Customer Relationship Management
What is Epicor Kinetic CRM's function?
The Customer Relationship Management (CRM) module streamlines finding and converting prospects into satisfied customers by managing marketing campaigns and tracking leads within Epicor Kinetic. It enhances the sales process with features like workflow, forecasting, and automated lead assignment based on territories. The CRM guides sales teams through structured task lists, ensuring no steps are missed while tracking all interactions and activities for valuable sales insights.
Epicor Kinetic's CRM vs. Sales Management Applications
When the CRM license is installed and functional, the Epicor Application will display an alternate Main Menu compared to the one shown without CRM. It is important to note that the Sales Management module is referred to as Customer Relationship Management with the CRM license. The functionality that corresponds to the Customer Relationship Management folder is located under the Sales and Marketing Management folder.
Integration with ERP
Epicor Kinetic’s CRM module is designed to work seamlessly with its ERP suite, offering a more integrated solution that can help businesses to manage their entire business process, including finance, inventory, manufacturing, and other operations.
Comprehensive Functionality
Epicor Kinetic’s CRM module includes a wide range of features and capabilities, including contact management, sales management, marketing management, service management, and analytics and reporting. This makes it a more comprehensive solution than standalone sales management apps, which may only focus on one or two areas.
Scalability
Epicor Kinetic’s CRM module is designed to scale as the business grows, making it a more suitable solution for larger businesses and enterprises. Standalone sales management apps may not offer the same scalability, and may need to be replaced as the business grows.
Customization
Epicor Kinetic’s CRM module is highly customizable, with a range of tools and features that can be tailored to the specific needs and requirements of the business. This level of customization is often not available in standalone sales management apps.
Epicor CRM's Main Features
Contact Management
Store and manage customer information, incl. contact details, lead status, and sales progress
Marketing Automation
Automate and track marketing campaigns, including email and social media marketing efforts.
Service and Support
Resolve customer issues and manage customer satisfaction with an efficient customer service and support system.
Sales and Lead Management
Monitor & manage the lead generation process, from lead capture to lead nurturing & conversion, streamline the sales process, from quotes to pipeline management.
Reporting and Analytics
Analyze customer data, track performance, and gain insights into customer behavior and trends with a wide range of analytics and reporting tools.
Customization
Tailor the solution to meet the unique requirements of your business, including custom workflows, fields, and dashboards, to ease the working process and increase productivity.
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