Acumatica Customer Management: ERP and CRM That Work Together

No matter the industry, you can’t survive without your customers. Customers provide your business with money for products or services, and if you can’t meet their needs, you won’t be in business for long. However, maintaining all of the information you need to deliver high levels of customer service—especially when you rely on outdated or disparate systems—is hard, if not impossible.

The right customer relationship management solution makes it easier for your sales and customer service staff to deliver. Better yet, when integrated with other applications across your business, this application can facilitate everything from inventory management to revenue recognition and even reduce subscription churn.

At SDL Consulting, we provide our clients with a variety of business management applications and specialize in delivering Acumatica for our clients. Built into the Acumatica Cloud ERP suite, Acumatica Customer Management provides your users with a complete 360-degree view, helping you to better serve your customers.

Acumatica Customer Management

Organizations like yours need to take control of their customer interactions, and many turn to Acumatica to get them there. Providing a suite of web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts, Acumatica helps businesses to see the big picture and focus on customers.

Integrated with the rest of the Acumatica Suite, Customer Management was built into Acumatica from the very beginning. Unlike other bolted-on applications, Acumatica CRM has tight integration, rather than a loosely coupled module. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.


Why Choose Acumatica Customer Management?

Acumatica provides a consolidated view of all customer records in a single database, empowering your sales staff to access and modify data and use a single version of the truth to work with customers. Need to check inventory? You’re just a few clicks away.

See the Entire Picture

Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.

Educate and Empower Your Customers

Give customers access to the financial and case information you choose through your Customer Self-service Portal.

Take a Hands-On Approach to Service and Sales

Share information to build an effective team approach to customer management.

Respond Faster to Customer Needs

Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.

Key Features and Applications

Designed to automate sales and service processes, integrate throughout the application, and keep information up to date, Acumatica delivers the following and more:

Sales Automation

Integrated Marketing

Service and Support Automation

Customer Self-Service

Succeed with SDL Consulting and Acumatica

Your business can’t survive without customers, and it pays to keep your current clients satisfied. Acumatica CRM makes it easy to understand your customers, facilitate communications, and deliver amazing customer experiences. As a trusted provider of ERP software for businesses nationwide, SDL Consulting has helped businesses just like yours to recognize the power of game changing business management software.

Get to know more about our work, our philosophy, and the rest of the Acumatica product here, and contact us for a free consultation.