Epicor CRM

Epicor Mobile CRM is an extension to the Epicor ERP back office CRM module designed to support the needs of a mobile salesforce on Tablet and Phones. The beautifully designed interface allows your mobile sales team to fully interact directly with the back office to perform the following key functions:

· Manage Leads, Customers and Contacts

· Manage Quote from Opportunity to Order

· Activity based workflow

· Call/Email Logging, Notes, ‘To do’ lists and Appointments

· Implements back office Task Workflow

· Competitors, Cases and Projects

· Order History (Shipments etc.)