Customer Relationship Management in Epicor ERP

Customer Relationship Management from Epicor Software, a Datix partner, is one of the core features included in the complete enterprise offering of Epicor ERP 10 (the newly released version).  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.

Read more about Epicor CRM here.

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

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