Integrate Epicor/Salesforce with Connect - Everything in One Place
Increase your Salesforce adoption and efficiency by integrating seamlessly with Epicor software. Alternative’s Connect integration tool, delivers powerful yet affordable automated data transfer with rapid implementation times.
With customer and order information delivered securely to the CRM in realtime, sales reps never need to leave their Salesforce environment. Whether on the desktop or mobile devices, having customer transaction detail right at hand, reps will increase their sales productivity and customer satisfaction.
Connect gives you the power to quickly define and maintain synchronization by fully automating data access and transformation processes. The solution is quick and easy, enabling both realtime or batch integration while utilizing Connect’s small footprint technology.
- Seamless Epicor/Salesforce integration
- Rapid implementation
- Powerful yet affordable
- Desktop/mobile friendly
Epicor Integration with Salesforce Includes the Following Data Elements:
Bidirectional synchronization of Epicor Customers and Ship-to addresses with Salesforce Accounts.
Bidirectional synchronization of Epicor Contacts with Salesforce Contacts.
- Parts (Products)
Import Epicor Parts Master to Salesforce Products. You define the criteria for the Parts to import.
Opportunities synchronization gives you the option of creating an Epicor Quote or Sales Order from a Salesforce Opportunity or Quote.
- Sales Orders and Invoices
Import of Epicor Sales Order and Invoice data provides visibility of all current and historical ordering, shipping and invoicing activity for visibility and reporting by account and product within Salesforce.
Epicor 9, Epicor 9.05 and Vantage/Vista 8.03 and Salesforce Professional, Enterprise and Unlimited