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