Salesforce Epicor Integrations

Sales teams were never meant to operate inside an ERP like Epicor—yet that’s exactly what many manufacturers, distributors, retail companies, and service-oriented business are forced to do. As a result, critical sales activity happens outside the system in inboxes, spreadsheets, or not at all.

This also forces sales reps to focus on low-value tasks—spending time trying to remember when a quote was sent and to which company, instead of relying on automated follow-ups and reminders.

A Better Way

Salesforce + Epicor

Epicor’s pipeline visibility doesn’t exist until a quote is created, forecasting is unreliable, and leadership is left making decisions without a clear picture of what’s actually coming.

For reps using epicor, the system feels clunky and disconnected from how they sell, so adoption drops and data quality suffers. What should be a revenue-driving process turns into a guessing game—and deals start slipping through the cracks.

Integrating salesforce allows the two systems to function together. This creates a connected system where sales activity, quoting, and customer data are fully aligned—eliminating gaps, manual work, and missed opportunities.

• Teams are looking at the same numbers
• No more duplicate client accounts
• Streamlined quoting
• Automated tasks for sales reps
• Accurate revenue forecasting, enabling leadership to make informed decisions

Real Results — Epicor Integration Success Story

Modernizing Sales Drives Real Business Impact

Customer Story:

In one recent project, a global manufacturing company had limited visibility into opportunity stages. Sales teams were managing contacts in Outlook and found Epicor difficult to navigate, particularly for their mobile workforce. Leadership also lacked clear, consolidated reporting and quoting across multiple Epicor companies.

Key Challenges this included:

• No defined opportunity stages or centralized pipeline visibility
• Limited reporting for leadership decision-making
• Multiple Epicor instances requiring integration
• Sales teams moving between systems to access critical information

This meant that only the most organized sales reps were likely to maintain detailed records on their own, while others risked having no records and losing business. The lack of sales visibility also prevented the team from providing actionable next steps for reps. As a result, executives struggled to gain clear visibility into the sales pipeline, track quotes, manage follow-ups, and understand overall sales health.

✔ Improved executive dashboards and reporting — full visibility of quotes going out and the sales pipeline, which led to more accurate forecasting.

✔ Reduced dependency on direct Epicor access for Sales — everything is in one place, so sales reps can focus on sales.