How mobile access helps distributors provide better service than the competition

In this eBook, we'll look at the different ways mobile access to vital business information within your ERP system can help you deliver the best possible service to your customers and improve operational efficiencies—all while enabling your employees to work smarter and faster.

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The Competitive Advantage of Mobility How mobile access helps distributors provide better service than the competition What’s Inside The Mobile Opportunity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Give Customers What They Want, Instantly . . . . . . . . . . . . . . .4 Improve Customer Relationships . . . . . . . . . . . . . . . . . . . . . . . .5 Make Business Decisions Faster . . . . . . . . . . . . . . . . . . . . . . . . .6 Information On Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Epicor Prophet 21® Mobile Sales . . . . . . . . . . . . . . . . . . . . . . . .8 Epicor Eclipse™ Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 About Epicor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 2 | The Competitive Advantage of Mobility The Mobile Opportunity Mobile devices are integral to our working lives, increasingly replacing the traditional desktop as we do more of our work remotely. However, this always-on perception has led to rising expectations from customers for faster and better service. To meet these expectations, you need to ensure that your employees—wherever they are—can access critical business information and communicate quickly and efficiently with customers and employees at other locations. Mobile devices enable businesses to operate more efficiently than ever before by connecting workforces spread across cities, states, provinces, and countries. In particular, when mobile capabilities are integrated with your enterprise resource planning (ERP) software, real-time data can populate the system—such as customer order status, inventory levels, quotes, and more. This means your company can maintain more accurate information and provide better customer service. Plus, mobile technology provides important business intelligence data to busy executives—wherever they may be—including information on revenue, pipeline, performance against plan, GMROI, customer behavior, and more. Leaders can make smarter, more informed decisions with the use of mobile technology. Mobile access to your ERP system In this eBook, we’ll look at the different ways mobile access to vital business information within your ERP system can help you deliver the best possible service to your customers and improve operational efficiencies—all while enabling your employees to work smarter and faster. You’ll explore: XX The competitive advantage of more responsive, personalized service XX How to evolve into a leaner, more efficient distributorship XX How to improve productivity through fast, accurate decision-making Best-in-class organizations enable access to ERP on mobile devices for employees .1 56% The Competitive Advantage of Mobility | 3 1 Source: Mobile ERP: Taking ERP ROI Into Your Own Hands, August 2014, Aberdeen Group Give Customers What They Want, Instantly Customer service is a key differentiator for distributors. Providing your customers with accurate information—instantly—and quickly responding to their needs may be the difference between winning and/or retaining their business and losing it to competitors. Allowing your field teams to access your ERP system from their mobile device mitigates these risks by providing both accuracy and responsiveness. Mobile access to your ERP system allows your sales team to access the latest prices and lead times from their smartphone or tablet to accurately service customers on site. It also decreases the chances of incorrect order submissions and reduces error-strewn quotes. Corrections are faster and response times to change orders are improved—sales can accomplish tasks immediately instead of having to relay information to an inside sales team for updates. 4 | The Competitive Advantage of Mobility Improve Customer Relationships Access to the CRM function within an ERP system also allows sales staff to accurately capture and update customer information while in the field. This helps keep your database accurate and ensures you’re contacting the correct people for sales, marketing, and finance purposes. Why does this matter? With a clearer view of the customer, your organization can have deeper insight into their needs to provide improved service and ensure that tailored marketing, promotions, incentives, and communications reach the right people at the right time. Organizations with mobile ERP are 138% more likely to have a fully integrated view of all customer information .1 138% The Competitive Advantage of Mobility | 5 Make Business Decisions Faster As the pace of business accelerates, making decisions more quickly often means the difference between winning and losing an opportunity. Whether reacting to an unexpected customer request or pursuing a new account, mobile access to your business system will help your organization move faster and make better-informed decisions. For example, if a customer contacts your company with an urgent change order and is forced to wait on a response from your inside sales team only to learn that the product they need is unavailable, you may find that even the most devoted customers are forced to take their business elsewhere. After all, your customers need to meet the demands of their customers, too. Inevitably, this will occur throughout normal business operations, but a customer who finds better service at a competitor may end up taking all their business elsewhere. Why give them the opportunity? Instead, with mobile access, the customer’s dedicated representative can review quantities on hand and quickly find alternative options to out-of-stock items. Fast, effective communication and collaboration An ERP system that allows your employees to communicate and collaborate via mobile tools can mean they work together effectively—wherever they are. It can even help your business reduce costs like travel expenses, office space, and more. Flexibility and consistency Typically, the mobile devices your workforce uses run a variety of operating systems, especially if you have a bring-your-own-device (BYOD) policy. A best-in-class business system will provide a secure, consistent, and enjoyable user experience across all