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Insights 2019

EECX02 - The Sales Cycle in Epicor ERP - From Registering a Prospect to Order Fulfillment

Session Description

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:

  • Sales/Operations Management
  • Sales Staff
  • Marketing Staff
  • ERP Support/Analyst

PREREQUISITES: A general knowledge of Epicor ERP navigation.

PROGRAM LEVEL: Intermediate

CPE Credits: 4.0


Additional Information
Extended Education
4 Hours
Session Schedule