Sales Management

The primary goal of business is to grow profitably. Whether through attracting new customers or retaining existing ones, strong sales management is essential. Sales force automation (SFA) can strengthen your ability to increase revenue by enabling you to convert more prospects to customers and target the highest value opportunities. Comprehensive SFA strategies aid proactive communication and ensure everyone who interacts with customers has accurate and complete information at their fingertips.

Epicor sales management solutions can improve both the efficiency and effectiveness of your sales team. They help sales teams manage their opportunities and automate administrative tasks - allowing them to focus on building lasting profitable relationships.

Providing Solutions to Meet Your Business Goals

Quotes and sales orders enable the vital co-ordination of activities between your sales people, warehouses and plants, shipping and accounting teams. They facilitate efficient management of accounts, shipping, invoicing and commissions. Epicor sales management provides the tools - including sophisticated product configuration - to produce accurate estimates, streamline your quote-to-cash cycle, calculate reliable estimates and improve customer service.

By streamlining the sales process - centralising access to product, pricing, pipeline, and customer information orders can be generated with a minimal number of steps. Resulting in increased sales productivity through accuracy during the request for quotation (RFQ) and order process stage.

Effective Sales Demand Management

Demand management responds to today’s business conditions and incorporates the requirements of Electronic Data Interchange (EDI) to help your company reduce lead time for planning and procurement, enabling you to respond on the production floor faster. Demand management establishes contracts that can be linked to sales orders and releases to match each customer’s unique shipping needs.

Epicor sales management moves beyond the demand side of EDI, to also focus on the fulfillment side with secure outbound Advanced Ship Notice (ASN) transactions that customers reconcile with each shipment. Through inbound EDI documents, the cumulative (CUM) total value and actual received quantity is electronically sent back for reconciliation.

Epicor sales management solutions deliver comprehensive SFA to help you perfect the order-to-delivery process for maximum customer satisfaction.

Related Downloads


Epicor Commerce Fact Sheet

Sales Management Suite Brochure

Sales Management

Epicore Software Home