In Web Connect, you can now see your opportunities (created in either Web Connect or P21–both stored in P21) in a Forecast view. A Sales Forecast is the estimation of the value of the Sales Pipeline: the expected revenue from all the deals (Opportunities) in the […]
A sales pipeline describes an approach to selling, typically based on an underlying sales process. It describes the individual steps salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, and further validating that lead into a […]
The Calendar in Web Connect is a great way to see tasks, opportunities and more, at a glance in one convenient view. Clicking or touching on items in the calendar pops up the item summary and from there another click/touch drills into a complete detail […]
June 2016 Release Opportunities: Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists. Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date […]
Visit our YouTube Channel to view our most recent Remote Ordering/VMI demo. Web Connect provides a number of mobile remote ordering capabilities designed to meet a wide variety of business requirements. Our order entry tools include features for both your employees and also your customers […]
We are excited to announce that dynamic data grids will be a part of Web Connect during our summer release! In addition to being able to define and customize your own data source for the grids, the grids will have many spreadsheet-like operations including: built-in filter […]
Over the past several months we have released a number of new features and enhancements including: Ship-To Listing Contract Order Forms Extended Order Details Quick Quotes Enhanced Customer Details New visual indicators such as backorders, specials and directs for Order Listings New User Permissions relating […]
This year’s Epicor Insights should be a great event. With many extended education sessions, social gatherings, keynotes and lots of breakouts and labs, it looks to be a great mix of learning and connecting. As an Epicor Services Partner, we always look forward to attending […]
Wow! Our webinar broke a registration record according to P21 WW UG folks. Based on the volume of guestions we ran out of time so the user group has scheduled us again on November 19th at 2:00 Eastern so if you missed the first one […]
Join us November 10th at 2:00 Eastern for our P21 World Wide User Group Webinar. For information or to register visit www.P21ww.org Topic: “Real-time P21 Data on Phones and Tablets. FREE Web Connect Community Edition.” It is becoming increasingly important for organizations to be able to […]