Epicor Service CRM

Optimize and Epicor Service CRM 

Epicor and Optimize are teaming up to provide digital media solutions your business can use to enhance the performance of your online listings. With this collaboration, our suite of digital media solutions will offer even more transparency about where your dollar is going and how far it can go.



For our customers, we felt more could be done to reach their target audience with messaging that resonates with them. To provide the highest quality services, we teamed up with an industry leader that has a proven track record of helping thousands of customers reach their clientele using best-in-class CRM software.

Who Is Epicor? 

For nearly 50 years, Epicor has specialized in helping businesses get closer to their customers, as well as providing businesses with the tools to keep their relationships going. They have built industry-specific software that can be used to analyze, target, and engage with consumers to encourage them to make purchasing decisions. 

Running a successful business is no easy feat. We know that time is one of, if not the most, important forms of currency for anyone who wants to lead teams of professionals to provide necessary services and remain profitable. 

There are so many directions that owners are pulled towards by customers, vendors, employees, and so on, which is exactly why this new relationship is beneficial for our customers. 

The Epicor Service CRM allows business owners to communicate pertinent information to their customers so that they can make the decision to bring their vehicle to your shop for services, repairs, etc.

The Epicor Service CRM offers an array of ways that you can keep your customers informed. From service and appointment reminders to promotional updates and lost-customer recovery, which allows business owners to attempt to cultivate old relationships. 

How Does This Affect You? 

Communication is at the heart of what we do at Optimize every day. Through our social media management services, ad creation and implementation, as well as website building and management, we have had the opportunity to work with small businesses from across the country. 

When pairing our program with Epicor Service CRM, you get a full suite of services that work in tandem to give your business the opportunity to interact with your clients, whether it is in your shop or while they are on the move. 

An example of the full circle nature of our new partnership can be found in reviews for your business on platforms like Facebook, Google, and Yelp. Epicor Service CRM allows you to text or email customers who have been to your shop to ask for reviews. Once the customer has left a review on one of those platforms, Optimize takes care of responding to those for you! 

Using both Epicor Service CRM and Optimize, we will be able to create a marketing strategy based off your current client information. Optimize will run campaigns to evaluate how many customers have come through the door with Service CRM's call tracking feature. This allows you to see the full scope of your marketing strategies. 

To be eligible to use Epicor Service CRM in conjunction with Optimize services, it is required that our current and future clients be on our Essentials, Core, or Professional Package. 

The Essentials Package consists of reputation management on Facebook, Google, and Yelp. Ads can be run on those platforms in which Epicor Service CRM reporting services can be used. 

The Core Package consists of five platforms: Facebook, Google, Yelp, Twitter, and YouTube. With this package, you are entitled to all the services provided for the Essentials Package, as well as the management of the other platforms. 

The Professional Package is our highest package and consists of the most services, as well as the building of a website. This package takes all the platforms from the Core Package and adds Instagram and Nextdoor to the list. 

If you would like more information on how these new capabilities can help you, give our team a call today. We are more than happy to provide as much information as we can. If you are a current customer of ours, please call your Account Manager to get started.

We are absolutely delighted to provide our customers with the best possible digital media solutions, and with Epicor Service CRM we believe we will achieve it.

We manage your presence online, so you can be present offline.