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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Is your system healthy?

Prior to meeting with Advanced Business Software Corp, The City of Garden City was planning to replace Dynamics GP due to a lack of support from the previous VAR and their poor implementation. Once we engaged with Advanced Business Software they were able to reconfigure Dynamics GP to our needs and their staff gave us the training and resources we needed to do a proper implementation. Advanced Business Software has become our consulting and support team and we are extremely pleased with how efficient and prompt they are in handling all of our accounting questions and implementation needs. I would recommend ABS services and support personnel to anybody considering purchasing Dynamics GP.

Finance Director, City of Garden City

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