Tomerlin-ERP Blog

The Future of CRM: Epicor® Kinetic ERP Software

by | Aug 5, 2021 | Uncategorized | 0 comments

Customer Relationship Management (CRM) software has a projected growth of 15% over the next several years. Why? There is a huge demand for a better customer experience along with a need for increased engagement in the manufacturing industry. Your customers need to know that they are important for your business.

To give your customers the high-quality service they need when it comes to your sales department, you need to equip your sales team with the right software. With CRM, you are setting your management team up for success. You are giving them the tools they need to get the job done while satisfying customers.

Continue reading to learn why your Sales Manager needs Customer Relationship Management software to thoroughly run your business. You’ll also learn how Tomerlin-ERP can help you implement Epicor® professional services. This includes CRM software.

What Is Customer Relationship Management (CRM)?

Customer Relationship Management (CRM) is business software that acts as a central hub and enables consistent, high-quality communication between the customer and your company. CRM software is ideal for small and midsize companies. It also works well with specialty solutions and large enterprises.

This Epicor® ERP module (the new name for Epicor® Kinetic ERP) is going to take your management experiences to the next level. The Epicor® Kinetic ERP software solution focuses on user experience and a cross-platform framework.

Epicor® Kinetic Customer Relationship Management software allows your managers to:

  • Increase the supply chain speed to keep up with any competition around the world
  • Improve profitability through thorough communication and coordination throughout the entire process
  • Access data to be more efficient, including accurate records, inventory, production, delivery, and customer service

All of this occurs in real-time, so your management team will always have access to the most up-to-date information. This includes the CEO and CFO along with your sales managers and sales representatives.

The Components of Customer Relationship Management

Though the customer service aspect is extremely important, the Customer Relationship Management software is so much more than its ability to focus on customer satisfaction and experience. With CRM, your business will run more efficiently.

Contact Management

With contact management, your sales manager will be able to have contact information for clients, suppliers, and vendors in a central location. Every customer service representative then has access to this information.

Lead & Opportunity Management

Managers will be able to lead their sales team with sales structure, quotas, and pipeline stages while analyzing data to forecast the needs of the company. They will be able to see the bigger picture on the small screen.

Case Management

Case management caters to high-quality customer service. Managers will be able to:

  • Manage the caseload
  • Respond to clients quickly and efficiently
  • Pull up all customer interactions
  • Manage service from the field (dispatch, customer calls, warranties)

This increased efficiency allows every customer service representative to approach all customer correspondence as informed professionals.

Marketing Management

This targeted communication is possible through marketing. With the marketing management tool, you will be able to:

  • Measure marketing campaign success
  • Pinpoint targets
  • Track down leads
  • Track effectiveness and ROI

You will find the entire database for marketing compiled into one place for easy access.

Mobile Customer Relationship Management

With Mobile Customer Relationship Management, the sales team can access the CRM Suite from mobile devices anywhere, anytime. The system can display anything from the lead until the quote, through the sale. They will be able to:

  • Access contact information
  • Log calls and email contact with customers
  • Handle the back-office workflow
  • Look up competitor info, cases, and project history
  • Access dashboards and forms needed for more complicated tasks

Mobile CRM is great for times when work-from-home and remote access is essential to keep businesses running. The remote access allows employees to access, analyze, insert data regardless of the distance between your employees and your warehouse. Because the system is always kept up-to-date (IN REAL TIME!) you don’t have to worry about discrepancies in the information from any location.

Customer Connect

With customer connect, you will be able to keep track of consumer trends and use them to forecast your B2B expectations for the future. It allows you to utilize modern eCommerce while meeting all of your business’s needs, including:

  • Special promotions
  • Repeat purchases
  • Paying off accounts
  • Price lists

The consumer portal is easy for your customers to use. Managers are able to see all of their client’s information in one place. This includes their spending limits and sales history at the touch of a button.

Integration With Current ERP System

Because it is easy to integrate with your existing business software, you can rest assured knowing that all of your customer contact information is up-to-date and in sync with the customer relationship management technology. You will have happier customers with higher satisfaction rates in no time at all.

How Will Your Manager Benefit From CRM?

With Customer Relationship Management, your company will see:

  • Increase in sales
  • Increased productivity
  • Shortened sales cycle/process
  • Improved team communication
  • More efficient administrative tasks

The software allows you to have:

  • Automated data entry
  • Organized client, supplier, and vendor information
  • Record of all communications and actions taken for clients during each and every interaction

Customer relationship management software allows your business to keep track of client information. Nothing upsets your clients more than interacting with customer service representatives who don’t know anything about them or their interactions with your company.

As a manufacturing company, it’s in your best interest to know the details about their purchases. It helps you to understand their problems and be able to answer any questions that they might have about their orders.

With the Customer Relationship Management software, you will be able to track your company’s profitability. This makes the financial aspect of your company run much more smoothly.

Customer trends help to determine and protect future prospects and purchases. If you are having issues with customer retention, CRM will help you to discover where customers are failing to complete their purchases.

Is shipping too expensive? Are your prices too high? Is the quality of the material or product top-notch? These trends will help to determine future sales performance via automated forecasts.

Manufacturing companies can use CRM to keep track of the specific government and industry-specific regulations while handling clients from multiple locations nationwide and worldwide.

With CRM software, smaller businesses are able to compete with larger companies in the industry. This is possible because CRM/ERP software allows companies to integrate with Microsoft Office, allowing them to import/export with Word, Excel, and Outlook.

Why Choose Tomerlin-ERP?

Since 1998, Tomerlin-ERP has been working exclusively with Epicor® Kinetic ERP software. We are proud to say that we’ve been able to help our clients with over 300 successful implementations and hundreds of software upgrades. We have been able to step in where others failed and implement Epicor® Kinetic ERP software without any issues.

Like our trustworthy Epicor® Kinetic ERP software, you can trust us to get your business software in order without letting you down.

We know that no two companies are the same. The services that we provide are scalable to fit the specific needs of your company. We are able to provide a unique, customizable, and flexible ERP and CRM implementation experience.

We don’t stop there. We handle everything from installation to optimization to upgrades to training. Once you have your Customer Relationship Management up and running, we can come back to upgrade the systems or to implement additional programs for your business.

Our user-friendly interface means that you will spend less time (and less effort) trying to figure out how the system works. And if that isn’t good enough, we can train your clients to use the software for a quicker transition.

Get Started Today!

Your sales manager needs to have the proper tools to run their end of your business. With Epicor® Kinetic’s Customer Relationship Management software, they will be able to improve customer retention and increase productivity. Your customers will be happier, and so will your employees! This means that, by default, you will be happier with the success of your business.

If you are looking for an Epicor® Kinetic ERP consulting firm that you can trust with all of your business software needs, look no further. Tomerlin-ERP is standing by to help you in any way that we can. Just let us know how we can help!

Contact Tomerlin-ERP to get started today! We can’t wait to hear from you.