In manufacturing and distribution, sales bottlenecks are rarely caused by a lack of demand.
They are caused by disconnected systems, manual handoffs, and “Excel-driven optimism.”
One team sells.
Another team quotes.
Operations tries to deliver.
Finance waits… and waits… and waits for cash.
Epicor Kinetic fixes this by treating lead-to-cash as one continuous workflow, not a relay race between departments. And at Data V Tech, this is exactly why we implement Kinetic for manufacturers who are tired of leaking time, margin, and cash.
The real problem: fragmented lead-to-cash
Many manufacturers and distributors in Vietnam and global supply chains still operate like this:
- CRM lives in isolation
- Quotes are built in spreadsheets and emails
- Orders are manually retyped from PDFs, EDI, or web shops
- Delivery dates are promised without real capacity or inventory visibility
- Invoicing and collections happen after problems appear
The result is predictable:
- Slow quoting
- Pricing errors
- Missed delivery commitments
- Long Days Sales Outstanding (DSO)
- And finance teams acting as debt detectives
Epicor Kinetic eliminates these bottlenecks by unifying CRM, quoting, order management, fulfillment, and accounts receivable into one real-time ERP platform. One version of the truth. No rekeying. No guessing.
Lead and opportunity management without shadow pipelines
Epicor CRM, embedded in Kinetic, allows sales teams to capture leads and opportunities and move them through configurable stages tied directly to customers, contacts, quotes, and orders.
What disappears immediately:
- “Private pipelines” hidden in personal spreadsheets
- Forecasts based on hope instead of demand
- Disconnects between sales targets and production reality
Opportunities are linked to quotes and orders, so sales forecasts reflect real workload and real cash impact, not just activity.
For sales managers, this means fewer surprises.
For operations, fewer panic meetings.
Faster, smarter estimating and quoting
Quoting is where many sales processes quietly die.
Epicor Kinetic’s Estimating and Quoting capabilities pull from:
- Standard parts and BOMs
- Historical jobs
- Real-time inventory
- Actual cost data
Dynamic task lists ensure engineering, pricing, and approvals happen in the right order, at the right time. No email ping-pong. No “Did you see my message?”
For complex or configurable products, Epicor CPQ adds rules-based or visual configuration:
- Valid configurations only
- Automatic pricing and lead-time calculation
- Clean data passed directly into ERP
The quote your customer accepts is the order your factory executes. No translation errors.
Quote-to-order without retyping (finally)
Once a quote is approved, Epicor Kinetic converts it directly into a sales order.
No manual re-entry. No mismatches. No delays.
Sales Order Management then automates:
- Credit checks
- Pricing and discounts
- Release schedules
- Blanket orders and demand schedules
Orders from EDI partners, eCommerce platforms, and key accounts drop straight into Kinetic as standard orders. The system treats them the same way. Humans stop copying data between systems.
This alone removes days from the sales cycle.
Fulfillment with real promise dates, not optimistic ones
Epicor Kinetic connects demand, inventory, capacity, and supply planning in real time.
Sales teams see what operations actually can deliver.
That means:
- Fewer over-promises
- Fewer expediting costs
- Better customer trust
Delivery dates are based on live data, not best guesses.
Order-to-cash acceleration and AR automation
Shipping, invoicing, and AR are tightly integrated in Kinetic.
Invoices are generated as goods ship or milestones are met, not when someone remembers to process paperwork.
With Epicor Cash Collect, finance teams automate:
- Invoice presentment
- Payment reminders
- Dunning letters
- Collection prioritization
Collectors focus on exceptions and high-risk customers instead of chasing every invoice manually.
Built-in analytics from Epicor Data Discovery and Grow BI give leadership real-time visibility into:
- DSO
- Overdue balances
- Customer payment behavior
Cash bottlenecks are identified before they become emergencies.
Lead-to-cash bottlenecks vs Epicor Kinetic capabilities
| Lead-to-cash stage | Typical bottleneck | How Epicor Kinetic removes it |
| Lead capture | Leads scattered across inboxes and spreadsheets | Integrated CRM with shared accounts and activities |
| Quoting | Manual costing and slow approvals | Real-time estimating with task-driven workflows |
| Product configuration | Errors and long engineering cycles | Rules-based and visual CPQ with ERP integration |
| Order entry | Manual retyping and data mismatches | One-click quote-to-order and automated EDI/eCommerce |
| Fulfillment | No visibility into capacity and inventory | Shared real-time demand and supply data |
| Invoicing | Delayed and error-prone billing | Automated invoicing triggered by fulfillment |
| Collections | Reactive AR and poor risk visibility | Cash Collect automation and real-time analytics |
Why manufacturers choose Data V Tech for Epicor Kinetic
Epicor Kinetic is powerful.
Implementing it correctly for manufacturing and distribution is where the real value is.
At Data V Tech Solutions Company Ltd., we specialize in:
- Manufacturing-centric Epicor Kinetic implementations
- Lead-to-cash process design, not just system setup
- Aligning sales, operations, and finance on one workflow
We help manufacturers in automotive components, metal fabrication, plastics, electronics, packaging, and project-based engineering turn fragmented sales processes into predictable cash flow engines.
If your sales cycle feels slow, messy, or cash-hungry, the problem is not your people.
It’s your process. And Epicor Kinetic was built to fix it.
