Epicor Clientele

Clientele delivers highly regarded customer relationship management (CRM) solutions used by thousands of companies. Clientele allows businesses to better communicate, track and build relationships with customers. Offering both CRM and internal help desk solutions, with more than 10 years experience and over 3000 customers, Epicor supplies small and midsize enterprises with everything they need for a successful implementation: quality products, experienced professional services, and excellent support.

MARKET: Marketing Campaigns Generate Leads
Clientele provides marketers the ability to track leads, measure the success of marketing campaigns, understand their target market and improve communications with prospects and customers. With Clientele's eMarketing solution, you can swiftly design and deploy targeted sales and e-mail marketing campaigns that deliver measurable results to help streamline business processes, increase marketing productivity, drive sales and profits, and gain a competitive advantage.

QUALIFY: Turning Qualified Leads Into Prospects
Whether you use a team of qualifiers or hand leads directly to sale representatives, Clientele can support your organization. It provides the necessary features to support a team of qualifiers who are automatically assigned new leads and who own the qualification process. It then allows a qualified lead to be automatically assigned to the correct sales person and territory – while passing to the sales person the history of interaction with the prospect.

SELL: Turn Prospects into Customers
Sales teams use Clientele to manage sales opportunities and forecasting. Clientele allows sales teams to track all customer interactions and share that information with all team members. The sales manager or sales engineer can review customer interactions and record their own. Everyone on the team knows where in the sales cycle the opportunity is and what the next step is.

Clientele enables your remote sites and mobile users to connect to the central database and synchronize data in a single session. Bidirectional information exchanges are made in a single session, making for a speedy transmission. So, whether you are linked by modem or by network, your remote users will have quick and easy access to ever-changing customer records.

SUPPORT: Support Resolves Customer Problems
Clientele's comprehensive call history features empower you to deliver timely, accurate, complete and clear information to your customers. You can easily open, track, report on and close calls, and follow-up alarms can be attached to calls to ensure commitments are kept. Furthermore, user-definable call queues allow managers to prioritize workflow. Customer issues are captured quickly and shared easily –so time isn't wasted on updating support agents on existing matters and information.

SATISFY: Enhance the Customer Support Experience with Self-Service
The Self-Service Portal from Epicor is meeting the demands of today's customer by providing your customers with access to information and answers to their questions – at their convenience. This robust, integrated application works with common Internet browsers to give enterprises in the small to midmarket a global support presence. Through its seamless integration with Clientele customer support functions, the Self-Service Portal enables you to deliver comprehensive and up-to-date information to happier, more satisfied customers.

ANALYZE: Improve Effectiveness with Business Intelligence
Clientele allows you to easily gather, organize and share customer information, making possible a real-time, two-way flow of communication between your enterprise and your customers. Clientele offers a unique combination of usability, functionality and customization that helps small and medium-sized enterprises effectively compete in today's challenging business environment.