Epicor CRM
FULLY INTEGRATED QUOTE TO CASH SYSTEM
Epicor CRM. Quote to Cash
Epicor ERP CRM is a robust module within the Epicor ERP system that enables businesses to centralize and automate their customer relationship management processes. It provides a unified platform for managing sales leads, tracking customer interactions, and nurturing customer relationships throughout the entire customer lifecycle. With Epicor ERP CRM, organizations can streamline sales operations, improve sales team productivity, and deliver exceptional customer experiences.
Key Benefits
360-Degree View
Epicor ERP CRM consolidates customer information from various touchpoints, such as sales, marketing, customer service, and support, into a single, comprehensive view. This 360-degree view enables organizations to understand customer preferences, history, and needs, empowering sales teams to personalize interactions and provide tailored solutions.
Streamlined Sales Processes
The CRM module automates and streamlines sales processes, from lead management and opportunity tracking to quote generation and order management. It ensures that sales representatives have access to real-time information, sales collateral, pricing details, and inventory availability, enabling them to respond quickly to customer inquiries and close deals faster.
Improved Sales Team Collaboration
Epicor ERP CRM facilitates collaboration and communication among sales teams. Sales representatives can easily share information, collaborate on opportunities, and access the latest sales tools and resources. This promotes teamwork, eliminates silos, and improves overall sales team efficiency.
Effective Marketing Campaigns
The CRM module helps organizations plan, execute, and track targeted marketing campaigns. By leveraging customer data and segmentation capabilities, businesses can create personalized marketing messages, track campaign performance, and measure ROI. This leads to more effective marketing efforts and higher customer engagement.
Enhanced Customer Service
Epicor ERP CRM enables organizations to provide superior customer service by managing customer support requests, tracking service history, and ensuring timely resolution of issues. With a holistic view of customer interactions, support teams can address customer inquiries and concerns promptly, improving customer satisfaction and loyalty.
Epicor ERP CPQ (Configure, Price, Quote)
Epicor ERP CPQ (Configure, Price, Quote) is a robust module within the Epicor ERP system that empowers businesses to configure complex products, accurately price them, and generate professional quotes quickly. It integrates seamlessly with other modules, such as inventory management, order management, and customer relationship management, providing a unified platform for end-to-end sales processes.
Efficient Product Configuration: Epicor ERP CPQ simplifies the product configuration process by providing intuitive tools that guide sales representatives through the selection of product features, options, and specifications. It ensures that only valid configurations are proposed, eliminating errors and reducing the time required to generate accurate quotes.
Accurate Pricing and Discounting: With Epicor ERP CPQ, businesses can define pricing rules, discount structures, and special promotions to ensure accurate and consistent pricing across all quotes. Sales representatives can access real-time pricing information, ensuring that quotes are always up to date and aligned with the latest pricing policies.
Streamlined Quote Generation: The CPQ module automates the process of generating professional quotes. It dynamically populates quote templates with product configurations, pricing details, terms, and conditions, saving time and eliminating manual errors. The system also allows for easy customization of quote templates to match the organization’s branding and style.
Faster Sales Cycles: By providing sales representatives with user-friendly tools, real-time pricing information, and automated quote generation, Epicor ERP CPQ accelerates the sales cycle. Sales teams can respond quickly to customer inquiries, generate accurate quotes on the spot, and close deals faster, resulting in improved customer satisfaction and increased win rates.
Enhanced Customer Experience: Epicor ERP CPQ enables sales representatives to provide a personalized buying experience to customers. With the ability to configure products, offer customized options, and present professional quotes, organizations can meet customer requirements precisely and deliver a tailored solution that aligns with their needs.