The tools that people use to conduct business today have changed. Business is everywhere, business is real-time and business is always online. The Internet and ubiquitous mobility play an essential part in the daily lives of the information-hungry global economy. The world has changed and with Epicor, ERP has too.

Epicor next-generation enterprise applications represent a game changing opportunity for business. Epicor is designed for the way people work today, is built for business, yet is ready for change. Epicor delivers business without barriers. 

Business without barriers—that’s the promise of Epicor.
Epicor.  Because business is everywhere, business is real-time, and business is always online.
Think solutions.
Think CAPSTONE.
Customer Relationship Management

Customer relationship management (CRM) strategies are as important to business today as they have ever been.  We’ve designed our CRM solutions to help you stay ahead of the curve and successfully meet the challenges that the market brings – helping you manage your entire customer lifecycle, from prospect to cash to care effectively, improve operational efficiency and accelerate growth – both internally and externally.

Epicor CRM provides a 360 degree view of the entire customer, supplier or partner relationship regardless of position in the customer lifecycle. Epicor CRM solutions broaden the scope of customer information to everyone within the organization and to stakeholders beyond, through contextual delivery of essential customer data to information workers, wherever it’s needed.

Solutions to Meet Your Business Goals

  • Reach new customers while retaining existing customer communities 
  • Enhance internal efficiencies 
  • Drive new product introduction
  • Automate marketing activities
  • Improve execution of customer service

With award-winning integrated applications, covering marketing automation (MA), sales force automation (SFA), case management, and customer and partner self-service, Epicor CRM provides the functionality you need to ensure an all around world-class customer experience.





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Sales Management

The primary goal of business is to grow profitably. Whether through attracting new customers or retaining existing ones, strong sales management is essential. Sales force automation (SFA) can strengthen your ability to increase revenue by enabling you to convert more prospects to customers and target the highest value opportunities. Comprehensive SFA strategies aid proactive communication and ensure everyone who interacts with customers has accurate and complete information at their fingertips.

Epicor sales management solutions can improve both the efficiency and effectiveness of your sales team. They help sales teams manage their opportunities and automate administrative tasks — allowing them to focus on building lasting profitable relationships.

Solutions to Meet Your Business Goals

Epicor sales management provides the tools - including sophisticated product configuration - to produce accurate estimates, streamline your quote-to-cash cycle, calculate reliable estimates and improve customer service.

By streamlining the sales process — centralizing access to product, pricing, pipeline, and customer information — orders can be generated with a minimal number of steps. Resulting in increased sales productivity through accuracy during the request for quotation (RFQ) and order process stage. 



Supply Chain Management

The primary purpose for the existence of any supply chain is to satisfy customer needs and business profits. Supply chain activities begin with a customer order and end when a satisfied customer pays for their purchase. This is often referred to as perfect order fulfillment, from quote-to-cash. Everything that happens in between should be driven by the single goal of adding value to the inputs and making it closer to whatever the end customer requires.

But not all supply chains add value. Companies that invest in supply chain management (SCM) tools to identify such activities can work on reducing and eliminating these non-added value activities, becoming what is referred to as lean businesses. Such companies can deliver products and services to market faster, cheaper and with better quality, gaining a compelling advantage over less efficient competitors.

Solutions to Meet Your Business Goals

Epicor offers an extensive range of SCM software as part of our end-to-end ERP solutions.  Based on an industry leading service oriented architecture (SOA), Epicor SCM is complemented by an array of enterprise capabilities, including customer relationship management (CRM), supplier relationship management (SRM), and supply chain execution (SCE).




Production Management

Epicor manufacturing solutions offer easy-to-use production management capabilities designed to meet the needs of progressive make-to-order and mixed-mode manufacturing companies. Epicor understands that many manufacturers are complex businesses that defy categorization, often making complex products along side more straightforward repetitive ones. They require exceptionally flexible and versatile software in order to accommodate combinations of make to order (MTO), configure to order (CTO), engineer to order (ETO), and make to stock (MTS).

Solutions to Meet Your Business Goals

So, whether you’re a MTO, CTO, ETO or simply a MTS business, our manufacturing solutions are complimented with a full range of supply chain management, supply chain execution and distribution capabilities, all delivered within a single business platform. As one would expect, Epicor manufacturing solutions include material requirements planning (MRP) software, advanced quality management, product life cycle management (PLM) and master data management (MDM) to answer all your production management needs.

