Imagine if your business could run smoother and faster with less effort. By connecting your ERP and CRM systems, that’s exactly what happens. That's why many businesses want Epicor Salesforce integration today. It allows you to share data instantly, cut down on boring manual work, and avoid costly mistakes. Plus, with all customer info in one place, you can make smarter decisions and give better service.
But how does Salesforce Epicor integration work and do you even need it? Let’s explore the key benefits of integrating Epicor with Salesforce. Get ready to learn how this synergy can push your business forward!
Epicor is software that helps businesses stay organized and work smarter. It’s used by manufacturing, retail, and distribution companies to handle daily operations. Epicor is flexible and customizable, so businesses can adjust it to fit their needs. It provides real-time insights, automates tasks, and helps companies make better decisions.
Key Epicor Products include:
Many businesses leverage Epicor Salesforce integration to enhance their operations even further. Connecting Epicor with Salesforce creates a seamless flow of information between departments. Thus, sales, marketing, customer service, and backend operations happen in one place.
Imagine having all your Epicor data inside Salesforce. That's what the Epicor Salesforce integration does. The Salesforce AppExchange offers Epicor Integration through SYNC by Commercient.
What is Commercient SYNC exactly? It is a cloud-based tool, automatically sending your Epicor data to Salesforce. This means you don’t have to enter information manually. Your customer and order details appear in Salesforce in real-time. Hence, you can move data between the two systems without needing coding or extra servers.
Here are the key features of Epicor Salesforce Integration through Commercient:
However, Integrating Epicor with Salesforce through Commercient SYNC comes at a high cost. Businesses will pay $399 per company per month (standard plan). Plus, additional setup fees apply based on integration needs. Licensing options vary, with choices for per user, per organization, or enterprise-level access. Nonprofits qualify for discounts but overall it's an expensive solution with ongoing costs.
You should contact a registered Salesforce partner for a more cost effective alternative. We help you get Epicor Salesforce integration at PixelConsulting without the high price tag of third-party tools. In addition, we offer dashboarding, user adoption strategies, training, customization, and ongoing support.
There are many ways to connect Epicor and Salesforce based on what works best for your business. You can use tools like APIs, which let the two systems share data automatically. Another option is using middleware software, which acts as a bridge between the two. Each has its benefits, and choosing the right one depends on how your business operates.
Let's take a closer look at the primary methods businesses use to integrate Salesforce and Epicor:
API (Application Programming Interface) integration is a common method for Epicor Salesforce integration. With API integration, businesses can link Epicor’s ERP system with Salesforce’s CRM. It creates a secure and direct connection to share data in real-time. These are things like customer orders, inventory and transactions in the two systems.
The main benefit of using an API is that it provides a smooth and continuous data flow between both. This minimizes manual data entry and reduces the chances of human error. Additionally, APIs allow for very customized integrations based on a company's specific needs.
Another popular integration method is through middleware solutions. Middleware tools help Epicor and Salesforce integrate by acting as an intermediary. They move data between the two systems without needing to connect them directly. This makes it easier for businesses to link systems that weren’t built to work together in a flexible way.
Middleware solutions allow for better scalability as well. As your business grows, you can adapt the integration to accommodate new needs or additional systems. For example, middleware updates Salesforce data when new orders are added in Epicor. It provides a more unified view of the customer journey. This can improve customer service and overall satisfaction.
Pre-built connectors are great for a quicker and easier Salesforce Epicor integration. These are ready-made solutions provided by third-party vendors. With pre-built connectors you can use the new system much quicker and enjoy the benefits sooner. Plus, they save you money because they take less time and effort than custom developments. Businesses using pre-built integrations can actually cut deployment time by 50%. These connectors also come with support and updates to keep things running smoothly.
Businesses with special needs should get custom development for Epicor Salesforce integration. This means working with a team to create a solution that fits your business perfectly. Though it takes more time and money, it gives you the most flexibility. It makes sure that both Salesforce and Epicor work exactly the way your business needs. This is especially useful if your processes are unique.
Businesses that integrate their CRM with other systems get 41% increase in productivity. There are also many other benefits of integrating Salesforce with other platforms. Let's tell you how Epicor and Salesforce integration can be fruitful for your company.
Here are the main benefits of integrating Epicor with Salesforce:
Integrating Epicor with Salesforce helps businesses bring all their data together in one place. This means teams always have the most up-to-date and correct information. They no longer have to enter data by hand, which saves time and reduces mistakes. Sales teams can quickly see customer orders, inventory, and financial details in Salesforce. The result is faster operations, better teamwork, and more efficient use of resources.
One of the key benefits of Salesforce Epicor Integration is real-time data syncing. This means that when something changes in one system, it updates in the other system right away. Sales teams can make faster decisions because they always have the latest information. For example, if a customer asks for a product that is out of stock, the sales rep will know immediately. This helps them suggest other options or give a clear restocking date, improving customer service.
When you combine customer data from Epicor and Salesforce, you get a complete picture of each customer. You can see their preferences, past purchases, and order status. This helps you give them better, personalized service. Customers get timely updates and solutions made only for them. With smooth communication between teams, customers are happier. This leads to better customer loyalty and helps keep them coming back.
