SugarSell vs Epicor CRM

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go. With the SugarAI mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules. Benefits: • View detailed account information on the go, and update opportunities as you gather insights. • Schedule calls, create cases, or send quotes directly from your mobile device. • See who's calling and get prepared with Caller ID. • Create documents based on record data from the mobile app with Doc Merge. • View key performance indicators (KPIs) and stay on track with your sales goals. • Build pricing quotes to close deals in real-time, wherever you are. • Access insights at a glance with dashboards: charts, activity history, and more. • Manage your task list by completing or adding new tasks. • Map customer locations and initiate driving routes to streamline customer visits and planning.

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. • 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 Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.