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Epicor CRM

Customer Relationship Management in Epicor ERP
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Managing everything and everyone that touches a customer without an ERP system can definitely be a challenge. Think about it!

From the time your customer becomes a lead through one of your marketing campaigns, to the time you invoice them for your latest shipment, our Epicor Customer Relationship Management (CRM) consulting helps your company organize pertinent information, so your people can provide effective and efficient service to them.

So what does the Epicor CRM system do for your company?

Well, it does a lot, summarized with the major functional areas of the system below:
  • Manages National Accounts
  • Unlimited Call Notes/History Repository
  • Connects Microsoft Outlook Activity to Epicor CRM
  • Creates/Maintains Marketing Campaigns and Analysis
  • Customer Contact Information Repository
  • Sales Lead Management Tracking and Analysis for customers/salespeople/territories
  • Centralizing Source for many Epicor Trackers (i.e. Quotes, Orders, Shipments, etc.)

Let’s Ask the CRM the Right Questions

  • How did the customer become a customer?
  • Who was/is the salesperson that helps/sells to the customer?
  • What quotes, comments, part(s), did we make and ship to the customer?

The bottom line of the Epicor CRM system is it helps your company with its organization of lead generation, managing prospects, shorter sales cycles, reduced lead-times, and more revenue. If your company is not realizing the many benefits of the Epicor CRM module, let customer relationship management consulting from EstesGroup train you in how to incorporate this tremendous tool into your daily activities.

What are your challenges?

In conclusion, managing every aspect of your customer interactions and relationships without the support of an ERP system can indeed present significant challenges. The Epicor Customer Relationship Management (CRM) system offers a comprehensive solution to these challenges, enabling your company to streamline processes and enhance customer service from lead generation to order fulfillment. With features such as national account management, call notes and history storage, integration with Microsoft Outlook, marketing campaign management, and centralized tracking of quotes, orders, and shipments, the Epicor CRM system empowers your team to efficiently serve your customers.

What are your questions?

This system not only answers essential questions about your customers’ journey but also optimizes lead generation, shortens sales cycles, reduces lead times, and ultimately drives increased revenue for your company. If your organization has yet to unlock the full potential of the Epicor CRM module, our customer relationship management consulting services at EstesGroup can provide the training and support needed to incorporate this powerful tool seamlessly into your daily operations. Embracing the Epicor CRM system will not only streamline your customer interactions but also elevate your company’s overall efficiency and effectiveness in serving its clients.

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