Business with Acumatica ERP: Key to Effective Communication

Effective communication has always been something businesses strive to do better with. Remember the days of those big gold “interoffice” envelopes, or walking over to a coworker to talk about something? Sure, we still have phones and emails, but in the age of remote workers, many businesses are finding it more difficult to keep everyone informed and up to date.

Imagine a scene where the sales team is not in sync with the marketing department. They might miss crucial information about market trends or customer preferences, leading to lost opportunities for product sales. It can lead to reduced efficiency, tasks may be duplicated, deadlines missed, and resources misallocated. The result? A dip in productivity, a rise in costs, and a potential fall in profitability.

But the ripples do not stop there. If the customer-facing teams are not aware of the latest product updates or policy changes, they will not be able to provide accurate information to clients. This can lead to dissatisfaction, complaints, and even the loss of customers.

So, how are professional services firms overcoming these challenges?

Many firms are using modern technology to help. For example, Acumatica ERP, a cloud-based enterprise resource planning (ERP) solution, has loads of team collaboration and communication features. It is designed to meet the specific needs of professional services firms, especially those with remote workers.

How Acumatica ERP enhances teamwork and collaboration in professional services industries

1.Project Management: Acumatica ERP enables professional services firms to manage their projects from start to finish, with real-time visibility and control over their resources, costs, and profitability. Project managers and team members can communicate and coordinate effectively, regardless of their location or device. They can access and update project information, such as tasks, milestones, deliverables, issues, and risks, from any web browser or mobile app. They can also collaborate with clients and subcontractors through a secure and user-friendly portal, where they can share documents, comments, and feedback.

Learn More about Acumatica project management features

2.Customer Relationship Management (CRM): Acumatica also helps build and maintain strong relationships with their clients, by providing a complete and accurate view of their interactions, preferences, and history. You can easily manage leads, opportunities, contracts, proposals, and track sales performance and pipelines. Acumatica ERP also integrates with popular email and social media platforms, such as Outlook, Gmail, LinkedIn, and Twitter, to facilitate communication and engagement with clients and prospects.

Learn more about Acumatica’s CRM tools

3.Knowledge Sharing: The most successful professional service businesses foster a culture of knowledge sharing and learning.

- Acumatica is designed to provide a centralized and searchable repository of documents, files, and best practices.
- Allows businesses like yours to store and organize all their documents: contracts, proposals, reports, and invoices, in a secure and accessible cloud storage.
- Get top notch tools, at your fingertips, for version control, approval workflows, and audit trails.
- Native Microsoft Teams Integration – Send text messages, call, and share files with colleagues without leaving Acumatica. With Teams integration, users can collaborate freely with internal and external contacts by clicking on the Teams icons within their Acumatica interface. The native integration connects Acumatica business events and records to Microsoft Teams chats, channels, and meeting files.
- Additionally, many professional services firms use Acumatica to create and share knowledge articles, such as FAQs, tips, and tutorials, and to help their team members and clients solve common problems and learn new skills.

4.Innovation: Acumatica ERP encourages innovation and creativity within professional services firms, by providing a platform for brainstorming, ideation, and experimentation. Professional service firms use Acumatica to create and manage projects, defining their goals, scope, budget, and assigning roles and responsibilities to their team members. For example, Acumatica is extremely versatile, scalable, and robust. With its unlimited user licensing model, all employees as well as vendors, contractors and more can have access to the data they need.

Check out Acumatica Awards

Additionally, Acumatica prides itself on being an award-winning system. With two releases per year, Acumatica is committed to bringing customer requests to life, making the system better for you each time. Tools like dynamics help, tool tips, and side panels for every role, make Acumatica a user favorite.

Best of all, Acumatica ERP easily integrates with your many other tools and applications, such as Microsoft Power BI, Tableau, and Zapier, to enable data analysis, visualization, and automation.

Acumatica ERP offers a comprehensive and integrated platform that covers all aspects of professional services work, from project management to client relationship management, billing and invoicing, time and expense tracking, document management, and reporting and analytics

We urge you to take a closer look at this powerful and flexible solution to help your professional service firm improve team collaboration and communication, and productivity and profitability.

Why CAL Business Solutions

CAL Business Solutions is not only a proud Acumatica ERP partner, but we utilize Acumatica internally for our own business. We have the experience, expertise, and enthusiasm to help you implement, customize, and optimize Acumatica ERP for your specific needs and preferences. We also provide local support and training to ensure your success and satisfaction.