Integrated Document Management
Acumatica includes an integrated document management solution so marketing teams can maintain a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents to ensure your entire company uses up-to-date materials. Acumatica maintains a document history and enforces access permissions for each document.
Lead and List Management
Acumatica allows you to aggregate leads from your website, purchased lists, acquired at trade shows, and manually entered by salespeople. 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. Utilities automate the process of finding and merging duplicate leads and customers.
Acumatica provides a single system for tracking clients through prospecting, closing, and up-selling. This provides marketing teams with a complete history of communication and offers that prospects have received to eliminate confusion and improve conversion rates.
Acumatica’s marketing capabilities are integrated with billing and financial data so you can determine campaign response rates as well as campaign profitability.
Rapidly create customized landing pages which capture leads originating from your website, a Google advertisement, a direct mail piece, or other source.
Define custom attributes that are important to your business. Collect different information for different lead types so you can effectively target more than one market.
Track costs and revenues associated with campaigns created by selecting specific lists or criteria from your list of prospects, leads, contacts, and customers.
Administrators can create announcements and default dashboards which can be customized by each marketing manager to match their individual needs. Dashboards and favorites link you to real-time information delivered in tabular or graphical form.
Assign leads to a “parent account” that could represent an organization within your company or an external partner. Email leads to a partner or allow partners to view information inside Acumatica.
Crestwood Associates LLC.
(Formerly Stanley Stuart Yoffee & Hendrix, Inc.)
1060 Maitland Ctr Commons Blvd.
Maitland, FL 32751
6750 N. Andrews Ave.
Ft. Lauderdale, FL 33309