The only way to manage growing customer expectations and surge ahead of the competition is through implementing customer relationship management (CRM) software. CRM transforms customer data into actionable insights and predictions, while automating sales, marketing and customer service processes.
However, many manufacturers and distributors make the mistake of installing their CRM application completely separately from their ERP solution. Disjointed CRM and ERP systems create data silos and inhibit users from gaining a 360-degree view of the organization. Limited visibility results in roadblocks along the buyer’s journey. Furthermore, some users will have to waste their valuable time on manually entering duplicate data into each platform.
But it doesn’t have to be this way. Epicor, a leading ERP vendor for over 45 years, wants manufacturers and distributors to fully manage their operations from top to bottom without gaps or roadblocks. That’s why it developed Epicor CRM. The module tightly integrates with your Epicor ERP 9 or Epicor ERP 10 system. This gives you a single solution to store data, streamline processes and drive end-to-end business improvements. Check out our video demo to see Epicor CRM in action.
Epicor CRM covers all the standard CRM functions, including:
- Lead and Opportunity Management
- Contact Management
- Marketing Management
- Case Management
- Mobile CRM
From managing entire marketing campaign cycles to creating sales orders on your phone, Epicor CRM equips you with the essential features to optimize customer experiences. An Epicor Gold Partner, Datix will ensure that you’re making the most of your Epicor solution. We’ll help you capitalize on the right features to drive business success.
Third-Party CRM Solutions
Epicor CRM isn’t the only option for obtaining an integrated CRM and ERP solution. For some businesses, Epicor CRM isn’t advanced enough to support their needs and enhance their front-office performance. With our Unity integration solution, you can seamlessly connect your ERP with Microsoft Dynamics 365 or Salesforce, two of the most highly regarded CRM platforms on the market. Both vendors go well beyond core CRM functionality by providing robust analytics, cutting-edge features and intuitive user interfaces. Let’s look at what Microsoft Dynamics 365 and Salesforce have to offer:
- Microsoft Dynamics 365: Most CRM systems offer some form of integration with Microsoft products, but Microsoft’s own CRM solution facilitates the most seamless connection between your CRM software and your Microsoft tools, such as Office 365, Power BI and Outlook. Users will find the interface similar to their other Microsoft systems and quickly adopt the CRM solution into their routines. It also provides actionable insights powered by advanced data analytics and AI technology.
- Salesforce: Salesforce is the pioneer in cloud and mobile CRM. The vendor continues to stay a step ahead in innovation, delivering deep insights and accurate predictions with Einstein, its suite of AI tools. Salesforce also provides unmatched flexibility, with a scalable SaaS cloud platform and an enormous array of applications you can add on to maximize the value of your software. Its flexibility and diverse functionality make it the most popular and awarded CRM vendor.
Unity is the best way to connect these CRM solutions with Epicor. Unlike other integration applications, Unity works instantly. Our certified consultants install the solution rapidly and take care of on-going support and maintenance. It’s pre-built with common bidirectional sync points, so you can always enjoy up-to-date data. Without coding or hassle, Unity fully integrates your Epicor system with advanced CRM platforms to create a single source of truth. To learn more about Unity, Salesforce and Microsoft Dynamics 365 CRM, check out our Unity video demos and CRM comparison.
No matter what kind of solution you need to manage your sales and front-office operations, Datix has you covered. Our certified consultants offer a variety of CRM options, all fully integrated with your ERP system. As one of the largest Epicor partners in North America, it’s our duty to have all the solutions and services you’ll need to optimize your enterprise performance under one roof. For over 20 years, we have assisted manufacturers and distributors in transforming their businesses through software.
To learn more about our ERP and CRM solutions, contact Datix today.