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Customer Relationship Management

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Increase sales success, deliver superior customer service, and make informed, agile business decisions with Epicor iScala CRM. Accessible from Microsoft Outlook® and the Web, Epicor iScala CRM is easy to use, customize, and maintain, integrates with the Epicor iScala ERP system, and scales to grow along with your business. Epicor iScala

CRM is based on Microsoft CRM, with Microsoft CRM functionality embedded in Epicor iScala's business processes. With Epicor iScala CRM you can increase sales success by shortening the sales cycle, improving pipeline visibility and close rates with leads and opportunity management, automated sales processes, quote creation, and order management. Applying a two tier approach to lead management, you can increase the quality of leads and make sure that your sales people only receive the most highly qualified leads.

You'll be able to deliver efficient, consistent customer service through a shared knowledge base—and automated routing and queuing make it easy to serve those customers efficiently. Informed, agile decisions are easy with Epicor iScala CRM's comprehensive reports - letting you forecast sales, measure business activity and performance, evaluate sales and service success, and identify trends, problems, and opportunities.

Epicor iScala CRM is accessible from either Outlook or the Web, so you can work with contacts, accounts, leads and opportunities online or offline. And, with its tightly integrated Sales and Customer Service functionality, it's easy to view, update, and share information across teams and departments. Importantly, Epicor iScala CRM is designed for ease of use, ensuring that your sales teams get started fast. Finally, you can customize and scale easily - letting you configure user interfaces and workflow processes, to create solutions to fit your business, and scale these installations to meet changing needs. Together with tight integration with Microsoft Office® and Epicor iScala ERP, Epicor iScala CRM is the right choice for growing businesses like yours.

BENEFITS

  • Better visibility into the pipeline and across sales activities
  • Improved quality of leads and closure rates
  • All customer-related information and activities are stored in one place. You get a complete view of your customers!
  • Integrates with Microsoft Outlook and Microsoft Office: e-mail time is less; reports can be exported into Excel
  • Reports are fast and easy, with over 130 standard reports "out-of-the-box" as well as the ability to create your own.
  • Your sales people will love it. It requires minimum training and interface looks like Outlook. Therefore, using Epicor iScala CRM you will achieve high end user adoption rates and can get up and running in production operations in weeks, not months.
  • Easy to customize to reflect your specific sales process
  • Out-of-the box integration with Epicor iScala ERP, so if you are an Epicor iScala ERP client, you do not have to spend time on integrating, but rather you can focus on improving your customer relationship processes.
  • Integration with Epicor iScala ERP will give you access to Epicor iScala's rich sales order management and fulfillment functionality, including inventory visibility, multi-currency, VAT and local legislation.

In a nutshell, Epicor iScala CRM will help you reduce costs, improve your revenues, increase your customers' satisfaction and create a consistent favorable experience for your customers' interactions with your organization.

Epicor iScala CRM System Requirements EPICOR ISCALA ERP
Epicor iScala CRM can be used either standalone or, as it's an integral module of Epicor iScala ERP, within the Epicor iScala ERP suite. Accounts of a Customer type are synchronized with Customers in the Sales Ledger, either online or offline - with data synchronization occurring when you go online. While working with Accounts in Epicor iScala CRM, you can query customer-specific data including payment terms, delivery terms and other information stored in the Customer file of the Epicor iScala Sales ledger.

While working with Epicor iScala CRM, you can browse active products coming from the Epicor iScala Stock Master File and change CRM-specific attributes. Within Epicor iScala CRM, a salesperson's information is updated with cumulative data and statistics coming from Epicor iScala ERP.

THIRD-PARTY APPLICATIONS
Epicor iScala CRM functionality can be exposed through platform APIs for integration with third-party and Web services.

Epicor iScala CRM is designed to meet budget and support needs for small-to-medium size businesses. Delivery and implementation - which can be direct through Scala Business Solutions or through our certified partners - includes hands-on assistance with set-up and maintenance processes, along with comprehensive training and support resources.