Epicor manufacturing solutions enable continuous performance initiatives, real-time connectivity and intuitive business intelligence, from the shop floor all the way through to your supply-chain partners providing greater business agility in pursuit of perfect customer service. Scalable, flexible, configurable - trust your production maangement to Epicor for a modern approach to manufacturing excellence.


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Planning and Scheduling

Whether your business focus is providing services, manufacturing products, distribution, or a combination of all of these, you have a fundamental need for precise and flexible resourcing, planning and scheduling.

Epicor uniquely understands the complex planning and scheduling needs of global enterprise businesses as well as single and multiple site businesses and offers solutions to bring greater operational visibility and control to these customers.

Solutions to Meet Your Business Goals

Forecasting and master production scheduling (MPS) provide day-to-day control as well as long range planning for improved lead times and better decision making.

  • Manage supply and demand in real time with material requirements planning (MRP) software capabilities that synch demand requirements coming from customer orders and forecasts to what’s happening on the plant floor, in the warehouse, or in the field.
  • Robust scheduling and advanced planning and scheduling (APS) with visual tools focused on resource optimization,
  • Project Management that utilizes detailed estimation, planning, scheduling, costing, and supply chain logistics for complete control and analysis
  • Multi-site management to handle any combination of multiple offices, plants and warehouse (sites) or companies

Product Data Management

Product data management (PDM) serves as a central knowledge repository for process and product history, and promotes integration and data exchange among all business users who interact with products — including project managers, engineers, sales people, buyers, and quality assurance teams.

Solutions to Meet Your Business Goals

  • Bill of material (BOM) management
  • Multi-level BOM management incorporating single-level components and material requirements with internal and external routing steps for complete end assembly visibility
  • Detailed routings that supports planning, scheduling and costing products more efficiently
  • Automatic communication of changes to plant floor with visibility of latest routing production details as well as standards and resource requirements
  • Full engineering change control and management of products during the engineering process
  • Product Lifecycle Management (PLM) offers a central knowledge repository for process and product history, with interfaces to computer aided design (CAD) systems
  • Flexible and accurate analysis of product costs on a customer-by-customer, part-by-part, and job-by-job basis
  • On-the-fly configuration of highly customizable and dimensional products via a straightforward question and answer evaluation
Service Management

With continued downward pressure on margins in the distribution and manufacturing sectors, many companies focus on improved customer service as a way of retaining customers as well as increasing revenue.

Taking full advantage of the product and customer life cycles is now more important than ever before, although many businesses are missing out on revenue opportunities – unable to keep up with the demand for service or unable to identify most valuable customers and their needs. Service management solutions help you coordinate all your service center processes to secure the best usage of resource and material, at the right time, for the lowest possible cost, with the greatest return, all leading to improved customer satisfaction.

Solutions to Meet Your Business Goals

  • Epicor service management software supports lean service organization requirements that enables you to manage customer service level agreements with full visibility of risks and potential compliance problems
  • Preventive maintenance scheduling, coupled with serial number and contract management enables efficient planning of visits and resources leading increased customer satisfaction and reduced costs
  • Comprehensive mobility options enable engineers on the road to maintain contact with the service centre for efficient allocation of work, immediate update of completed work and fast invoice turnaround

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Financial Management

Businesses ultimately succeed or fail based on their ability to create and manage a profitable business.  The combination of a competitive, global environment and mandatory regulatory compliance means that successfully managing your finances is one of the biggest challenges and opportunities you can face.

Solutions to Meet Your Business Goals

  • Epicor financial management solutions are designed to automate and streamline your financial processes with tools and controls to support complex legislative requirements and create value through timely financial monitoring.
  • Regulatory bodies and audit firms advocate the need for improved financial governance, yet many businesses still deal with disparate financial data sources.  While departmental spreadsheets and legacy systems may provide adequate financial accounting today, as the need for centralized financial information and financial visibility increases, they quickly lose viability. Epicor financial management software supports the need for financial visibility regardless of company size.  
  • Epicor financial management offers robust multi-company, multi-plant or multi-warehouse operations, as well as inter-company transaction processing, and meets the needs of strong financial management on a global basis.



