Market and Sell Like a Pro with Acumatica’s Built-In CRM

In today’s business environment, sales and marketing teams need powerful tools to stay ahead. A Customer Relationship Management (CRM) solution is essential for managing customer interactions, tracking sales, and organizing marketing efforts. However, many companies purchase CRM systems separately from their core software, which can lead to additional costs and integration challenges.

Acumatica provides a complete CRM module within its cloud ERP system. By eliminating the need for third-party CRM software, Acumatica helps businesses streamline processes, save money, and eliminate integration headaches. Teams can access everything they need from one platform, making collaboration easier and helping them focus on building relationships and driving sales.

Let’s learn more about the tools you already own when you build your business on Acumatica!

 

6 Powerful Features in Acumatica CRM to Help You Sell More

With Acumatica’s built-in CRM, sales and marketing teams benefit from tools designed to increase productivity and improve visibility. Whether it’s capturing leads, tracking opportunities, or creating sales orders, Acumatica makes it all possible without leaving the platform. Let’s explore six powerful features that can help you sell more effectively.

1. Adding Leads Manually and Using Acumatica’s Plugin in Outlook

Adding leads into your CRM should be simple and efficient, and Acumatica offers multiple options to do this. You can manually enter lead details, or you can use Acumatica’s Outlook integration to add leads directly from emails. This saves time and ensures that valuable information doesn’t slip through the cracks.

By streamlining the lead entry process, Acumatica helps sales teams maintain a complete and up-to-date view of their pipeline, prioritizing efforts and maximizing success.

2. Adding Leads by Scanning a Business Card

Acumatica’s mobile app makes it easy to capture new leads on the go. With the app’s business card scanning feature, you can snap a picture with your smartphone’s camera, and the software will automatically extract the contact information and create a lead. This minimizes data entry time and ensures you never miss an opportunity to connect with a potential client.

This feature is especially useful at events like trade shows or networking meetings, allowing salespeople to focus on building relationships instead of managing physical cards.

3. Task Creation Related to Specific Leads

Managing tasks effectively is crucial for staying on top of your leads. In Acumatica, you can create and assign tasks related to specific leads, helping you track follow-ups, meetings, and other activities. Tasks can be assigned to team members, allowing for better collaboration and accountability within the sales team.

By keeping all tasks in one place, Acumatica helps sales teams work more efficiently and avoid missing important follow-ups that could impact a deal.

4. Lead to Opportunity Conversion in Acumatica CRM

Once a lead has been qualified, Acumatica makes it easy to convert that lead into an opportunity. This conversion process moves the lead further down the sales pipeline, allowing you to track its progress toward becoming a customer. You can continue to assign tasks, update lead details, and move the opportunity through various stages—all within the same platform.

Converting leads to opportunities provides better visibility into the sales pipeline, allowing sales managers to see where each opportunity stands and provide support where needed.

5. Quote and Sales Order Creation Connected to the Lead

Acumatica simplifies generating quotes and sales orders by linking them directly to the lead or opportunity. You can create quotes based on gathered information, ensuring accuracy and reducing duplicate data entry. Once approved, the quote can be converted into a sales order—all from within the same system.

By connecting quotes and sales orders to leads and opportunities, Acumatica provides a complete view of the customer journey—from initial contact to final sale.

6. Advanced Reporting and Sales Dashboards

Acumatica’s advanced reporting and sales dashboards provide valuable insights into your sales activities and performance. You can use these dashboards to track leads, opportunities, and sales orders, as well as monitor key performance indicators. The dashboards also include scorecards that help salespeople stay on top of new leads and follow-up tasks.

The reporting capabilities allow sales managers to identify trends, spot potential issues, and make data-driven decisions to improve team performance. By having access to real-time data, sales teams can adapt quickly and focus their efforts effectively.

Get the Most from Acumatica’s CRM with AcuPower

Acumatica’s built-in CRM offers an all-in-one solution to manage your sales process effectively. By providing easy lead entry, task management, quote creation, and powerful reporting tools, Acumatica helps you stay organized and close more deals. The integration of CRM within the ERP system means that all sales activities are connected, providing better visibility and reducing manual data entry. If you’re looking for an experienced partner to help you implement Acumatica, AcuPower can provide the guidance and support you need.

Simplify your workflow by managing leads, opportunities, orders, and customer support in one place. Discover the power of Acumatica CRM with a free demo — One Platform for All Your CRM Needs.

 

By AcuPower | www.acupowererp.com

 

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