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 Salesforce integration solution 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.

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud to cloud applications to talk to each other to enable seamless system integration and business process automation capability.

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Epicor Salesforce Integration Scenarios and Benefits

The Salesforce Connector tool simplifies communication between BPA Platform and Salesforce to automatically read and write data to and from Salesforce and your on-premises or cloud-based Epicor system, via BPA Platform.

BPA Platforms' Salesforce integration connector has a user friendly interface to provide the mapping of business data into Salesforce objects, giving read/write access to facilitate seamless data integration between Salesforce and other business systems.

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

• Automatic updating of Epicor Kinetic when new and existing Accounts and Business Partners entered or updated 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 e.g. account name, customer number, default billing/shipping address, contact information etc.
• 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 Epicor integration when using BPA Platform 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