Specialized Sales and Marketing Training
CodaBears’ Specialized Sales and Marketing Training provides in-depth knowledge of EDI (Electronic Data Interchange), Case Management, and integrations with Salesforce/CRM systems. This training is designed to help your team streamline sales operations, improve customer relationship management, and leverage technology for better data-driven decision-making.
Key Training Modules:
Electronic Data Interchange (EDI)
- Understand the setup and management of EDI to automate the exchange of business documents like orders, invoices, and shipping notices.
- Learn best practices for integrating EDI with your ERP system to enhance supply chain efficiency and reduce manual data entry errors.
Case Management
- Explore tools and techniques for effective case management to improve customer support and issue resolution.
- Customize workflows within your CRM to track and manage customer cases from initiation to resolution, ensuring high customer satisfaction.
Integrations with Salesforce/CRM
- Discover how to integrate Salesforce or other CRM platforms with Epicor ERP/Kinetic to create a seamless sales ecosystem.
- Optimize data synchronization between ERP and CRM systems for improved lead management, sales tracking, and customer engagement.
Benefits of Specialized Sales and Marketing Training:
- Enhanced Efficiency: Automate key processes and reduce manual workload through EDI and CRM integrations.
- Improved Customer Support: Streamline case management to deliver prompt and effective customer service.
- Data-Driven Decisions: Use integrated sales data to gain insights and improve sales strategies and marketing campaigns.
Why Choose CodaBears?
With over 20 years of experience in ERP and CRM solutions, CodaBears offers expert-led training tailored to the needs of modern sales and marketing teams. Our practical training sessions ensure your team can immediately apply their new skills to drive sales growth and customer satisfaction.
Join our Specialized Sales and Marketing Training to equip your team with the tools they need to excel in a competitive marketplace. Contact us today to schedule a session and enhance your sales and marketing strategies.
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Have I mentioned how much I like working with CodaBears?!!! Thank you for the above and beyond help on this upgrade. You solved our slow Epicor workstation problem with the Windows 10 update info and now this!! Also, I really appreciate that you sent it in a way that I can understand and just forward on.
— Kari
I just want to say that I appreciate the time. Your knowledge and tact are something to behold! If I get the chance to take more of your classes, I will.
— Mason
I am watching the BAQ subqueries videos. Great Stuff!
— Percy
I really appreciate the videos and manuals to refer back to.
This was a high-value class for me, and I’m eager to put what I’ve learned to use in our environment. What makes the “C#” course so good is how much it gets us into Epicor with hands-on, real-world exercises. I would say any C# language skills I picked up were probably by rote or osmosis, but the incentive is there to become more proficient after seeing what can be done within the environment. The content was just right to allow a novice coder like myself to put enough pieces together to know how to get more out of our Epicor investment – and to know when to call CodaBears for help.
— Mike
I just wanted to take a moment and say thank you. You and your company have been amazing in the quality of service and responsiveness to our needs. It has been an absolute pleasure working with you guys.
— Steve
Thank you so much for the class. I’m learning a lot. I come from an Epicor 9-Progress-Crystal reports background. So these classes are really helpful.
— Pam
I do want to say – I absolutely loved the user group meeting last week. It was soooo different from the ones I remember around here which always seemed so focused on the IT people and the big Epicor user companies in this area. I am just sorry it took me so long to find you guys! But the setup of the meeting, the organization of it, everything was great! I am also glad I got to put faces to names, I totally remember seeing Calvin and Fred around Insights the years I attended, but seeing them in action definitely explains why they were voted top partner.
— Kari
I am so thankful… everything is working great, and I am finally able to print “mass” packets all at once.
Just wanted to say thanks and let you know everything is working great.
— Tanya
Classes were informative and kept a good pace. Fred did a great job of answering questions and keeping the class on the same page. My only critique is that it would have been nice to see C# applied to BPMs, not just customization code.
— Joseph
I felt that Fred did a great job of teaching us how C# is used within Epicor.
From the beginning course, through the Advanced course, Fred gave many examples of how to use C# to customize Epicor to fit your needs.
I thought that Fred’s training manuals were well laid out, and fairly easy to follow along, and understand.
