SMB Growth Secret: It’s Easier in the Cloud

If you own a business, you know about working hard and overcoming obstacles daily. While most of your focus is on day-to-day operations, you must also be looking ahead and planning for what your business may need in the future to compete and grow. The future is in the cloud.

Firms today are competing with new companies, channels, and ways of doing business every day. Small to mid-sized businesses (SMBs) face these obstacles in addition to also having to compete against larger competitors. Larger companies have the capacity to dedicate executives, teams, facilities, equipment, and systems to overcome these obstacles. Acumatica ERP software is designed to equip small to mid-sized companies with the tools to compete and operate cost-effectively in today’s market even against the big guys.

Acumatica has true cloud technology and broad functionality that provides real-time visibility to your sales, services and operations wherever you go. Making a switch to Acumatica means having all of the following tools at your fingertips:

Sales and Customer Relationship Management (CRM)

Capture opportunities and manage sales

Leads to Opportunities: track deals from start to close

Product Configurator: provide features and options for product families

Custom Products and Services: adapt design to customer needs

Projects: manage large, multi-site programs

Estimates: accurately quote complex proposals

Capable to Promise: commit to delivery based on capacity and materials

Order Management

Consolidate and process orders in Acumatica from a wide range of sources

Phone: quickly identify customer items, price and availability

E-mail: enter data from emails and attached spreadsheets

Product Configurator: process customer configurations to work orders

EDI: automatically process orders and shipping notices

Projects: convert quotes to work orders with all details

Business-to-Business (B2B) Website: give self-service business customers secure portal access

Business-to-Consumer (B2C) Website: create special catalogs and pricing for personal shopping

Field Sales: sales and service staff enter POs on phones and tablets

Inventory and Planning

Allocate and optimize product across multiple plants and warehouses

Forecasting: view current sales and purchasing activity to build business plans

Purchasing: optimize quantities and locations based on overall demand

Supply Chain Management

Process orders automatically or individually depending on customer and business needs

Stock Products: ship from finished goods at any facility with lot and serial number control

Non-stock Products: use regular or special locations based on material handling needs

Warehouse Management System (WMS): use fast, mobile scanners for receiving, management, pick, pack and ship


Make to stock or order—or combine both order types on your lines

Advanced Planning and Scheduling (APS): use finite scheduling for labor, workstations and tools

Master Production Scheduling (MPS): plan stock component and finished goods production

Material Requirements Planning (MRP): schedule materials for each location

Manufacture: schedule standard and custom products on the same lines

Installation, Service and Warranty

Grow and manage aftermarket parts and service business

Schedule and Dispatch: keep customer needs current and use calendar, GPS and routing features for field staff

Mobile Service Management: use tablets and phones for managing parts and services orders, tracking time, documenting calls, etc.

Equipment Maintenance and Warranty: track both equipment and major components by serial number, repairs, replacement history, and warranty costs

Service Contracts: provide standard and preventive maintenance services

 Construction Management: on new install or replacement projects, contract and manage jobs with construction functionality

Strategies Group has helped many businesses navigate the landscape of technology in the cloud.  We are always excited to help you and your team evaluate if Acumatica is right for YOUR business.  Acumatica provides the best business management solution for transforming your company to thrive in today’s economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations.