Acumatica CRM – Sales Automation

Sales Automation:

Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.

Key Benefits of Sales Automation for your Company:

Integrated financials:

Keep your entire team in sync with sales modules integrated to financials. Be sure your entire organization is using the same single version of the truth – sales forecasts, revenue reports, collections data, commissions and more.

Account and Contact Management:

Convert leads into accounts linked to contacts, activities, tasks, opportunities, cases, and documents. Make your entire sales team instantly aware of all activity in the account.

Integrated Document Management:

Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc. Once files have been attached to one document within the system, the file can simply be linked to additional documents or records without uploading the file again.

Lead Management:

Aggregate leads from the web, purchased lists, trade shows, and manual entry. Automatically assign and rout leads according to pre-set criteria.

Important Features of Sales Automation:

Opportunity Management:

Team members collaborate on deals, task assignments, and activities through Opportunity Management. Linking items to opportunities prevents re-entry and enables finance to quickly generate an invoice wen the deal is closed.

Lead Management:

Assign leads to internal and external users. Empower partners to manage accounts (with access controls) to include all sales channels in consolidated reports.

Approvals and Workflow:

Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security.

Email Templates:

Create templates to ensure that emails are consistent with branding guidelines. Automatically track responses to emails.

Dashboards and Favorites:

Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.