Customer Management

C100 Marketing and Sales

The C100 Marketing and Sales course will introduce you to the tools for basic marketing and sales operations that will help your company create and qualify leads, manage marketing lists and marketing campaigns, create contacts and business accounts, and create and manage opportunities. You will also learn how to configure CRM functionality in Acumatica ERP.

C110 Case Management

The C110 Case Management course will introduce you to the tools for the case management functionality that gives your customer support personnel the ability to create support cases, assign cases to owners, and manage and process cases. You will also learn how to configure the case management functionality in Acumatica ERP.

CRM Marketing Operations

The end-user CRM Marketing Operations course provides a set of lessons that illustrate the processes of customer relationship management in the marketing department of a midsize company. The course consists of lessons, each of which provides an overview of the relevant features that have been enabled and the configuration settings that have been specified in the system.

CRM Sales Operations

The end-user CRM Sales Operations course provides a set of lessons that illustrate the processes of customer relationship management in the sales department of a midsize company. The course consists of lessons, each of which provides an overview of the relevant features that have been enabled and the configuration settings that have been specified in the system.

CRM Support Operations

The end-user CRM Support Operations course introduces you to the Acumatica ERP CRM functionality based on a set of examples that illustrate CRM customer support processes in a small company. The course consists of lessons that guide you step by step through the examples and explanations of the CRM support process flow in Acumatica ERP.