Acumatica vs. Aline

I would love to recommend it to my friends and colleagues. They have a dedicated storage manager along with some really good cloud capabilities, which helps get the work done efficiently and professionally. We have been using it since 2022, and they are great in this segment.

Aline is suited for scenarios where it is crucial to gather and document a large amount of key information from prospects and their influencers in order to move the sales process forward. Aline is only as effective as the user chooses to utilize the tools provided. A great CRM should be one that, if another individual needs to access and take the lead over, should be seamless and informative.

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• We just went live about two weeks ago, so we are here at Acumatica Summit to see everything it's capable of. One of the things it is capable of is the dashboards and the integration with some of these third-party people to ensure we can get the data we need when we need it, so we're looking forward to getting all that live for us.

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• Helps me keep track of my daily, monthly and annual progress
• Keeps me organized and on task
• Shows me our business progress

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• There are a few spots where there is a list of data that we need a total for and we have to extract to Excel to get a total. It would be helpful to see a sum right in Acumatica.
• For the first time today I had an interesting glitch - my entire bank reconciliation unchecked the "reconciled" column and needed to be redone for the month. Funky little glitches happen from time to time
• Pivot tables don't seem to update as expected by using filters

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• Amount of calls in the team progress section
• Team productivity report fixing so as to not have to scroll through
• In the calendar option the ability to move tasks more than a month at a time, if it could scroll down so I could move it to a few months ahead

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I gave this 10 rating because Acumatica ERP is the backbone of the organization, next to the IT Team. We use this software for many different parts of our business. For example our Retail service stations that utilize the inventory, billing, and financials. Our Distribution company that uses it for Field services, CRM, Sales, Accounts and Financial consolidation of all company financials.

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I give it an 8 because it is very intuitive and easy to use for day to day work. I find it more difficult to create general inquiries and financial statements than it seems that it should be. It's not very intuitive in those areas.

I think it is a very user-friendly platform where you can find all the information that you need within a few clicks. It is important to be able to navigate the system quickly to communicate with the prospect quickly, and Aline helps in this process.

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It's always available.

there have been some performance issues

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We used Acumatica Support directly for the first year or so. Overall it's pretty good, but sometimes the support staff wasn't educated on the customizations we had, nor was I as the Customer as I couldn't remember which things were customized and which things were out of the box, so when there was an error, there were some misunderstandings.

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We have utilized Aline's customer support in the past when we were having difficulty curating a list for a needed report. The customer support team was very responsive and followed up to ensure that we were not having any issues following the call. The product training has been very helpful with new hire training.

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It was on General Inquiries and it's just a complex topic.

Most of the trainers are amazing, but there were a couple who simply read the training guide

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I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

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Acumatica's sales process was much better than that of NetSuites. The NetAtWork team spent much more time with us and showed us how Acumatica really could do everything that we needed it to do, with examples using our data.

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I worked with Sales Force Assistant for a short time Thus far, Aline has not disappointed me in any way both CRMs are top notice and incredibly user friendly I could not perform my role effectively with Aline

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No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• We were able to work in one system with customizations we needed in inventory and add all our grants in the same system
• Direct mail invoices was moved to an automated PO system saving time and allowing better financial tracking
• The grant module can be cumbersome requiring flip flopping to program partners etc during set up

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• When we implemented Aline the team occupancy was 76% by year end we were at 86.4%, this took 10 months.
• The platform saves me countless hours each month for datamining for board reports. The system has paid for itself several times over
• We can now compare year of year marketing campaigns to find out which campaigns to keep or no longer suit our market.

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