COST: There is an additional $275 fee to attend this session. Click this link to register: https://epicorinsights2019.smarteventscloud.com/portal/newreg.ww.
The purpose of this session is to take you on a journey through the Epicor Sales Processing. This business-case driven session is going to introduce you to the management of prospects venturing into marketing and CRM. You will learn about advanced use of the Opportunity/Quote Entry including workflows and price calculations for various types of items. Then you'll fully understand available methods to convert a quote into order and all the choices you have on order fulfillment at the order release level.
At the conclusion of this lab, you will be able to:
Create and manage Marketing Campaigns and Events
Record-, and interact with a Prospect
Generate and export Marketing Lists
Register an Opportunity
Complete Tasks on the Opportunity from Engineering to Pricing.
Boost planning effectiveness with the use of Salesperson Pipeline
Convert a Quote to Order using both the push-, and the pull method
Finalize delivery dates and fulfillment methods on the Order Entry.
AUDIENCE: This session will appeal to the following audience:
PREREQUISITES: A general knowledge of Epicor ERP navigation.
PROGRAM LEVEL: Intermediate
CPE Credits: 4.0