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.

2024年7月19日

バージョン 2.0.2165

A Reset Application option has been added to the application which makes possible to log back to the Demo Mode when needed
An issue with the Map for Customers has been fixed
An issue with setting the Ship To ID for a Customer has been fixed
A warning will appear when trying to create an Order for a Customer on Credit Hold
Stop action is now working for a Shipment when Customer is on Credit Hold