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Epicor - Customer Relationship Management with complete verified solutions
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Epicor - Customer Relationship Management with complete verified solutions
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Voorbeeld van de inhoud
Epicor - Customer RelationshipManagement with complete
verified solutions(GUARANTEED
SUCCESS)
Business Activity Query - answer BAQ - feature based on criteria such as
customer type (suspect, prospect and customer). Marketing lists can be
extracted from this.
Lead - answer Refers to a contact who has expressed an interest in your
product but has not purchased it. Also known as a Suspect.
Opportunity - answer The suspect becomes an opportunity once you have
had a conversation or qualified the lead.
Prospect - answer Once the quoted flag is triggered by the completion of
defined tasks, the lead rolls over to the status of prospect - where it
remains until the quote becomes an order.
Salesperson Workbench - answer Serves to monitor the activity of the
salespeople. Salespeople see their details based on user ID. You can
access many types of information pertaining to the salesperson's territory
using this read-only tool. Used to manage your pipeline, marketing,
telemarketing, opportunities, orders, and other operations by sales
territory and by customer.
Bill of Materials - answer BOM
Method of Manufacturing - answer MOM
Push method - answer Quote information is transmitted into an order from
Task Maintenance. You do this by marking the task as a Win and selecting
, the Create Order check box. The advantage of this method is that you can
create the order upon learning of the win, saving yourself a step.
Pull method - answer The pull method of creating an order uses the Get
Opportunity/Quote function in Order Entry. This function opens the
Generate Order from the Quote window. Here, you can pull in quote
information and create orders. The advantage of this method is that you
can use menu security to restrict the number of people who can actually
create an order.
Opportunity / Quote Entry - answer displays open leads, opportunities, and
quotes in the Epicor application. Each record has general information, line
items, associated people (contacts, competitors, and sales
representatives linked to this lead or opportunity), and tasks to be done
for the lead.
Company Configuration - answer Menu path: System setup > Company /
Site maintenance > Company configuration
Sales and Marketing Management Module - answer Modules > Sales >
CRM
Task Set and Territory - answer A default task set and territory must be
declared when working with suspects, prospects, and customers as well as
leads, opportunities, and quotes.
Both may be overridden if necessary, and are usually overridden when
setting up the sales territories or task sets or both.
Campaign - answer The entries defined in the Campaign pane are the
default entries. This can be a generic campaign used only for defining this
configuration setting since campaigns can be overridden in other
programs.
Reason - answer Reason codes are used throughout the Epicor application
to explain why a certain record is flagged the way it is. When it comes to
CRM, a default reason code must be defined for a win or loss. It is also
recommended to define a default task, but this is not required.
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