SYNC for Epicor and Zoho

Description

Enjoy the best of both worlds. 

Combining your Epicor ERP data with your Zoho CRM is an efficient and simple way to ensure your operations are running at optimum levels while improving the visibility between your sales, customer service, and back office teams. Backstage, Epicor is hard at work, managing inventory and resources, scheduling work orders, consolidating your finances and much more. Front of house, your sales and customer service teams can monitor and provide real-time feedback through Zoho.

Thanks to SYNC, your sales and customer service teams have a complete overview of your entire business. They are able to check the progress and status of Epicor jobs, resources required to complete an order, work center details, financial information, and stock levels. Your sales team can also close new business and instantly convert that new sale to Epicor in the form of a Sales Order, a Job or a new product with a BOM.

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

Why?

Why Use SYNC for Epicor? 

You need a way to ensure access to accurate, complete, and up-to-date data. Without this, it becomes difficult to boost your revenue, your leads, and your credibility. That’s why you should be using Commercient SYNC.

SYNC helps you keep your data organized. As often as things like accounts and sales orders need updating, you’ll need an application that’s up to this task. Commercient SYNC is ready to handle all of this for you. All you have to do is make the decision to buy and download.

What We SYNC

Commercient’s standard SYNC for Epicor and Zoho 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), and Epicor 10 Cloud Version.

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

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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!