Epicor p21 crm software

Lookup of item pricing, onhand inventory, and more. Crm software solutions have quickly become one of the most crucial tools in the market. Prophet 21 takes a threepronged approach to customer relationship management. Weve specialized in helping manufacturers and distributors solve real issues for over 20 years. Epicor software has your industry bestpractices built in. Integrating epicor prophet 21 with your other business systems through custom apis provides you with a robust business platform. Epicor crm strategies are more important to businesses today than ever before. P21 boasts an advanced user interface with a similar look and feel to microsoft outlook, making it highly intuitive and userfriendly which helps your company easily adopt the new. My question to the community is would you recommend p21 or would you say stay away. For security reasons, your sign in to the customer web site will expire after a period of inactivity. The module tightly integrates with your epicor erp 9 or epicor erp 10 system. Epicor is proud to support our local communities by partnering with organizations that impact those in need.

A prebuilt and managed application, it can seamlessly connect crucial data points between epicor and microsoft dynamics 365 crm or salesforce for an even more dynamic epicor erp and crm integration. The platform empowers more than 250 users worldwide to make better decisions for their businesses by delivering highlevel trend data, sales intelligence and. Improve your customer relationships with tools to manage contacts, leads, opportunities, marketing campaigns, sales orders, and more. Epicor crm marketing demo epicor video training epicor. If the product has an api application programming interface or a wpi. The screen look, portal, and dashboards can be designed based on each user or role. Epicors deep vertical experience with a customers unique business processes and operational requirements is incorporated into how the solutions are built in the cloud or on. Smarter, faster business starts with mobile erp access. Epicor prophet 21a fitforpurpose, cloudready business system for distributors.

Flag a won opportunity in your software, and it will automatically create a quote in epicor erp. We also like the windows environment which makes it very easy for new users to learn the navigation. This epicor 9 and 10 video demonstration shows the customer relationship management crm functionality. Epicor prophet 21 integrations custom api ecommerce crm. Epicor prophet 21 crm software distribution crm software for prophet 21 simplify everyday processes and improve customer service. Epicor software corporation is a global business software company based in austin, tx and was founded in 1972. Prepare during the prepare stage, epicors consulting team aligns clients expectations with the software suite a company is planning to implement. Epicor prophet 21, also known as p21, is a microsoft windowsbased software package for the wholesale distribution. Compare salesforce vs epicor crm a business software. Enhance your customer experience with a datadriven focus on meeting expectations for information. Share data with everyone who interacts with your customers to provide a unified experience at every customer touchpoint. This gives you a single solution to store data, streamline processes and drive endtoend business improvements. Epicor p21 digitalization for wholesale distributors. Epicor software corporation privacy policy cookies policyprivacy policy cookies policy.

Reliable epicor p21 integration allows you to streamline your sales process, manage your supply chain, improve your analytics and save valuable time and resources. Epicor has a lot of third party partners and providers that can bring volumes of additional resources and functionalities to the table. Customer relationship management epicor erp epicor. Check out our video demo to see epicor crm in action. Epicors powerful crm software helps you maximize your customer information and broaden the scope of your data to everyone within the organization and to stakeholders through contextual delivery of essential customer data to information workers, wherever its needed. With the help of capterra, learn about epicor prophet 21, its features, pricing information, popular comparisons to other enterprise resource planning products and more. Find pricing and demos for epicor erp, eclipse and prophet 21 formerly activant prophet 21 software systems below. Well have an update on happenings throughout the prophet 21 ecosystem with the prophet 21 mobile sales offering for order entry and crm. Epicor p21 support is still not the most responsive or efficient. If you are being asked to reenter your login information, you will be returned to the page you requested after completing the sign in. Epicor p21 integration made easy with cloras middleware. Kurth also highlighted that the software features webbased, mobile portal access which can extend business logic and analytics.

Epicor prophet 21 p21 erp software for distribution. Building new customer relationships is important, but retaining customers is more costeffective and profitable. Implement faster, customize less, and see your roi sooner with software built to fit your business. Prophet 21 includes tools to help wholesale distributors manage contacts, leads, opportunities, and marketing communications. The power of the epicor p21 distribution management software. Customer relationship management crm solutions epicor.

Well, if you run a company that distributes products and all of your computers run microsoft windows, chances are you can run the prophet 21 software. Unite the power of epicors p21 and magento using cloras. Erp customers with crm accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple shipto addresses, multiple bill to addresses, and account history. Epicor p21 provides support for unlimited userdefined fields, secure windows, and tabs. More than a halfcentury of distribution experience has gone into the development of epicor prophet 21 a fitforpurpose erp solution for wholesale distributors. Commercients standard sync for epicor and zoho includes the integration of. Mobile sales, inventory and fulfillment software prophet 21 epicor. An epicor gold partner that has executed over 50 software connectors, datix is a leading consulting firm for erp implementations and integrations. Create and manage customer records, contacts, and epicor parts bidirectionally in either the crm module in epicor erp or in. Cloras offers a prebuilt connector for epicor p21 integration with other leading ecommerce, crm platforms and databases. This integration allows us to provide a wide range of indepth business. Epicor software corporation provides industryspecific business software designed around the needs of manufacturing, distribution, retail, and services organizations.

