Epicor ERP for Customer Relationship Management
Streamline your sales, marketing, and customer service workflows with the Epicor customer relationship management (CRM) system at Ascenra.
Whether you're in retail, manufacturing, logistics, or distribution, our team will customize the CRM system to support your unique customer journey. We help improve team collaboration and drive long-term customer loyalty.
Introducing Epicor Customer Relationship Management System
Epicor customer relationship management (CRM) provides a 360-degree view of the entire customer, supplier, or partner relationship regardless of position in the customer lifecycle. It broadens the scope of customer information to everyone within the organization and to stakeholders beyond, through contextual delivery of essential customer data to information workers, wherever it’s needed.
Providing Solutions to Meet Your Business Goals
- Reach new customers while retaining existing customer communities–
- Enhance internal efficiencies
- Drive new product introduction
- Automate marketing activities
- Improve execution of customer service
With award-winning integrated applications, covering marketing automation (MA), sales force automation (SFA), case management, and customer and partner self-service, Epicor CRM provides the functionality you need to ensure an all around world-class customer experience.
Who Needs Epicor Customer Relationship Management System?
Epicor CRM is ideal for businesses looking to streamline customer interactions, improve sales efficiency, and enhance customer satisfaction. This system assists businesses in managing the entire customer lifecycle, from prospecting and sales to cash collection and ongoing care. It enhances operational efficiency and fosters growth both internally and externally. It is especially beneficial for organizations managing complex customer data and relationships, such as:
- Manufacturing
- Retail
- Distribution
- E-commerce
- Healthcare
- Financial Services
- Real Estate
- Education
- Hospitality
Major Challenges in Customer
Relationship Management
Efficient customer relationship management (CRM) requires a centralized data system and systematic workflow. Without an automated CRM system like Epicor, businesses often encounter significant challenges that impact customer relationships.
Disorganized Customer Data
Without proper customer relationship management, customer data such as purchase history and engagements are unable to be stored and retrieved properly, making it difficult to track customer behavior.
Siloed Team Collaboration
Collaboration becomes inefficient when customer information is not shared or synced across different teams and departments, leading to miscommunication.
Inefficient Sales Process
The absence of automation and centralized systems forces sales teams to rely on manual tracking methods, leading to delays in follow-ups with potential customers and missed leads.
Poor Customer Experience
Inconsistent and slow responses occur without a proper CRM. This negatively affects customer experience, damages relationships, and may lead to negative brand perception and dissatisfaction.
Core Features of Epicor Customer Relationship Management Software
Partner with Ascenra to explore how our Epicor CRM software manages your customer life cycle and streamlines your customer service.
Contact Management
Document and share customer and prospect information like contact information, interaction history, and customer preferences across your organization. It provides a centralized database of customer information that improves customer communications.
Case Management
Improve your customer service and support from initial call to personalized follow-up. This feature offers a customer-centric solution designed to deliver high-quality customer service, helping your team to identify lead opportunities and retain loyal customers.
Marketing Management
Plan and manage your targeted marketing campaigns effectively. Businesses can segment audiences to create targeted emails and track performance metrics such as conversions. This feature by Epicor CRM helps drive more leads into the sales funnel and streamline your marketing process.
Lead and Opportunity Management
Epicor customer relationship management allows businesses to track and manage the entire prospect-to-customer lifecycle with automation. You can also synchronize key CRM data with Microsoft Office tools which allows sales to access customer information directly within Microsoft Outlook or Excel.
CRM Mobile
CRM mobile app empowers your sales force will full mobile access to the complete CRM suite on both iOS and Android. With CRM mobile, you can manage leads, customers, and quotes, and also access data on competitors, projects, and order history without internet connectivity. The app also features map visualization of nearby customers and prospects for convenient meet-ups.
Integration to Salesforce.com
Epicor Integration Cloud powered by Jitterbit allows businesses to integrate both Salesforce and CRM software, significantly enhancing both platforms’ value by improving data accuracy and enabling automation. With pre-built accelerators, key data such as price lists, quotes, customers, and parts can be seamlessly integrated between two systems.
Discover Epicor CRM in Action
Epicor ERP:
Customer Relationship Management (CRM)
Discover how Epicor Customer Relationship Management systems manage and strengthen your customer relationships
Introducing Epicor
Data Analytics
Explore how Epicor’s data analytics can empower your CRM strategy with actionable insights.
Epicor has a positive impact on Customer Service
Epicor customers talk about the increases in customer service and customer satisfaction provided by using Epicor Software.
Epicor - Epicor ERP software inspires customer service
Three manufacturing experts explain how collaboration has inspired flexible delivery models, improved product quality, and more profitable business.
FAQ
Why is Customer Relationship Management (CRM) so important?
Customer Relationship Management (CRM) helps businesses build and maintain a strong customer relationship. With centralized customer data, sales and marketing team can get data-driven insights to deliver personalized services, track sales workflow and manage marketing campaigns. These lead to improved customer satisfaction and loyalty that drive long-term growth.
How does Epicor CRM enhance sales and marketing efforts?
The Epicor Customer Relationship Management (CRM) boosts sales and marketing efforts by providing a comprehensive view of customer data including purchasing records, interaction, and preferences. It enables sales teams to track customer journeys and target lead opportunities. The system also assists marketing teams in segmenting audiences to create targeted campaigns and measure the campaign’s effectiveness.
At Ascenra Consultancy, we offer ERP consulting and software solutions powered by Epicor, to help businesses identify every lead opportunity to convert prospects into customers.
Does Epicor Customer Relationship Management support mobile access?
Yes, the Epicor CRM mobile application gives full access to CRM suites on both iOS and Android devices. Sales teams can manage leads, view customer data, and access order history anywhere at any time.
Can Epicor CRM integrate with other tools my business uses?
Yes, businesses can integrate Epicor CRM with a variety of third-party tools and software like Microsoft Office applications and Salesforce. This integration feature ensures your customer data and processes are connected, and also reduces manual tasks and human errors.
What’s the difference between CRM and ERP?
CRM (Customer Relationship Management) manages customer relationships, sales, and marketing activities, while ERP (Enterprise Resource Planning) handles back-office functions like finance, inventory, and supply chain management. Some ERP systems like Epicor, include CRM as a module.