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Mobile customer relationship management

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EPICOR Software has announced its popular Vantage manufacturing solution now offers integrated mobile Customer Relationship Management (CRM) capabilities and a new web configurator module.

Addressing new and emerging industry requirements, the products suit the mid-market for end-to-end integrated manufacturing solutions.

Epicor's Vantage offers good CRM capabilities that allow manufacturers to maximise the productivity of every encounter with a customer. New mobile CRM capabilities provide sale staff with mobile access to tools and information to help them deliver quality service to customers, shorten sales cycle times and generate more revenues.

The Vantage 6.1 mobile CRM tool allows users to: generated and amended sales quotes; create and complete workflow tasks; activate or process CRM calls; add, import and edit customer and contact information; run reports; and access information such as stock quantities on hand and shipments.

The solution also allows sales professionals to rapidly respond to sales opportunities by developing bills of materials on-the-fly and to add sub-assemblies, operations, materials and parts using drag and drop functionality.

Information is customised to the user - all data is filtered so only relevant information is transferred to the mobile client. For ease of use and consistency, the menu and screens are identical in form and function to the main server side Vantage CRM solution.

Also new to Vantage is the integrated web-based product configurator, which works with Epicor's customer connect storefront and sales connect online self-service applications. With customer connect the product configurator enables customers to use the Internet quickly and easily to custom-configure products based on their needs.

The product configurator supports products with thousands of options, rules and constraints. It can accommodate dimensions, lengths and detailed engineering rules making it simple for users to design, price and configure valid complex products quickly and easily.

Within customer connect the configurator can be defined to offer a more elaborate series of questions including detailed help and graphical prompts. This helps users who are new to the selling process.

With sales connect web portal, manufacturers' sales representatives or partners can generate accurate quotes for custom-configured products accessing the same comprehensive product configuration rules used in the back office.

The product configurator features a user-definable interface that allows users to customise screen format, look and feel.

The product configurator can be used by both back office and mobile groups and is deployable via a Windows client or via the Internet.

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