Customer Relationship Management for Epicor Kinetic
Customer relationship management (CRM) strategies are as important to manufacturing businesses today as they have everbeen. We’ve designed the Epicor Kinetic Customer Relationship Management module to help users stay ahead of the curve and successfully meet the challenges that the market brings – helping you manage your entire customer lifecycle, from prospect to cash to care effectively, improve operational efficiency and accelerate growth – both internally andexternally. Modular in design, the Epicor Kinetic Customer Relationship Management suite of modules includes Contact Management, Marketing Management, Campaign Connect, Lead and Opportunity Management, Sales Connect, and Mobile Connect. It can also be extended with Epicor ERP Information Worker. Epicor Kinetic Customer Relationship Management Campaign Connect within Epicor ERP is acomprehensive web communication tool that helps you design and distribute e‑mail communications to customers, suppliers, and business partners, as well as to internal teams and departments. Whether developing human resources, amarketing campaign, or creating acompany statement for business partners, Campaign Connect ensures your company is professional, takes advantage of its e‑mail marketing opportunities, properly responds to market requirements for opt-out controls, and analyzes e‑mail communication results for better effectiveness in thefuture. The primary goal of many businesses is to grow revenue. Whether your growth will come through attracting new customers or retaining existing ones, Epicor Kinetic CRM can helpyou. With Epicor CRM Lead and Opportunity Management, you can proactively manage your sales territories and the entire life cycle of all your opportunities. Lead and Opportunity Management enables you to convert more prospects to customers, target the highest-value opportunities, and increase salesrevenues. Outfitting your sales team with advanced, easy-to-use software is not just smart; it’s amatter of survival. Epicor Kinetic Customer Relationship Management is equipped with the tools you need to find more prospects and quickly convert them to satisfiedcustomers. Your salespeople can manage the complete prospect-to-customer lifecycle, give accurate revenue forecasts to management and automate many administrative tasks. The bottom line? Better qualified prospects, shorter sales cycles, reduced lead time, and higherrevenues.Epicor Kinetic (formerly Epicor ERP) Customer Relationship ManagementModule
Campaign ConnectModule
Lead and Opportunity Management
Case ManagementModule
Case management is an essential part of building abetter business. Improving the productivity and effectiveness of your support center leads to increased customer satisfaction. Epicor Kinetic CRM delivers solutions that help you deliver first-rate service to your customers while controlling costs. The result? Astrong return on investment through happy customers who make additional purchases and generate new business throughreferrals.
From initial call to resolution and follow-up, CRM provides acustomer-focused solution for personalized, high-quality service. This comprehensive one-stop solution enables your service team to manage the current caseload and respond quickly to customers for industry-leading customer satisfaction.
The CRM workbench is equipped with time-saving links to customer-focused activities (e.g., new quotes, orders, RMA requests, or service calls). In addition, there is asearch-driven knowledgebase and case-driven workflow for standardizing caseresolution.
The CRM module is fully integrated with Field Service, part of Epicor Kinetic Service Management, for easy access to dispatching field activities and providing field service representatives access to online answer books, existing customer field service calls, warranty information, and servicecontracts.
Contact ManagementModule
Comprehensive contact management is at the core of any effective CRM solution and makes keeping in touch with your customers and prospects easy by promoting responsive, respectful, and proactive communications.
Contact Management enhances your customer service by documenting and sharing customer communication with the entire organization and helps manage contact interactions through task management. With Epicor Kinetic CRM Contact Management, you can improve overall focus and responsiveness by putting your contacts at the center of yourbusiness.
Customer ConnectModule
Epicor Commerce Connect provides interactive customer-facing content over the Web. Today’s customer expects thorough access to information. Requirements such as being able to view special promotions and pricelists, make repeat purchases, and pay on account are standards to improve customer loyalty and onlinecommerce.
Customer Relationship Management
Customer relationship management (CRM) strategies are as important to businesses today as they have everbeen.
We’ve designed Epicor Kinetic CRM enterprise resource planning solution to help you stay ahead of the curve and successfully meet the challenges that the market brings — helping you to effectively manage your entire customer life cycle, improve operational efficiency, and accelerate growth both internally andexternally.
Epicor Social Enterprise (ESE) further enhances Epicor Kinetic CRM, delivering up-to-date contextual information to key stakeholders for the life of the customer relationship. Using ESE, customers, prospects, and partners can collaborate with internal information workers to target high customer satisfaction.
