Acumatica’s Customer Self-Service Portal and Its Benefits

Posted on: August 31, 2021 | By: Rosie Gill | Acumatica

Acumatica is not only a comprehensive ERP cloud solution, but also has CRM components so that your company’s CRM and ERP can be integrated for maximum efficiency in a digital economy. The CRM capabilities in Acumatica are vast, so today we are going to focus on the Customer Self-Service Portal feature.

Self-service portals give customers access to their own information such as past and current products and services. These portals also increase company efficiency because they give customers detailed answers and information on any commonly asked questions. They can also include guides and tutorials to empower consumers to figure out and resolve any issues or confusion they might be experiencing. Moreover, in a marketplace where personalization is crucial in remaining competitive, a self-service portal gives you the opportunity to personalize your company’s customer experience and strengthen your relationship with individual customers. 

Key Benefits

Acumatica’s Customer Portal is designed to help you communicate with your customers as efficiently as possible, arming both you and them with a set of tools that save time and strengthen the relationship between company and consumer. In the Customer Portal, customers have access to pertinent information such as contracts, financial statements, support cases, and other things. Some of the key benefits are:

  • 24 Hours: Through the usage of the portal, customers are able to view their information any time of the day, any day of the week without having to contact customer support via phone or email. This immediate access without having to go through a waiting period only increases customer satisfaction.
  • Document Sharing: Acumatica’s Customer Portal is a secure avenue for your company to house any marketing material, educational modules, and FAQs.
  • Customer Account Inquiry: Customers feel empowered through the self-service portal because they themselves can view any personal, historical data such as balances, due dates, payment history, and more. They also can update and change their own personal information, another often tedious process generally conducted through long wait times on the customer service hotline. 
  • Online Ordering: Resellers and partners of your company can look at inventory and place orders independently without the need of your sales team’s assistance, allowing these employees to maximize their time elsewhere.

Features of the Customer Portal

Aside from the key benefits of Acumatica’s Customer Self-Service Portal outlined above, there are a bunch of other features that this tool houses.

Case Management

Customers can submit their own cases using the portal and view each case and its status. Moreover, they can edit these cases and add any additional information as well as reopen any previously closed cases. These submitted cases all flow effortlessly into the ERP side of Acumatica, maximizing the efficiency of the software.

Online Catalogue

In the portal, customers can view any products sold by your company, accompanied by pictures and descriptions of each product. You have oversight over what products are displayed in the individual user as well as which warehouses these products can be sold from.

Up-to-date Pricing and Inventory

Because the ERP and CRM sides of Acumatica are seamlessly integrated, customers have accurate information about product pricing and inventory details as the connection between the portal and the Acumatica Distribution Management applications via a shared database keeps all relevant information updated.

Next Steps

Acumatica’s comprehensive software helps maximize efficiency and profitability for companies especially because of the integration of ERP and CRM. If you are interested in learning more about how you can transform your business through Acumatica, reach out to a consultant at Logan Consulting today.



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