Acumen launches online CRM system
Acumen Online
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Acumen launches online CRM system

Acumen launches online CRM system

Acumen online has just finished the development of its Navision based CRM system. The CRM system integrates directly into Navision, Office 365, dropbox and our Bulk Email tool.  

Acumen CRM uses the Contact tables in standard NAV but allows its own custom workflow which can suit almost any business;  

  • Control when emails are sent
  • Control which users are associated with which NAV sales reps
  • Single CRM portal can link into multiple NAV companies or Databases

Acumen CRM manages new potential sales leads;

  • Incoming Leads
  • Targeted Leads
  • One lead multiple sales reps
  • One lead multiple products
  • One lead multiple contact people

Acumen CRM also manages all your current customers and their interactions;  

  • View a customers account balance / credit limit / account status
  • View customers top products vs companies top selling products
  • View customers purchases month by month, year by year
  • View all interactions with a customer, orders, credits, payments, phone / email interactions
  • Manage all ship to addresses
  • Manage all contact people at a business

Acumen CRM has a full interaction log which keeps a record of all NAV and CRM based interactions;

  • Records all outlook / office 365 based interactions
  • Records all sales based interactions and results
  • Records all NAV based interactions / changes

Acumen CRM is fully integrated into 3rd party applications like Office 365 / Dropbox;

  • Utilities office 365 calendar, to dos, reminders, tasks and notes
  • Send HTML emails automatically from Acumen CRM.
  • Send calendar invites automatically from Acumen CRM, multiple invitiees now takes seconds

Acumen CRM also includes a full bulk Emailer which allows you to quickly, build HTML based emails and target them to customers based on NAV like filters. For more info on the bulk emailer please click here

For a personal demo of the Acumen CRM system please contact us today 09 526 1400.

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