— Andy
I thought the classes were great. I really enjoyed the syllabus that was provided and how well it was followed throughout the course. If at any point I fell behind I was confident if I followed the pamphlet, I would easily be able to catch up. Questions were encouraged and answered in full. I know that the classes were aimed towards beginners, but I also really appreciate that often times the concepts were elaborated on to explain the uses for more complex cases. The resources were great and one small detail that made a nice difference were the snippets of code pre-saved for us to copy and paste in order to keep things running smoothly, small quality of life details like that are amazing. Overall the information was helpful, and the classes were run very well.
— Conrado
Priyanka recently did some work for our company to convert dashboards from the Classic/Modern state to the Kinetic state. I particularly enjoyed the fact that we had status updates as she progressed on the project. Too many times we all have a user ask for something, only to find out that they wanted something else. Time was well spent on development discussions ahead of time and then progress updates to make sure the dashboards were shaping into what we wanted. She was pleasant and patient with us which is sometimes a hard combination to have in a person. We will definitely call upon her again in the future when we need Kinetic help.
— Randy
I am very appreciative of the extra effort to meet such and aggressive timeline. Thank you. And, please extend my gratitude to your team as well.
— Rachel
We received your Hogwarts Holiday care package and wanted to say thank you. We have enjoyed working with CodaBears and looking forward to the future. Hope you had a great holiday and happy new year.
— Chris
Thank you for all of your training. I learned MUCH MORE in our 4 sessions from you than I did in over a year of trying to get Epicor to show me how to use Bartender. I couldn’t even get a 2nd training session scheduled with them, so I went over the head of the guy in charge of the migration project and went to my boss and said “I’m getting CodaBears to do my training, I am not waiting anymore!”
— Joe
Just a thank you and letting you know that everyone on your team has been wonderful to work with. Karen's well on her way to finishing the Customs Doc, and it's looking good.
— Tamara
CodaBears has been a Godsend many times in the past. Please keep up the good work.
— Glen
Thanks for a great class!! As always you are a great teacher and I always pick up a lot of tools for my tool belt in you class
— David
Joe did an awesome job of getting us up and running for accessing the SSRS reports/server in our Epicor production instance.
— Matthew
Thank you for the knowledge you shared in all the classes. Your classes were very informative. As this was my first “live” online class I was a bit hesitant. I feared falling behind and having to “hold up the whole class”. I quickly overcame that fear when you calmly and quickly remedied any and all issues. I really appreciate that. Thanks for everything and keep doing what you’re doing ! ! !
— Mark
Thanks again for five great classes!
— Edward
Very helpful in every way possible. You all were quick to get me scheduled with Priyanka which was very much appreciated.
— Lisa
Highly recommend CodaBears, Inc., they have even been voted as Top Consultant/Partner by the EUG members. They are active members of the EUG and provide the best training, their knowledge of Epicor runs throughout the entire system, and they keep up to date. We've hired them for several things, they proved resourceful and patient. Their solutions were strategic, and we can count on them.
— Brenda
I’m getting good feedback from the Finance department on the Lunch & Learns. We all get together for the L&L to watch and discuss. Keep up the good work.
— Karen
CodaBears has a philosophy of teaching the customer instead of just trying to sell something, be it a module or a service.
— Eve
I would recommend CodaBears, we have been happy with the services so far and expect to continue to use CodaBears for more projects in the future.
— Eve
Awesome class – excellent supportive teaching style.
— Cliff
I just wanted to take a minute and reach to let you know how much I appreciate Dylan’s hard work. It is very rare to find someone so dedicated bright and willing to go the extra mile as he was and has continued to be for our project.
— Sean
Working with your team as our Epicor development partner has been an incredible experience, and this gift box is a lovely reminder of how much we value the collaboration and connection we share.
— Vicky
Your knowledge and tact are something to behold! If I get the chance to take more of your classes, I will.
— Chris
You guys ROCK!
— Tyler
WOOHOO! Over here doing a happy dance.
— Sabrina
I want to express our gratitude to the entire CodaBears team for all the support you have given us in getting this project across the finish line. Especially the work you did on our critical production reports – those are really helping our team keep track of job status and managing the schedule.
— Lisa
We all get together for the L&L to watch and discuss. Keep up the good work!
— Karen