operating systems, and enable your employees to work productively with whatever device feels natural to them. Organizations with mobile ERP saw a 17% improvement in the cycle time of key business processes over the past 12 months .1 17% 6 | The Competitive Advantage of Mobility Information On Demand Working effectively on the move doesn’t just require access to information—it also means you have the tools to act on that information. The right ERP system will enable your employees to use a range of collaborative tools on their mobile devices to work more effectively, boosting responsiveness and overall performance. Enhance sales productivity with the right tools Mobile applications are often integrated into an ERP system, accessible through a single interface, or they may be separate applications designed to interface directly with an ERP system. Both types provide access to sales opportunities, contacts, account information, quotes, and orders. However, with single-purpose applications that share a common user interface, workflows become smoother, simpler, and more uniform across your field teams, which can result in in increased productivity and efficiency. We saw overall employee productivity increase with the Prophet 21 Mobile Sales Solution. Outside sales representatives can now find the information they need without having to call other employees, therefore saving time and making the process much more efficient. —Connie Corbett, Vice President of Operations | Filtech, Inc. The Competitive Advantage of Mobility | 7 Epicor Prophet 21® Mobile Sales Prophet 21 Mobile Sales improves productivity with fast, real-time customer information. Your sales and support team can view, create, and edit customer information within Prophet 21 from wherever they have an Internet connection. Customer contacts, orders, billing status, product stock, pricing, and location availability display in a browser-based application for tablets and other mobile devices. With Mobile Sales for Prophet 21, sales personnel can better accommodate their customers and their sales managers. Detailed customer overviews are easily visible in this application to better predict the sales pipeline and support bid analysis. Prophet 21 Mobile Sales is a technology-independent, browser- based application that works on Apple®, Microsoft®, or Android™ platforms without updates from an app store. With Prophet 21, your field teams can provide your customers with more responsive and reliable service, no matter where they are working. We were looking for a tool where our outside sales representatives could easily find the information that they need, when they need it. Instead of having to sift through an endless amount of information, our sales reps can just open up the Prophet 21 Mobile Sales solution on the road and find what they are looking for with a click of a button. —Connie Corbett, Vice President of Operations | Filtech, Inc. 8 | The Competitive Advantage of Mobility Epicor Eclipse™ Mobile The Eclipse Mobile solution provides powerful CRM tools connected directly to your ERP so your field sales team and other remote employees can do more—view sales activity logs, enter new activities, and update opportunities. The application makes it easy to view, create, and edit commonly used customer information within Eclipse, such as customers, contacts, accounts receivable, pricing, products, and branch availability. Now, you can effectively manage your accounts with real-time visibility into existing bids and orders. You can also create new ones while accessing your messages, job queues, and on-hold reports anytime—anywhere there is an Internet connection. Eclipse Mobile simplifies information lookup with a single search field that scans multiple sets of data— all from the same screen. Use the mobile search to add items to a customer’s shopping cart, or duplicate an existing bid or order to a new cart. Salespeople can also attach line-item comments, update pricing, and enter shipping instructions. Eclipse Mobile is a technology-independent, browser- based application that works on Apple, Microsoft, or Android platforms without updates from an app store. All of the information your sales and support people need is at their fingertips. The usability, functionality, and movement that Eclipse provides is key to running our business. —Jamie Kolkman, Systems Analyst | Etna Supply The Competitive Advantage of Mobility | 9 Contact us today distribution@epicor .com www .epicor .com The contents of this document are for informational purposes only and are subject to change without notice . Epicor Software Corporation makes no guarantee, representations, or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality, or reasonable skill and care . The results study is based on key assumptions which may or may not apply to your business . The represented results and benefits are not guarantees of benefits you will receive, as each user’s experience will vary . This document and its contents, including the viewpoints, dates, and functional content expressed herein are believed to be accurate as of its date of publication, August 2018 . The results represented in the testimonials may be unique to the particular user as each user’s experience will vary . The usage of any Epicor software shall be pursuant to the applicable end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to applicable standard services terms and conditions . Usage of the solution(s) described in this document with other Epicor software or third-party products may require the purchase of licenses for such other products . Epicor, the Epicor logo, Epicor Prophet 21, and Epicor Eclipse are trademarks or registered trademarks of Epicor Software Corporation in the United States, certain other countries, and/or the EU . Copyright © 2018 Epicor Software Corporation . All rights reserved . About Epicor Epicor Software Corporation drives business growth. We provide flexible, industry-specific software designed to fit the precise needs of our manufacturing, distribution, retail, and service industry customers. More than 45 years of experience with our customers’ unique business processes and operational requirements are built into every solution —in the cloud or on premises. With this deep understanding of your industry, Epicor solutions dramatically improve performance and profitability while easing complexity so you can focus on growth. For more information, connect with Epicor or visit www.epicor.com.