3 Powerful Benefits of Syncing Epicor Data with Salesforce

3 Powerful Benefits of Syncing Epicor Data with Salesforce

Many businesses have investments in both Epicor ERP and Salesforce CRM. A natural interest in syncing Epcior data with Salesforce is common. There are numerous reporting, sales, and service benefits by providing this valuable information to flow from one system to the other. Datix has been helping to integrates these systems for the mid market for the last 4 years. We’ve brough these systems together more than anyone else.

There has been a recent surge of firms integrating the recent Epicor ERP 10 and Salesforce1 CRM app. The reason possibly could be attributed to both system’s ease of use and likable UX/UI design. Both are compatible with Microsoft applications and are recognized leaders in SaaS and PaaS cloud computing for modern businesses.

Companies whom support markets in several geographical locations and employ remote staff are seizing the opportunity to streamline rich data between the two resource tools to better service customers, lean out extraneous tasks, and realize ROI faster.

Some firms are still on the fence about systems integrations and are apprehensive to start the project. What they may not know is their competitors already exploit the two-way data artery as a competitive advantage. An integration of Salesforce greatly augments the functionalities of Epicor, and provides key new opportunities for sales. Here are some of the most common benefits of syncing Epicor data with Salesforce.

Real Time Access to Information

Sales teams in the field will all have access to real time information by syncing Epicor data with Salesforce. They will be able to receive and manipulate Epicor data in real time from the Salesforce1 application.

Let’s recall a common scenario we often see from our clients: Sales teams meet with a potential buyer. The buyer is in short need of a product since a primary supplier is unavailable to ship a critical material. Costs are a non-issue on the condition your firm can get the product shipped today. Your sales rep accesses Salesforce from his or her mobile device and reviews inventory. Instantly the rep sees your firm has the material ready to ship and can share how many each location has in stock, when it could ship, when it will be delivered, and can provide exact costs. All of this can be performed inside of the Salesforce1 app using a data sync between Epicor.

The integration instantly processes new order fulfillment, shipping receipts, and accounts receivable. Salesforce pulls order history into its database and transfers compliance certifications to sales. Ultimately, this functionality creates new sales opportunities.

Elimination of Duel Entries

Duel entries can become a real pain—especially for your users. Integrating the two systems should promote at single source of truth, meaning once an entry is made it will sync with all other systems across the organization (like accounts, contacts, orders, etc.).

Duel entries weigh the system down, filling it with irrelevant and superfluous data. An Epicor or Salesforce upgrade could be doomed from the onset. Many times duel entries cause systems to “behave badly” with one another—a challenge only met with extra time and money, and who has that?

Integration cuts processes by 50 percent and accounts are better managed. Eliminating burdensome inputs empowers users to focus on carrying out more pressing tasks at hand.

Integrating Salesforce with Epicor de-risks the opportunity for users to enter redundant data and cause systems to digress. Remarkably, eliminating irrelevant data is not a general selling point of Salesforce or Epicor, but rather a significant side effect of two robust systems working in tandem.

Numbers Reveal Demand and Volume Levels over a Period of Time

Have you ever needed to plan for demand and volume? Of course, and it could be a more effective process with a Salesforce and Epicor integration. Demand numbers are extracted out of Salesforce then automated into Epicor for procurement, production, and distribution planning and scheduling. It takes the hard part out of data handling of the hands of users.

Salesforce also displays order history of accounts which can be integrated into Epicor for comparisons when managers run weekly reports. If demand fell this year, it could mean accounts were poorly managed or the market has become saturated. Either way, the comparison of demand and volume levels can be monitored from multiple touch points following an integration. The integration allocates a better use of resources when volume levels are low, is a leaner way to control inventory, and a more effective use of analytics to assess market profitability.

What many firms fail to understand is what processes are truly holding us back? Integrating these systems can improve use, save time, and eliminate waste. We specialize in Epicor integration, and have seen these types of projects save businesses lots of money over the years. Sure an in-house IT team can document business processes, but they may not be business process experts. Instead, projects requiring a thrust of big data from one platform to another requires experts.


Is your firm being held back due to a disparate system? Are their problems occurring for reasons unknown? Join the conversation and share your Epicor and Salesforce implementation experiences with us below.



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