Use integrated marketing to track leads, quotes, and sales for each opportunity or existing customer from first contact to final sale in Acumatica’s CRM module. You can also use CRM to track requests and issues to improve customer service and satisfaction. Acumatica’s Customer Management functionality and reporting puts all the tools and information at your fingertips to stay up to date on the pipeline and critical relationships.
Your Role
As a business owner, your job is to control all aspects of your company, from revenue and profit, to quality and customer satisfaction. Overseeing the moving parts of your service organization is difficult without the right business management solution. Without the necessary metrics and key performance indicators, you can't make informed business decisions in real-time. Let's take a deeper look into what software that's built for a service organization can do for your business.
Your Key Performance Indicators
Profitability ($) and Growth (%)
Revenue ($) and Growth (%)
Revenue from New Markets and Products (Innovation)
Operating Costs