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CRM Test Drive


Take a free test drive and see
what SMP can do with your own data.

Experience the power of personalized sales insights
based on your customers’ buying behavior

Personalized insights drawn from your own data

Use your own data in the free test drive. Discover how our CRM software can transform your business operations and customer relationships. Gain a firsthand understanding of how our system works with your unique data.

Go from thought to execution and beyond

Is there a particular area of your business you’ve always wanted to analyze? Now is your chance. Our experienced sales coaches will analyze your own data to provide you with actionable reports and success plans.

Risk-Free Exploration

There’s no commitment required for this test drive. It’s 100% free, giving you a risk-free opportunity to explore the features and benefits of our CRM software. See for yourself how our platform can enhance your business productivity and customer engagement.


Experience the power of personalized sales insights with your own data

If you’ve ever wondered about the potential of CRM for your business, or if you find your current CRM/BI system falling short of expectations, or even if you’re utilizing BI but struggling to harness its data effectively, our skilled coaches are ready to guide you through a personalized session.

Here is just a sampling of some of the powerful insights Epicor users have explored in our previous test drive sessions

Expiring Bids/Quotes

Get a report of expiring quotes grouped by sales rep to distribute and discuss at your next team meeting.

Personalized Outreach

Our coaches can help you dig into your own data to design personalized outreach, sales follow-ups and targeted marketing for fast wins.

Branch Performance

Review performance by branch and hear our coaches’ suggestions for bottom line improvements by the end of the year.

Customer Buying Behavior

Group your customers by order profitability and frequency of orders so you can learn which customers are your most important, which customers are the most likely to improve and make action plans to retain and enhance your customer relationships.

Rep Performance

Understand and compare rep performance, efficiency, close rates, revenue capture and more so you can implement targeted training and action plans for improvement.

Customer Trends

Review a list of customers who have trended down in sales compared to the previous year and assign follow up so your team can step in.

Automated Bid/Quote Follow-up

See the impact you can have on your business with automated follow up. Group your bids/quotes both expired and open and rank by dollar amount.

Product Performance

Learn which products are selling well and which aren’t, helping you make decisions about marketing, sales and vendor planning processes.

Your Custom Insights

Have an area of your business you’ve always wanted to explore but never had the system that worked for you? Now is your chance to learn more about your business.


I’d like to learn more about the free test drive for Epicor users.

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