Acumatica CRM – Support Cases

Service and Support Automation:

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.


Key Benefits of Service and Support Automation for your Company:


Case Management:

View Case Activity by Conversations for quick retrieval of all case-related information linked to tasks, events, and activities. Case information is available to all authorized stakeholders. Workflow based on established case severities, escalation paths, and priorities sends reminders to responsible parties.

Contract Management:

Link cases to customer contracts and service plans to quickly determine the level of service to provide and ensure that the proper support is provided and properly billed. Set service rates per incident, per hour, or prepaid.

Integrated Document Management:

Access all documents and activities sent to customers via the integrated content management system. Grant access to sales contracts, marketing offers, notes, emails, and other communications.

Important Features of Service and Support Automation:

Lifecycle Management:

Track customer contacts through prospecting, closing, and up-selling for a complete history of communications.

Team Troubleshooting:

Assign cases to a workgroup for support team collaboration. Escalate cases/tickets without having to email documents and case history.

Email Management:

Send standard emails to address common problems using standard templates to ensure current and consistent messaging.

Workstation Flexibility:

User-based customized views of tasks, appointments, and cases available to service personnel on any browser.

Dashboards and Favorites:

Create announcements and default dashboards for each service manager. Dashboards and favorites link to real-time information in tabular or graphical form.

Business Process Monitoring:

Send notifications by email when data is updated or whenever a set of pre-defined conditions are met.