Events
Join our live sessions with industry experts and learn about the latest trends and best practices
Previous Events
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How to eliminate all data entry in Epicor Kinetic
Learn how to use AI LLMs to automatically evaluate and enter purchase orders, invoices, time slips, and inventory receipts without manual data entry in Epicor Kinetic.
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SugarCRM for Epicor Kinetic Users
In this 30-minute demo, see how SugarCRM paired with Epicor Kinetic gives your sales team one place to manage pipeline, accounts, and customer activity with real-time ERP data right where they work. The webinar shows how connecting CRM and ERP into a single sales system provides real-time visibility into orders, shipments, and invoices, eliminates spreadsheet quoting, and enables a complete quote-to-order workflow with reduced manual data entry.
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Field Sales CRM for Epicor Kinetic Users
Eliminate the office-field information gap and empower your sales team with mobile access to integrated CRM and ERP data, helping them spend more time with customers and close deals faster without sacrificing accuracy or control.
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How to Stop Typing Orders: AI-Powered Automation for Epicor Kinetic
This 30-minute session demonstrates how Fluent automates sales order entry for manufacturers and distributors using Epicor Kinetic, with customer purchase orders (received as PDFs, emails, or other unstructured formats) automatically captured, interpreted, and converted into accurate Sales Orders without manual data entry. Key topics include intelligent PO capture, customer and SKU matching, automated order creation, and real-time visibility and control to reduce errors and accelerate order-to-cash.
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AI Agent for Epicor Kinetic - Accounts Payable
This 30-minute session demonstrates how the Fluent AI Agent streamlines accounts payable operations, with incoming invoices and vendor documents automatically captured, analyzed, and routed using AI—without manual data entry or file handling. Key topics include smart document recognition, automated validation and posting, Epicor Kinetic integration, and real-time visibility dashboards, so you’ll leave with a clear understanding of how AI reduces AP workload, eliminates delays, and delivers a hands-free, auditable ERP-integrated process.
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Grow your Key Accounts
Join us for a fast paced 30 minute demonstration of TCP's Key Account Manager configuration for SugarCRM. This session is intended for Sales Leaders who run teams which manage complex accounts with multiple locations, and we will show how to manage and navigate the full account structure, rolling up key related information across accounts, and reviewing the engagement history accross locations.
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Integration Deep Dive Aug 27
Join us for a 30 minute Integration Deep Dive: SugarCRM to Epicor Kinetic ERP
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From Catalog to CPQ: Quoting complex product configurations
Join Technology Coast Partners and Aleran for a practical, seller-focused session on how to simplify CPQ, accelerate sales, and deliver better buying experiences.
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Fast Quotes for Full Quotas
Join us for an engaging 30-minute session where we demonstrate SugarCRM