Enhancing CRM with Acumatica Cloud ERP

The term CRM (Customer Relationship Management) denotes practices, approaches and technologies that companies utilise to manage and analyse customer exchanges and data throughout customer growth, with the objective of improving customer service affiliations and supporting in customer retention and driving sales growth.

CRM systems assemble customer data across different channels – or points of contact between the customer and company – which could include the company’s website, telephone, live chat, direct mail, marketing materials and social media. CRM systems can also give customer-facing staff exhaustive information on customers’ personal information, purchase history, buying preferences as well as concerns.

Components of CRM

Essentially, CRM software fuses customer information and documents into a single CRM catalogue so business users can access and manage it more easily.

As time passed, several supplementary functions were added to CRM systems making them more useful. Some of these functions include recording various customer interactions over email, phone, social media or other channels; depending on system aptitudes, automating various workflow automation processes, such as tasks, calendars and alerts; and giving managers the facility to track performance and productivity based on information logged within the system.

Marketing automation – CRM tools with marketing automation abilities can systematise continual tasks to augment marketing efforts at different points in the maturation.

Sales force automation – sales force automation tools monitor customer communications and automate certain business functions of the sales cycle that are required to follow leads and attract new customers and retain them.

Contact centre automation – formulated to reduce monotonous aspects of a contact centre agent’s job, contact centre computerisation might include recorded audio which assists in customer problem-solving and information distribution.

CRM with Acumatica Cloud ERP

At Computime our Acumatica Customer Management system brings a CRM solution which mechanises your sales procedures, so you can be more responsive to customers and partners or let them to self-serve whenever necessary. Workflow and security give you the ability to tailor endorsements to match your sales process whilst simultaneously supervising authorisations for each screen object and customer account.

Close more sales by means of automate sales, marketing, and customer service. Customer loyalty can be improved through the utilization of a self-service Customer Portal which offers easy access to high-demand information. Acumatica’s web-based CRM applications are ideal for handling leads, contacts, opportunities, and customer accounts.

Why choose Acumatica Customer Management?

ERP and CRM that work in a synchronised manner

ERP (Enterprise Resource Planning) and Customer Management (also called Customer Relationship Management) was built into Acumatica from its inception. It’s not a loosely integrated component like so many other midmarket ERP products. From marketing, quoting and sales to delivery and aftersales support, customer information is always up-to-date and precise.

Cohesive content management

Offering a merged view of all customer records in a single database, Acumatica gives access to all written quotes, invoices. What’s more it also provides support cases to each member of your team through a 360-degree view of all customer activities and archives.


Help your team by managing forecasts with real-time sales data through dashboards and reports, quotas, and results. The Acumatica Customer Portal lets you communicate and collaborate resourcefully with customers. Supportive tools give customers access to information about their communication with your company and facilitate activities online.

Customer care and support revolves around not only building a good rapport, but also maintaining it throughout by means of the proper tools. Ultimately, it’s only through effective software such as Acumatica ERP, your company’s CRM can be maximised. To discover the above-mentioned benefits of this ERP in Malta and more, contact Computime today!