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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

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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Passepartout Philippines Selects Epicor ERP


Passepartout Philippines Inc. recently chose Epicor’s flagship enterprise resource planning (ERP) suite to improve its manufacturing business.

epicor crm clientele   Read More

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 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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Epicor Releases Epicor HCM 5.8


Even a recent change of CEO doesn’t mean that product development stops at an enterprise service company like Epicor. At the recent HR Tech 2013 conference, the vendor announced general availability of the latest release of its human capital management (HCM) solution, Epicor HCM 5.8. The newest release of Epicor HCM delivers expanded country-specific functionality and enhancements to goal

epicor crm clientele   Read More

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.

epicor crm clientele   Read More

Epicor Insights 2012: Old Epicor + Old Activant = New Epicor


The recently held Epicor Insights 2012 user conference was the very first one to combine former Epicor and Activant customers. Reportedly, there were 4,000 attendees, including 3,000 customers and 400 vendor partners. It appears that prior to the merger Epicor was innovative and growing globally, but profits were often elusive and the product quality had some issues. For its part

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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