3 minute read

Leveraging the Epicor P21 Customer Portal App

In today’s ever-evolving business world, it is essential to stay ahead and take advantage of the latest technology. When it comes to managing customer relationships and streamlining business processes, there’s no better tool than the Epicor P21 Customer Portal app.

If you are an Epicor P21 user, you may be familiar with the basic functions of the customer portal application. However, to truly maximize its potential, it is important to take full advantage of all its features. Here are some tips to do just that:

Understand its features and functionalities: The first step to getting the most out of a tool or application is to thoroughly understand its features and functionalities. The Epicor P21 Customer Portal app offers a wide range of capabilities, including real-time inventory and pricing information, online ordering, order tracking, and payment and invoice management. By familiarizing yourself with all of these features, you will be able to choose the ones that are most relevant to your business needs and get the most out of them.

Integrate with Adobe Commerce: In today’s digital world, an online presence is essential for any business. By integrating your Epicor P21 Customer Portal app with Adobe Commerce (formerly known as Magento), you can create a seamless omnichannel experience for your customers. This integration allows you to easily manage your eCommerce platform and synchronize data between your ERP system and your online store. This will not only save you time and effort, but will also provide your customers with an improved shopping experience.

Customize to your business needs: One of the best things about the Epicor P21 Customer Portal app is its flexibility and adaptability. As a P21 user, you can customize the app to meet your unique business needs. From adding your branding and logo to tailoring the app to your specific industry or customer base, the possibilities are endless. By customizing the app to fit your business, you can create a more personalized and efficient experience for both your employees and customers.

Train your team: To get the most out of the Epicor P21 Customer Portal app, it’s important to ensure your team is trained on how to use it effectively. This includes not only your sales and customer service representatives, but also your IT staff. By providing comprehensive training, you can ensure your team has the knowledge and skills to use all of the app’s features and maximize its potential.

Ready to boost sales with the Epicor P21 Customer Portal?