Enterprise Performance Management

Continuous performance is not just about measuring and monitoring; it’s about anticipation and action.  It’s not sufficient to drive your business forward while looking in the rear view mirror. 

Epicor Enterprise Performance Management (EPM) solutions help you establish a culture of high performance where all stakeholders are keenly aware of what’s important to the company, how the company is tracking, and where their work fits in.

Solutions to Meet Your Business Goals

  • Epicor EPM provides a complete set of tools and applications that let you plan, execute, and analyze at both strategic and tactical levels – aligning business activities with business goals. 
  • Epicor EPM offers budgeting, planning and forecasting; advanced analytic applications, like business scorecards; data warehousing; business activity queries (BAQ) and comprehensive reports that are fully connected to Epicor business applications.
  • Our deep experience of major industry segments allows us to provide industry-specific and role-specific key performance indicators (KPIs) out of the box.  

From the executive suite to line managers to knowledge workers, every employee has a contribution to make to your company’s performance.  Epicor EPM helps them know what’s working and what’s not so they can take appropriate action in support of your continuous performance initiatives and goals.

Business Process Management

Business Process Management (BPM) is about identifying and improving processes to make your business more efficient, more disciplined, and better able to adapt to changing conditions.  However, BPM alone cannot provide the agility you need to get and stay competitive – you also need software that is adaptable in order to fully automate and accommodate your business processes as they change. 

BPM Done Right

Proper BPM requires the participation of business users in each department to help identify which processes are meaningful and which processes add no value to the output.  In this respect, BPM transfers control to business users to build and model business rules at a business level. 

Adaptable Business Software = Agile Business Operations

Although pre-packaged solutions will more than likely solve 80% of any businesses requirements out of the box, typically there is a 20% gap in what you need for your specific processes and what you get with a pre-packaged solution.  In the past, this 20% gap was often tackled through software customization or changing your business processes to fit the software - not ideal.  With modern service-oriented software, you can still expect to meet 80% of your requirements out of the box, but you can now look to shrink that 20% gap to less than 5% through adaptable BPM capabilities.  Epicor brings you enterprise solutions which have been built from the ground up using SOA best practices to meet your needs, without the need to alter source code.


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Epicor Portal

Information to Drive Your Business

It is essential to have current enterprise data at your fingertips to make the decisions that drive your business to success.  But sometimes it is difficult to get that data when you need, it if you have to wait for someone else to get it for you.  Epicor Portal can help by providing the framework and tools that allow you to gather and share data without having to depend on others.

Reduced IT Burden, Secure Data Access

Epicor Portal moves the function of gathering and publishing data out of the hands of IT and into the organization for easier collaboration and knowledge sharing.  By leveraging Microsoft® SharePoint® for industry-leading portal infrastructure, Epicor Portal is able to provide a secure and collaborative portal environment that reaches across the enterprise.  SharePoint offers rapid deployment, can be implemented with limited or no support, and provides a management console where roles and security settings are maintained.  You determine exactly what your portal users can do by creating specific security settings for every Epicor Portal content consumer or group.

Ease of Use

Epicor Portal provides an easy to use data visualization tool which allows end users to intuitively create data views without any knowledge of the underlying database or querying language. 

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Enterprise Portal, con't.

Improve Collaboration and Increase Productivity

Epicor Portal allows you to build specific content within a portal and make that content available for use throughout your organization.  The ability to provide this level of information access will boost productivity and improve collaboration between your people, departments, and divisions.  Additionally, Epicor Portal can provide secure enterprise data access to outside entities such as partners, suppliers, and customers for added visibility and business opportunities. 


Unified View of Your Organization

Epicor Portal enables transparent and secure interaction with Epicor applications throughout the organization.  Additionally, non-Epicor data sources can be incorporated into security and data discovery wizards to provide an integrated view of your business.  Epicor Portal enables users to be more productive, encourages collaboration, and provides the means to make better business decisions.

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Epicor is a global leader dedicated to providing business software solutions to companies around the globe.  More than 20,000 customers in over 140 countries trust Epicor's enterprise software solutions and services. 

Epicor enterprise resource planning (ERP) software and solutions provide the scalability and flexibility to meet today's business challenges, while empowering enterprises for even greater success tomorrow.
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