Epicor Salesforce Integration

Epicor Salesforce Integration

Are you looking for an easy-to-use Epicor Salesforce integration solution to automatically synchronise Salesforce data with your Epicor system? Or are you looking to improve employee performance and drive company revenue?

Codeless Platforms’ drag and drop Epicor integration with Salesforce provides you with a simple, straightforward way of reading and updating Salesforce and Epicor to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

Epicor Salesforce Integration Scenarios and Benefits

Common Epicor and Salesforce integration scenarios that our customers implement include:

• Automatic updating of Epicor when a new customer and contact is entered in Salesforce
• Event-driven synchronisation of customer status between Epicor and Salesforce, e.g. customer placed on hold in Epicor due to financial status
• Automated synchronisation of customer information
• Automatic creation and distribution of sales invoices in Epicor when a sales opportunity is won in Salesforce
• Synchronisation of customer purchase history to facilitate cross / upsell opportunities
• Automatic synchronisation of inventory availability and product lists between Epicor and Salesforce
• Inclusion of non-Salesforce or Epicor users within workflow processes

Commercial benefits gained from Salesforce integration with Epicor include:

• Removal of repetitive bi-directional data entry tasks
• Reduced administration errors
• Improved employee productivity
• Reduced operational costs
• Increased visibility of critical business information from Epicor and Salesforce
• Reduced company exposure to financial risk