numerous, large scale, ERP, analytics, and data integration implementations across a variety of industries. Prior to joining SVA Consulting, Andrea worked at an affective neuroscience laboratory, contributing to study design, managing analyzing data, and writing grants. She is also published in Nature Neuroscience Journal. Andrea has experience working in the life sciences industry as a management consultant for clients specializing in medical affairs.

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