Random, but important
Epicor
Sales Process
All things 2W
At your own Risk
100

How do you explain Power BI?

Judges


100

What version is Epicor ending support of the classic screens and what does that mean?     

2026.1      You need all users accessing the Kinetic UI/screens as the classic screens are no longer supported.  You also need to users accessing through a browser as smart client will no longer work.   

100

what does BANT stand for?   


Budget

Authority

Need 

Timeframe

100

What are 2W's 3 pillars of our business?

1.  No noise Technolgoy

2.   We have never say no to a reasonable request- we will find the answer

3.  Technology should not make your head hurt and should not make you broke.  

100

Where was Chelsea's very first job?


Dairy Queen!!!

200

How often should I update my sales funnel- looking at my opportunities in CW and reflecting next step actions?    

EVERY DAY!!!!!!!!!!!!!!!!

200

I am looking moving from my existing ERP to Epicor.   Why would I want to partner with 2W Tech to do that? 

Judges

200

What is the purpose of a joint action plan?

How do you build one?

The purpose of the Joint Action Plan is to successfully align the client's processes with 2W Tech's processes to ensure a successful project.   

Start with the end in mind.   When do they want to be live in their environment with this solution?   Then ensure you understand everything the client needs to do in order to sign an SOW with 2W.  Map out those steps and our 2W steps together and shows how we can deliver for them.   

200

Who is Ally Fitzpatrick and what is her role at 2W?  

She is the Director of Resource Management.    She the primary person responsible for Epicor projects resource allocation 

200

What is Occam's Razor?

The simplest explanation is usually the correct one 

300

I am quoting something but I don't really understand why the client needs this and what our solution really means.    What do I do? 

ASK for help at 2W!!!!!


300

What is the name of the tool Epicor/2W Tech uses to push the database from an older version to upgrade OR any version to move from on premise licensing to Public Cloud licensing?

Ascend tool 

300

How do you ensure you understand the A in BANT?

It is all about the Decision making process!  NOT just the who... but what, when and all things they need to do before signing an order form with 2W Tech. 

TRY THIS!

If I am able to show a solution that makes sense to you and your organization, walk me through your process and steps to sign a sales order form with 2W.

300

 What are the names of the primary AI solutions created by each company:

Epicor

Microsoft

2W 

Prism

Co-Pilot

Resolve IQ

300

Which of these actors did NOT play the role of Batman

George Clooney

Ben Affleck

Daniel Craig

Val Kilmer

Daniel Craig 

400

Is there a way to search email, documents, info on 2W, that I am struggling to find?   

CO PILOT!   

400
I look in ConnectWise and see the box is checked for 2W Owned.   What does that mean?

2W Owned accounts:   mean we are the Epicor Support partner record.   We either sold those accounts OR acquired them.    We get full credit for all software adds.        

400

What does tailor the conversation mean?  

JUDGES

400

 What type of clients at 2W Tech can use the click to chat option for 24x7 support?

Managed IT Support clients on either plan

1. Managed User 

2.  Base Plan 

400

What famous singer, sings back up in Steely Dan's Peg?

Michael McDonald  

500

The expectation I should set for all project SOWs signed with 2W from how long it will be for project kickoff from point of signed SOW

2 weeks

500

How do you explain what 2W does in a brand new Epicor implementation?   

Judges 

500

What is a control letter and what is value?  

JUDGES


500

We are close to getting a new client.   They will required us to demonstrate CMMC Level 2.   

How do we help them with that?

Compliance Assistance Program!

We use the Microsoft Secure Scorecard that will outline all the steps/actions that need to be taken/demonstrated to fulfill that compliance.   We meet with them on a regular cadence to partner with them and drive them to the completion so they can be certified.  

500

For Fantasy Football PPR scoring- what player had the most points in the 2024 season 

Lamar Jackson 

M
e
n
u