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From Quote to Cash: Create and Process a Lead with Acumatica

From Quote to Cash: Create, Convert, and Process a Lead with Acumatica

In today’s fast-paced business world, companies are always looking for ways to optimize their operations and boost productivity. Efficient cross-module integration of ERP and CRM functions provides a seamless, real-time, and interconnected system that streamlines workflows.

Acumatica’s integrated CRM and ERP system works together to create a lead, convert it to an opportunity, and ultimately process a sales order. This integration can be tailored and customized to fit your specific business needs.

A Powerful Solution

Acumatica's CRM and ERP integration offers a powerful solution to streamline business processes, improve efficiency, and deliver a holistic view of customer data.

By unifying operations under one platform, companies can make more informed decisions, enhance customer relationships, and drive growth in today's competitive market.

Acumatica and its customizable options can be a valuable asset for organizations seeking to thrive in the modern business landscape.

sva-consulting-insights-blog-sreamlined-automation-with-acumatica-intergrationStreamlined Automation with Acumatica Integration

Turning a Lead into an Order

The Acumatica Outlook plugin allows you to easily create a new lead from an email, automatically populating the relevant information and mapping it to a specific customer. You can then add notes, messages, and tasks and convert the now-qualified lead to an opportunity.

To create the sales quote, simply add any additional relevant information, such as the amount of inventory your lead is requesting.

Once an order has been placed, Acumatica makes it easy to select shipping carriers and create shipping labels. It is also easy to prepare an invoice for your customer, which can be emailed or printed.

Acumatica’s seamless integration of CRM and ERP components makes it easy to convert a lead to a customer while providing a holistic view of customer data.

To learn more about how SVA can help your business, contact us today.

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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. As a Principal, Andrea effectively coordinates the activities of diverse groups of people to achieve project outcomes. She is adept at solving business process challenges and mapping to drive process and solution design. Andrea closely monitors project plans to proactively identify and mitigate risk. Andrea is trained as an Alignment Manager and accomplished at diagnosing and optimizing the alignment of stakeholders to achieve common objectives.

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