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Epicor Customer Relationship Management

Epicor Clientele

Epicor Clientele is a complete customer relationship management (CRM) solution for managing customer-centric processes and CRM initiatives. With modules for support, sales, marketing and self-service, Epicor Clientele provides a single source for managing customer interactions, enabling a smooth transition from sales to support, and resulting in more satisfied customers.

Epicor Clientele provides integrated sales and customer support functionality that helps organizations acquire, retain and grow profitable, long-term customer relationships, and is a multi-award-winning Microsoft .NET and Web services-based CRM solution, with over 20 years of features and functionality behind it.

  • Comprehensive, Award-Winning CRM Solution
  • Understand marketing effectiveness with campaign management tools 
  • Comprehensive e-mail marketing solution to manage communications with customers, prospects and partners 
  • Manage the entire life cycle of a sales opportunity with Clientele Sales Force Automation (SFA) 
  • Provide world-class customer support with comprehensive customer support capabilities 
  • Deliver timely, accurate, complete and clear information to your customers with case management functionality
  • Proactively resolve customer issues with Clientele's AnswerBook feature and self-service portal 
  • Determine support's contributions to the bottom line resulting in greater profitability and predictability
  • Provide a productive user experience with Clientele's 'smart client'
  • Easy to personalize and customize 
  • Designed for the Web - architected using the Microsoft .NET Framework and Visual Studio®

Customer relationship management (CRM) strategies are as important to business today as they have ever been.  We’ve designed our CRM solutions to help you stay ahead of the curve and successfully meet the challenges that the market brings – helping you manage your entire customer lifecycle, from prospect to cash to care effectively, improve operational efficiency and accelerate growth – both internally and externally.

Epicor CRM provides a 360 degree view of the entire customer, supplier or partner relationship regardless of position in the customer lifecycle. Epicor CRM solutions broaden the scope of customer information to everyone within the organization and to stakeholders beyond, through contextual delivery of essential customer data to information workers, wherever it’s needed.

  • Providing Solutions to Meet Your Business Goals
  • Reach new customers while retaining existing customer communities 
  • Enhance internal efficiencies 
  • Drive new product introduction
  • Automate marketing activities
  • Improve execution of customer service

With award-winning integrated applications, covering marketing automation (MA), sales force automation (SFA), case management, and customer and partner self-service, Epicor CRM provides the functionality you need to ensure an all around world-class customer experience