360° Sales View for Acumatica

Acumatica Certification Badge

Description

Make it easy for your sales team to sell. View and edit all client information in one place, instead of jumping from screen to screen.

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  • Provides a single, holistic view of all customer transactions (sales invoices, sales orders, etc.).
  • Optimized to accelerate and automate the processing of sales orders:
    • Find customer and inventory history with a single click.
    • Create duplicate sales orders and make any required changes.
    • Recommend additional products and up-sell opportunities.
    • Quickly answer customer questions.
  • Provides instant sales analysis & profitability statistics to the sales team.
  • Save hours of time every week and eliminate data entry errors.

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