Epicor CRM
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Epicor CRM AI Editor's Review
Epicor CRM mobile app empowers sales teams with on-the-go access to crucial customer data, lead management, and sales tools. Streamline workflows, improve communication, and close deals faster with this powerful CRM solution.
Comprehensive Analysis
Epicor CRM mobile application provides a convenient way for sales professionals to manage customer relationships and sales activities remotely. Key features include contact management, lead tracking, opportunity management, and task scheduling. The app allows users to access and update critical data in real-time, improving productivity and responsiveness. While the interface is generally user-friendly, new users may benefit from training to fully utilize its capabilities. Overall, it's a valuable tool for sales teams seeking to enhance their mobile CRM capabilities.
Key Advantages
- Mobile access to CRM data improves salesperson efficiency.
- Streamlines sales processes and enhances team collaboration.
- Real-time data insights for informed decision-making.
Areas for Improvement
- Potential for high data usage depending on features used.
- May require initial training for optimal user adoption.
The description of Epicor CRM
Site Editorial Commentary：Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later.
Epicor Mobile CRM: Unleash the Power of Your Sales TeamTransform your sales operations with Epicor Mobile CRM, a powerful mobile application designed to empower your salesforce. Manage the entire sales cycle, from identifying opportunities to order shipment, all from the convenience of your mobile device, anytime, anywhere. This next-generation mobile solution provides seamless access to critical sales data and streamlines key processes, boosting productivity and efficiency.
Key features include:
* **Comprehensive Data Management:** Create and update Leads, Customers, Contacts, Quotes, Orders, and Shipments on the go, ensuring your data is always current.
* **Enhanced Workflow Automation:** Build activity-based workflows to streamline your daily tasks, including call and email logging, note-taking, “To Do” lists, and appointment scheduling.
* **Offline Accessibility:** Access vital sales activity data, including competitor information, cases, projects, and order history, even without an internet connection, ensuring you're always informed.
* **Streamlined Order Processing:** Effortlessly convert Sales Orders from Opportunities and Quotes, accelerating the sales process.
* **Inventory Visibility:** Search inventory to verify stock levels before creating a sales order, preventing delays and ensuring customer satisfaction.
* **Geospatial Intelligence:** Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location, optimizing your sales efforts.
**Compatibility:**
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases and is supported on Android OS version 12.0 and above.
What's New
New version offers several fixes including:
• Ability to delete Opportunity Lines
• Demo mode code email sent after being requested
• Case description shows properly
• Customer attributes search working properly
• Fixed Competitor entry so it doesn’t show empty Country
