Customer Relationship Management in Epicor® ERP

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.