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 even without internet connectivity
• 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
Notes
• Epicor Mobile CRM is compatible with Epicor ERP 10.1.500 or later releases and is supported on Android OS version 5.0 and above.
• 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 even without internet connectivity
• 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
Notes
• Epicor Mobile CRM is compatible with Epicor ERP 10.1.500 or later releases and is supported on Android OS version 5.0 and above.
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