Web Based CRM for Outside Sales
- Web Based CRM Interface
- Access Via Secure VPN
- Create Prospect from Web
- Prospect instantly available in P21 and Web
One of our Clients recently presented us with an interesting challenge. They wanted their Outside Sales team to have quicker, easier access to creating a CRM record in Epicor Prophet 21, especially when it came to creating new prospects in the system. All of this had to be done on a responsive website, suitable for a tablet, or even a smartphone.
We built a very simple interface. The rep only had to select their customer from a drop-down list and then a simple 3 field form would pop up. Within 20 to 30 seconds, the rep could create a CRM record, which would then be saved as a task in P21, enabling it to be seen from Customer Master Inquiry.
To address the issue of creating new prospects, Atlas developed an extension of the web-based portal that enabled the sales rep to create a new prospect with only two fields, name, and phone number. This prospect would be immediately available in both Prophet 21 and in the web portal.
”Thank you. This is a major step towards getting good CRM activity for Outside Sales.