Bill, really not that much to configure CRM and Case. You need a default task set with at least one milestone for CRM, along with a default marketing campaign, event, and win/lose reasons. For Case, you need at least one default workflow and task set
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Case is a nice module as it provides a path for capturing customer issues, quality problems,etc, from which RMA's, Orders, and Quotes can be generated, all linked back to a case entry. If you want to dig deeper, you can create topics, and capture specific resolutions to specific case entries.
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CRM is basically the ability to record CRM calls from multiple screens, including quotes, customers, and from Salesperson workbench, which is a collection of queries which pull together pertinent transaction data such as quotes, sales orders, jobs, shipments, invoices, CRM calls, the kind of data you would want to pull together prior to a customer meeting.
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Epicor CRM is not highly evolved, but it does pull together a lot of information you could not ordinarily get from a third party CRM application like saleslogix or salesforce.com
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With some custom dashboards and/or integrating MS Outlook with Epicor it is a decent alternative to a third party CRM tool. Again, mostly because at lot of the information your sales people either need to update and or query is mostly within Epicor already
________________________________
From: "Turgeon, Bill" <bturgeon@...>
To: vantage@yahoogroups.com
Sent: Tuesday, April 2, 2013 2:52 PM
Subject: [Vantage] Epicor 9.05.700C - CRM/Case entry
Â
Is anyone out there using CRM or Case Entry?
Comments please before we attempt to configure and use it.
Thanks,
Bill Turgeon
Director, Information Technology
Coto Technology, Inc.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Â
Case is a nice module as it provides a path for capturing customer issues, quality problems,etc, from which RMA's, Orders, and Quotes can be generated, all linked back to a case entry. If you want to dig deeper, you can create topics, and capture specific resolutions to specific case entries.
Â
CRM is basically the ability to record CRM calls from multiple screens, including quotes, customers, and from Salesperson workbench, which is a collection of queries which pull together pertinent transaction data such as quotes, sales orders, jobs, shipments, invoices, CRM calls, the kind of data you would want to pull together prior to a customer meeting.
Â
Epicor CRM is not highly evolved, but it does pull together a lot of information you could not ordinarily get from a third party CRM application like saleslogix or salesforce.com
Â
With some custom dashboards and/or integrating MS Outlook with Epicor it is a decent alternative to a third party CRM tool. Again, mostly because at lot of the information your sales people either need to update and or query is mostly within Epicor already
________________________________
From: "Turgeon, Bill" <bturgeon@...>
To: vantage@yahoogroups.com
Sent: Tuesday, April 2, 2013 2:52 PM
Subject: [Vantage] Epicor 9.05.700C - CRM/Case entry
Â
Is anyone out there using CRM or Case Entry?
Comments please before we attempt to configure and use it.
Thanks,
Bill Turgeon
Director, Information Technology
Coto Technology, Inc.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]