How a Global Manufacturer Gained Full Sales Visibility with Salesforce & Epicor

Many manufacturing companies rely on their ERP as the backbone of their business—but when it comes to Sales, that foundation often isn’t enough.

That was the case for a global manufacturing company that came to us struggling to understand and manage their pipeline. While they were using Epicor to support their Sales process, it was never designed to function as a full CRM—and the cracks were starting to show.

The Challenge: Limited Visibility and Fragmented Sales Processes

Without a true CRM in place, the organization lacked visibility into what was actually happening across their Sales team. Pipeline data only became available once quotes were created, which meant leadership had little to no insight into early-stage opportunities or overall pipeline health.

At the same time, Sales activity was scattered. There was no centralized way to track communications, measure performance, or understand conversion rates. Multiple Epicor instances across the business only added to the complexity, making it nearly impossible to get a unified view of Sales performance.

For the reps themselves, the system was difficult to navigate—especially for those in the field—leading to inefficiencies and inconsistent usage.

The Solution: Connecting Salesforce and Epicor

To solve this, Allium implemented Salesforce and integrated it bi-directionally with Epicor ERP.

This allowed Epicor to remain the system of record, while Salesforce became the system of engagement for Sales. A structured Opportunity process was introduced, giving the team a consistent way to manage deals from initial prospecting through close.

At the same time, key data—accounts, contacts, products, quotes, and orders—was synchronized between the two systems. This ensured that Sales and operations were always aligned without requiring duplicate work.

To further enhance productivity, tools like Salesforce Maps and Salesforce Inbox were introduced, making it easier for reps to plan visits and manage communications directly within their workflow.

The Result: A More Connected and Predictable Sales Organization

With the right systems in place, the transformation was immediate.

The Sales team gained full visibility into their pipeline, from early-stage leads to closed deals. Leadership could finally rely on accurate forecasting and meaningful reporting to guide decision-making. At the same time, automation reduced manual work, allowing reps to focus more on selling and less on administrative tasks.

Perhaps most importantly, the entire organization became more aligned. With all Sales activity tracked in one place and shared across systems, communication improved and processes became more consistent.

Final Thought

For companies trying to manage Sales within an ERP alone, the issue isn’t effort—it’s visibility.

By pairing Epicor with Salesforce, this organization didn’t just improve their process—they fundamentally changed how their Sales team operates, making it more efficient, more predictable, and better equipped to grow.

Learn more about salesforce Epicor integrations.

Contact us to learn more about how Allium can help your business!