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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Real user data aggregated to summarize the product performance and customer experience.
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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
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?
Pros
- Helps Innovate
- Trustworthy
- Effective Service
- Saves Time
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
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
Epicor CRM Reviews
Anthony H.
- Role: Industry Specific Role
- Industry: Electronics
- Involvement: End User of Application
Submitted Mar 2022
Your Customer’s Lifecycle in a Single Cloud System
Likeliness to Recommend
What differentiates Epicor CRM from other similar products?
Content Management with Lead and Opportunity management programs. Integration support for salesforce is available. Drive out expenses to further develop benefit through powerful coordination from unrefined components to the conveyance of completed items.
What is your favorite aspect of this product?
Remote timekeeping will be a colossal advantage to us as it will kill a twofold information section process that we as of now have. All information contained in the framework and the capacity to alter. Continuous following and capacity to utilize information to decide. Generally, the apparatus is nearly costly remembering the elements given by contender applications.
What do you dislike most about this product?
The Epicor program is updating and rebranding into Kinetics, this partial phase causes day-to-day processing issues and transaction failures. Navigation is very poor and its hard to find some of the major features.
What recommendations would you give to someone considering this product?
Difficulty finding viable training materials. We wound up making our own much of the time in light of the fact that a reasonable client's guide couldn't be found. Not suited for logistics companies and industries. The program is expensive depending upon the features that it has been providing
Pros
- Reliable
- Performance Enhancing
- Trustworthy
- Efficient Service
Anna-Hill S.
- Role: Information Technology
- Industry: Technology
- Involvement: Business Leader or Manager
Submitted Feb 2022
User-Friendly CRM solution.
Likeliness to Recommend
What differentiates Epicor CRM from other similar products?
UI is extremely user-friendly. It provides a wonderful workflow for making and ordering components. Tracking parts and orders is additionally very easy to do. It provides a straightforward way to merge parts made in CAD into the system with no manual entry required.
What is your favorite aspect of this product?
I appreciated the method flowcharts that walk a user through a sequence of tasks. It’s not impossible to try and do these tasks without a process flowchart; however, it was still beneficial. I additionally liked the concept of getting dashboards to show KPIs. I was impressed with the power to drill down from a KPI to the initial transactions.
What do you dislike most about this product?
The Dashboard function was very limited. The initial setup is extremely tough (nearly not possible without the assistance of IT) and not very user-friendly. I conjointly found it annoying that I had to back out of the Main Menu to look at a coaching lesson. It might create far more sense to suggest videos in the task stream that are relevant to the particular task.
What recommendations would you give to someone considering this product?
If you’re searching for an excellent out-of-the-box ERP that also permits customization, then Epicor is an excellent solution for your business and will be very beneficial for the progress of your business.
Pros
- Helps Innovate
- Performance Enhancing
- Trustworthy
- Inspires Innovation
Cons
- Charges for Enhancements
Max-Craig J.
- Role: Operations
- Industry: Transportation
- Involvement: Business Leader or Manager
Submitted Feb 2022
A wonderful advancement for ordering parts.
Likeliness to Recommend
What differentiates Epicor CRM from other similar products?
I appreciated the method flowcharts that walk a user through a sequence of tasks. It’s not possible to do these tasks while not a process flowchart; however, it absolutely was still beneficial. I conjointly liked the concept of getting dashboards to show KPIs. I used to be affected by the power to drill down from a KPI to the initial transactions.
What is your favorite aspect of this product?
It has plenty of options that are very useful when one is accounting for an oversized firm. It’s really economical and may pull out information fastly. It’s conjointly customizable which makes it easier to figure with. Also, the support team is kind of sensible and are efficient and typically responds instantly.
What do you dislike most about this product?
The interface needs a touch of additional work because it could be a bit ungainly and this could greatly improve the user experience, costs aren’t terribly low, particularly the enterprise plans have an exaggerated cost. The Dashboard operation was very limited. The initial setup is extremely tough (nearly not possible without the assistance of IT) and very less user-friendly.
What recommendations would you give to someone considering this product?
I recommend Epicor CRM because it's a software system with solid accounting functions and since it additionally provides you all the information for your company to create higher choices and keep profitable additionally this includes the lowest learning curve because it's several coaching choices and documents that may assist you quickly adapt to this.
Pros
- Continually Improving Product
- Efficient Service
- Respectful
- Client Friendly Policies
Cons
- Less Generous