Epicor® CRM Marketing Demo

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This Epicor® 9 and 10 video demonstration shows the Customer Relationship Management (CRM) functionality. This includes Importing a prospect list from a tradeshow, Generating a marketing List, assigning tasks, generate a quote from a task, and using the product configurator.

Video length = 48 minutes.

Keywords: quotes, quoting, crm, flow

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    Anbuselvi said on June 7, 2018 11:42 am:

    Hi Experts,

    I am Anbuselvi Thirumavalavan working as Asst. Manager – IT in NADI Group of companies. We are using the EPICOR 9.05.701 Software. We have seen this Demo during the Software evaluation period. We are very much impressed this CRM Mobile App. We have already implemented the EPICOR Software in NADI around 2013 . We are planning to use the CRM Mobile App. Kindly share the setup procedures.

    Thanks in advance.

    Anbuselvi Thirumavalavan