Acumatica vs. HelpSpot

Coming from Sage, when you have to post financial data, it locks the system. Acumatica, there is no delay, there is no downtime. Dashboards. My CEO recently asked me, "I really want to see what our top customers are and what markets that they're spending the most money in." Acumatica had that widget already prepared for me.

Incentivized

HelpSpot is well suited for streamlining support ticketing within the organization. By providing a single point of contact to email for support, we were able to increase response time and case resolution by approximately 30% through the increased efficiency of ticket routing via workflows and the ability for IT support staff to grab tickets from the queue instead of having them pile up in a mailbox that contains other emails as well.

Incentivized

• Real-time access to financials across firm's locations in India for better in-house sales, cost and financial health analysis
• The tool is great with respect to the creation of dashboards and KPI reporting to get visual picture of profitability and cash flow metrics across projects

Incentivized

• HelpSpot was great for organization. Having different queues allowed each of my team members to organize their conversations with the customer and quickly retrieve the history of the ticket.
• HelpSpot is a fairly simple tool that has a friendly user interface. With it's more modern look, it made it easier for me personally to navigate and train team members on how to use it successfully.
• HelpSpot allowed our team to view the responses section, which allowed our team to cut down on the time we spent responding to a ticket.

Incentivized

• Mass updating existing BOMs or Production Order Details. For larger orders, especially if many things need to be changed it can take a painstakingly long time to update each production order one-by-one.
• The product configurator is too flat, we definitely need nested configurations that can capture variable subassemblies.
• Accounting has room for improvement, I don't really like the idea of SO Invoices living in a separate spot until they are Released. I have had complaints from our accounting personnel since they have to leave the "Accounting World".

Incentivized

• The UI is a little dated but to be fair, shows most of the pertinent information at a glance on a well designed dashboard.
• The UI can also be buggy at times with controls appearing in strange places. These glitches are usually corrected within a reasonable amount of time.

We are highly likely to renew because Acumatica has become the foundation of our ERP strategy replacing another ERP system with a more flexible, scalable platform while improving governance, planning, and operational visibility. Ongoing stabilization, roadmap investment in IBP and automation, and strong alignment across Finance and Operations give us long‑term confidence in the platform.

Incentivized

My current job does not use this platform as it is not necessary for my job function.

Incentivized

The processes are very intuitive and easy to use. Whether you are entering AP bills, timecards for payroll, or AR invoices, the processes are similar and easy to use. The drill-down capability is also a huge plus as you can easily toggle between different modules without having to leave the screen you are in and navigating through a menu to get the information you need. We found that the standard reports out of the box are lacking. Our implementation did not go so well and when we were finally ready to run financial reports, it was both disappointing and frustrating to discover that the P&L was highly summarized and to get a detailed report required having to do a lot of formatting myself. I was able to figure it out on my own, but when our financials were already delayed getting published, I did not really have the time to spend trying to figure out how to build my own P&L.

Incentivized

It's always available.

there have been some performance issues

Incentivized

I would rate the overall support for Acumatica an 8 out of 10. The support team is generally responsive, knowledgeable, and helpful when resolving issues or answering questions. Documentation and community resources are also useful. However, response times can occasionally vary depending on the complexity of the issue or support queue, which slightly affects the overall experience.

Incentivized

Very helpful for end users

Incentivized

Online training has gone away. Need to bring back the webinars. Live webinars are so benficial to training new employees.

Incentivized

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.

Incentivized

Having used Pastel for a long time in the business, it lacked certain features, or the system was not probably setup for our business needs and requirements at the time. It was also not 100% cloud based and needed to be used through remote desktop which had its limitations. Zero just had 10% of what our business needed.

HelpSpot appears to be more of an old-school product but much of the recent technology is running under the surface. It has much of the compexity and customization available with Jira in tandem with the easy communications interface, not unlike Zendesk ,and some of the potential archival intelligence (in the works) of Fogbugz

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.

• I feel like I am not using it to it's potential and it's frustrating to know that it can do more than I am able to use and more help with that would be great
• The implementation was a lot of customize building and I felt like some of it could have been built by my partner rather than having them sit and watch me enter a bunch of stuff, especially when a lot of it was over my head in understanding

Incentivized

• Improved ticket response time
• Workload reporting to upper management
• Ticket category reporting to identify training opportunities

Incentivized