Download brochure epicor salesforce integration scenarios and benefits. Microsoft dynamics 365 and epicor integration is a powerful way to streamline processes while saving valuable time and resources within your business. Converting print spool output in to a pdf in sap sap blogs. Enterprise resource planning erp software performs a range of business tasks from accounting to inventory management. By deploying your software solution in the cloud, you can. Grow your key business relationships with nextgeneration technology. With epicor crm lead and opportunity management you can proactively manage your sales territories and the entire life cycle of all your opportunities. A crm and erp implementation is comparable to a building construction project. For example, the excel download capability in prophet 21 opened new opportunities for us, giving us control over our reporting and allowing us to do things we couldnt before, such as streamlining journal entries for accounting. Built for manufacturing growth compete, thrive, and grow in a connected world. Business management software to fit your industry epicor. Midmarket companies around the world rely on epicor customer relationship management crm solutions to enhance their sales, marketing, and support operations. As a distributor or manufacturer, your epicor erp system is the backbone of your operations. Advanced collaboration capabilities in epicor erp connect employees, departments, and supply chain partners so your whole company can be more responsive.
Epicor integration solutions by endpoint jitterbit. Epicor erp epicor software data world solutions limited. Epicor crm strategies are more important to businesses today than ever before. If you are being asked to reenter your login information, you will be. Erp customers with crm accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple shipto addresses, multiple bill to addresses, and account history. It only makes sense to take advantage of the best that both of these systems have to offer. Download the solution sheet thousands of companies. Reach new markets, expand product lines, and grow your business with deep industry and countryspecific functionality. 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. Easily integrate epicor crm with your existing contact management. Guided by the need of todays users, epicor erp is a. Advanced collaboration capabilities in epicor erp connect employees, departments, and. Smart office helps you achieve an efficient and paperless work environment by automating all types of official communications including incoming mail, outgoing mail, internal memos, circulars, meetings. Connect epicor with crm, ecommerce, analytics, 3pllogistics and hr apps to provide a consolidated view of customer data across all applications.
Achieve lower cost of ownership, faster time to value, and consistent access to data from any deviceanywhere in the world. The epicor erp system has robust functionality with modular features to control processes including inventory, financial management, crm, supply chain management, and more. Crm software solutions have quickly become one of the most crucial tools in the market. Epicor erp customer relationship management solution are in sync. Epicor crm consulting erp lead management software crm.
Respond to your customers quickly and accurately by accessing the solution. Epicor crm provides the information and control to deliver a worldclass customer experience at every touchpoint. Epicor customer relationship management suite english version, pdf 1. Enhance your customer experience with a datadriven focus on meeting expectations for information accuracy, inventory, product delivery, and service. The epicor erp system has robust functionality with. Epicor offers software as a service saas in the cloud, letting you focus on core growth initiatives instead of it. Customer relationship management crm strategies are as important to business today as they have ever been.
Epicor erps crm module is also robust and links to its sales management module, so you can construct complex sales campaigns and. It also supports efficient bid management through embedded customer relationship management crm capabilities with visibility of historical bids. Commercient sync integration for epicor eagle and hubspot crm. Reap the benefits of cloud erp with software and services that meet or exceed industry standards. Going beyond traditional projectbased erp, epicor offers comprehensive project management with multilevel work breakdown structures, robust resource scheduling and effective contract management. Due to its simple replication, it is also valuable for the largest global enterprises that require a fully integrated multipremises erp solution. Jan 07, 2014 1 whenever one triggers a print output in sap it either gets immediately printed or will be saved as buffer in print spool. Customer relationship management crm solutions epicor. Epicor erp helps manufacturers harness data and automation to stay productive and profitable. It is a leading enterprise resource planning erp software vendor that develops solutions for the distribution, manufacturing, professional services and retail industries. Initially, blueprints are drawn up to ensure builders and commissioners are on the same page. Epicor erp for manufacturing information worker module. Objectives set up marketing system options create prospects and contacts create marketing codes and activities enter and schedule marketing activities send literature and form letters promote your products. This includes importing a prospect list from a tradeshow, generating a marketing.
This includes importing a prospect list from a tradeshow, generating a marketing list, assigning tasks, generate a quote from a task, and using the product configurator. We do not currently have connectcx available for epicor 10. Dec 15, 2016 this epicor 9 and 10 video demonstration shows the customer relationship management crm functionality. Crm strategies are as important to business today as they have ever been. Epicor crm marketing demo epicor video training epicor. Epicor mobile crm is an extension to the epicor erp back office crm module designed to support the needs of a mobile salesforce on tablet and phones. It is a leading enterprise resource planning erp software vendor that develops solutions for the.
