Sales Automation

Sales Automation

Acumatica provides sales tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency.

Lead Activities and Actions

Filter Leads with Attributes

Customized Opportunity

Highlighted Features

  • INTEGRATED FINANCIALS: Acumatica sales automation is pre-integrated with Acumatica financials to provide a single source of data and truth without integration and manual data processing. Sales forecasts, revenue reports, collections, and commissions utilize the same numbers to save your organization hours of effort frequently spent reconciling data.
  • INTEGRATED DOCUMENT MANAGEMENT: Acumatica sales automation allows employees to attach any digital document to leads, opportunities, and business accounts to reduce the time spent looking for data. Your sales and finance teams will no longer have to wonder which version of the contract a customer signed.
  • LEAD MANAGEMENT: Acumatica aggregates leads gathered from your website, purchased from lists, acquired at trade shows, and entered manually. 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.
  • ACCOUNT AND CONTRACT MANAGEMENT: Leads can be converted into business accounts which are linked to contacts, activities, tasks, opportunities, cases, and documents to provide a 360 degree view of the account. Sales teams can be instantly aware of any recorded activity which will impact their account.
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I should mention that Advanced Business Software Corporation’s support team has been the best consulting group I have ever worked with. As I have done this before, I went into it with a very real knowledge of what we were up against, and the problems that we would face. Your group was there at every turn. This experience has far exceeded my expectations in every way. Our last system and software conversion took a year and a half to complete, with three times the employees working on it. Our project with you was done in seven months, from planning to final execution. Thank you to all of you.

Lynda Reynolds Comptroller, New Kingdoms