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Acumatica CRM Optimization Capabilities

PRESENTED BY
Jon Rosene
Logan Schindhelm

Unlock the full potential of your Acumatica CRM with a deep dive into 2022 R2’s optimization features, including enhanced case management, mass processing, and communication tools.

Key takeaways

  • How to improve customer case management workflows in Acumatica CRM.
  • Uncover best practices for mass processing and communication within CRM.
  • Discover steps to leverage Microsoft Outlook integration with Acumatica CRM.
  • How Microsoft Teams integration enhances team collaboration and tracking.

Ready to transform your business?

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