ACUMATICA - CUSTOMER MANAGEMENT SUITE

Customer Management Suite (CRM) Overview - Acumatica Cloud ERP

Customer Management Suite (CRM) Overview

Overview and high level discussion of the software architecture of the Acumatica Customer Management Suite…

How to Import Salesforce CRM leads into Acumatica Cloud ERP

How to Import Salesforce CRM leads

How to use the Salesforce APIs and Acumatica Integration tools to import and update leads.

Customer Portal - Acumatica Cloud ERP

Customer Portal

Demonstration of the capabilities of Acumatica’s customer portal.

Acumatica Cloud ERP Demo - Assigning Work

Assigning Work Using Rules

Watch this quick demo to learn how to assign work inside Acumatica.