3 minute read

Epicor P21’s B2B Sales Automation Capabilities

ECommerce has changed the way businesses operate, especially in the B2B sector. As more companies use online platforms in their sales processes, it has become more important than ever for companies to have efficient workflows and streamlined approval processes. This is where Epicor P21, the leading ERP (Enterprise Resource Planning) software, comes into play.

Epicor P21 is a robust platform with several features that automate B2B sales workflow and approvals, making it a game-changer for companies looking to stay at the forefront of the digital landscape.

One of the key capabilities of Epicor P21 is its advanced order management system. This feature enables companies to automate their sales processes from order entry to fulfillment, reducing manual effort and the risk of errors. With real-time visibility into orders, inventory, and product availability, companies can ensure faster order fulfillment and improve customer satisfaction.

Another important feature of Epicor P21 is the advanced pricing and bidding system. This allows companies to effortlessly set up and manage complex pricing rules, discounts, and promotions. The system can also suggest appropriate product prices based on factors such as customer type, order size, and more. This function streamlines the quotation process, shortens implementation time, and increases the efficiency of the sales team.

Additionally, Epicor P21 offers extensive integration options, enabling companies to connect their sales processes with other departments such as finance and logistics. This eliminates the need for manual data transfer and ensures data accuracy throughout the sales cycle, reducing the risk of errors and delays.

The software also offers a customizable approval workflow feature, allowing businesses to define approval processes for various tasks such as credit limit extensions, discounts, and price transfers. This helps companies stay in control and ensure compliance with company policies, while also speeding up the approval process.

Epicor P21 also offers extensive reporting and analytics capabilities, enabling companies to track sales performance, identify trends, and make data-driven decisions. Real-time insight is crucial in today’s dynamic business environment, where staying informed and agile can be the difference between success and failure.

Overall, Epicor P21 provides a comprehensive solution for automating B2B sales processes and approvals, making it an essential tool for companies looking to streamline their sales processes and stay competitive in the digital age. With advanced features and customization capabilities, the software enables companies to streamline operations, increase efficiency, and ultimately drive growth and profitability.

Need to Sync Orders and Pricing Between your Epicor P21 ERP and your eCommerce Store?