EPICOR Software has announced a new version of its Clientele CRM solution. By giving companies flexibility, control and the ability to make split-second decisions, the new version empowers support staff to provide a superior level of service during customer interactions.
The new features in this version give organisations, especially manufacturers, more flexibility when quoting prices to customers, sending email to customers and scheduling field service requests.
Providing discounts for product ordered in large amounts is simple with a new quantity based pricing feature.
This new feature allows companies to provide consistent price quotes by building standard volume discounts right into the Clientele database that can be used when quoting prices and billing orders.
In addition, price lists can be created for specific customers to ensure that pricing rules are enforced and orders are created accurately.
To make all of this simple, a new Wizard has been created to help administrators set up new price lists quickly and efficiently.
Many manufacturers have extensive parts lists, which can make price quoting a very complex process. Clientele CRM features a new two-way integration to manufacturing systems.
This integration allows sales staff to set up basic quote information that is automatically pushed to the manufacturing system where calculations are completed on time and materials, and are then set up and applied.
Also, when support is needed from someone in the field, customer service reps can open a field service request in Clientele, which is pushed to the manufacturing system for fulfillment.