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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.

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Compare Software Solutions

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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.

epicor crm clientele  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 Read More

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.

epicor crm clientele  the announcement of Clientele, Epicor seems to have positioned itself well for the impending gold rush into the SME CRM market segment, which has been largely underserved so far. The needs of SMEs like having solutions that are scalable and reliable but cost-effective, functional but easy to deploy and customize, and open but have a relatively low barrier to entry (TCO), have yet to be met completely. The likes of Siebel Systems and big ERP CRM wannabe's are overkill and cost/time prohibitive. On the Read More

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

epicor crm clientele  managed code, such as Epicor Clientele CRM , Epicor for Service Enterprises , and Epicor9 and Epicor Vantage (the latter two with a combination of .NET managed code and Progress OpenEdge business logic). But how about rejuvenating the mature  client-server  products in Epicor’s ERP arsenal that still have a mishmash of .NET and its preceding  Component Object Model (COM)  counterpart technologies, such as Epicor Enterprise and Epicor iScala? It is not too likely that these products’ users will Read More

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.

epicor crm clientele  distribution, and light manufacturing. Epicor also offers a number of different back-office software applications (e.g., Vantage, Vista, Avante, etc.) geared for small and mid-sized manufacturers, and customer relationship management (CRM) software. The company more than doubled its size with its 1998 acquisition of DataWorks, a rival US ERP vendor. Gerald Blackie, a former CEO of bankrupt software maker Heritage Computing, and two former associates founded platinum Holdings in 1984. In 1985, they Read More

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.

epicor crm clientele  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 Read More

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. 

epicor crm clientele  ERP 10 With Epicor ERP version 10, we’ve taken our visionary blend of rich global functionality built on agile technology, and eliminated complexity to make ERP easier to use, more collaborative and more responsive. Guided by the needs of today’s users we’ve streamlined your experience across multiple devices and expanded deployment choice. The result is an inspired solution that changes your relationship with ERP to drive growth and opportunity throughout your business. Read More

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

epicor crm clientele  Lexicon of CRM - Part 3: From R to Z The Lexicon of CRM Part 3: From R to Z R. Garland - November 2, 2001 The Lexicon is divided into three parts, this being the second of three. This third section covers the alphabet from R to Z. For A to I, see Part One . For J to Q, see Part Two . R  RDBMS - Relational DataBase Management System . The typical, standard database, with both data models, data definitions, and data storage capabilities. Examples include Oracle's 9i database, Microsoft's SQLServer 2000, Read More

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.

epicor crm clientele  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. Read More

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.

epicor crm clientele  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 Read More

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.

epicor crm clientele  CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Salesforce.com Foundation was created to apply the core strengths of salesforce.com to help organizations further their social mission, deepen their impact, and better the lives of those in Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

epicor crm clientele  to Choose a Hosted CRM Application for SMBs How to Choose a Hosted CRM Application for SMBs If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. NetSuite CRM+ offers powerful customer relationship management (CRM) with sales force and marketing automation, built-in order management, customer service and support, incentive compensation management and analytics. Source : NetSuite Resources Related to How to Choose a Hosted CRM Application Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

epicor crm clientele  Customer Relationship Management Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

epicor crm clientele  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More