• Distribution CRM Software for Prophet 21

    Simplify Everyday Processes and Improve Customer Service

    Prophet 21 CRM tools allow you to access information quickly and efficiently, so you can streamline your day-to-day processes, while improving customer service

    • Improve your sales lead-to-close ratio
    • Free-up salesforce time through automation
    • Identify and retain at-risk customers
    • Forecast sales more accurately

    “Our sales managers love that the CRM functionality allows them to see performance, opportunities, etc., all in one report or portal...The top sales manager is the biggest advocate. Prophet 21 saves him hours of preparation time in collecting data.”
    Vicki Hafele, Chief Financial Officer | Duncan-Parnell Inc.

    Read their story »

    Contact Management

    Epicor Data Analytics

    Prophet 21 contact management goes beyond maintaining customer addresses and phone numbers to actually track customers’ buying habits so you can anticipate their needs.

    • Track prospect and client information
    • Look up customers multiple ways
    • Access key information from one screen
    • Integrate contacts with fax and e-mail
    • Create labels and envelopes

    Lead and Opportunity Management

    Track lead and sales progress by defining opportunities, setting sales stages, and employing rich analytics to measure pipelines.

    For your existing customers, track and manage issues, on-time deliveries, and tasks. You can also identify at-risk customers and prevent lost sales with customer buying trend analysis.

    Lead and Opportunity Management

    Marketing Management

    Marketing Management

    Increase your customer base at a minimal cost.

    • Prepare lead generation call lists
    • Manage call center activity
    • Create targeted mailing lists
    • Set and follow up on tasks

    Becoming a Digital Distributor

    Growing a Modern, Integrated Distribution Business

    Read about five objectives every distributor should consider when deciding how to invest in their business.

    Five Software-Selection Mistakes Distributors Make

    Mistake #2: Skipping the planning phase because it takes too much time. Read about all five mistakes.

    Why eCommerce Isn’t Optional For Distributors

    Read about why eCommerce is essential to your future—even if you are not selling directly to consumers.

  • Epicor solutions are designed around the unique operational needs of each industry and are available in the cloud or on-premises. Customers can better manage complexity and focus on core growth activities.

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