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Epicor Kinetic Sales Management and Customer Relationship Management (CRM) solutions help manufacturers streamline the entire quote-to-cash process, improve sales productivity, and deliver exceptional customer experiences. Built on Epicor Kinetic ERP, these tools are designed to help sales teams turn data into action, automate manual processes, and stay one step ahead in competitive markets.

In this product tour, you’ll see how Epicor Kinetic Sales Management supports manufacturers across the full sales lifecycle, from prospecting and quoting to order fulfillment and ongoing customer engagement.

CRM and Sales Process Management

Epicor CRM provides sales teams with real-time access to critical customer and account data, enabling consistent, personalized interactions at every touchpoint. Sales process management tools help manufacturers manage the prospect-to-customer lifecycle, automate administrative tasks, and improve visibility across the pipeline.

Marketing and Mobile CRM

Campaign Management tracks the full marketing campaign lifecycle, while eMarketer enables targeted communications at every stage. Mobile CRM extends Epicor Kinetic capabilities to iOS and Android devices, giving mobile sales teams secure, on-the-go access to customer data.

Estimating, Quoting, and Pipeline Management

Epicor Kinetic improves sales efficiency with robust Estimating and Quotation Management. Users can generate and track RFQs, prepare accurate estimates, and manage the complete sales cycle.

Order Management and Fulfillment

Epicor Kinetic streamlines order management with built-in automation and validation. Automated checks and balances reduce manual entry errors, intelligent data capture accelerates sales order processing, and Capable to Promise (CTP) provides accurate, realistic delivery dates.

Configure Price Quote (CPQ)

Epicor Configure Price Quote (CPQ) helps manufacturers manage complex products and pricing with confidence. Low-code Snap Rules simplify configuration and pricing logic, while auto-generated CAD proposal drawings accelerate collaboration between sales and engineering.

Epicor Commerce and EDI

Epicor Commerce delivers a modern B2B and B2C eCommerce experience that encourages repeat business and strengthens customer relationshipsEpicor EDI Demand Management automates electronic demand changes, synchronizing customer schedules with sales orders and forecasts for more responsive order management.

Together, Epicor Kinetic Sales Management and CRM solutions help manufacturers increase sales productivity while reducing operational friction.

Scroll back up to see Kinetic Sales Management in action, or contact Epicor to schedule a live demo.