EPICOR KINETIC SALES MANAGEMENT

WHY EPICOR KINETIC SALES MANAGEMENT?

Improve collaboration

Visibility of consistent, up-to-date information improves collaboration and coordination between sales, warehouses and plants.

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Streamline

Manage accounts, shipping, invoicing and commissions more efficiently, as well as streamlining your quote-to-cash cycle. .

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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‚Äč

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

Order Management

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

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Demand Management

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

eCommerce

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

BE MORE PROFITABLE