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Supercharge Sales with Acumatica CRM Sales Automation

Supercharge Sales with Acumatica CRM Sales Automation

Supercharge Sales with Acumatica CRM Sales Automation Powered by Lightspeed VOIP

Increasingly often, we're hearing about companies seeking to do more with less, and automate the tedious, time-consuming tasks that don't create value. One area that's often overlooked is time you can save with Acumatica CRM sales automation. Integrated VOIP powered by Lightspeed can help you save time and ultimately money with a set of features that is fully integrated with your Acumatica ERP.

Benefits of Acumatica CRM Sales Automation

Sales teams using Acumatica integrated with Lightspeed VOIP are saving time with a host of features designed to make their job easier. With a simple right click, the system automatically dials the number. And now, keeping running notes on Sales call activities takes less time because Lightspeed can be configured to record the call, automatically attach a link to it in the customer record in Acumatica CRM. What used to take several minutes, now takes seconds.

One of the main benefits of Acumatica CRM sales automation is the ability to automate important sales functions, ultimately reducing manual work. With a fully integrated, plug-and-play phone system, your sales team can easily and automatically:

    • Log calls including links to the recorded call in the Acumatica CRM record
    • Trigger a customer screen to pop up in Acumatica
    • Customize and save follow up communication templates
    • Create and send texts and emails


  • You're less likely to miss logging a call when it's automatic.
  • Your Sales team spends less time logging calls.
  • Your Sales team has more time to spend on sales.

Stay Connected

Every sales expert will tell you, the sooner you respond to a prospect's inquiry, whether via email, or phone call, you increase your chances of closing the sale. With Sales teams constantly on the go, and offices being diverted to our homes at a moment's notice, it's more critical than ever to make the phone rings where your salespeople are. With PrismPBX, you never have to worry because automation means you can:

  • Seamlessly have your calls follow you wherever you are
  • Automatically redirect calls if business is disrupted by natural disaster, shelter-in-place orders, etc.
  • Intelligently route calls to a group of extensions you configure

Be Like a "Fortune 500" company

If you're company hasn't reached the size required to have a phone team full-time, but your people still require state-of-the-art communication integrated with systems you already rely on, such as Acumatica, Lightspeed VOIP has bridged the gap. 

You can achieve the communication capability of a “Fortune 500″ company at a fraction of the cost to own and maintain a traditional telephone system and the full-time staff needed to run it and maintain it. Lightspeed Voice's customers are no longer bound to inadequate telephone lines that are obsolete and expensive to maintain. 

Acumatica Certified API Integration

Lightspeed Voice is an Acumatica certified application and has their seal of approval, which means you never have to worry about the integration breaking. PrismPBX is more than just a phone system; it is a fully-featured management tool that gives you full control over all of your voice communications. With PrismPBX, a fully hosted, cloud-based telephone system, you can combine multiple locations or simply connect remote staff into a unified communications platform.

Ready for your Lightspeed Future of Tomorrow?

You’re probably tired of the high prices and frustrations of today’s office phone systems and traditional CRMs. Say HELLO to a customer relationship management and cloud-based VoIP system that’s reliable, saves you money, and is easy to use! Let's Chat! 877.97.VOICE

Complimentary Webinar

Date:  Wednesday, September 23, 2020

Time:  11 AM PT / 2 PM ET

Join us to learn how a plug-n-play phone system makes it easy to automate sales and customer service processes.  In addition, learn how to take control of your profit with business insights and integrated payment processing for Acumatica.

We will demonstrate the following:

  1. Fully integrated plug and play phone system with sales and custom service automation tools:
    • Automated call recording
    • More automation - preloaded follow-up communication plans
    • Build and save custom follow-up plans
    • Automated texts and emails
    • Review staff touch history
Register Now!
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