5 Ways CRM Maximises Profitability

Connect the customer to the business

A CRM bolted onto the side of the business helps a little; a CRM connected to ERP transforms it. When sales, marketing and service share the same data as finance, operations and fulfilment, every customer interaction is informed by the full picture, and profitability improves across five areas.

1 to 2: Generate leads and close faster

Connected marketing automation attracts and nurtures the right prospects, while sales teams working from live customer, order and inventory data can quote accurately and close faster. Nothing stalls while someone checks another system.

3 to 4: Serve better and unify the customer view

Case management and self-service portals let service teams resolve issues quickly with full history at hand. A single customer record across sales, service and finance means no one is working blind or contradicting a colleague.

5: Decide with data

With CRM and ERP unified, dashboards reveal which customers, products and channels are actually profitable, so effort and investment go where they pay off.

How Brilliant Cloud helps

Brilliant Cloud implements Acumatica's embedded CRM connected to finance and operations, giving your teams one informed customer view that lifts conversion, retention and profitability.