Customer Experience (CX), or CRM, is about having the right information available to you everywhere you go. Knowing the opportunities in close proximity to your location, easily reviewing an account before interacting and logging the actions following meetings gives you the tools you need to succeed.
DotCX for iPad lets you manage your Epicor ERP sales cycle from the convenience of an offline fully functional mobile device. Adjust your expected close dates and pipeline confidence. Create tasks and log interactions with your prospects and customers. Keep track of orders and planned shipments along with customer financial metrics such as year on year pipeline, revenue and bookings.
Features:
-Secure Native iPad app
-Full Offline Support, Including creating and updating items
-Support for managing your Leads, Quotes, Tasks, Notes, Calls, Customers, Orders, Cases, Products and Publications
-Capture leads and Opportunities while you’re on the go and manage them through your sales pipeline
-Add tasks and reminders so you always remember to follow up
-keep track of the latest updates in your ERP system
-Visualize your customers, leads and competitors geographically
-Get Driving instructions to plan your visits
-Log correspondence and visits with customers
-Access to SharePoint Attachments within Epicor ERP
Note: DotCX is a subscription service and requires you to be a user of the Epicor ERP application. This service is provided via a Cloud solution managed by Dot Net IT. It requires no software installing on your servers but does require some configuration to be carried out by your IT department or our infrastructure services team to enable it to securely communicate with your environment (This is only required for On Premise installation of Epicor ERP). The oldest version of Epicor ERP we support for this service is 9.05.607.