Customer Relationship Management for Epicor Prophet 21
Prophet 21 takes a three-pronged approach to Customer Relationship Management (CRM):
The first is sales force automation, where your sales representatives have the lead generation tools to manage their pipeline and up-sell to customers. You can track lead/sales progress by defining opportunities, setting sales stages, and employing a full suite of sales analytics to measure your sales reps’ pipelines.
The second part of the Prophet 21 CRM approach is contact management. This goes beyond maintaining customer addresses and phone numbers, to actually tracking customers’ buying habits so you can anticipate their needs.
Finally, CRM includes marketing capabilities. These include tools that allow you to fax and e‑mail from the solution, generate lead generation call lists, and, most importantly, manage call center activity, enabling you to increase your customer base at a minimal cost.