Account management is an important aspect of running a successful business. This includes not only tracking customer information and transactions, but also providing the highest level of customer service and support. This is where the Epicor P21 comes into the picture.

For those unfamiliar with the Epicor P21 system, it is the best ERP (Enterprise Resource Planning) software designed specifically for distributors in the manufacturing and industrial sectors. With advanced features and functionalities, it helps streamline operations, increase efficiency, and improve customer service.

One of the standout features of Epicor P21 is its Customer Portal extension, which provides extensive account management support. But what exactly is a customer portal and how does it help you manage your account?

The customer portal is a secure online platform that allows customers to access their account information and communicate with your company. Built as an extension of Epicor P21, the customer portal provides an intuitive interface for managing customer accounts and providing self-service options. Here’s how it supports account management:

1. 24/7 access to account information: With the customer portal, customers can access their account information anytime, anywhere. They can view past orders, track shipments, and check payment history without having to call or email the company, saving time and effort for both parties.

2. Easy order tracking and reordering: Through the customer portal, customers can track orders in real time and easily reorder products based on order history. This minimizes the need for customers to contact the company to update orders, improving customer satisfaction and reducing the burden on the account management team.

3. Self-service options: The Customer Portal allows customers to update their account information and preferences, such as contact information, billing and shipping addresses, and payment methods. This not only saves the customer time, but also reduces the burden on the account management team.

4. Enhanced Customer Service: The customer portal provides a platform where customers can submit questions and support tickets, which the account management team can track and manage. This ensures timely and effective customer service, resulting in satisfied and loyal customers.

5. Epicor P21 Integration: The Customer Portal extension integrates seamlessly with Epicor P21, allowing you to automatically sync data between them. This ensures that the account management team always has access to the most up-to-date customer information.