ArticlesEpicor CRM Customer Relationship Management & Mobile CRM

Manage all your suppliers’, customers’ and vendors’ contact details from any mobile device. Every sales rep or team member has access to accurate and real time customer data.   

It has never been easier to connect with customers and make your sales teams more effective, even offline, than with Epicor CRM. Email, telephone, social media—and unlimited notes for all your interactions. This makes it much easier to identify at-risk customers and retain them.  

You can also access detailed customer traceability information to create fully configurable account hierarchies.  

Easily convert prospects and opportunities into customers by targeting the best initiatives to increase your sales. Develop a user defined sales structure, sales pipeline stages and quotas. 

You can also get more accurate sales forecasts thanks to categories and territories, and analysis of quotas and forecasts at each level—all within a single, intuitive interface.  

Automation is a necessary choice for companies that want to scale their operations. A customized Epicor CRM mobile solution is an ideal way to streamline processes such as:  

• Overall acceleration of the supply chain to gain a competitive advantage  
• Improving profitability through cost reduction and efficient coordination between raw materials and finished goods delivery  
• Improving the customer experience by using a customer information-centric approach to meet expectations in terms of information accuracy, inventory, product delivery and service.  
• Complete visibility of workflows to better support your sales process  
• Record calls and emails, notes, to do lists and appointments  

Stay in control, wherever you are, with CRM software configured to your needs and objectives.