Integration with Unity
Connect Your Epicor® ERP with Your Salesforce CRM
A disconnected ERP and CRM means trouble for your business. Hours of duplicate data entry, frustrated staff, departmental silos, and delays in delivery timelines are only a few of the issues that arise from an unconnected system. For Epicor® and Salesforce users, it is possible to combine the data-driven functionality of Epicor® with the well-designed interface of Salesforce CRM management. With Unity: Integration by Datix, you can swiftly integrate your systems using our pre-built, highly customizable enterprise application.
Rapidly Deployable for the Right Price
Unity is pre-built using field mapping with no custom coding required, so our integrations are faster and far less expensive than those of our competitors. The Epicor®-Salesforce integration is part of our standard package, meaning that the system is practically ready to be deployed out of the box. We can also customize your integration to address your specific business needs. Basic mappings between your systems can be completed in as little as one day and fully integrated systems can be completed in as little as three weeks.
How It Works
Unity is a web-based platform, meaning it is ideally suited to work with Epicor® Kinetic and Salesforce without requiring on-site installation. Its web services allow the two systems to communicate seamlessly behind the scenes. Utilizing web services is a simple, modern approach to integration, while other integration setups are still using outdated methods. Unity allows your business to enter the world of the modern enterprise and stay competitive.
Easy To Use & Fully Managed
Rather than having to learn a whole new system, your team will still be engaging with Epicor® Kinetic and Salesforce, just with unified data in both platforms. Those who love Salesforce’s flexible, user-friendly UI and mobile app can stay within the platform and have access to Epicor® Kinetic data. Epicor® users benefit from its defined controls and Manufacturing and Financial data processes while being a part of Salesforce’s project workflows. There is no learning curve because users are working through their familiar platform.
Unlike other integration services, Datix provides you with a support team to monitor your integration throughout the day, so you don’t have to. We take care of all the behind-the-scenes work, seamlessly transferring the most up-to-date features to your system, reviewing firewall security, and ensuring that your software continues to grow along with your business. The Unity Support Team is available by phone or email to help you every step of the way, at no extra charge. In fact, 100% of clients said our team cares about their account and their success with Unity when surveyed!
Your team will be able to work together at their full potential. Sales will be working from current statistics and customer data to close deals, Finance will have the information they need to review budgets and invoices, and Leadership will have full visibility of how the company is operating. A survey of Unity clients with SMBs indicated that Unity saved their organizations, on average, almost 50 phone calls, 500 emails, and approximately 50 hours of work every month!