Weve designed epicor crm to help you stay ahead of the curve and successfully meet the. Guided by the need of todays users, epicor erp is a global enterprise resource planning solution that delivers the choice, flexibility and agility to drive growth and opportunity throughout your business. Microsoft dynamics 365 crm and epicor integration erp. Thats why weve designed our crm software solutions to help you stay ahead of the curve and successfully meet the. Epicor customer relationship management suite english. The epicor customer relationship management solution can help you grow your business by. Commercients standard sync for epicor and zoho includes the integration of. These systems are used to ensure that data integration. Aug 11, 2017 a threeminute demo on epicor erp customer relationship management. Epicor crm case management what does it do for the.
Increasing your sales volume with marketingcrm epicor. An epicor gold partner, datix will ensure that youre making the most of your epicor solution. Backed by over 40 years of delivering industryspecific business solutions, epicor erp harnesses new technologies such as business analytics, big data, mobility and. Companies looking for tools to track customer relationships couldnt do better than epicor. Jitterbit provides a scalable solution for rapid epicor integration, implementation and easy expansion, allowing our customers to. Ease user adoption with a clean, modern interface, and tools to make everyones job easier. Implement faster, customize less, and see your roi sooner with software built to fit your business. Epicor is ready to help organizations take advantage of the changing economic tide with its latest enterprise resource planning erp system suite.
Epicor information worker iw provides a secure, seamless interface to your epicor crm applications within microsoft outlook, microsoft excel, or microsoft word. If you are being asked to reenter your login information, you will be returned to the page you requested after completing the sign in. Todays manufacturers have a lot to keep track of quotes, orders, rma requests, service calls, warranty information, service. Leveraging innovative technologies like web services, epicor develops endtoend, industryspecific erp designed to meet the needs. The module tightly integrates with your epicor erp 9 or epicor erp 10 system. The bottom line of the epicor crm system is it helps your company with its organization of lead generation, managing prospects, shorter sales cycles, reduced leadtimes, and more revenue. A threeminute demo on epicor erp customer relationship management. Todays manufacturers have a lot to keep track of quotes, orders, rma requests, service calls, warranty information, service contracts and more and being organized is the key to efficiently staying on top of the details so business is not lost and customer service levels are at their highest. Click here to know about epicor manufacturing erp software.
Create a marketing campaign use broadcast emails and faxes use package inserts activate promotional pricing by order or product measure your success. An exclusive erp software profile of epicor prophet 21. According to the company, the latest release includes powerful new functionality to enable manufacturers to grow, innovate, and compete in todays everchanging global landscape epicor 10. Effectively manage your entire customer life cycle with crm software from epicor. For example, the excel download capability in prophet 21 opened new opportunities for. Epicor university and the training we have done with them has really allowed us to leverage the investment in our epicor system, so we get a much greater return on that investment by having educated and trained staff to use the tool effectively. Aug 01, 2019 commercients standard sync for epicor and salesforce includes the integration of. Epicor crm isnt the only option for obtaining an integrated crm and erp solution. Building new customer relationships is important, but retaining customers is more costeffective and profitable. Epicor crm can help you stay ahead of the curve and successfully meet the challenges that the market bringshelping you effectively manage your entire customer life cycle, improve operational efficiency and accelerate growthboth internally and externally. This crm allows you to have total control over customer experience at every single. Epicor mobile crm is an integral part of your epicor erp solution, and can be utilized at no additional cost beyond your back office user licenseor crm user license.
Epicor erp is a platform for innovation to support your business now and help you grow and evolve well into the future. Epicor facilitates these scenarios within a single application that is flexible enough to grow with you as you expand your business. Epicor mobile crm for android free download and software. Manage entire customer lifecycle with crm suite of modules. Case management to accommodate some of our business processes within epicor so that we can track and report on them using dashboards, etc, we use case entry. Epicor enterprise resource planning corporateserve. Commercient sync integration for epicor 10 and microsoft. This epicor 9 and 10 video demonstration shows the customer relationship management crm functionality. Commercient sync for epicor and microsoft dynamics 365 crm. Rheinbrucke it consulting is the largest epicor partner in emeai in epicor erp implementation.
Epicor crm system provides a 360degree view of the entire customer, supplier, or partner relationship regardless of position in the customer lifecycle. Epicor erp customer relationship management epicor crm helps you manage your entire customer lifecycle, from prospect to cash, improving operational efficiency and accelerating growth both. Epicor erp is an enterprise resource planning software built for the precise needs of midsized and large businesses involved in manufacturing, distribution, retail and services. The solution you rely on to manage your customer relationships is essential to enabling growth. Embedded customer relationship management software is builtin to an erp software and can.
