Sales Automation

Acumatica sales automation enhances information flow, reduces sales cycles, increases close rates, and improves sales efficiency.

How Sales Automation can work for you

Provide your sales teams with a complete view of opportunities, contacts, and all activities that influence the sales decision. Automated lead assignments and workflows link orders and quotes to opportunities to help manage sales processes and improve efficiency.

Key Benefits of Sales Automation for your Company

  • Integrated Financials

    Keep your entire team in sync with sales modules integrated to financials. Be sure your entire organization is using the same single version of the truth – sales forecasts, revenue reports, collections data, commissions and more.

  • Account and Contact Management

    Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents. Import and edit leads, contacts, accounts, cases, and opportunities in bulk from Excel files with pre-defined import scenarios.

  • Integrated Document Management

    Attach any digital document to leads, opportunities, and accounts. Eliminate the need to search for associated documents, contracts, etc. Once files have been attached to one document within the system, the file can simply be linked to additional documents or records without uploading the file again.

  • Lead Management

    Aggregate leads from the web, purchased lists, trade shows, and manual entry. Automatically assign and route leads according to pre-set criteria.

Important Features of Sales Automation

Opportunity Management

Collaborate on deals, task assignments, and activities. Automatically link sales orders and quotes to opportunities without manual intervention, preventing re-entry and enabling finance to quickly generate an invoice when the deal is closed. Get a complete view of opportunities and contacts.

Lead Management

Assign leads to internal and external users. Import and classify leads from Excel spreadsheets. Empower partners to manage accounts (with access controls) and include all sales channels in consolidated reports. Gain efficiency with workflow-assisted lead assignment and sales management.

Approval and Workflows

Use workflows to manage approvals mandated by your sales processes. Reassign unanswered approval requests to a different approver automatically. Restrict rights to specific customer accounts for information security. Establish automated notifications across departments based on business activities. Track activities and delegate tasks. Automatically reassign outstanding tasks when pre-defined conditions are not met.


Email Templates

Ensure consistency with branding guidelines. Create emails for contacts, employees, and leads with predefined, brand-consistent templates and send features for automatic distribution. Automatically track email responses.

Dashboards and Reporting

Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form. Get robust out-of-the-box summary reports on the full opportunity pipeline that report on multiple criteria, such as stage, estimated close, salesperson, and ID.

Task Management

Streamline task management with dedicated task windows that enable each user to view all tasks assigned to them, including task status, deadlines, and task pipeline.

Data Integrity

Configure rules to check for duplicate contacts and leads with warnings prior to creating new records. Leverage Google and Bing address services to look up company and contact addresses. Preserve data integrity by removing duplicate contacts by name and/or address and using fuzzy logic to review fields with formatting discrepancies.

Panel Access

Use configurable side panels to quickly access related record information for business accounts, contacts, opportunities, sales orders, or support cases without navigating away from the screen. Create and manage events from one screen with convenient side panel.

Accounts and Contacts

Create and manage customer and prospect accounts and contacts. Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.

Centralized Communication

Automation associates emails with related support case activities and tasks.

See what Acumatica customers are saying

"We have seen over 90% growth over the past five years, and we expect to see continued growth in the years to come. Acumatica has been a huge part of our success."
David Salmon, Director of Information Services
"We decided to go with Acumatica because we liked its licensing model, it was cloud-based, offered a wide variety of third-party add-ons, and also came with the ability to personalize it to the way we operate the business both now and into the future."
Martin Galstyan, Controller and Acting Chief Financial Officer

Ready to put Acumatica to work for you?