Customer Relationship Management

customer relationship managementOutfitting your sales team with advanced, easy-to-use software is not just smart; it is a matter of survival. Customer Relationship Management (CRM) provides the tools you need to find more prospects and quickly convert them to satisfied customers.

Your salespeople can manage the complete prospect-to-customer life cycle, give accurate revenue forecasts to management and automate many administrative tasks. The bottom line is better-qualified prospects, shorter sales cycles, reduced lead-time, and more revenue.

With Epicor Customer Relationship Management (CRM) you can manage and analyze the effectiveness of marketing campaigns and events. Marketers can pinpoint targets, capture highly qualified leads, and perform cost/benefit and return on investment (ROI) analyses on promotional activities. The campaign manager can track the number of leads, opportunities, orders, and costs per campaign. Once you have the lead, the CRM functionality helps manage the entire sales process more effectively. You can enjoy the features such as workflow and forecasting.

Features

Marketing management

Epicor CRM Marketing Management enables you to measure the success of marketing campaigns, understand your target market, and improve communications. Once you have the lead, the solution helps manage the entire sales process more effectively, with features such as workflow and forecasting.

Contact management

With Epicor CRM Contact Management you can improve overall responsiveness and focus by putting your contacts at the center of your business.

Campaign connect

Epicor Campaign connect enables you to quickly and easily implement focused communications and campaigns with minimal training.

Lead and opportunity management

Epicor CRM comprises the tools you need to find more prospects and quickly convert them to satisfied customers. Thus, your salespeople can manage the complete prospect-to-customer lifecycle, give accurate revenue forecasts to management and automate many administrative tasks.

Case management

Epicor Case Management feature delivers solutions that help you deliver the first-rate service to your customers while controlling costs. The result? A strong return on investment through happy customers who make additional purchases and generate new business through referrals.

Mobile connect

Epicor Mobile Connect helps your sales representatives and sales engineers stay connected with their customers without requiring network connections.

Information worker

Consider how convenient and productive it would be for a salesperson to download customer information and work with it offline. That same salesperson can add or update customer information from within Microsoft Office applications at any time and from any location. After that, it is also possible to synchronize those changes later with Internet access.

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