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Customer Relationship Management

WCS recognizes that building new customer relationships is important, but retaining customers is also part of a good business for mutual benefit. We will graciously and humbly help your business stay in touch with customers and achieve success with Epicor software.

Reveal the best and right decision-makers in manufacturing, distribution with Epicor

Epicor CRM solutions can help you improve your new or existing customer relationships with tools to manage contacts, leads, opportunities, marketing campaigns, sales orders, and more.

Let's take a look at Customer Relationship Management (Epicor CRM) Capabilities

Epicor CRM Capabilities

Contact Management

Keep in touch with your customers and prospects by providing responsive, respectful, and proactive promotions communication. Contact Management improves customer service by documenting and sharing customer communications with the entire organization and helps manage contact interactions through task management.

Marketing Management

With Epicor's eMarketing and eSurvey, you can effectively distribute critical communications to your employees, partners, prospects and customers. So you can manage the entire campaign cycle through a very flexible and easy-to-use web user interface that integrates with CRM. You can also import contacts, create targeted emails, and measure the success of your campaigns.

Case Management

Increase the productivity and responsiveness of your support center with the critical components to building industry-leading customer satisfaction. From initial call to resolution and follow-up, Case Management from Epicor provides a customer-focused solution for high-quality, personalized service. 


Lead and Opportunity Management

Epicor CRM is equipped with the lead and opportunity management tools your sales team needs to manage the complete lead-to-customer lifecycle, further provide management with accurate revenue forecasts, and automate many administrative tasks. Lead and Opportunity Management with Information Worker also increases the effectiveness of your sales force by synchronizing critical CRM data with Microsoft® Office, giving your salespeople access to lead and customer information, including sales history in Microsoft Outlook®, Microsoft Excel®, or Microsoft Word.

CRM Mobile

Keeping your customers in the focus of your business today means you need to be able to respond to their requests in a fast and efficient manner. Epicor's CRM Mobile app will help empower your sales force by providing mobile access to the full suite of CRM capabilities on iOS™ and Android™ devices. CRM Mobile also makes it easier for you to manage leads, customers, and contacts, as well as offers, from opportunities to order delivery. Create activity-based workflows such as call and email logging, notes, "to-do" lists, and appointments, and implement your back office task workflows. Access data related to competitors, cases, projects, and order history—even without Internet connectivity. Also, visualize your customers and prospects on a map while in the area, then get travel times and directions to the selected location.


Integration to

Integrating Salesforce with Kinetic can amplify the value of each application by increasing data accuracy, enabling widespread automation, supporting new use cases, and enabling businesses to be run more efficiently. Epicor Integration Cloud – powered by Jitterbit – which includes powerful Salesforce software and Kinetic connectors. Together, they create the fastest and most comprehensive way for Salesforce software and Epicor customers to combine key processes. Using pre-built accelerators implemented by Epicor's integration team, price lists, parts, customers, and offers are integrated between the two systems.


Improve your relationship and provide the best customer experience


The right solution from WCS uses Epicor software for end-to-end manufacturing that includes the best capabilities to help securely connect people, assets, workflows, business processes to production.


We will help your Distribution run effectively with Epicor for Distribution in planning, assembling, shipping, and efficiently delivering the goods your customers want when they want them.

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