Acumatica CRM – Integrated Marketing

Integrated Marketing

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.

Key Benefits of Integrated Marketing for your Company:

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Integrated Document Management:

Maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents through the integrated document management solution. Maintain a document history and enforce access permissions for each document.

HubSpot Integration:

Integrate HubSpot, the preferred Marketing Automation system for midmarket companies, to Acumatica CRM. Sync information between systems to automate processes such as nurture marketing.

Lead and List Management:

Aggregate leads from your website, purchased lists, trade shows, and manual entry. Automatically assign and rout according to your pre-set criteria. Find and merge duplicates automatically.

Email Marketing:

Create email templates to ensure that newsletters, email campaigns, and direct communications have consistent branding and messaging. Send monthly newsletters, promotions, and other communication to specific lists.

Important Features of Integrated Marketing:

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Lifecycle Management:

Track clients through prospecting, closing, and up-selling on a single, integrated system. Maintain a complete history of communication and offers to eliminate confusion and improve conversion rates.

Integrated Financial Application:

Integrate marketing activities with billing and financial data to determine campaign response and profitability. Associate various documents — such as sales orders, invoices, bills, and purchase orders —
with campaigns to track Actual Cost and Actual Revenue expenses and revenue for marketing campaigns.

Online Marketing:

Create customized landing pages to capture leads from your website, online advertising, direct mail, or other sources.

Segmentation Tools:

Collect information for different lead types and custom-defined attributes to effectively target market segments. Create and maintain marketing lists by applying specific criteria to existing contact lists or combining groups of lists.

Campaign Management:

Track campaign costs and revenues by selecting specific lists or criteria from your inventory of prospects, leads, contacts, and customers.

Dashboards and Favorites:

Customize announcements and default dashboards for each marketing manager to match their individual needs. Dashboards and favorites link to real-time information delivered in tabular or graphical form.

Partnership Marketing:

Assign leads to a “parent account” within your organization or an external partner. Email leads to a partner or allow partners to view information inside Acumatica.

Opportunity Stages for Each Opportunity:

The system offers a predefined list of opportunity stages which can be applied to every type of opportunity, including Prospect, Nurture, Qualification, Development, Solution, Proof, Negotiation, and Won. Custom stages can also be created and applied.