Accelerate your Learning with our Webinars

Upcoming Webinars

Webinar: Managing Shared inventory in ConnectSX

February 20, 2024

2:00PM CST

This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session we’ll look at how to share inventory within a distributorship and how you can even use this feature to your advantage in other situations, such as stocking orders. 

  • Setting up a Distributorship to share inventory
    • Best Practices
      • Transferring Inventory to a shared stock distributorship
      • Selecting the right inventory in a case
      • Processing Stocking Orders in a shared stock distributorship
      • Communication: Tags and Comments
  • Sharing inventory among unrelated sales reps
  • Stocking Orders at a shared Facility

To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!

Register Here

ConnectSx Office Hours: March 2024

March 5, 2024

2:00PM CST

A webinar series focused on answering the burning questions you have that are going unanswered. Feel free to drop by and ask a member of our customer success team about what’s on your mind. We’ll field any of your support questions and work with you on a solution. If we aren’t able to solve it on the call, we’ll follow up with you afterward.

Register Here

Webinar: What to do about inventory "stuck" in the field?

March 19, 2024

2:00PM CST

This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session we’ll look at the issue of inventory that becomes “stuck” in the field, either lost or otherwise not being utilized. How can you identify this inventory and what can you do in ConnectSx to rectify this problem? 

  • Identifying stuck and under-utilized inventory
  • What to do about it
    • Inventory Audit – Make sure its real
    • Due Back Dates – Create some urgency
    • Communicate and Control

To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!

Register Here

ConnectSx Office Hours: April 2024

April 2, 2024

2:00PM CST

A webinar series focused on answering the burning questions you have that are going unanswered. Feel free to drop by and ask a member of our customer success team about what’s on your mind. We’ll field any of your support questions and work with you on a solution. If we aren’t able to solve it on the call, we’ll follow up with you afterward.

Register Here

Webinar: Case Management Best Practices in ConnectSx

April 23, 2024

2:00PM CST

This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session we’ll take you through the best practices for entering a case in ConnectSx. Tune in to see what’s new, how you can save time, and what we’re doing to improve the experience!

  • Basic Case Workflow High Level Review
  • Level up your workflow
    • Duplicate Case
    • Preference Cards
    • Calendars
    • Quotes
    • Associate Containers and Product Lines
    • Uploading Images and Files
    • Auto-Trigger workflows at the end of the case

To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!

Register Here

ConnectSx Office Hours: May 2024

May 7, 2024

2:00PM CST

A webinar series focused on answering the burning questions you have that are going unanswered. Feel free to drop by and ask a member of our customer success team about what’s on your mind. We’ll field any of your support questions and work with you on a solution. If we aren’t able to solve it on the call, we’ll follow up with you afterward.

Register Here

Webinar: What are the best ways to save time in ConnectSx?

May 21, 2024

2:00PM CST

This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session, we’ll be looking at some of the best ways to save time in ConnectSx: 

  • Duplicate Events
  • Preference Card for Requests and Events
  • Scan to Select/Scan to Add
    • Inventory search
    • Transfers
    • Events
  • BOMS
    • Copy BOM
    • Stocking Trays
    • Creating Preference Cards
  • Distributor Shared Inventory
  • Save All User and Facility Contact Info in the system
  • Global Reusable Price Lists
  • Stock Report job
  • Updating Locations and Tags on Transfers

To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!

Register Here

ConnectSx Office Hours: June 2024

June 4, 2024

2:00PM CST

A webinar series focused on answering the burning questions you have that are going unanswered. Feel free to drop by and ask a member of our customer success team about what’s on your mind. We’ll field any of your support questions and work with you on a solution. If we aren’t able to solve it on the call, we’ll follow up with you afterward.

Register Here

Webinar: Stocking Orders and Facility Stock

June 18, 2024

2:00PM CST

This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session we’ll show you how you can use Stocking Orders to sell inventory to a provider which will be kept on the shelf and used in cases at a later date. 

  • What is a stocking order
  • Create a Stocking Order
  • Using Facility Stock
  • How to track cases that used facility stock
  • How to use Facility stock at a Facility with multiple reps
  • What if a facility stock case must be covered by a rep that didn’t sell the inventory to the facility?

To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!

Register Here

Past Webinars

Knowledge Xfer Webinar: Stocking Orders

February 7, 2023

In this webinar, we tackle Stocking Orders. These “events” allow you to sell inventory outright to a hospital, to be kept on the shelf for later use. In ConnectSx these items become “Facility Stock,” and can be recorded (if needed) in future cases without double-billing the customer.