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.
