This 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. Each lesson also provides a story describing a particular user scenario and instructions that guide you through a process in Acumatica ERP. All lessons are independent and can be completed in any order.
In the course, you will learn about how to perform basic marketing operations in Acumatica ERP. You will learn to register leads in the system and to use the tools provided by Acumatica ERP to automate this process for large numbers of new leads that originate from various sources. You will learn how to communicate with leads and potential customers through Acumatica ERP and log and track various activities, such as phone calls, emails, and events. You will learn how you can use the Acumatica add-in for Outlook for easy processing of leads, contacts, and emails right from your mailbox. Also, you will learn how to use assignment maps for automatic assignment of records to employees for processing. Finally, you will learn how to prepare static and dynamic marketing lists, campaigns, and mass mailings.