Epicor CRM is designed to complement the focus of an ERP system. Customer Relationship Management (CRM) is more important to business strategies than ever before. Because of the necessity in the workplace, there are many standalone solutions, including Microsoft Dynamics CRM and Salesforce.com.
We like to separate Epicor CRM requirements into two major categories: Opportunistic and Transactional.
The Opportunistic CRM model is composed of:
- A complex and long sales process
- A team of resources
- Customization, including Microsoft Dynamics CRM and/or Salesforce.com
The Transactional CRM model is a little different, comprising of:
- A short, simplified sales process
- A sales process involving no more than two or three people
- A quote
- A followup
An example of a Transactional model might be a plumbing distributor or a metals manufacturer who gets an inbound inquiry from a prospect. We have found the majority of manufacturing and distribution companies tend to fall into this category.
The major advantage of a transactional solution like Epicor CRM is that it can be completely integrated into all of the related data in the ERP system. Gone are the headaches of integration—at last! No need for multiple apps, solutions, or subscriptions. It’s that easy!
With Epicor ERP 9 and Epicor ERP 10 you will have all of the following tools in the same convenient program:
- Mailing List
- Quote & Opportunity
- Sales Order
- Customer Help Desk & Service
- Field Service & Installation
- Cash Receipt
- General Ledger
Epicor ERP 9 and Epicor ERP 10’s major module functions include:
- Contact management
- Lead & Opportunity management
- Case management
- Marketing management
- Mobile CRM
- Customer Connect including eCommerce and Portals
- Bidirectional Microsoft Office integration
All of this from one system giving you truly a 360° view of all of your communications and transactions with a specific customer.
You can see the program in action here.
Impressed? Contact us for a free no-obligation consultation today! We look forward to helping you and your business.