Service and Support Automation

Service and Support Automation

The Customer Management Suite delivers a customer relationship management (CRM) solution which automates your sales processes so you can respond faster to customers and partners.

Highlighted Features

  • CASE MANAGEMENT: Support personnel can create cases that can be viewed by all stakeholders. Each case can be linked to tasks, events, and activities. You can establish case severities, escalation paths, and priorities which dictate workflow and send reminders to the responsible parties.
  • CONTRACT MANAGEMENT: Acumatica service and support automation is linked to customer contracts so service agents can quickly determine the level of service to provide. Financially driven service plans are linked to cases to ensure that entitlements are granted and paid support is properly billed. Service rates can be contracted per incident, per hour, or prepaid.
  • INTEGRATED DOCUMENT MANAGEMENT: Acumatica includes a content management solution so support teams can access all the documents and activities sent from your organization to the customer. Support personnel can be granted access to sales contracts, marketing offers, notes, emails, and other communication so they can quickly determine what has been promised to customers.
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For several years, our company tried to cost justify a barcoding and scanning solution to replace the labor-intensive efforts we were experiencing taking quarterly physical inventories at all of our distribution centers. After searching and analyzing many available solutions, we were pleasantly surprised when Advanced Business Software Corporation approached us with a custom solution utilizing their position as resellers of Psion Teklogix, a provider of rugged handheld scanners combined with the expertise of the programming group from Advanced Business Software that would allow us to achieve this goal and do it cost effectively. I can state with confidence that our partnership with Advanced Business Software and Psion Teklogix has met our expectations and provided a substantial return on investment to the Dixie Plywood Companies.

Bobby Awtrey IT Director, Dixie Plywood Companies