Inside Acumatica’s CRM: A Thrilling Expedition into Sales, Marketing, and Customer Support
PRESENTED BY
Jon Rosene
Logan Schindhelm
Cailee Hanson
Explore how Acumatica’s native CRM unifies sales, marketing, and customer support with powerful tools for lead management, pipeline tracking, marketing automation, and support case resolution — all within a single, integrated platform.
Key takeaways
How to generate, qualify, and convert leads seamlessly within the CRM.
How to optimize the quote-to-cash process from opportunity to order to invoice.
How to build and manage dynamic marketing lists and campaigns.
How to track, link, and resolve customer support cases effectively.
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