The epicor retail cloud solution is a modern, easytouse retail management solution, designed for thrift and specialty retailers. It supports different language and international formats, including english and spanish. Epicor is an erp software that can be integrated into your crm known as microsoft dynamics msd 365. Printing and packaging manufacturing erp hrm crm data.
If the foundation does not exist, the entire project will be full of contingencies. For security reasons, your sign in to the customer web site will expire after a period of inactivity. Epicor enterprise performance management suite english version, pdf 1. Epicor is a premier erp system and dynamics 365 crm is a powerful customer relationship management system. Epicor erp is a software solution built for the manufacturing industry aiming to help manufacturers scale up and remain agile in a changing market. Epicor software has your industry bestpractices built in. But what is it exactly thats tak ing care of all these. Download how the right erp can help simplify the everchanging business of manufacturing. Epicor erp customer relationship management brochure. These apps include features for mobile time and expense tracking.
Customer relationship management crm software epicor. Erp software and business management systems epicor. It only makes sense to take advantage of the best that both of these systems have to offer, get closer to your customers, and drive demand by syncing your epicor data with dynamics 365 crm. Curated by erp focus, your knowledge resource for erp pricing, demo and comparison information. Epicor is dedicated to providing integrated erp software with solutions for customer relationship management crm, manufacturing operations, supply chain management scm, human capital. Epicor iscala, is an affordable, yet comprehensive endtoend suite of proven business solutions for small to midmarket enterprises, operating locally and globally. Smart office helps you achieve an efficient and paperless work environment by automating all types of official communications including incoming mail, outgoing mail, internal. Epicor crm software are designed to a 360degree view of the entire customer, supplier, or partner relationship. How to select the best crm software for your business, top crm software, free, open source crm software and best practices for crm implementation. Related connectors accounting and finance crm ecommerce email erp sms. The admin can enable sales representatives to access the epicor crm system directly from their mobile device using epicor mobile solutions, or epicor web access ewa.
Epicor global business management offers organizations the essential tools needed to create and maintain a single version of the truth. Download our brief onepage case study above to see exactly how this epicor user was able to get epicor integrated with a brand new ms dynamics crm system. Buyers with more extensive needs can opt for the systems additional modules for supply chain management, product lifecycle management plm, business performance management bpm, customer relationship management crm or quality performance management qpm. Salesforce is not the only crm software available, and it is not necessarily the perfect choice for your requirements. Improve your customer relationships with tools to manage contacts, leads, opportunities, marketing campaigns, sales orders, and more. Robust crm, sfa and business intelligence capabilities. This gives you a single solution to store data, streamline processes and drive endtoend. We have packaged our logos into a handy zip file including png and pdf vector formats.
Epicor is dedicated to providing integrated erp software with solutions for customer relationship management crm, manufacturing operations, supply chain management scm, human capital management hcm and more. Building new customer relationships is important, but retaining customers is. Empower your salesforce with epicor mobile crm, to manage the sales cycle from opportunity to order shipmentanytime, anywhere. If you scroll down to extended solutions and then connectcx, you will find a recording you can download. This work would need to be scheduled so please ensure you factor this into your plans. Epicor erp manufacturing software erp epicor partner in. Epicor salesforce integration drag and drop integration.
Epicor crm case management what does it do for the manufacturer. At the end of the day, we picked epicor prophet 21 for crm, service and maintenance, and report functionality. Thats why weve designed our crm software solutions to help you stay ahead of the curve and successfully meet the challenges that the market bringshelping you manage your entire customer lifecycle, from prospect to cashto care effectively, improve operational efficiency, and accelerate internal and. Seamlessly connect epicor to any inhouse, onpremises, or cloudbased system through jitterbit harmony api integration platform. Sap provides two ways in which a print output can be converted in to a pdf format. Epicor crm provides a 360degree view of the entire customer, supplier or partner. Quickly adapt to new technology to stay competitive and grow your business. Epicor crm helps you manage your entire customer lifecycle, from prospect to cash, improving operational efficiency and accelerating growth both internally and externally. Epicor customer relationship management crm is a modern platform that provides a 360degree view of the entire customer, supplier, or partner relationship. Compose new correspondence and task through a user friendly customizable form and richtext editor from within the web browser with the ability upload attachments. Epicor enterprise resource planning six s partners. Well help you capitalize on the right features to drive business success. Mar 28, 2020 smart office helps you achieve an efficient and paperless work environment by automating all types of official communications including incoming mail, outgoing mail, internal memos, circulars, meetings. Epicor enterprise performance management suite english.