Customer Relationship Management for Epicor Kinetic

Manage contact information for your customers, suppliers, and vendors and access it from any device with Contact Management. Track interactions in real time so every employee has complete and accurate information.

• Keep in touch multiple ways—through email, phone, and social media—and keep unlimited notes on every interaction
• Build and track customer depth with configurable account hierarchies
• Sync CRM data with Microsoft Office® to make sales people more efficient—even offline

Proactively manage your sales territories and the entire life cycle of all your opportunities. Lead and Opportunity Management helps you to convert more prospects to customers, target the highest value opportunities, and increase sales revenues.

• Manage the sales team through user-defined sales structure, pipeline stages, and quotas
• Manage forecasts by opportunity probability, category, and territory, and analyze sales quota and forecast at each level of the sales team
• View all of your customer and prospect information in one place

From initial call to resolution and follow-up, Case Management is a customer-focused solution for personalized, high-quality service. It enables your service team to manage case load, respond quickly to customers, and achieve outstanding customer satisfaction.

• Monitor and standardize every stage of your case management process using user-defined workflow and assigned roles
• Manage and record all customer interactions for enterprise-wide visibility
• Access field service information—including dispatch activities, customer calls, warranty information, and service contracts—with full integration into the Field Service module

Targeted communication can be your most powerful competitive weapon. Marketing Management enables you to measure the success of marketing campaigns, understand your target market, improve communications, and build customer and prospect relationships.

• Generate and manage marketing campaigns
• Pinpoint your targets, capture highly qualified leads, and perform cost/benefit analysis on promotional activities
• Track effectiveness and ROI of marketing programs or individual events
• Manage your entire marketing database—from list creation, contact import, and ongoing list hygiene—to ensure your campaigns are successful

Mobile CRM empowers your salesforce by providing mobile access to the entire CRM suite of capabilities on any iOS™ or Android™ device. You can manage the sales cycle from lead to quote—anytime, anywhere.

• Manage leads, customers, contacts, and quotes—from opportunity to order
• Create activity-based workflows like call and email logging, notes, to-do lists and appointments, and implement your back-office task workflow
• View data related to competitors, cases, projects, and order history
• Access back-office dashboards and forms as needed to complete more complex tasks

Consumer trends influence B2B buying expectations and behaviors. Deliver a modern eCommerce experience while meeting the unique needs of business buyers, like special promotions, price lists, repeat purchases, and the ability to pay on account.

• Frictionless purchasing from your B2B website
• Fully integrated with Epicor Commerce
• Fully integrated with CRM

With the Kinetic Integration to Salesforce.com, you can help ensure your contact management system and your Kinetic CRM solution are always in sync.

• Eliminate duplicate manual entries in disparate systems and maintain accurate and consistent data in both solutions
• Create and manage customer records, contacts, and Epicor parts bi-directionally in either the CRM module in Kinetic or in Salesforce.com
• Flag a “won” opportunity in your Salesforce.com software, and it will automatically create a quote in Kinetic