Sales Cycle Process Overview

Evron Advance Field Service for Acumatica (EAF)

In this video, Greg Dow, Sr. Consultant at Evron, show you the sales cycle for groundskeeping contracts using Evron Advance Field Service for Acumatica in just 5 minutes.

Starting with the CRM and sales opportunities, he shows you how to track opportunities against contacts and business accounts, create property takeoffs by location and units of measure, and create a quote for a plowing-only contract. With features such as adding salt, equipment such as the plow, labour, and inventory items, you can estimate the contract’s price and decide on billing options.

Greg also demonstrates how to promote the opportunity to close as won and create a service contract from the quote.

About Evron Advance Field Service for Acumatica (EAF)

Evron Advance Field Service for Acumatica (EAF) is a comprehensive solution designed specifically for landscaping and construction companies looking to streamline operations and increase efficiency. A key feature of EAF is that it’s natively built within Acumatica ERP, allowing you to easily track your financials, manage contracts and quotes, and oversee your crew’s activities within a single, unified ERP system.

Our user-friendly software can be accessed from any device, making it easy to manage your business anywhere. With our platform, you’ll have everything you need to run a successful landscaping or construction company, all within the familiar and powerful Acumatica ERP system.

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