Modules

Customer Relationship Management

Epicor CRM (Customer Relationship Management) helps you 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 and externally.

CRM controls every aspect of a company’s interaction with its customers and potential customers from generating the lead, developing the opportunity, taking the order, producing and shipping or supplying the goods or services, getting the cash and supporting the customer. Epicor CRM provides a 360 degree view of the entire customer, supplier, or partner relationship. Epicor CRM broadens the scope of customer information to everyone within and across the organization and to stakeholders beyond, through contextual delivery of essential customer data to information workers, wherever it’s needed.

Contact Management

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 communication. 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 CRM Contact Management you can improve overall responsiveness and focus by putting your contacts at the center of your business.

• Contact information
• Contact name field
• Contract related information
• Unlimited call notes
• Call history
• Task mangement
• Integration with e-mail
• Account information
• National accounts
• Contract communication
• Permission-Based Opt-Out control
• Epicor information worker

Marketing Management

Seeking new, profitable customer relationships is
challenging in today’s borderless world. Targeting your customers with the right programs and messages and retaining those customers can be your most powerful competitive weapon. Epicor CRM Marketing Management enables you to measure the success
of marketing campaigns, understand your target market, and improve communications. With Epicor CRM 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.
And, once you have the lead, Epicor CRM helps manage the entire sales process more effectively,
with features such as workflow and forecasting.

• Campaign management
• Data management

Campaign Connect

Campaign Connect makes marketing communication easy by managing the entire campaign cycle—from identifying and importing contacts, to creating targeted e-mails and corresponding Web landing pages. It delivers thorough reporting and analysis tools to help you build more targeted campaigns and its user- friendly experience enables you to quickly and easily implement focused communications and campaigns with minimal training.

• 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

Lead and Oppotunity Management

The primary goal of many businesses is to grow their revenue. Whether your growth will come through attracting new customers or retaining existing ones, Epicor CRM can help you. 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
sales revenues.

Outfitting your sales team with advanced,
easy-to-use software is not just smart; it’s a matter of survival. Epicor 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 higher revenues.

• Sale Team Managament
• Sales Workbench
• Sales Workflow
• Lead Management
• Opportunity Development
• Quotations
• Convert Quotes to Orders
• Forecasting
• Performance Analysis
• Win/Loss
• Epicor Information Worker

Case Management

Case management is an essential part of building
better business. Improving the productivity and
effectiveness of your support center leads to increased customer satisfaction. Epicor CRM Case Management delivers solutions that help you deliver first-rate service to your customers while controlling costs. The result? A strong return on investment through happy customers who make additional purchases and generate new business through referrals. From initial call to resolution and follow-up, Case Management provides a customer focused solution for
personalized, high quality service. This comprehensive one-stop solution enables your service team to manage current case load and respond quickly to customers for industry leading customer satisfaction. The case management
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 a search-driven knowledgebase and case-driven workflow for standardizing case resolution.
Case Management is fully integrated with Field Service, part of Epicor 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 service contracts.

• Case Management Workbench
• Convert Case
• Case Context
• Case Categories
• Workflow
• Alerts
• Online Knowledgebase
• Contact Management
• Communication
• Traceability

MobileConnect

Epicor CRM gives you control over your customer interactions:
generating leads, developing opportunities and monitoring
orders. Epicor CRM functionality is available from anywhere in
the world. The Mobile Connect series incorporates a
disconnected database, enabling you to work anywhere you
can take your laptop. Using the ProgressR SonicMQR
messaging engine, Mobile Connect is comprised of three
components: Sales mConnect, Sales Engineer mConnect, and
Hub mConnect.

Epicor Mobile Connect helps your sales representatives and
sales engineers stay connected with their customers without
requiring network connections.

• Sales mConnect
• Sales Engineer mConnect
• Hub mConnect
• 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