Marketing Automation

Marketing Automation

Acumatica provides marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity.

Marketing Lists

Highlighted Features

  • NTEGRATED DOCUMENT MANAGEMENT: Acumatica includes an integrated document management solution so marketing teams can maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents to ensure your entire company uses up-to-date materials. Acumatica maintains a document history and enforces access permissions for each document.
  • LEAD AND LIST MANAGEMENT: Acumatica allows you to aggregate leads from your website, purchased lists, acquired at trade shows, and manually entered by salespeople. Leads can be automatically assigned and routed based on customized questions and criteria that you set. Security controls ensure that leads are only visible to authorized users. Utilities automate the process of finding and merging duplicate leads and customers.
  • EMAIL MARKETING: Acumatica allows marketing teams to create email templates to ensure that newsletters, email campaigns, and direct communication from salespeople have consistent branding and messaging. Acumatica allows marketing teams to send monthly newsletters, promotions, and other communication to specific lists. All email activities are recorded and linked to the customer record.
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Our company is still recovering from a recent disaster, however, without the help of Advanced Business Software Corp. we would not be as healthy as we are at this moment. With the advice and consultation from these companies and the help with equipment replacement and data retrieval, our company was able to focus on other areas of disaster recovery and be confident that all our IT needs were being handled with expertise.

David Solana President, Roger Wood Foods

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