Overview
Epicor CRM streamlines the entire customer lifecycle through its deep connection with enterprise resource planning data. While system modifications can sometimes have long lead times, its ability to automate administrative sales tasks and provide a single source of truth greatly enhances operational efficiency and decision-making.
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Starting Price
Custom
Epicor CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Epicor CRM?
Epicor CRM software is a customer relationship management (CRM) module designed as part of the broader Epicor Kinetic Enterprise Resource Planning (ERP) system. It is built for mid-market to large enterprises, particularly in manufacturing and distribution. The platform helps businesses manage the entire customer lifecycle by leveraging deep integration with back-office data. Key Epicor CRM features include lead and opportunity management, case management, and order history. These robust capabilities provide sales and service teams with a comprehensive overview of customer interactions, production status, and order history.
Epicor CRM Pricing
Epicor CRM Integrations
Who Is Epicor CRM For?
Epicor CRM is ideal for a range of product-centric industries that require tight alignment between sales operations and back-office functions, including:
- Manufacturing
- Distribution
- Automotive
- Building supply
- Retail
Is Epicor CRM Right For You?
Epicor CRM is an ideal choice for businesses deeply embedded in the Epicor Kinetic ERP ecosystem. Its standout strength is the seamless data flow between front-office sales and back-office operations, creating a single source of truth. As a recognized Leader in cloud ERP for product-centric enterprises, the platform is built for scalability and security. It helps businesses in manufacturing and distribution meet complex compliance needs while driving growth, making it a trusted choice for several notable organizations, such as Novaria Group, Volgren, and Owen Mumford.
Still not sure about Epicor CRM? Contact our support team at (661) 384-7070 for further guidance.
Epicor CRM Features
This module centralizes all contact information for customers, suppliers, and partners, making it accessible from any device. It tracks interactions, such as calls and emails, in real-time, ensuring every team member has a complete and accurate history to foster responsive communication.
This tool helps you proactively manage sales territories and the entire opportunity lifecycle, from initial lead to closed deal. It enables your sales team to target high-value opportunities and deliver accurate revenue forecasts to management, helping to convert more prospects into customers.
This feature delivers personalized, high-quality customer service with a solution that tracks issues from the initial call to final resolution. It empowers your service team to manage caseloads efficiently, respond to customer needs quickly, and improve overall customer satisfaction and retention.
Epicor CRM provides tools to build, execute, and measure targeted marketing campaigns for a powerful competitive edge. This feature enables you to seamlessly segment your audience, create effective communications, and analyze campaign ROI, ultimately helping you strengthen relationships with customers and prospects.
This capability allows businesses to deliver a modern eCommerce experience that meets the unique needs of B2B buyers. It supports special promotions, custom price lists, repeat purchases, and the ability for customers to pay on account, aligning with evolving B2B expectations.
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