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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 epicor crm clientele


Clientele CRM.NET
Clientele from Epicor Software is an integrated CRM system. Clientele quickly captures, routes, organizes, and stores the information that comes out of all

epicor crm clientele  CRM.NET Clientele from Epicor Software is an integrated CRM system. Clientele quickly captures, routes, organizes, and stores the information that comes out of all customer interactions, including phone calls, e-mail, and automated web contacts. This information can then be shared and analyzed, and accessed every time users are in contact with customers. Epicor Clientele is intended to enable users to manage the customer relationship lifecycle, from generating leads to closing sales, and to

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » epicor crm clientele

Clientele CRM.NET Suite Gains Scalability, Smart Client from the .NET Framework and XML Web Services


When The Clientele Group of Epicor Software Corporation was faced with scalability and performance limits in their CRM software, they redesigned their application around the Microsoft® .NET Framework. A server architecture based on SQL Server™ 2000 and XML Web services removes their scalability limits, and supports multiple client applications. A smart client built with Windows® Forms gives customer support personnel a responsive application that is easy to deploy and update. A Web portal built with ASP.NET Web Forms gives authorized customers access to the same records as customer support sees internally. The new architecture can support 500 users on a single dual-CPU server, and offers many ways to scale up and out.

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Epicor Claims The Forefront Of CRM.NET-ification. Part 2: Market Impact and User Recommendations


Epicor’s ability to enhance its products and its determination on executing product and technology strategies deserves commendation. Current users are advised to follow Epicor's new product introductions and keep an eye on its future product strategy. The positive sign is the company’s more manageable and narrower focus, as demonstrated by its most recent results.

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Exploring Epicor Productivity Pyramid - Part 1


About two years ago, Epicor Software Corporation launched its next-generation converged product Epicor 9 (a.k.a. Epicor ERP [evaluate this solution]), which was covered at great length in my 2009 series. Over 250 customers have thus far gone live on Epicor 9, with roughly 1,700 units shipped in 21 months. If these numbers are not overly impressive to some, they are not

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Epicor Software Corp.: How Far From Being 'One-Stop' Shop?


Epicor Software has been striving to complete its evolution from a vendor of financial accounting software to a provider of holistic business performance solutions, including integrated front office, back office and e-business capabilities.

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Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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Epicor ERP 10


Epicor ERP version 10 provides a blend of rich global functionality built on agile technology and eliminates complexity to make enterprise resource planning (ERP) easier to use, more collaborative, and more responsive. Guided by the needs of today’s users, Epicor ERP offers a streamlined experience across multiple devices and expanded deployment options. 

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The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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