Quote, Sales, CRM Review, and Best Practices

Master Best Practices in Epicor ERP with CodaBears’ Quote, Sales & CRM Review provides comprehensive training to help your team fully understand and leverage the quoting, sales, and CRM modules within Epicor ERP. Designed for up to 4 students, this training includes a detailed review of your current processes and hands-on instruction in best practices. Larger teams can participate by adding extra students, ensuring everyone gains the skills they need for success.

Key Training Areas:

1. Quote/Opportunities
   • Tab Overview: Understand and efficiently navigate the essential tabs like Summary, Header, Sales Persons, Miscellaneous Charges, Taxes, Lines, and Tasks.
   • Line-Specific Tabs: Dive deeper into Line-specific tabs, including Manufacturing, Worksheet, Quantity Breaks, and Engineering on Manufacturing, to streamline quoting processes.
   • Quoting Best Practices: Learn best practices for setting up and managing quotes to improve accuracy and efficiency.
2. Sales Orders
   • Sales Order Tabs: Explore tabs such as Summary, Header, Lines, and Releases to understand the full sales order workflow.
   • Order Types: Get familiar with different types of sales orders, including Discrete Orders and Blanket Orders, to optimize order processing.
   • Sales Best Practices: Discover techniques to make your sales order processes faster and more efficient, improving both productivity and customer satisfaction.
3. Customer Relationship Management (CRM)
   • CRM Essentials: Master core CRM functions, including managing marketing campaigns, events, tasks, task sets, task lists, and communication logs.
   • Enhanced Engagement: Optimize email management and adopt CRM best practices to improve customer engagement and retention.

Additional Training Features:

• Homework Assignments: Practical tasks are assigned after each session to reinforce learning and ensure that new concepts are applied effectively.
• Project Management Oversight: Weekly reviews with a project manager to track progress, ensuring tasks are completed on time.
• Recorded Sessions: All training sessions are recorded, offering a valuable resource for future reference and ongoing user training.
• SOP (Standard Operating Procedure) Guidance: We assist in developing SOPs tailored to your organization, promoting consistency and long-term success.

Enhance your team’s proficiency in Epicor ERP with CodaBears Quote, Sales & CRM Review. Equip your staff with the knowledge and skills to optimize quoting, sales, and customer relationship processes. Contact us today to schedule your training session!