Benefits • Identify and reward your most valuable customers • Cross-sell new categories to existing customers • Surface changes in customer ordering patterns in time to prevent loss • Drive sales activity through a guided, interactive report • Improve executive-level visibility to outbound sales activities Vision Customer Relationship Management Epicor ® Automotive Aftermarket Develop Satisfied, High-yield Customers with CRM It’s proven. Maintaining a win-win business relationship with an existing customer is far less expensive than finding a new one. And happy customers usually come with a free bonus—referrals. But how do you identify accounts being lured by the competition before it’s too late? The first step in keeping those valued customers is keeping a close eye on them—with Epicor Vision ™ Customer Relationship Management (CRM). Vision CRM is built on the notion that the lifetime value of your customers is a key (if not THE key) asset of your business. Each time you interact with a customer— each touch point like scheduling a customer visit with a manufacturer’s rep or following up after a customer’s first order—gives you an opportunity to strengthen your relationship. Customer relationship management best-business practices are designed right into Vision transaction processing and customer service modules so you can directly tap into business events and customer data. A “Home Page” queue reminds each Vision user of their customer-specific follow-up activities. Vision tracks the status of those activities to make sure your staff closes open issues quickly and to the customer’s satisfaction. At times when phones are quiet, Vision CRM guides even inexperienced counter sales staff through outbound follow-up calls to increase sales and strengthen relationships. For example, you might call customers who routinely purchase brakes and shoes, but have never purchased shocks or struts. Vision helps you monitor customer sales activity, so you can react when a customer suddenly buys fewer products or stops buying altogether. The Vision CRM best-business practices work with the unique customer service processes you’ve put in place to make an even bigger difference for your customer and your profitability. Deliver Exceptional Service and Create New Opportunities Improve customer service speed and efficiency • Search for a customer by name, phone#, or part of a name • View rich customer profile information • Link from profile to last order for quick service • Quick link from a saved quote or held order to the order form • Reprint, fax or e-mail any document on demand with just a click
