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.

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Mobile Sales

The Prophet 21 Mobile Sales system is a browser-based application that works on tablets and other mobile devices. Satisfy customer needs with anytime, anywhere sales order entry and account access, and improve productivity by giving account visibility to your sales team and remote staff wherever they have an Internet connection.

Contact Management

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.

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

Read about five success factors and five risks to prepare for.

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Epicor eCommerce helps you reach more customers, differentiate your business, and deploy best-in-class distribution.

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Tips for distributors to get the most from their eCommerce platform.

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