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Case Management Software for the Manufacturer: Top 10 Case Management Features You Won’t Want to Live Without

In an age where improved efficiencies and the customer experience have become a focus for most organizations, an integrated Case Management software solution can be valuable in helping businesses reach and exceed both efficiency goals and customer service goals.  However, not all Case Management solutions are alike which lead me to compile a list of the top 10 Case Management software features that you won’t want to live without. Each of the features on this list is relevant to manufacturers and offered with Epicor ERP Case Management.

Case Management Software vs. Help Desk Software

Case Management software is sometimes referred to as Help Desk software, but the two serve different purposes. Case Management software is designed to streamline processes related to the external customer and Help Desk software helps your internal IT department manage employees, a.k.a. internal customers IT related requests.

Case Management Solutions

Like ERP software, there are many Case Management solutions available for every sized business, from SMB to the larger enterprise. Solutions vary in functionality, pricing and their use of technology which means thought must be put into the features most important and relevant to your manufacturing business.

Top 10 Case Management Software Features

Having worked with both legacy systems and ERP systems while specializing in everything manufacturing, the list of top 10 Case Management software features you won’t want to live without is based on the bigger picture to help you understand what’s possible with an integrated Case Management solution so you can select the best ERP and Case Management system based on your specific requirements and goals. Each of the features listed are relevant to manufacturers and offered with Epicor ERP Case Management:

1. Streamlined Workflow with a flexible routing of tasks
2. Outlook integration
3. Linking of all relevant documents to a case
4. Warranty integration
5. RMA integration
6. Serial number integration
7. Field Service integration
8. Social Integration
9. Service Contract integration
10. Knowledgebase integration

Learn More About Epicor ERP Case Management Software

If you would like to learn more about how Epicor ERP Case Management software or Epicor ERP can help streamline processes so you can better service your customers and meet your goals, contact the experts at MIS.

About MIS

MIS Consulting & Sales, and it’s Canadian subsidiary, MIS Solutions Canada, was founded in 1987 and is the longest standing Epicor partner. MIS offers SMB clients from a variety of industries cloud, hybrid and on-premises business solutions. With a personalized approach, we listen to and inspire our clients to not only experience project success, but also to have an Exceptional ERP™ experience that exceeds their visions. It’s never too early to explore! Contact MIS today!

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Steve Schanen

Steve Schanen is a Senior Manufacturing Consultant with MIS specializing in distribution and manufacturing solutions. With 30 years of experience as an Epicor ERP solutions architect, Steve brings an unbeatable depth of knowledge and insight to his clients projects. Steve’s greatest strength is in his ability to analyze business processes and match them to the robust functionality of Epicor ERP. Steve knows how to ask his clients the hard questions that lead to an Epicor ERP solution designed to yield higher profit margins and increased customer satisfaction levels.

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