Epicor Prophet 21 CRM

In order to succeed in today's fast-paced business world, providing customers with excellent personal service is a must. Today, many distributors are turning to Customer Relationship Management (CRM) tools to help their business recognize and provide customers with the attention they deserve.

Id 36392 Crm Drupal
Epicor Prophet 21 CRM In order to succeed in today’s fast-paced business world, providing customers with excellent personal service is a must. Today, many distributors are turning to Customer Relationship Management (CRM) tools to help their business recognize and provide customers with the attention they deserve. Epicor Prophet 21 CRM tools allow you to quickly and efficiently manage prospects, customers, and contacts—from opportunity, to quote, to order—so you can streamline your day-to-day processes and improve customer service. Four-part approach Epicor takes a four-part approach to CRM. The first is sales force automation that provides your sales representatives with lead generation tools to manage their pipeline and up-sell to customers. You can track lead/sales progress by defining opportunities and reporting on your sales reps’ pipelines. The second part of CRM includes marketing capabilities. These tools allow you to fax and email from the solution, produce lead generation call lists, and manage call center activity— enabling you to increase your customer base at a minimal cost. The third part of the Prophet 21 CRM approach is contact management. This goes beyond maintaining customer addresses and phone numbers to actually tracking customers’ buying habits so you can anticipate their needs. Finally, CRM includes customer and territory management tools. These easy-to-use, intuitive tools allow sales representatives to identify customers whose sales are up or down. With a single click, they can drill down to a 360-degree view of the customer and have all the information they need to make contact. Information at your fingertips CRM capabilities within Prophet 21 surpass basic customer information such as name, job title, address, company size, industry, purchasing history, etc. It even includes shipping preferences, personal information, and any other pertinent notes. In the past, this information was kept in a date book, Rolodex, or even a salesperson’s head and was mainly used to ensure good communications with customers. With Prophet 21 CRM functionality, you can continue to provide this personalized service—regardless of which employee is interacting with the customer. Prophet 21 CRM functionality is fully integrated to give you the ability to enter and access information seamlessly. The Customer Master Inquiry (CMI) allows you to view all information about a customer from one place. This consolidates information spread over several inquiry menu options. It provides a 360-degree view of the entire customer— including contacts, open order, invoice, sales history, credit status, opportunities, and more. You can even track opportunities for customers or prospects—allowing you to define the size of opportunities, estimated close date, and stage. You can even provide your sales team with the ability to track all the activities leading to the sale—including the ability to generate a sales pipeline. Because Prophet 21 CRM functionality is fully integrated, you eliminate the need to maintain separate databases and learn multiple software programs. Additionally, because this Product X Epicor® Prophet® 21 X Prophet 21 Mobile Sales Benefits X Improve customer service and increase sales X Access information quickly and efficiently X Generate a 360-degree view of the customer X Drill into important customer data X Service customer accounts with your mobile device Epicor Prophet 21 CRM on each of your customers. You can use this information to measure the activities of your sales force by determining the revenue they generate per visit, if they spend their time where the money is, if they are developing new accounts, etc. What you uncover can help your sales people increase their effectiveness. The Sales Management Inquiry allows your sales representatives to see their pipelines and drill into all information related to opportunities. This inquiry can also be used by sales managers to see information related to multiple sales reps or to a location or a territory broken out by stages. The user will be able to drill into this information, but access is restricted according to your sales hierarchy—meaning reps only see their own information, and managers only see the information for the people they supervise. functionality is inherent within the solution, you no longer have to set up separate security measures. This creates fewer problems for your workforce and allows your system administrator to focus on more relevant issues. Covering all the bases Prophet 21 CRM functionality also includes alerts to remind you of impending tasks. When you log in to Prophet 21, you receive a list of your upcoming tasks. As you work with customers, you can create and assign future activities for follow up. At any time, you can check the status of a task or create a new one—regardless of where you are in the solution. In addition, when a quote or contact is entered, a window requiring you to add a task to follow up automatically opens—ensuring that you never forget a customer or prospect. Prophet 21 tracks and records activities, so you have a complete contact history 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. Contact us today info@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. 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, September 2018. The results represented in this testimonial 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, Prophet 21, and the Epicor logo are registered trademarks or trademarks of Epicor Software Corporation in the United States, certain other countries and/or the EU. Apple, is a registered trademark or trademark of Apple Inc. Microsoft is a trademarks or registered trademark of Microsoft Software Corporation in the United States, certain other countries and/or the EU. Android is trademark of Google LLC in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © 2018 Epicor Software Corporation. All rights reserved. Epicor Prophet 21 CRM Inquiry windows, you have the ability to sort—making it easy to find the customers with the largest sales increase or sales decline. Mobility when you need it Prophet 21 Mobile Sales is a browser-based application that works on tablets and other mobile devices. Improve sales productivity by giving account visibility to your field sales team and remote staff wherever they have an Internet connection. Employees in the field will be able to view, create, and edit account information to quickly understand the current state of their customers’ account. Using Mobile Sales for Prophet 21, sales personnel can better accommodate both 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. The Prophet 21 Mobile Sales application is technology independent and works on Apple®, Microsoft®, or Android™ platforms without need of updates from any app store. Learn more about how Epicor Prophet 21 can help you grow your distribution business by contacting Epicor today. The Sales Master Inquiry allows your sales representatives to manage their territories—allowing them to quickly determine which customers’ sales are up or which are down. Easy-to-use filters are provided to help reps identify customers who haven’t placed orders in a given time period, who have only bought once, or have a missed buy (require Customer Buying Trend Analysis). More than 20 different customer-specific metrics are provided. As you view the results, you can use right mouse button options to save the customer drill to the Customer Master Inquiry or save a list of contacts to a marketing campaign. As with other