The CRM Telemarketing add-on allows your business to truly start using the Acumatica CRM module as a CRM for your business.
The enhancement allows you to set up telemarketers and telemarketing groups. You can create unique advanced Telemarketing Scripts and Telemarketing Lists. Our Telemarketing Console allows your sales team to make their calls from one screen and easily record the results of their calls, schedule future calls or tasks, and update information for management as needed.
Reporting is included that allows management to see the calls performed by staff, the length of the calls, and the results. We are including an integration with Ring Central; however, we can customize the system to easily integrate with your specific phone system.
Key Features
- Telemarketer and telemarketing group management
- Advanced telemarketing script creation and customization
- Comprehensive telemarketing list management
- Unified telemarketing console for streamlined calling
- Call result recording and tracking
- Future call and task scheduling
- Management reporting and analytics
- Call duration and outcome tracking
- Ring Central integration (with custom phone system support available)
Telemarketing Console
The centralized console provides your sales team with everything they need in one screen - contact information, call scripts, result recording, and follow-up scheduling. This streamlined interface maximizes efficiency and ensures consistent call handling across your team.
Advanced Scripting
Create sophisticated, branching call scripts that guide your team through conversations while maintaining flexibility for natural dialogue. Scripts can be customized for different campaigns, products, or customer segments.
Comprehensive Reporting
Management gains full visibility into telemarketing activities with detailed reports showing call volume, duration, outcomes, and individual performance metrics. Track ROI, identify successful strategies, and optimize your telemarketing efforts.
Phone System Integration
Built-in Ring Central integration with the flexibility to customize for your specific phone system. Seamless click-to-dial functionality and automatic call logging enhance productivity and accuracy.
Release Information
The CRM Telemarketing enhancement is scheduled for general release in October 2025. Contact us for early access opportunities and customization discussions.