Businesses can use data from both platforms to improve planning and decision-making. By combining sales, inventory, and financial data, companies can create better forecasts. This ability to anticipate trends, needs and challenges helps businesses stay ahead. A study by Deloitte shows that companies using advanced analytics see a 30% improvement in forecasting accuracy. This shows how important it is to have all your data working together for better planning.
With Epicor + Salesforce integration, your data is safely shared between the two systems. Both platforms have strong security features to protect your information. They use special tools to make sure only the right people can access the data. This helps keep your business safe from hacks or mistakes. Thus, information remains private when sharing data across different parts of your business.
There are also commercial benefits of Salesforce Epicor Integration. These are through platforms like BPA (Business Process Automation). These include:
Businesses need the right tools and solutions to implement Salesforce Epicor Integration. Here are the top solutions that can help organizations connect Salesforce + Epicor seamlessly:
PixelConsulting is an official registered Salesforce Consulting Partner offering a wide range of services. These include Salesforce user adoption, customization, dashboarding, integrations and managed services. Our team includes certified Business Analysts, Developers, Engineers and Technical Architects. We offer out of the box adopters, third-party integration and API integrations at a very reasonable cost. So, get in touch with us and let us handle your Epicor Salesforce integration for you!
DCKAP Integrator connects different systems, like Epicor ERP with Salesforce, and many others. It works with eCommerce platforms, CRM tools, and databases. The best part? You don’t need special coding skills to use it. DCKAP makes it easy for all businesses to integrate their systems to create a uniform system. It also helps automate important tasks to save time and make processes more efficient in the cloud.
Boomi is a tool that helps different software work together in the cloud. It connects over 1,500 apps, making it easier for businesses to share information. Boomi is simple to use, even for people who don’t have much tech knowledge. It has pre-built connectors and templates that save time and make things quicker. Boomi is also very flexible, so it works for businesses of all sizes. It also uses smart technology to automate tasks and make everything run well.
MuleSoft, now part of Salesforce, offers a powerful tool called Anypoint. This helps businesses connect their apps, data, and devices (on-site or in the cloud). Anypoint makes it easier to link different systems and handle lots of data. It’s perfect for companies that need to keep everything working together. Doesn't matter if they have many systems or need to move data quickly and securely.
Celigo’s iPaaS solution, Integrator.io, simplifies integrations for different businesses. It lets businesses automate tasks and share information easily. The interface is intuitive and user friendly for all. Both IT experts and regular users can set up integrations without technical knowledge. Plus, Celigo offers ready-made templates that make connecting systems fast and simple. This helps businesses save time and improve the way they work.
Jitterbit is a tool that helps connect different systems and data, like Salesforce and Epicor. It makes sure that information moves easily between these systems. Basically, it uses APIs to send data in real time, so businesses have the most current information. Plus, it's easy for both tech experts and regular users to set up. Thus, Jitterbit helps companies work faster, automate tasks, and make better decisions.
For businesses seeking a simpler solution, Zapier is a great choice. Zapier connects over 3,000 apps without needing any coding skills. It lets you set up automatic workflows with just a few clicks. For example, you can create triggers and actions between different platforms. While Zapier may not handle very complex tasks, it’s perfect for small businesses or those new to connecting systems. It’s also easy to use and helps save time by automating everyday tasks.
We know that Salesforce and Epicor create a flow of information between departments. It improves customer service and internal operations. But which businesses actually need this integration? Here is the answer:
Salesforce and Epicor integration is for businesses with multiple departments. These are companies like manufacturing, retail and distribution that have many moving parts. These have several units like sales, inventory, accounting, procurement and more. Such organizations have to manage customer interactions, sales, inventory, production schedules and invoicing. Without integration, teams might work in silos, leading to communication gaps, data discrepancies. Hence, integrating Salesforce with Epicor can be very helpful for such organizations.
Salesforce and Epicor integration also works for businesses building strong customer relationships. By connecting the two systems, you can see the full customer journey, from the first contact to after the purchase. This helps you understand your customers better and offer them personalized experiences. Plus, you can better target marketing efforts, and improve communication across touchpoints. This means happier customers and better results for your business.
Keeping track of customers and operations can get tricky businesses to grow. Plus, manual work and disconnected systems slow things down and lead to mistakes. By connecting Salesforce and Epicor, you can create a scalable and easy to manage system. This makes it easier to access and monitor customer data and workflows. This way your team also avoids errors like duplicate data or missing information. Thus, businesses can grow faster without getting bogged down by old processes.
Manufacturers face unique challenges, including managing inventory, production schedules and complex sales processes. Connecting Salesforce and Epicor helps businesses track customer orders and predict future needs. The unified system allows sales and production teams to collaborate. So, the customers receive accurate delivery dates and product availability information. Furthermore, the data-sharing capability between Salesforce and Epicor helps manufacturers optimize inventory management. This leads to reduced waste and better productivity.
The Salesforce Epicor Integration offers transformative benefits for your organization. Salesforce's CRM capabilities with Epicor ultimately helps you make a more productive future.
At PixelConsulting, we help businesses like yours successfully integrate Salesforce with Epicor. We offer a range of Salesforce Integration services for all types of businesses. Our expert team works closely with you to understand your unique needs and suggest a solution that works for you. Let us help you unlock the full potential of your business systems through customized services.
Contact us today to learn more about how we can support your Salesforce Epicor Integration!
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