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3 min read

How to Leverage Acumatica CRM to Grow your Manufacturing Business

Acumatica Manufacturing Video Series

The value of leveraging customer data to improve sales and marketing cannot be underestimated in today’s race to find new ways to drive revenue growth. It has never been more important to manage customer contacts and new growth opportunities while providing management real-time insight into performance. Find out how an Acumatica integrated CRM can create sales efficiency, enable marketing intelligence, and support your business growth goals.

What is CRM?

Customer relationship management (CRM) as a practice is the combination of strategies and technologies to manage interactions with your customers optimally. Its foundation is based on collecting and analyzing data from various points of contact throughout the “customer life cycle.” CRM systems enable that customer data to be collected, stored and organized, and analyzed.

Acumatica CRM combined with Acumatica manufacturing integrates ERP and CRM to effectively support distribution and manufacturing business processes for planning and controlling your manufacturing operations. Sales can see what they can promise to deliver to customers by viewing the quantity on hand in the warehouse and production management on the manufacturing floor.

Integration streamlines the customer experience but also improves that of the business by reducing workload. This also helps facilitate adaptability to or connectivity with other distinct systems within the business, which is perhaps the biggest advantage of CRM systems. Do your customers provide an email upon purchase via one program, but another program manages email marketing? CRM software can bridge this gap.

Generally, CRM applications deliver three main types of data management to help your business:

  • Operational applications which help with the automation of repetitive tasks,
  • Analytical applications focus on the gathering and analysis of customer data, and
  • Collaborative applications focus on the identification of developing interests.

How Acumatica CRM Helps Sales

Acumatica CRM is a powerful integration that puts the control directly into the hands of your teams and decision makers by providing a seamless CRM and ERP connection. Acumatica’s CRM suite of applications enables the ability to better serve customers.

Acumatica provides client sales teams with real-time information and the ability to make timely impacts on sales growth by keeping the information in sync with sales modules integrated into financials, ensuring sales forecasts, revenue reports, collections data, and more are financially consistent.

In addition to supporting a solid contact database, Acumatica’s CRM integration can help gather leads from web spaces, purchased lists, and tradeshows, including manual data entry to assign and route those leads with pre-set criteria. It’s easy to streamline a cumbersome process with AI-enhanced technologies that utilize mobile image recognition, convert leads and link activities to contacts, and eliminate the need to search for files.

How Acumatica Integrated CRM Helps Marketing

Acumatica delivers an integrated marketing solution, tightly connected with financials and content management. Your teams will improve collaboration between sales, marketing, and support while ensuring maximum ROI for each marketing dollar spent.

The core of this marketing application is an integrated central document repository of customer collateral, email templates, price lists, contract templates, pictures, videos, etc. You can also integrate with marketing platforms like HubSpot to sync between systems to automate marketing processes. Segmentation allows for lead and list management with a powerful email marketing tool that can be tracked and measured effectively with a native Send Grid integration.

Enable Customer Self-service

Leverage the Acumatica solution to deliver even greater value to those you serve by offering new ways for them to access information and perform key activities anytime. The Customer Self-Service Portal provides an experience that’s always “On”, without picking up the phone or sending an email.

Customers can access marketing and educational material, along with the ability to control their accounts, update profile and payment information and other user access details. This also allows business partners and resellers the ability to view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.

An Acumatica Partner Can Guide You

Aqurus believes in a custom approach to integrating CRM into your business. By providing better and targeted communications and AI-driven technologies to manage new customer care expectations, Acumatica’s CRM applications can provide improved organization and efficiency to grow your business powerfully.

At Aqurus, we know how valuable Acumatica ERP software is for businesses – especially those in Distribution, eCommerce, and the retail industry. If you’re interested in how Acumatica’s Cloud ERP Software can boost your business, the Aqurus team is passionate about smooth implementation and ongoing support. Contact us today.

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