Sales Management

EPSILON Sales Management delivers a comprehensive suite that enables you to produce accurate estimates, streamline your order-to-cash cycle, and fulfill perfect orders that ensure world-class customer satisfaction. By streamlining the sales process with centralized access to product, pricing, and customer information, orders can be generated with a minimal number of steps. EPSILON Sales Management automates and improves labor-intensive processes for quoting, proposal generation, configuration and order entry, enabling you to improve sales productivity by increasing accuracy during the quote and order processes, and identifying the right solution to meet customers’ needs.

"Salesman" Module

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Estimate and Quote Management
Easily generate and track all customer or prospect request for
quotations (RFQs), from the time of receipt until an order is
placed. You can get quotations out more quickly and be more
accurate with pricing and lead times.

• Cost based estimating
• Same as except BOMs and routings
• Confidence levels of estimates for pipeline analysis
• Drag-and-drop BOM and routing creation
• Online inventory availability
• Request supplier RFQ from buyer
• Customer specific markup templates
• Order/job integration
• Part advisor wizard
• Estimates for prospects or customers
• Quote Tracker
• Competitive analysis
• Workflow
• ... and more
• Customer part cross-reference

Order Management
Order Management drives the EPSILON system. From the time
an order is entered, its progress is tracked through final
shipment, producing perfect order fulfillment on demand.
With Order Management, all orders and change orders will be
effectively managed online, perfecting the order-to-delivery
process for maximum customer satisfaction.

• Credit checks
• Multiple ship-to addresses
• Alternate bill-to and sold-to customers
• Ship from multiple locations
• One-time shipments
• Fulfillment and allocation processing
• Fulfillment queue management
• Put, pick, pack transaction type
• Queue Tracker
• Drop ship and buy to order

e-Commerce - Storefront

New revenue opportunities and sales efficiencies are available to companies that successfully engage customers through their Web site. By shortening the time from when an order is taken to the time of shipment, you can create a competitive advantage. Opportunities to reach out to untapped markets also drive companies to deliver e-commerce solutions—one more tool companies can deploy to demonstrate how easy and open they are to do business with. EPSILON Storefront sits along extended portal technology to offer a fully functional extension to your Web site that includes customer portal capabilities and Web configuration features. The purchase process through the Storefront begins when a customer enters your online store. Once there, they can browse a catalog or check product descriptions, product pictures, and graphics, as well as access links to additional comments or technical descriptions and prices.

Storefront enables you to leverage the advanced functionality to provide customers with special pricing, including customer based discounting. When the customer decides to purchase an item, they simply add it to their shopping cart and submit an order. The order is now ready to be processed by EPSILON. Once the order has been placed, the customer receives an order confirmation via e-mail with their order number. EPSILON Storefront provides an online, self-service application for your customers. Simply put, your customers can see more, do more, and buy more, 24 hours a day, seven days a week.

• Personalize Web content to match your site
• Customer and partner self-service
• Online request for quotes (RFQs)
• Single login
• Web-enabled product configurator
• Customer specific security
• Offer 24 x 7 x 365 service with up-to-date pricing,
products, and ordering
• Online catalog
• Related Web sites linking
• Product search
• HTML editor support

Electronic Data Interchange (EDI)

EDI work in various environments with various EDI suppliers, and can offer enhanced functionality that is tailored to the EDI needs of your business.