CRM: Perfecting the Contact-to-Cash Process

Streamline your contact-to-cash process to revamp your sales operations, boost productivity, improve customer relationships, and increase your bottom line. During this webinar you’ll learn how Acumatica’s customer relationship management (CRM) software will help you effortlessly:

• Create leads directly in the Acumatica CRM system
• Use campaign management features to score leads
• Nurture opportunities through the sales pipeline – from business account to customer
• Analyze and diagnose pipeline health with opportunity summary reports
• Create sales quotes and convert them to sales orders
• Send invoices to customers