As an enterprise resource planning (ERP) software provider, Epicor P21 is designed to help companies manage operations efficiently and effectively. An important aspect of running a successful business is maintaining strong relationships with your B2B customers.

How does Epicor P21 support this important aspect of business management? Let’s take a look at some of the key features Epicor P21 offers for B2B customer relationship management.

1. Comprehensive Customer Database: One of the most important features of Epicor P21 is a comprehensive customer database. This allows companies to store and access all customer information in a central location. With the ability to capture customer contact details, credit status, sales history, and other relevant information, companies can fully understand their B2B customers, thus providing them with a personalized and efficient service.

2. Order Management: Epicor P21 offers a robust order management system that allows companies to easily track and manage orders from B2B customers. This feature also allows businesses to set customizable rules for pricing, discounts, and promotions specific to each customer. This level of flexibility helps build trust and loyalty among B2B customers because they feel like their individual needs are being met.

3. Bidding and Bidding Features: For companies working on projects with B2B clients, Epicor P21’s bidding and bidding features can be extremely useful. This function allows companies to quickly create accurate and professional offers and tenders. With price lists, price tiers, and contract pricing features, companies can provide their B2B customers with competitive prices.

4. Customer Service Management: Epicor P21 also offers customer service management tools that help companies monitor customer interactions and effectively manage service requests. This feature gives businesses complete visibility into customer service history, making it easier to identify issues and quickly resolve them. By better understanding customer needs and problems, companies can tailor their services to effectively meet the needs of their B2B customers.

5. CRM Integration: Epicor P21 integrates seamlessly with customer relationship management (CRM) systems, enabling companies to gather all customer-related information in one place. By combining B2B customer data with sales and marketing data, companies can gain valuable insight into customer behavior and preferences, strengthening relationships and improving sales strategies.

To summarize, Epicor P21 offers a range of features that support efficient and effective B2B customer relationship management.