Modules

Modules > Customer Relationship Management (CRM)

Customer Relationship Management

Customer relationship management (CRM) controls all aspects of a company's interaction with its customers and potential customers from generating the lead, developing the opportunity, taking the order, producing and shipping the goods, getting the cash and supporting the customer. Throughout this process, CRM allows the customer to be tightly involved within the entire supply chain process via the Web-based customerConnect applications.

With single source customer information, from sales, engineering, production and shipping to finance, everyone is in step with customer demands. The CRM suite for manufacturing is designed to enable your organization to create and build a lasting relationship with your customers.

Contact Management

Contact Management makes keeping in touch with your customers and prospects easy. It provides a basic component of CRM and promotes responsive and proactive communication. Contact Management enhances your customer service by documenting and sharing customer communication with the entire organization. Improve overall responsiveness to customer inquiries with simple user task management.

Contact Management allows you to proactively analyze your most compelling opportunities and assign them to sales representatives.

• Account information
• Contact information
• Call history
• Task management
• Unlimited call notes
• Integration with e-mail
• Complete editing tools

Marketing and Sales

With CRM you can manage and analyze the effectiveness of marketing campaigns and events. Your marketers can pinpoint their targets, capture highly qualified leads and perform cost/benefit and return on investment (ROI) analysis on promotional activities. You can use the campaign manager to track the number of leads, opportunities, orders, and costs per campaign. Once you have the lead, the CRM functionality helps manage the entire sales process more effectively, with features such as workflow and forecasting.

Outfitting your sales team with advanced, easy-to-use software is not just smart; it’s a matter of survival. CRM is equipped with the tools you need to find more prospects and quickly convert them to satisfied customers. Your sales people 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 more revenue.

• Sales workbench
• Data management
• Campaign management
• Lead management
• Sales management
• Opportunity development
• Quotations
• Forecasting
• Performance analysis
• Sales workflow
• Convert quo

eMail Connect

emailConnect is a comprehensive tool that helps you design and distribute e-mail communications to customers, suppliers, and business partners. Whether developing a marketing campaign or creating a company statement to business partners, emailConnect ensures your company is professional, takes advantage of its e-mail marketing opportunities, properly responds to market requirements for opt-out controls, and analyzes the campaign results for better effectiveness in the future.

emailConnect makes marketing easy. emailConnect manages the entire campaign cycle—from identifying and importing contacts, to creating targeted e-mails and a corresponding Web landing page. It delivers thorough reporting and analysis tools to help you build more targeted campaigns. Its user-friendly

environment enables you to quickly and easily implement focused e-mail campaigns with minimal training. An extension to the full CRM application, emailConnect helps drive efficiency and gain true ROI for your campaigns.

By simplifying and automating campaign processes, emailConnect shortens campaign cycles, allowing you to produce more campaigns, more often. And emailConnect dramatically reduces overhead by eliminating the need for postage, printing and shipping required for traditional direct mail campaigns.

• Campaign creation
• E-mail design (html or text)
• Web microsite design
• Metrics reporting
• Contact management
• Import wizard
• Permission-based opt-out control
• Templates
• Segmentation
• Web design tools

mobileConnect

CRM gives you control over your customer interactions: generating leads, developing opportunities and monitoring orders. CRM functionality is available from anywhere in the world. The mobileConnect series incorporates a disconnected database, enabling you to work anywhere you can take your laptop. Powered by the solid, fast SonicMQ R messaging engine, mobileConnect is comprised of three components: Sales mConnect, Sales Engineer mConnect and Hub mConnect. Vantage mobileConnect helps your sales representatives and sales engineers stay connected with their customers without requiring network connections.

• SALES M CONNECT
• SALES ENGINEER M CONNECT
• HUB M CONNECT
• SYNCHRONIZATION

For further information, please contact us at (852) 2581 9373 or email at salesenquiry@polyasia.com

For the product details, please refer to the official web page of Epicor Software Corporation at http://www.epicor.com