Bridging the Gap Between Epicor and Sales

That’s where Allium came in.

Instead of trying to force Epicor to act like a CRM, we introduced Salesforce as the system of engagement and connected it seamlessly with Epicor in the background. The goal wasn’t to replace Epicor—it was to make the two platforms work seamlessly together.

We started by building a structured opportunity management process inside Salesforce. This gave the team a clear, consistent way to track deals from initial conversation through close.

From there, we integrated the core data that drives the business—accounts, contacts, products, quotes, and orders—ensuring that Salesforce and Epicor were fully integrated and fulfilling the manufacturing and sales needs. No more jumping between systems. No more duplicate data. No more guesswork.

But just as important as the integration was usability.

We designed the system with the sales reps in mind, especially those working remotely or in the field. Instead of fighting with a complex interface, they now had intuitive access to the information they needed, exactly when they needed it.

At the same time, we built out reporting and dashboards that gave leadership something they had been missing for years: real visibility.

From Friction to Flow

Sales reps no longer had to rely on Epicor for day-to-day activity. Instead, they worked entirely within Salesforce, where the process felt natural and efficient. This shift alone removed a major source of friction and freed up time for what actually drives revenue: selling.

For leadership, the impact was even more significant.

With real-time dashboards and accurate pipeline tracking, they could finally see what was happening across the business. Forecasting became more reliable. Decisions became more informed. Instead of reacting to problems, they could get ahead of them.

Perhaps most importantly, the integration eliminated the silos that had been slowing the company down. Data flowed seamlessly between systems, teams were better aligned, and the entire organization operated with a shared understanding of the sales pipeline.

A Stronger, More Visible Sales Process in Epicor

Today, Salesforce serves as the front-end engine for sales, while Epicor continues to power the operational side of the business—exactly as it should.

The result is a system that works with the team, not against it.

Sales reps are more productive. Leadership has the visibility they need to run the business. And the organization as a whole is operating with greater clarity, alignment, and confidence.

What started as a challenge with visibility and usability turned into a complete transformation of the sales process.

Looking Ahead

For manufacturers relying on Epicor, this story is a familiar one.

The system is powerful—but without the right tools around it, sales teams are left filling in the gaps themselves.

The good news is, it doesn’t have to be that way.

With the right integration and the right approach, Epicor can become part of a much larger, more effective sales ecosystem—one that gives your team the visibility, efficiency, and momentum they need to grow.

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