WHY EPICOR CRM?
Improved customer experience
Enhance the customer experience with a data-driven approach to meeting expectations and complete information accuracy across inventory, products and service.
Improve profitability through better use of customer data and more effective coordination of raw materials and delivery of final products.
Keep up with the competition with a more efficient supply chain driven by your powerful customer data.
EPICOR CRM CAPABILITIES
Collect and manage the vital contact information needed to manage relationships.
Track interactions in real-time
Make unlimited notes on each interaction to give a complete picture of the relationship
Configurable account hierarchies
Seamlessly sync data with Microsoft Office
Lead and opportunity management
Proactively manage sales strategies across the lifecycle of your leads, opportunities and customers.
Target the highest value opportunities and increase revenue
Manage your sales resource with customisable sales structures, pipelines and quotas
Access and analyse powerful forecast data at different probability levels, categories and territories
Complete visibility of customer and prospect data all in one place
Get a complete picture of a customer’s service history for personalised, high-quality service.
Visibility of every case from initial call to resolution and follow-up
Monitor and standardise your case management process with configurable workflows and assignable roles
Record all interactions against the customer record for complete visibility
Full integration with the Field Service module allowing access to key data such as dispatches, calls, warranty information and contracts
Enable powerful targeted communication to build more meaningful relationships.
Generate and manage multi-platform marketing campaigns
Track effectiveness and ROI from all campaigns and interactions
Create highly targeted campaigns with visibility over highly-qualified leads and cost/benefit analysis on activities
Marketing list management – create lists, import contacts, and manage data accuracy and consent
Manage the sales cycle and customer relationships from anywhere and from any device.
Manage leads, opportunities, customers, contacts and quotes from anywhere
View competitor data, cases, projects and order history
Configurable workflows streamline processes like email and call logging, notes, tasks and appointments
Access to back-office dashboards, forms and workflows for more complex tasks