Sales Management | Epicor Canada

Simplify Opportunity Management

Improve the efficiency and effectiveness of your sales team with Kinetic (new name for Epicor ERP) Sales Management. By helping your sales teams manage their opportunities and automating administrative tasks, Kinetic Sales Management frees up their time to focus on building lasting, profitable relationships. It also enables your sales team to:

Produce accurate estimates

Streamline your order-to-cash cycle

Fulfill perfect orders and ensure high customer satisfaction

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Kinetic Sales Management Capabilities

Estimate and Quote Management

Easily generate and track all customer or prospect requests for quotation (RFQs)—from the time of receipt until an order is placed. Create estimates and get quotes out more quickly with more accurate pricing and lead times with a wide range of powerful tools.

Generate accurate and timely estimates and quotes
Import data from a variety of customer and system sources
Check inventory availability during quote entry
Manage the sales cycle with dynamic task lists that ensure the right people are working on the quote at the right time
Automatically cross reference customer part numbers to your part numbers during the quoting process

Order Management

Order Management drives the Epicor system. From the time an order is entered, its progress is tracked through final shipment—producing perfect order fulfillment on demand for maximum customer satisfaction.

With the Order Job Wizard, generate appropriate jobs for new orders in a single step
Check customer credit status online at quote entry, order entry, and shipment entry
Using blanket orders, establish multiple releases for each sales order line and pull parts directly from inventory
Link sales orders, jobs, purchase orders, field service calls, cases, tasks, milestones, and budget information to manage projects

EDI/Demand Management

Epicor EDI/Demand Management secures your competitive edge by incorporating electronic data interchange (EDI) with demand scheduling.

Get full flexibility and control for setting up customer contracts and handling their schedules in the Kinetic system
Reduce lead time and effort for planning and procurement
With Demand Management, set up contracts per customer with such agreed-upon parameters as pricing, initial demand schedule, and contract end date

Point of Sale

Epicor Point of Sale (POS) extends the power of your Kinetic to a customer-facing sales environment—regardless if you need a single POS station or if you’re a multinational chain.

Feature-rich system that empowers store personnel to deliver an enhanced customer experience
Comprehensive functionality includes electronic gift cards, gift receipting, customized receipt per transaction type, coupon redemption/issuance, layaways, special orders, suspend and resume, item marking for various functions, additional input fields, multicurrency, start/end of day functions, cash management, and more.

Epicor Commerce

B2B eCommerce is quickly becoming the new norm. Epicor Commerce (EC) provides your buyers and sales channels with a simple online shopping experience that encourages repeat purchases and sets your brand apart.

Launch an attractive, simple-to-use eCommerce site with your own branding in less time
Manage only one product database with tight integration into Kinetic
Simplify channel support by letting your partners make payments on accounts, access pricelists, and place quick re-orders

Epicor Customer Connect

Today’s customers want new access to information. Epicor Customer Connect helps you improve customer loyalty and online commerce.

Special promotions and pricelists
Enable your customers to make repeat purchases

Sales Management for Epicor Kinetic

Simplify Opportunity Management

Kinetic Sales Management Capabilities

Find out if Kinetic Sales Management is a good fit for your business.

Related Modules

Epicor ECM

Epicor CPQ (formerly KBMax)

Sales Tax Automation

Epicor Service Connect

More Kinetic Capabilities