Acumatica customer management integrates service and support activities with sales and marketing to deliver a team-oriented approach to customer support and increased sales.
Reduce response times, improve customer satisfaction, lower support costs, and accurately bill transactions. Create a case from web forms or manual entry. Set policies to automatically assign, reassign, and escalate cases. Bill accurately and manage collection through financial module integration.
View case activity by conversations to quickly retrieve case-related data linked to tasks, events, and activities. Base workflows on case severities, escalation paths, and priorities and send reminders. Extend case management to employees, allowing users to submit, assign, and track assistance requests not related to sales, leads, or opportunities.
Link cases to customer contracts and service plans to quickly determine the level of service to provide and ensure that the proper support is provided and properly billed. Set service rates per incident, per hour, or prepaid.
Access all documents and activities sent to customers via the integrated content management system. Grant access to sales contracts, marketing offers, notes, emails, and other communications.
Track customer contacts through prospecting, closing, and up-selling for a complete history of communications.
Assign cases to a workgroup for team collaboration. Escalate cases/tickets without having to email documents and case history.
Send standard emails to address common problems using standard templates to ensure current and consistent messaging. Create emails for contacts, employees, and leads with predefined, brand-consistent templates and send features for automatic distribution.
User-customized views of tasks, appointments, and cases are available to service personnel on any browser.
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. Expedite approvals by automatically rerouting unanswered approval requests to a different approver.
Accelerate decision-making with reporting tools that deliver customized views of your business overall and focused views of the support department and functions. Provide robust out-of-the-box summary reports reporting on multiple criteria. Create announcements and dashboards for each service manager. Use dashboards and favorites to view real-time information in tabular or graphical form.
Reduce response times and support costs. Send notifications by email when data is updated or whenever a set of pre-defined conditions is met. Create a case from captured web forms or manual entry. Assign and escalate cases per policies. Automatically reassign outstanding tasks when pre-defined conditions are not met. Ensure accurate billing with integrated financials. Extend case management to employees for service requests.
Deliver a 360-degree view of customer activities and information with drill-down capabilities, so everyone in your organization can better serve the customer.
Pin activities for quick access and tracking. Use configurable side panels to automatically display related record information for business accounts, contacts, opportunities, sales orders, or support cases without navigating away from the screen.
Configure rules to check for duplicate contacts and leads with warnings prior to creating new records.