The admin can enable sales representatives to access the epicor crm system directly from their mobile device using epicor mobile solutions, or epicor web access ewa. Salesforce is not the only crm software available, and it is not necessarily the perfect choice for your requirements. Epicor crm covers all the standard crm functions, including. The epicor implementation methodology is broken into five stages. Customer relationship management crm software epicor. Now we are able to use our crm software for this, but before crm, i would have to ask our business systems analyst to pull customer lists. The goal of the group is to bring together epicor users located in wisconsin to share current product knowledge and network with other users to share their experiences with the software. We quickly learned that opening the p21 system up to other business software applications through api middleware, was a path that helped dxp, and that could. As a distributor or manufacturer, your epicor erp system is the backbone of your operations. Customer relationship management crm effectively manage your entire customer life cycle with crm software from epicor. Learn more about its pricing details and check what experts think about its features and integrations.

P21 is the leader in this area and they are continuing to enhance both sides of the application. The epicor prophet 21 web application lets you access information anytime, anywhere, regardless of where your employees are located. Our team has worked with over 350 companies across the usa, canada. The company provides resource planning tools that could be deployed as saas cloud based software, hosted service or onpremise. Datix specializes in enterprise software integration. Its products are aimed at the manufacturing, distribution, retail and services industries. Grow your customercentric strategies while gaining insight with our nextgeneration crm platform. How to select the best crm software for your business, top crm software, free, open source crm software and best practices for crm implementation.

Cloras can connect your p21 with any of them using the softwares native api or cloras custom made api for the software if needed. Prophet 21 crm tools allow you to access information quickly and efficiently, so you can streamline your daytoday processes, while improving customer service. With deployment options in the cloud or on premises, prophet 21 also helps keep distributors healthy and thrivingeven as the competition heats up. With our unity integration solution, connecting hubspot and. A threeminute demo on epicor erp customer relationship management. Whether youre looking for onpremise solutions or cloud hosting services, epicors p21 distribution erp software can be implemented for both. Epicor erp software comparison free demos, best pricing. Epicor data analytics is phocas bestinclass data analytics solution designed for epicor customers. We are pretty far along with epicor and prophet 21 in terms of our investigation process into the software. It is a leading enterprise resource planning erp software vendor that develops solutions for the distribution, manufacturing, professional services and retail industries.

Here, one distributor using prophet 21 shares their own feedback from a customer. Epicor also provides customer relationship management crm, supply chain management scm, and human capital management hcm software to. Epicor prophet 21 erp software for wholesale distributors. You can search the market and find excellent distribution software and also search the market and find excellent manufacturing software, but try to find one that is excellent in both. This includes importing a prospect list from a tradeshow, generating a marketing list, assigning tasks, generate a quote from a task, and using the product configurator.

Erp integration is simply connecting and synchronizing your erp software with other business applications such as ecommerce frontend, crm customer relationship management, edi electronic data interchange, marketing tools such as analytics, and other databases and data points that your business operates with. Epicor mobile crm is compatible with epicor erp 10. Epicor prophet 21 mobile solutions are browserbased applications that work on any device to keep. Prophet 21 epicors flagship distribution erp software.

Distribution crm software for prophet 21 simplify everyday processes and improve customer service. Effectively manage your entire customer life cycle with crm software from epicor. P21 is in the final steps of being a fully web based erp software enabling. Plan the plan stage is the official beginning of the implementation project. Epicor prophet 21, a leading enterprise application software for wholesale distributors business, it provides robust features that include customer relationship management, sales and order management, materials management, supply chain management, production management and financial management. Our customers are the best resource for any business evaluating prophet 21. Midmarket companies around the world rely on epicor customer relationship management crm solutions to enhance their sales, marketing, and support operations and build a stronger, more loyal, and more profitable customer base.

The wisconsin epicor user group wi eug consists of current epicor 9 and epicor 10 users. Epicor is a global provider of business software with more than 33,000 customers in 150 countries. Wisconsin epicor user group users helping users wi eug. Thats why weve designed our crm software solutions to help you stay ahead of the curve and successfully meet the challenges that the market bringshelping you manage your entire customer lifecycle, from prospect to cashto care effectively, improve operational efficiency, and accelerate internal and. Epicor prophet 21 software drives growth for distributors with builtin industry best practices that help you strengthen and expand your customer base. Epicor prophet 21 wholesale distribution software integration api development services our focus in the wholesale distribution space is on the prophet 21 user community. Mobile event guide for epicor software corporation. Magento epicor prophet 21 integration magento p21 dckap. Grow your sales, profits, and productivity with epicor prophet 21an enterprise resource planning erp solution for distributors. With the help of our landmark product, datix unity, epicor erp and crm integration is a cinch. Epicor is an erp enterprise resource planning provider that offers a wide range of functionalities and features created to answer industry specific needs.