Epicor Kinetic Integration to Salesforce.com®
Ensure that your contact management system and your Epicor Kinetic CRM solution are in sync. This module directly integrates Epicor Kinetic to your Salesforce.com software and does not rely on middleware or anothertool.
Create and manage customer records, contacts, and Epicor parts bidirectionally in either the CRM module in Epicor Kinetic or in Salesforce.com software. Therefore, any time you alter any of these records in either system, it is designed to synchronize automatically, saving you time and preventing potential data entry inconsistencies.
Flag a“won” opportunity in your Salesforce.com software, and it can automatically create aquote in Epicor Kinetic. It will validate parts and alert you if any of the inventory items from the won opportunity are not loaded in Epicor Kinetic. You can then maintain the rest of the sales process in Epicor Kinetic, saving you time and helping ensure accuracy between the opportunity and thequote.
Information Worker
According to current industry surveys, desktop productivity tools are used by 95% of business workers, with Microsoft Office as the standard for desktop applications.
Epicor Information Worker (IW) provides asecure, seamless interface to your Epicor CRM applications within Microsoft Outlook, Microsoft Excel, or Microsoft Word. Imagine the productivity and business visibility you will gain by using Epicor IW as an interface for both traditional and non-traditional Epicorusers.
Epicor IW is an innovative productivity tool that works seamlessly within afamiliar Microsoft Office environment to enable business users to get all the information they need, in context, in real-time, when they need it, and where they want it. It does this by blurring the lines between enterprise software and desktop productivity software to create asingle immersivesolution.
Lead and Opportunity Management
Outfitting your sales team with advanced, easy-to-use software is not just smart; it can be amatter ofsurvival.
Epicor CRM is equipped with the lead and opportunity management tools your sales team needs to manage the complete prospect-to-customer lifecycle, give accurate revenue forecasts to management, and automate many administrative tasks.
Lead and Opportunity Management with Epicor Information Worker also enhance the effectiveness of your sales force by synchronizing essential Epicor CRM data with Microsoft® Office, giving your sales force access to prospect and customer information, including sales history within Microsoft Outlook®, Microsoft Excel®, or MicrosoftWord.
Marketing Management
With Epicor eMarketing, effectively distribute important communications to your employees, partners, prospects, and customers. Manage the entire campaign cycle through ahighly flexible, easy-to-use web user interface that integrates with Epicor CRM. You can import contacts, create targeted emails, and measure the success of yourcampaigns.
Mobile Connect
Epicor CRM gives you control over your customer interactions: generating leads, developing opportunities, and monitoring orders. Epicor CRM functionality is available from anywhere in theworld.
The Mobile Connect series incorporates adisconnected database, enabling you to work anywhere you can take your laptop. Using the SonicMQ® messaging engine, mobileConnect is comprised of three components: Sales mConnect, Sales Engineer mConnect, and HubmConnect.
Epicor Mobile Connect helps your sales representatives and sales engineers stay connected with their customers without requiring network connections.
Mobile CRM
Keeping your customers at the focus of your business today means that you need to be able to respond to their requests in afast and efficient way. To achieve this, it is crucial that you take advantage of the latest technologies by providing your salesforce with easy-to-use tools designed to increase productivity and improve employeeengagement.
Epicor Mobile CRM empowers your salesforce by providing mobile access to the entire CRM suite of capabilities on iOS™ and Android™ devices. Through our next-generation mobile application, you can manage leads, customers, and contacts, as well as quotes, from opportunity to ordershipment.
Create activity-based workflows like call and email logging, notes,“to-do” lists, and appointments, and implement your back-office task workflow. Access data related to competitors, cases, projects, and order history — even without internet connectivity.
Also, visualize your customers and prospects on amap while in the area, and then get travel time and directions to the selected location. Never miss asales opportunity again.
With Mobile CRM, you can search your inventory to verify product availability, create Sales Orders (even from Opportunities), and finally ship them to your customers — all from your mobiledevice.
Service Management
Epicor Service Management optimizes customer service and puts knowledge in the hands of customer service personnel. From initial contact with the customer regarding an incident, to in-the-field operations, to processing returns quickly and efficiently, Epicor Service Management provides the visibility and accountability abusiness needs.