Blog Post

Accessing Using Customer Information in Acumatica

Published on

September 2, 2021

By

by

Bonnie Molina

Acumatica is a treasure trove of information about our customers, history, trends, and growth. The facets to Acumatica customer information allow history and demographics to comply on a customizable dashboard that has statical data readily available. As a service industry, we keep track of where customers are by state, what industries, how satisfied they are with our service, and more. When we know what services, our customers are using the most, allows us to focus on those areas, and keep a pulse on our growth as well as our customers. 

Acumatica is a treasure trove of information about our customers, historical trends, and growth. When I do research on a customer, everything I need is attached to their profile, from a contacts list, e-mails sent and received, phone calls, support tickets, invoices, to contract details. The “Files” option to scan documents and contracts and save them to the customer profile or individual entry, is my favorite feature in Acumatica. “No more rummaging through paper file after file, hoping the document isn’t missing.” It is much less work to scan a document and attach it to a customer file or an entry than it is to keep tons of paper in a file cabinet or even scanning documents to a server. All the history of a customer is in one place, and we can see how much a customer has grown, through upgrades, and contract renewals. 

Acumatica customer information allows history and demographics to comply on a customizable dashboard that has statical data readily available. Each department that works in Acumatica has a customized dashboard and that tool is used in every departmental meeting. As the office manager, I attend weekly meetings with consultants, and reviewing the demographics on service helps them keep on track of goals and spot any areas that need attention, in real-time, not after tons of reports are compiled, analyzed, and summarized. The Finance dashboard shows how many accounts are 30+ days past due before I click on the module to drill down to the details. If you are not using dashboards get with one of our consultants and talk about designing one for your departments. As a service industry, we keep track of where customers are by state, what industries, how satisfied they are with our service, and more.

When we know what services, our customers are using the most, allows us to focus on those areas, and keep a pulse on our growth as well as our customers. This is true no matter what industry you work for, customer focus, and satisfaction, is the main goal here at CS3 Technology and Acumatica is a wonderful tool that ensures we are right on target. 

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