Acumatica CRM Experience

Summary

My Acumatica CRM experience consists of completing successfully the M100 course, using the Acumatica CRM suite for sales and marketing, documenting the website www.intercs.com with all the details of the CRM modules, and of contributions to the CRM product management regarding possible enhancements.

Acumatica Training Certificates sys admi

Internal Use of Acumatica CRM

While using Acumatica CRM for our own company, I did the following:

Set up the business account class IDs, the contact class ids, the opportunity class ids
Set up the marketing lists according to the business account class IDs.
Entered about 250 business accounts, 750 contacts and 10 customers
Created about 50 marketing mass emails
Created a procedure for efficient marketing mass emails to targeted market segments. For details on Putting It All Together in an Inbound Marketing Program, click here.

Website www.intercs.site has all the details of the Acumatica CRM Suite

While building the website for Internet Customer Solutions (www.intercs.site), all the details for the Acumatica CRM Modules/Workspaces were entered. You can see those details starting at: https://www.intercs.site/acumatica-crm

Possible Enhancements

Possible enhancements to the CRM Suite, are:

The reuse of marketing mass emails
A screen for displaying the sales calling plan and progress in a calendar format
Fixing the indentation of text in all CRM activity records
Pasting pictures in a CRM activity record