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Effective Sales Force Automation With Epicor 9.05 CRM: The Datix Customer Success Story

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Customer relationship management (CRM) strategies are as important to business today as they have ever been.

We've designed Epicor CRM to help you stay ahead of the curve and to successfully meet the challenges that the market brings. With Epicor CRM you can effectively manage your entire customer lifecycle from prospect to cash to care.

Listen to this webcast to hear how Datix Inc. made this happen with the latest release of Epicor CRM. Bryan Sapot, president of Datix, will discuss Datix's implementation of Epicor CRM for their sales team, share best practices and answer questions.

In this webcast, you will learn:

  • How Datix developed CRM job specific dashboards and how they are used to focus sales people on the customer.
  • How Epicor CRM helped increase the number of managed calls and created greater visibility into the activity of the account managers and the sales pipeline.
  • How to make use of data tagging to easily find records for trade shows, marketing campaigns, leads and strategic accounts.
  • How Datix is utilizing the power of the Epicor Everywhere Framework via Epicor Mobile Access (EMA) to quickly look up information on the road.
  • And so much more... 

Watch this webcast to learn how you can stay ahead of the curve as Datix did, and successfully manage customer relationships for greater responsiveness, satisfaction and business results.