Elevate Your Enterprise: Integrate Salesforce and Epicor

Integrate Salesforce and Epicor

Integrate Salesforce and Epicor

Salesforce and Epicor are two of the most talked about giants in their respective software corners, providing CRM and ERP solutions for businesses of all sizes and industries. As certified partners of both vendors, we have extensive experience with each system and often come across clients running both Salesforce and Epicor to take care of processes throughout their enterprises. However, these companies are often running their CRM and ERP completely separately—leading to data errors, dual entries and miscommunications across different teams.

Our solution for them is always the same: Salesforce and Epicor integration. Merging the two systems together creates a single, streamlined network for all of your company’s most important data, from inventory metrics to contact information. Integration also mitigates risk by taking care of sophisticated error handling and debugging without any stress on your end.

Are you running the two systems separately? Why haven’t you integrated them yet? Here are some reasons why you should start rethinking those excuses. 

Information Anywhere

Sales teams will be able to access real-time data from wherever they (and their mobile devices) are. Imagine how impressed clients will be when you can pull accurate info on your inventory stock levels, predict a delivery date and close the deal all inside the Salesforce app on your mobile device while visiting their offices. Every process within your company can be completed more efficiently when it is all happening within one interconnected system. You can track clients and business processes from beginning to end, so that every member of your company knows what is happening and how their actions are affecting the pipeline.

Customer Retention

It just makes sense—when you have the most accurate data on both your customers and your production processes, you are going to be able to serve all of your clients better. Salesforce and Epicor integration will grant you insight into a customer from interest to sale. Which marketing efforts first brought a customer in? What sales tactics kept them? What did they order, and will they purchase again? You will have all the answers to drive customer loyalty.

Moreover, Salesforce is able to collect predictive customer data, letting you know of patterns and trends in demographics or behavior that you need to keep your eye on. The relationship technology built into the Salesforce IQ tool will help you prioritize customers based on interest and likelihood of purchase. You can then use this data to develop a long-term plan for your inventory and production schedules. It will even identify potential leads that you haven’t yet reached out to, helping you warm up that introduction and impress the potential client with your knowledge of their business and how your company can align with them. You will always be ready to meet customer needs, keep customers happy and keep them coming back to your business.

ERP CRM Integration Ebook

Greater Accuracy

Any sales, accounting or inventory management team member will shout it from the rooftops: Dual entries of data are the bane of an organization’s existence. They waste time, muddy predictions and lead to inaccuracies in financial reporting and communication.

Software integration will create a single source of truth for your entire company. Post Salesforce and Epicor integration, a data entry only needs to be made one time to become visible to every authorized end user. The sooner you connect Salesforce and Epicor, the smoother the data transfer will go, as previous dual entries can often friction points between the two systems. Actively working to avoid multiple entries in your enterprise solutions ensures that you are saving time and avoiding costly mistakes that you need to go back in and fix later.

Fewer Costs

Companies often shy away from integration projects because of the perceived costs of such an endeavor. What they fail to take into account are the costs they are currently accruing as a direct result of avoiding Salesforce and Epicor integration. You lose valuable time and money combing through multiple systems just looking for one customer’s phone number or figuring out why one system has different results for a query than the other.

Integration will cut down on these tedious tasks, so your employees can focus on the jobs they were employed to do, not babysitting your IT system. We know that software is a considerable investment, and when you integrate Salesforce and Epicor, you are supercharging the ROI on both systems. 

Wrap Up

If you haven’t embarked on a Salesforce and Epicor integration, what’s stopping you? It will advance your business in practically every area, from shop floor management to customer retention. With one single source of data, your company will be able to leverage information from every department to cut costs and drive revenue across the board.

Datix developed Unity to make it easier than ever to unite your software. Unity integrates Epicor with Salesforce, Microsoft Dynamics 365 CRM, HubSpot or Magento without hassle. Our pre-built application is the only integration solution that is installed rapidly and fully managed by a team of certified consultants. As your business grows, Unity lets you upgrade and add on to your software without interrupting your connection. Unity does all the work for you—and is completely invisible to the end user once implemented. So really, what’s the excuse now?

Contact an expert at Datix now to get started on your own Salesforce and Epicor integration.


Subscribe For More Content