Epicor CRM 4+

Name: Epicor CRM
Author: Epicor

Epicor

iPad対応

- 無料

説明

Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can:

• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go
• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments
• Access data related to sales activities including competitors, cases, projects, and order history.
• Convert a Sales Order from Opportunity/Quote
• Search Inventory to verify stock before creating a sales order
• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location

Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.

2025年2月16日

バージョン 2.0.2168

Leads are now displayed correctly on the map
An error message is shown when shipping a line that has no Warehouse and/or Bin
Error Parameter icDate is not found in the input object is no longer shown
It is possible to assign a competitor to an Opportunity with no error
To Do or an Appointment activity now are displayed correctly on the Activities