Customer Service Modules

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Customer Service Module screenshotDeliver consistently exceptional customer service when you use EPMS’s fully integrated Customer Service modules. With the competitive-edge of streamlined Estimating, Order Entry, Request for Quote (RFQ), and Client Relations Management (CRM) processes, you’ll differentiate yourself from competitors. The four modules work together to increase client interaction efficiencies and improve the experience your business provides.

Customer Service Module screenshotYour sales team will be able to convert leads to sales faster than ever before thanks to quick access to relevant estimation and RFQ information while onsite with a prospect or client. The faster you turnaround estimates, the faster you’re likely to close a deal. The CRM is critical for organizing all the other module information into an easily searchable database.

Key Module Features and Benefits

EstimatingOrder EntryRFQCRM
Configurable Wizard functionality that prompts required questions to reduce mistakes.Easily customizable job ticket styles.Ability to upload files prepared by customers.Integrated email functionality, including Outlook.
Price setting feature to negotiate pricing within reason of expenses.Proactive inventory alerts and auto-requisitioning when materials are low.Option to send an email notification to Sales/CSR when an RFQ/RFO is entered.Track estimates, orders, client correspondence, and sales activity.
Customized pricing on a per customer basis such as special discounts or extra fees.Easy to use Change Order functionality and updates.Configurable Wizard to set up a step by step entry process.Easily maintain client histories, tasks, reminders, and meeting schedules.
Automated alerts and warnings to avoid job entry errors.Effortlessly combine workflows within one job: Digital Sheetfed, Web, Flexo, Mailing, Finished Goods, Business Forms, and custom.Pulls data from the Estimating module. Customizable report tabs, favorites views, lists, and dashboard.
Template database for curated commonly used estimates.Allows for a smoother information transfer from Sales to Order Entry staff.Optional online quoting capabilities.Security protected sales activity, production performance, and finance.
Effortlessly combine workflows within one job: Digital Sheetfed, Web, Flexo, Mailing, Finished Goods, Business Forms, and custom.Extensive data archiving.Designed to be used remotely.Dashboard widgets for reports supporting data.
Allows for a smoother information transfer from Sales to Project Managers.Multi-plant capabilities.Client and browser based versions available.Real time KPI tracking.
Extensive data archiving.Track and attached relevant documents to a specific job.Quotes viewable online once the RFQ has been turned into an estimate.Customer level budget, forecasting, and tracking.
Multi-plant capabilities.Maintain multiple RFP bids against the estimate.
Track and attached relevant documents to a specific job.Email server integrations for seamless communication.
Maintain multiple RFP bids against the estimate.
Email server integrations for seamless communication.