The Acumatica Customer Management (CRM) certification course will walk you through the fundamentals of how to work with leads, contacts, business accounts, activities, and opportunities.
In the course, a lot of attention is paid to the information analyzed through dashboards and generic inquiries. You will see how different groups of users, such as marketing personnel, salespersons, and support specialists, can use the Customer Relationship Management functionality in Acumatica ERP.
Through the examples, the course introduces an initial configuration of the system and explains how to use Acumatica ERP for the basic business processes, including the following ones:
- Entering new leads, importing leads from external sources
- Qualifying leads and monitoring the qualification process
- Running campaigns and sending mass emails
- Processing opportunities, forecasting, and controlling the results