Customer Relationship Management in Epicor® ERP

Epicor CRM Blog

Customer Relationship Management from Epicor® Software is one of the core features included in the complete enterprise offering of Epicor® ERP 10.  CRM relationship strategies are important to help you stay ahead in your marketplace.

Epicor® CRM provides a 360-degree view of your customer, supplier or partner business. Everyone within the organization has the ability to access this valuable information.  Epicor® CRM includes a vast array of details you will want to better stay connected to your customer.

Epicor® Customer Relationship Management Software includes:

  • Contact Management
    • o   Contact name field
    • o   Social networking
    • o   Unlimited call notes
    • o   Call history
    • o   Task management
    • o   Integration with email
    • o   Account information
    • o   Contact communication
  • Customer Connect
    • o   Interactive customer facing portal
  • Marketing Management
    • o   Data management
    • o   Campaign management
  • Campaign Connect
    • o   Campaign creation
    • o   Email design (HTML or Text)
    • o   Web microsite design
    • o   Metrics reporting
    • o   Contact management
    • o   Import wizard
    • o   Templates
    • o   Segmentation
    • o   Web design tools
  • Lead and Opportunity Management  
    • o   Sales team management
    • o   Sales workbench
    • o   Sales workflow
    • o   Lead management
    • o   Opportunity development
    • o   Quotations
    • o   Social CRM
    • o   Convert Quotes to Orders
    • o   Forecasting
    • o   Performance Analysis
    • o   Win/loss analysis
  • Case Management
    • o   Social service
    • o   Customer service case handling
    • o   Contact management
    • o   Communication for case resolution
    • o   Traceability of documents
    • o   Alerts
  • Mobile CRM
    • o   Key trackers
    • o   Dashboard access
    • o   Access to key CRM functions
    • o   Product configuration, sales order management and engineering (available with additional licensing)
  • Mobile Sales Assistant
    • o   Mobility solution for sales and distribution
    • o   Apple®, iPhone®,  iPad® Android ™, Windows mobile devices supported
    • o   Levels of customer support

Meet your customer where they are to ensure you are making a positive impact on their experience with your company.

Did you know Epicor® had all these capabilities? Contact the experts at Datix to see how Epicor® ERP can be a tremendous asset to your sales and marketing teams.

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