Prospects and Customers in P21 Prophet 21 includes two main categories of customer accounts – “Customers” and “Prospects”. For the most part P21 Customers and Prospects are really the same thing with a different status flag in the database. Prospects do have some limitations in […]
The Data Explorer in Web Connect allows you the ultimate in flexibility and complete control over creating custom views of your P21 data or any other data source you may have. For each data connector you create, you can immediately visualize the results in data […]
We had a great time in Phoenix this week and quickly understood why one of Arizona’s nicknames is, “The Sunset State”. We witnessed several beautiful sunsets while we attended the P21 Worldwide User Group conference at the Arizona Grand Resort. The folks that run the […]
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 […]
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 […]