SYNC for Epicor and Salesforce

Description

Enjoy the best of both worlds. 

Combining your Epicor ERP data with your Salesforce data is a quick and cost-effective way to ensure your operations are running at their best while improving the visibility between your sales, customer service, and back office teams. Back-of-house, your Epicor system is hard at work, managing your inventory and resources, scheduling work orders, consolidating your finances and much more. Meanwhile, your sales and customer service teams can monitor and provide real-time feedback through Salesforce.

Thanks to SYNC, your sales and customer service teams can enjoy a birds-eye view of your entire business. They are able to check the progress and status of Epicor jobs, resources required to fulfil an order, work center details, financial information, and stock levels. Your sales team can also close new business and automatically convert that new sale to Epicor in the form of a Sales Order, a Job or a new product with a BOM. Saving them precious hours and increasing team efficiency.

Interested? Ask your Commercient representative how SYNC can help you.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC for Epicor? 

Implementing Commercient SYNC will help you maximize the investments you have made in your Epicor ERP and Salesforce CRM software by providing your team with up-to-date information that is easily accessed on mobile devices. Improved mobility results in improved efficiency and effectiveness throughout your business as a whole.

Improved mobility also results in increased performance and delivering the responsiveness that customers are looking for. Operating out of one master system turns your business into a well-oiled machine, impressive in the eyes of your customers—past, present, and future.

What We SYNC

Commercient’s standard SYNC for Epicor and Salesforce includes the integration of:

Accounting data:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.

Sales order data:
Open sales orders, sales order detail lines, and sales order history.

Invoice data:
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.

For additional information, and items we can integrate for you, visit the pricing page.

Compatible Software

Software SYNC for Epicor Is Compatible With

Commercient’s SYNC application is compatible with Epicor 10, Epicor Prophet 21, P21, Epicor Eagle, Epicor 9, Dataworks, DCD, Scala, ROI (Manage2000), Epicor 10 Cloud Version. For Epicor 9 we support both the Progress and the SQL versions. We support on-premise, cloud, and Epicor cloud-hosted versions of Epicor 10.

Additionally, the SYNC for Epicor and Salesforce app is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.

SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.

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Payments Solution

ACH Payments Solution Add-On

Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.

If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.

PDF Download: Payments SYNC Add-On Solution

Get Your Free Demo

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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

Let’s Get The Ball Rolling!