Acumatica Service and Support Automation

Power Your Business with Acumatica Service and Support Automation

Reduce response times, improve customer satisfaction, lower support costs, and accurately bill transactions. Create a case from web forms or manual entry. Set policies to automatically assign and escalate cases. Bill accurately and manage collection through financial module integration.

Powers These Acumatica Suites

Powerful Benefits of Acumatica Service and Support Automation

Case Management

View Case Activity by Conversations for quick retrieval of all case-related information linked to tasks, events, and activities. Case information is available to all authorized stakeholders. Workflow based on established case severities, escalation paths, and priorities sends reminders to responsible parties.

Accounting Business Solutions Pink Bean

Contract Management

Link cases to customer contracts and service plans to quickly determine the level of service to provide and ensure that the proper support is provided and properly billed. Set service rates per incident, per hour, or prepaid.

Integrated Document Management

Access all documents and activities sent to customers via the integrated content management system. Grant access to sales contracts, marketing offers, notes, emails, and other communications.

Achieve Outstanding Customer Service with Using Acumatica Case Management

Important Features of Acumatica Service and Support Automation

Accounting Business Solutions Blue Bean

Team Troubleshooting

Assign cases to a workgroup for support team collaboration. Escalate cases/tickets without having to email documents and case history.

Email Management

Send standard emails to address common problems using standard templates to ensure current and consistent messaging.

Workstation Flexibility

User-based customized views of tasks, appointments, and cases available to service personnel on any browser.

Dashboards and Favorites

Create announcements and default dashboards for each service manager. Dashboards and favorites link to real-time information in tabular or graphical form.

Accounting Business Solutions White Bean

Dashboards and Favorites

Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.

Accounting Business Solutions Pink Bean

Business Process Monitoring

Send notifications by email when data is updated or whenever a set of pre-defined conditions are met.

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