WHY EPICOR KINETIC SALES MANAGEMENT?
Visibility of consistent, up-to-date information improves collaboration and coordination between sales, warehouses and plants.
Manage accounts, shipping, invoicing and commissions more efficiently, as well as streamlining your quote-to-cash cycle. .
Reduce lead times
Improve accuracy at the request for quotation stage and harness Advanced Electronic Data Interchange (EDI) to reduce lead times around planning and procurement.
EPICOR KINETIC SALES MANAGEMENT CAPABILITIES
Estimating and Quotation Management
Generate more accurate estimates and quotes and get them out more quickly with a range of powerful tools.
Drive more accurate and timely estimates with social estimating – share knowledge and discuss best options with engineers
More effectively manage the sales cycle with dynamic task lists
Accurately predict pipeline activity and track confidence levels
Quickly transfer quote information to a sales order or job
Seamless end-to-end order management that offers visibility and consistency of data to all business functions.
Flexible sales kits with configured item kits, optional price rollup and item substitution and mandatory ship complete
Enhance sales with up-sell, cross-sell and down-sell capabilities at the point of sales order entry
Provide accurate, real-time delivery dates with Advanced Planning and Scheduling
Easy-to-setup and use credit card processing
Meet increasingly high expectations from customers and be more agile with incorporated electronic data interchange (EDI) and demand scheduling.
Set agreed parameters such as pricing, demand schedule and contract end date at contract level
Automatically update sales orders with the Demand Contract structure
Manually match incoming forecast and shipping schedule changes to existing sales orders with Demand Mass Review
Set up the system to review open contracts and capacity requirements for a product and automatically adjust the new demand requirements
Meet the needs of the modern customer by offering an integrated, modern eCommerce experience with Epicor Kinetic Commerce Connect.
Deep integration with Epicor Kinetic ERP for accurate information in real-time
Convert more customers with a high-quality user experience
Built-in configurator functionality for highly customisable products
Display the latest pricing and promotions and allow customers to make repeat purchases quickly and easily