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