Marketing workspace terminology
Introduction to customer relationship management terminology in MYOB Acumatica Professional Services
- Customer relationship management functionality helps companies manage their interactions with current and potential customers to effectively identify and address customers’ needs and build strong mutual relationships.
- MYOB Acumatica provides tools for process automation, data management, and reporting for marketing, sales, and customer support teams. You can easily customise the CRM functionality to fit your company’s business goals, ensure higher profitability, and streamline your marketing, sales, and customer support processes.
- With the CRM functionality, your marketing personnel can easily create leads, validate leads for duplicates, assign leads to owners, qualify leads, and manage leads, marketing lists, and marketing campaigns.
- By using the CRM functionality, your sales personnel can easily qualify leads, assign leads to owners, validate contacts and business accounts for duplicates, create business accounts and contacts, and manage leads, marketing lists, marketing campaigns, and opportunities.
- Finally, the CRM functionality gives your customer support personnel the ability to create support cases, assign cases to owners, and process cases.
Activities
|
Term in Acumatica |
Equivalent term in AccountRight |
Description |
|
Leads |
N/A |
Leads screen is used to enter a new lead record, or view and modify the settings of an existing lead record. The minimum information required is First and Last Name. From this screen further action can be take - Open, Qualify, Accept, Disqualify, Mark as Converted, Close as Duplicated, Convert to Opportunity, Create contact, Create e Account or Check for Duplicates |
|
Mass Emails |
N/A |
Preparation of a mass email and send it to the intended audience: - selected leads, mailing list members, or campaign members. Emails can be personalised by inserting the recipient’s data into the text of the email by using placeholders. |
|
Opportunities |
N/A |
You use this form to create a new opportunity or to view or edit the details of available opportunities. From this screen further action can be taken - Open, Close as Won, Close as Lost, Create Contact and Recalculate Price |
Profiles
|
Term in Acumatica |
Equivalent term in AccountRight |
Description |
|
Contacts |
N/A |
On this form, you can enter a new contact record, or view and modify the settings of an existing contact record. In MYOB Acumatica Professional Services, a contact represents a person. A contact record can have multiple settings, such as a name, address, and contact information, such as an email address and phone number. A contact can have a lead or multiple leads associated with it. |
|
Marketing Campaigns |
N/A |
This form is used to create marketing campaign with in MYOB Acumatica, or to view and edit an existing one. A campaign is a specific set of marketing activities that you undertake to achieve a particular marketing goal, such as stimulating demand, boosting name recognition, or generating revenue. |
|
Marketing Lists |
N/A |
Marketing List form is used create a new marketing list and add members to a new or existing list. |
|
Business Accounts |
N/A |
The Business Account Form is used to create a new business account record, or view and modify an existing account record. In MYOB Acumatica Professional Services, a business account represents a legal entity (a company or a person) that your organisation deals with or intends to sell products and services to. |
Processes
|
Term in Acumatica |
Equivalent term in AccountRight |
Description |
|
Assign Leads |
N/A |
On this form, you can perform mass assignment of unassigned leads. For this assignment, the system uses the assignment map specified for leads on the Customer Management Preferences (CR101000) form. |
|
Update Leads |
N/A |
By using this form, you can perform a bulk update of lead records. |
|
Assign Contacts |
N/A |
On this form, you can perform mass assignment of unassigned contacts. For this assignment, the system uses the assignment map specified for contacts on the Customer Management Preferences (CR101000) form. |
|
Update Contacts |
N/A |
By using this form, you can perform a bulk update of contact records. |
|
Validate Leads and Contacts |
N/A |
On this form, you can run bulk validation of lead and contact records for duplicates. (This form is available only if the Lead/Contact Duplicate Validation feature is enabled in your system on the Enable/Disable Features (CS100000) form.) |
|
Calculate Grams |
N/A |
On this form, you can initiate the calculation of grams for each contact, lead, or business account record. Grams are used for the calculation of validation scores. Each record has a number of related parameters, such as Last Name, Email, and Class ID. The grams value assigned to a particular record is defined by the total number of parameters that are involved in the calculation of the validation score. |
|
Validate Accounts |
N/A |
On this form, you can run mass validation of business account records to identify duplicates. (This form is available only if the Lead/Contact Duplicate Validation feature is enabled in your system on the Enable/Disable Features (CS100000) form.) |
Inquiries
|
Term in Acumatica |
Equivalent term in AccountRight |
Description |
|
Leads BI |
N/A |
Displays lead acquisition and lead processing metrics that marketing managers and sales representatives can use. |
|
Lead Conversion BI |
N/A |
Displays lead conversion and lead revenue metrics that marketing managers and sales representatives can use. |
Reports
|
Term in Acumatica |
Equivalent term in AccountRight |
Description |
|
Campaign Summary |
N/A |
Report displays a list of marketing campaigns with statistical information on each campaign, including campaign ID, planned budget, expected return, number of converted leads and lead conversion rate. |
|
Campaign Invoices |
N/A |
The Campaign Invoice Report is used to calculate revenue affected by a campaign. |
|
Sales Activities |
N/A |
Report showing sales activity by Owner, report can be filtered, exported and saved. |
Preferences
|
Term in Acumatica |
Equivalent term in AccountRight |
Description |
|
Customer Management Preferences |
N/A |
Configuration of customer relationship management (CRM) functionality in MYOB Acumatica Professional Services |
|
Business Account Classes |
N/A |
Create, view and modify Business Account Class. Account class includes a list of attributes that you can use as additional elements for business accounts of the class on respective data entry forms. For each attribute, you can specify whether the attribute is required and what its position will be in the list of attributes for the class. The system fills in certain settings of the business account based on the settings of the class, thus speeding data entry. |
|
Opportunity Classes |
N/A |
Opportunity classes are used as a source of additional elements to store information about opportunities. On this form, you create and modify opportunity classes. Each opportunity class includes a list of attributes that will be used as additional elements for opportunities of the class. The system fills in certain settings of the opportunity based on the settings of the class, thus speeding data entry. |
|
Lead Classes |
N/A |
On this form, you can specify basic settings to be used for leads that belong to each class, such as the default owner of the lead, the assignment map to be used for leads of the class, and the conversion settings that are required for lead processing. The system fills in certain settings of the lead based on the settings of the class, thus speeding data entry. |
|
Contact Classes |
N/A |
Contact Class specify basic settings to be used for contacts that belong to each class, such as the default owner of the contact, the assignment map to be used for contacts of the class, and the conversion settings that are required for lead processing. The system fills in certain settings of the contact based on the settings of the class, thus speeding data entry. |
|
Campaign Classes |
N/A |
Specify basic settings to be used for leads that belong to each class, such as the default owner of the lead, the assignment map to be used for leads of the class, and the conversion settings that are required for lead processing. The system fills in certain settings of the lead based on the settings of the class, thus speeding data entry. |
|
Activity Types |
N/A |
You use this form to add, view, edit, and delete activity types that can be used for tracking where CRM time is spend. |