Epicor Clientele Sales & Marketing
Clientele Sales is the award-winning tool that empowers your sales people to focus on the right opportunities, and gives them access to timely information.
The bottom line? Better qualified prospects, shorter sales cycles and more revenue.
Managing the Life of a Lead
You can manage the entire life cycle of a sales opportunity, from the time it first appears as an inquiry to its conclusion as a new customer. You can easily capture critical prospect, customer and competitor information. And share it with others throughout your enterprise, giving your people a much-needed competitive advantage. Customers no longer have to repeat themselves whenever their case is passed on to someone else. Ultimately, this seamless flow of information facilitates a smooth transition from sales to support, resulting in greater customer satisfaction and more sales.
Increase Sales Efficiency
You can automatically convert quotes to orders, check for duplicates and track milestones. Its action plan feature ensures that nothing falls through the cracks. Sales managers can enforce business rules and make accurate revenue predictions. Plus, Clientele's automated sales assistant feature takes over many routine administrative tasks, giving sales people more "face time" with their customers.
...and Increase Sales Effectiveness
Clientele helps you focus on the right opportunities with the most current information at your fingertips. For example, Clientele's add-on Multimedia Encyclopedia System feature monitors documents and Web sites. It lets you know whenever information has changed and pushes new information to you, as needed. Plus, a list management feature makes it easy to create mailing lists on the fly and tie those lists to specific marketing activities. You can determine where and how to best search for more business. It's easier to increase your sales velocity with up-to-date information on prospects, customers, competitors and products at your fingertips.
Manage Your Pipeline, Forecast Your Revenue
Clientele gives you complete Contact, Lead, Opportunity and Account Management... all in one package. Once a qualified lead becomes an opportunity, sales teams can be formed and managed, milestones set and measured, literature sent, competitive information utilized, correspondence generated and potential revenue forecasted. Plus, you can view your sales funnel at any point and see exactly where you are in the sales cycle to provide management with up-to-date, verifiable revenue projections.
Keep in Touch With Your Customers
With Microsoft Outlook integration and two types of follow-ups—to do's and appointments—at your fingertips, Clientele makes it easy for you to be responsive and proactive in communicating with your prospects and customers. Clientele includes its own follow-up monitor for creating alarmed notifications of action items. Plus, you can e-mail, fax messages or send literature to customers directly from it.
Easy To Use, Easy To Customize
Over 75 "system options" enable you to adapt Clientele without touching a line of code. Plus, you have two levels of customization available: how screens look and how they work. Through a drag and drop process, you can easily modify screens and fields as needed to create your own department or company look and feel. More importantly, you can establish your own business rules by defining how a screen interacts with your data. In short, Clientele gives you reliable, basic features such as spell checking and attachments, as well as powerful searching and customization capabilities.