Aqurus Solutions
2 min read
Using ERP with CRM to Maximize Growth
Aqurus Solutions : Oct 25, 2021 7:19:05 AM
Discover how these technologies work together to help you create lasting customer relationships
How Acumatica Cloud CRM Customer Self-Service Portal can work for you
Acumatica Portals enable you to create a customer self service portal experience where customers can access their information, including contracts, financial statements, support cases, and more. The Acumatica Customer Portal helps you communicate with customers and work more efficiently. The portals work with your Acumatica applications, such as CRM and Sales Order Management, to provide helpful tools to allow your customers to see all the relevant information about their interactions and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.
Key benefits of Acumatica Cloud CRM Customer Self-Service Portal
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“Always On”
Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.
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Online Payments
Deliver payment flexibility by enabling customers to submit payments anywhere, anytime. Customers can view invoices, make payments, and store credit cards on the Acumatica Portal.
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Document Sharing
Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.
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Customer Account Inquiry
Give customers the ability to see all historical documents, balances, due dates, payments received, and amounts due. Customers can also update their address, contact, and user access details.
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Online Ordering
Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.
Important Features of Acumatica CRM Customer Self-Service Portal
Customer Self-Service Capability
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By using Self-Service Portal, customers can access their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email.
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All of these services are available 24 hours a day, 7 days a week.
Self-Update of Customer Information
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Customers can view and promptly update their company address and contact information to keep the data in the system up to date at all times.
Financial Overview
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Customers have the ability to see all historical documents, balances, due dates, payments received, and amounts due.
Case Management
- Submit new cases, which seamlessly flow into Acumatica ERP.
- The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.
Online Ordering
- With Acumatica Distribution Management applications, business partners can use the Self-Service Portal to browse inventory and place orders online 24 hours a day, 7 days a week.
- The customer tracks the status of the order and shipment and views the invoice
Online Catalogue
- Online ordering in Acumatica Self-Service Portal gives customers access to the products being sold with their descriptions and images.
- Control which products are visible to each user and which warehouses goods can be shipped from.
Up-To-Date Pricing and Inventory Details
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Inventory and pricing are always up-to-date because it is connected to the same database as other Acumatica applications.
Document Sharing
- Self-Service Portal provides a secure location to share important content with customers, such as marketing and technical documents — without needing to build a separate webpage.
Knowledge Base
- The Knowledge Base (KB) wiki is designed to host support references, such as information on specific solutions, frequently asked questions (FAQ), and common troubleshooting issues and their resolutions.
- The KB articles, created and published by a company’s support professionals, ensure that their customers can search the knowledge base to find answers to their questions as they want.
Personalize the Portal
- Include user-defined fields to customize the portal interface and delight customers by keeping relevant information within easy reach.
1 min read
Business Agility Podcast – How are Businesses Adjusting?
Aqurus Solutions : Aug 18, 2020 5:15:21 AM
This event has now passed. For those unable to participate in live podcasts: on-demand podcasts are archived recordings of our previous podcasts...
2 min read
How To Setup Automation Schedules In Acumatica
Murray Quibell : Sep 5, 2023 12:33:33 PM
How do you Setup Automation Schedules with Acumatica? Want more details? Watch the video tutorial or keep reading.