Acumatica Service and Support Automation integrate service and support activities with sales and marketing to deliver a team-oriented approach to customer support and increased sales.

Reduce response times, improve customer satisfaction, lower support costs, and accurately bill transactions. Create a case from web forms or manual entry. Set policies to automatically assign and escalate cases. Bill accurately and manage collection through financial module integration.

Key Benefits:

• Case Management:
  • View case activity by conversations for quick retrieval of all case-related information linked to tasks, events, and activities.
  • Case information is available to all authorized stakeholders.
  • Workflows based on established case severities, escalation paths, and priorities can send reminders to responsible parties.
• Contract Management:
  • Link cases to customer contracts and service plans to quickly determine the level of service to provide and ensure that the proper support is provided and properly billed.
  • Set service rates per incident, per hour, or prepaid.
• Integrated Document Management:
  • Access all documents and activities sent to customers via the integrated content management system.
  • Grant access to sales contracts, marketing offers, notes, emails, and other communications.

Additional Features:

Contact us for more information on how Acumatica Service and Support Automation can work for your organization.