Maximise efficiency and boost income
Acumatica's integrated ERP and CRM platform provides instant, remote access to team insights, a comprehensive view of customers, and actionable data on your financial performance, accelerating the conversion of opportunities into revenue.
Software for business management that maintains a robust pipeline and enhances conversion rates
Sales and marketing leaders play a crucial role in driving company revenue and must optimize their time and talent effectively. They need to assess team performance across the product line and various initiatives promptly. Acumatica's Cloud ERP platform includes built-in CRM capabilities that provide real-time insights into sales, marketing performance, and customer behavior. This empowers leaders to understand the ROI of investments and automate manual sales processes for increased efficiency, whether in-office or in the field. Access to real-time information enables marketing and sales teams to generate leads and enhance business closures.
Key KPIs for Sales & Marketing Leaders to Monitor
- Prospect to opportunity conversion
- % opportunities closed
- Average % discounting
- Revenue/salesperson
- Profitability/salesperson
- Revenue/region
- Profitability/region
- Fastest moving items
- Marketing campaign results (# of leads)
Acumatica Key Benefits For Finance Leaders
- Utilise Acumatica's CRM to monitor customer interactions from initial contact to delivery and beyond, encompassing quotes, sales records, issue resolutions, deliveries, and service.
- Leverage Acumatica's ERP capabilities to compute the cost of customer engagements.
- Identify bottlenecks in the sales process where potential customers disengage from the transaction.
Utilise Acumatica's integrated ERP and CRM features to offer adaptable pricing, manage contacts efficiently, access real-time product inventory availability, and conduct credit checks during the ordering process.
- Assess the impact of marketing initiatives such as advertising, promotions, social media, and public relations.
- Utilize Acumatica's unified CRM and ERP systems to monitor and analyze all marketing endeavors and associated expenses.
- Connect qualified leads with sales data to calculate the actual cost per lead.
- Harness business intelligence tools to identify effective marketing campaigns, valuable prospects, and top-selling products.
- Utilise Acumatica's collaboration tools to create templates for sales orders, quotes, proposals, and other documents that sales personnel can swiftly access and edit, whether in the office or on their mobile devices.
- Automatically integrate costs related to deliverables, incorporating margins, commissions, and discounts.
- Ensure high productivity by providing employees with online access to current information from any location and device. All screens are uniform in content and automatically adjust to suit any device size.
- Create personalized mobile applications to expand the capabilities of Acumatica.
Why Acumatica?
Acumatica has been the rapidly expanding Cloud ERP software provider for eight consecutive years, prioritising customer needs above all else.
Access the information you require whenever and wherever you need it, on any device.
Acumatica's Cloud ERP enhances daily operations by providing round-the-clock access to essential business tools and functions. Effortlessly manage your business, review customer interactions comprehensively, and access proactive business reports and insights from any web-enabled device.
Unified data model, adaptable deployment options, simplified integrations
Effortless collaboration is enabled by shared data and cross-team workflows, while AI-driven automation enhances efficiency. Acumatica ranks highest in customer experience and product usability, with seamless integration capabilities with your existing tools.
Pay only for the features you require and the data you utilise.
Acumatica provides adaptable licensing options with clear pricing, and there are no additional charges for adding extra users. Furthermore, as your business evolves in response to market shifts or seasonal demands, Acumatica scales accordingly, ensuring you only pay for the resources you require at any given time.
How can we assist your business?
Join us and make your company a better place.