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Epicor Software

Epicor CRM

Composite Score

7.8 /10

CX Score

8.1 /10

27 Reviews Write a Review

What is Epicor CRM?

The Epicor® CRM system provides a 360-degree view of the entire customer, supplier, or partner relationship regardless of position in the customer lifecycle. The powerful Epicor 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 it's needed.

Company Details

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Epicor CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Epicor CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

82 Likeliness to Recommend

93 Plan to Renew

71 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+94 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Epicor CRM?

12% Negative

8% Neutral

80% Positive

Pros

Helps Innovate
Trustworthy
Effective Service
Saves Time

Feature Ratings

Average 79

Customer Service Management

Quote Contract and Proposal

Marketing Management

Analytics and Reporting

Telephony and Call Center Management

Activity and Workflow Management

Sales Management

Account and Contact Management

Lead Management

Collaboration

Mobile

Vendor Capability Ratings

Average 75

Quality of Features

Breadth of Features

Ease of IT Administration

Usability and Intuitiveness

Business Value Created

Ease of Implementation

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of Customization

Ease of Data Integration

Epicor CRM Reviews

Role: Information Technology
Industry: Transportation
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Nov 2023

Epicor CRM , A great tool to use

Likeliness to Recommend

9 /10

Pros

Continually Improving Product
Reliable
Unique Features
Caring

Hafiz B.

Role: Sales Marketing
Industry: Manufacturing
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2023

Ideal solution for contact management

Likeliness to Recommend

10 /10

What differentiates Epicor CRM from other similar products?

Epicor CRM allows us to know how our customers interact on social media accounts. This helps to improve our marketing strategies and customer experience.

What is your favorite aspect of this product?

It helps to align data and workflow of various departments including marketing, sales, and the support team. Customer data such as name, address, transactions, and support interactions are stored here.

What do you dislike most about this product?

It is easy to add tasks and other details into the software and I haven't experienced any issues with this solution. It works flawlessly.

What recommendations would you give to someone considering this product?

Your business can embrace Epicor CRM because it will make it easier for the organization to manage leads throughout the business life cycle from prospects to actual leads.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Paulette B.

Role: Sales Marketing
Industry: Retail
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2023

Affordability is high and reporting is strong

Likeliness to Recommend

10 /10

What differentiates Epicor CRM from other similar products?

Epicor CRM is affordably priced and has all the features that our company need to handle our sales, service and marketing needs. It has good marketing features built in and we can customize email templates and incorporate them into workflows.

What is your favorite aspect of this product?

Mots of the employees using Epicor CRM can figure out the included form design tools and navigate their eay to adding fields, lookups and custom forms. Most reports can be generated from all areas of the application.

What do you dislike most about this product?

Epicor CRM user interface is pretty easy to work with but sometimes it can be inconsistent. We have seen differences forms performing the same action and irregular functionality that requires refreshing screens or exiting the browser.

What recommendations would you give to someone considering this product?

Epicor CRM is more affordable and quicker to get up and running than most solutions in the market. It has a very powerful, AI-driven workflow and lead management is strong.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

How We Deliver

Epicor CRM

What is Epicor CRM?

Company Details

Need Assistance?

Epicor CRM Ratings

82 Likeliness to Recommend

93 Plan to Renew

71 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+94 Net Emotional Footprint

How much do users love Epicor CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Activity and Workflow Management Text or code-based and visual workflow designers.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Epicor CRM Reviews

Epicor CRM , A great tool to use

Likeliness to Recommend

Pros

Hafiz B.

Ideal solution for contact management

Likeliness to Recommend

Pros

Paulette B.

Affordability is high and reporting is strong

Likeliness to Recommend

Pros

Title

Feature Ratings

Customer Service Management

Quote Contract and Proposal

Marketing Management

Analytics and Reporting

Telephony and Call Center Management

Activity and Workflow Management

Sales Management

Account and Contact Management

Lead Management

Collaboration

Mobile

Vendor Capability Ratings

Quality of Features

Breadth of Features

Ease of IT Administration

Usability and Intuitiveness

Business Value Created

Ease of Implementation

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of Customization

Ease of Data Integration