Martin and Associates

Streamline Sales and Support with Integrated Email and Acumatica

Streamline Sales and Support with Integrated Email and Acumatica

Email is obviously essential for your business. But it can create issues if you spend too much time in your inbox, miss opportunities because you can’t follow up fast, or let customers down because you can’t give them the personalized service they want.

Acumatica integrates with Gmail and Outlook to streamline your communications and help make these issues a thing of the past.

With the Acumatica Gmail and Outlook integrations, you can create service and sales orders, contacts, contact classes, opportunities, and leads directly from your email account. The Acumatica system instantly synchronizes this information, ensuring that your customer data is always accurate and accessible – so you can tailor your work to each customer.

We recently hosted a webinar that showed how the integration works. It also covered Support Case Management. 

If you would like more information on the Outlook or Gmail integration, please contact your M&A account rep or email Cincinnati@martinandassoc.com.

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