ArticlesAdvanced Manufacturing CRM for Epicor Kinetic

Are you experiencing difficulties managing your customer relationships and looking for the best manufacturing CRM for your Epicor Kinetic system? Choosing the right CRM solution for your manufacturing business can be challenging. There are many different types of CRM software, and just as many professionals to integrate them.

As certified Epicor implementation partners, EC Solutions is uniquely qualified to advise you on your choice of ERP and CRM. Our Epicor ERP experts invite you to browse through this guide to learn what makes a good CRM system, how to find the right one, and finally, our recommendations.

CRM Software:
What Is It Exactly?

A CRM (customer relationship management) is the tool you need to keep track of your sales process, your customer data, and improve your customer experience. CRM software stands for any solution that helps your business obtain key performance indicators linked to your customer base.

CRM technology can help in different areas of your company, such as supporting your customer service and sales team efforts. With the right manufacturing CRM system, you can improve the quality of your services and increase overall satisfaction levels.

These benefits prove essential for increasing future sales and improving customer retention—two things necessary to ensure the sustainability and success of your company.

What Are the Different Types of CRM Tools?

There exist 4 types of CRM tools, and they are defined as such: operational, analytical, collaborative, and strategic. Let’s break down these concepts to understand their purpose better.

  • Operational CRM: The goal of operational CRMs is strategic workflow automation. We’re talking marketing automation, sales automation, and customer service automation. Automating tasks such as email marketing and sales forecasting reports and using AI-powered chatbots often result in improved efficiency and better client management.
  • Analytical CRM: If operational CRM helps with your processes, analytical tools help you understand how your customers move through the sales cycle. This system captures and analyzes your customers’ interactions and data to help you understand the effectiveness of your marketing, sales and customer service. You can create performance reports, which help identify areas for improvement and strengths to build on.
  • Collaborative CRM: The collaborative type exists to improve communication and collaboration between your different departments. This type of CRM is particularly efficient in large manufacturing companies with large customer bases where multiple people are responsible for individual client accounts.
  • Strategic CRM: If collaborative CRM tends to help with immediate actions, strategic CRM focuses on client retention, loyalty and long-term customer engagement. With a strategic CRM tool, you can get key information such as their needs, priorities, and which communication channels your long-term client prefers.

High-performance CRM systems usually have these 4 types of CRM tools (operational, analytical, collaborative and strategic). However, it’s good to remember that your business is unique, and not all CRMs have the same capabilities.

Small businesses with few products may not have the same needs as larger companies. Therefore, it is imperative that you talk with experts to ensure that you integrate the right CRM software solution for your business.

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Does Epicor Have a Manufacturing CRM Module?

Yes. Epicor CRM is an excellent customer relationship module that integrates most Epicor ERP software. It also has a mobile app, allowing greater flexibility and accessibility.

Are There Other Manufacturing CRMs for Epicor Kinetic?

Of course. Many CRM options are available on the market, which can make finding the right solution for your business a complex task. We always recommend talking with an Epicor-certified expert to determine which manufacturing CRM solutions are best for you.


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Rolldog CRM
Best CRM for Manufacturing Businesses Using Epicor Kinetic

Are you looking for an advanced CRM for your Epicor ERP system? EC Solutions is a proud partner of Rolldog CRM, one of the best customer relationship management software (CRM) for Epicor Kinetic and the manufacturing industry.

If you want to leverage the latest CRM technologies for manufacturers, Rolldog customer relationship management solution might be exactly what you were waiting for. Discover how this powerful customer relationship module can help you improve customer satisfaction and loyalty, and achieve your growth objectives.

The Enterprise CRM That Solves Most Manufacturers’ Challenges

There are a lot of CRM platforms, but there are very few dedicated CRMs for manufacturing. This is why Rolldog is such an attractive and efficient option for manufacturers. Thanks to new CRM technologies, Rolldog CRM can help with the following challenges:

  1. Manufacturing workflow challenges: Conventional procedures rely heavily on manual tasks and paperwork, resulting in bottlenecks and inefficiencies. Rolldog CRM automates these routine processes and provides manufacturers with advanced tools for lead management and tracking, empowering the sales team to operate more efficiently.
  2. Visibility gap: Do you struggle to make informed decisions or identify areas for improvement? Lack of visibility is one of the most common challenges facing manufacturers. Rolldog CRM addresses this issue by providing real-time visibility of your sales activities and performance metrics. Benefit from dashboards and reports that provide valuable insights into your sales metrics, pipeline status and customer interactions.
  3. Forecasting difficulty: For manufacturing companies, accurately planning production, managing inventory and allocating resources is essential. Rolldog manufacturing CRM leverages the latest data analytics technologies and forecasting tools to help predict sales trends and anticipate future demand with precision.
  4. Scalability concerns: Growing businesses face many challenges, especially when it comes to scaling their sales operation and growing customer base. Rolldog CRM is highly scalable and effortlessly adapts to accommodate expanding sales teams and customer volumes, thereby ensuring seamless support for your business growth.
  5. Data fragmentation: Fragmented Data scattered across different departments or systems is another common issue many manufacturing companies grapple with. Rolldog centralizes customers and sales data, establishing a unified source of truth accessible to every relevant team.
  6. Communication challenges: Consistent and personalized communication with your customers is imperative throughout the sales cycle. Rolldog tackles this daunting task by offering several features: email automation, follow-up reminders, and customer segmentation. This helps manufacturing companies enhance communication and nurture customer relationships.
  7. Customer support shortcomings: Customer satisfaction depends on many factors, such as providing customer support that meets expectations. Manufacturing companies sometimes struggle to provide timely and effective support, leading to dissatisfaction and lost opportunities. Rolldog CRM includes features tailored to customer request management and support tickets tracking, guaranteeing speedy problem resolution and improving overall customer support capabilities.

Rolldog CRM helps manufacturing companies optimize sales efficiency, elevate customer relationships, and drive business growth by addressing these critical pain points.

The Cost of Integrating Rolldog’s Manufacturing CRM into Epicor Kinetic

Are CRM prices a cause of concern for you? Rest assured, Rolldog is a cost-effective CRM offered in various plans to better fit manufacturers’ needs. While there is no free trial, it is an affordable, customizable CRM software that’s easy to set up and implement. Do not hesitate to talk with our experts to determine the best plan for your company.


EC Solutions’ experts are ready to help you with the implementation of your CRM system. If you have any questions concerning Rolldog CRM, please contact us. One of our Epicor implementation specialists will gladly answer all your questions and guide you toward the right technology for your business.

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    By choosing EC Solutions, you will not only benefit from the high level of expertise of our employees and partners, but also from the company's unconditional commitment to help you achieve success.
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