Epicor Sales Toolbox – Webinar



Interested in learning more? Take a look at the schedule of upcoming events we have planned. If you can’t attend an event in person, we regularly host webinars to share our knowledge and experience with Epicor Kinetic ERP and how together we can help your business. Hope to see you soon!

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Epicor Sales Toolbox – Webinar « May 14, 2020 @ 1:30 pm - 2:30 pm EDT

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Join Six S Partners to discover/re-discover the powerful set of tools within Epicor to help your sales and customer service departments drive more sales, improve customer retention, and improve customer satisfaction.

The below topics will be covered in the demo:

Sales Toolbox:

  • Salesperson Workbench
  • Salesperson Pipeline
  • Sales Workflow and Task Sets
  • Estimating
  • Case Management for Customer Service Help Desk – Management of Customer Inquiries, Complaints, and Requests
  • Knowledge Base Analysis
  • Embedded CRM for Lead/Opportunity/Quote Management
  • Outlook Plug-In (Information Worker) for CRM
  • CRM Mobile App for Android/Apple Smartphones






May 14, 2020
1:30 pm - 2:30 pm EDT


Jason Hindle
866-579-7497 x747