Salesforce provides features like Cloud Computing, Contact Manager, CRM
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
Does Epicor have a CRM?
Epicor CRM provides the information and control to deliver a world-class customer experience at every touchpoint. Advanced collaboration capabilities in Kinetic (new name for Epicor ERP) connect employees, departments, and supply chain partners so your whole company can be more responsive.
What is the best alternative to Salesforce?
Here the top alternatives to Salesforce as a CRM software:Best for ease of use: Pipedrive.Best for top rated: Insightly.Best for enterprise: HubSpot CRM.Best for value: Agile CRM.Best for tech savvy: Bitrix24.Best for open source: Close.Best for web-based: Redtail CRM.Best for customization: SugarCRM.More items...•
What ERP does Salesforce use?
Rootstock Cloud ERP on Salesforce provides high-speed data and application access via the cloud that allows streamlined and repeatable business processes: Automate and streamline manual tasks across the entire enterprise.
Can Salesforce replace an ERP?
However, modern cloud-based ERPs allow for easy integration. With some providers building ERP natively on the Salesforce platform, it is possible to run both CRM and ERP seamlessly on Salesforce.
Is there an alternative to Salesforce?
We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to Salesforce Sales Cloud, including ActiveCampaign, HubSpot Sales Hub, Freshsales, and Insightly CRM.
Does Salesforce have any competitors?
Some top competitors to using Salesforce as your CRM: HubSpot CRM. Vtiger Sales CRM. SugarCRM. Zoho CRM.
Which ERP works best with Salesforce?
Best Enterprise Resource Planning Apps Integrated with Salesforce Sales CloudVersa Cloud ERP. 4.8. ... Sage Business Cloud. 3.4. ... Yunbit ERP. 4.5. ... Fulcrum. 4.7. ... Kenandy Cloud ERP. 5.0. ... FinancialForce ERP. (0) ... Rootstock Cloud ERP. (0) Cloud ERP Software. ... SOFTRAX Revenue Manager. (0) Automation for complex revenue recognition processes.More items...
Is Epicor and ERP system?
Epicor Kinetic is the cloud ERP that can help you maximize momentum and profitability. This is the future-focused force in manufacturing.
Is ERP the same as CRM?
While the entire organization will come to rely on both ERP and CRM systems, the fundamental difference between ERP and CRM is that ERP is primarily for financial data and the finance department, while CRM is customer data used by the sales and customer service departments.
Is Salesforce and SAP the same thing?
Although Salesforce and SAP both provide the CRM software to the customer, both are still much different from each other. Salesforce is one of the earliest cloud-based companies to provide the CRM software, whereas SAP has now started SaaS-based CRM.
How does Salesforce integrate with ERP?
Salesforce Billing complements enterprise resource planning (ERP) platforms by converting Salesforce CPQ's lead-to-order data into transactional data. The conversion allows ERP systems to inherit matching data, which they can use for accounting functions like general ledger and financial reporting.
Is Salesforce a PSA?
PROFESSIONAL SERVICES AUTOMATION (PSA) ON SALESFORCE. Precursive is a Professional Services Automation (PSA) solution that is 100% native to the Salesforce Platform.
Likelihood to Recommend
Epicor is an excellent system for most manufacturing customers and offers several features previously only offered on the very large (e.g. Oracle, PeopleSoft, etc) level platforms. Yet the pricing is mid-level, and the expandability through additional modules provides a great opportunity for future business growth.
Pros
Epicor has the best product configurator that I have seen on the market. This was one of the main reasons we went with Epicor, and have not been disappointed at all.
Cons
Consultants should be very well trained to make sure program integrity is maintained during challenging implementations.
Usability
It is a good service to have people update and collaborate with I also like the ease of it. It keeps the stock of materials accountable
Support Rating
If the answer to your problem is not readily available in an answer book, your response or solution will take months, if you get one at all. Problems need to be sent to support and duplicated by them before they try to fix it. This is extremely frustrating because you have to prove to Epicor that you are having an issue.
Alternatives Considered
Everyone at our organization really appreciated "made 2 manage" because of all of the quick access and some of the capabilities in accounting. So far, Epicor is much more advanced but the two can stand side by side.
Scalability
The software is pretty easy to use. Things are pretty clear on how to do them and if you don't know how to do something they have instructions on how to do them or you get an error code telling you exactly what to do. I have been satisfied with my overall experience.
Why integrate Salesforce with Epicor?
The cost of technology will always be a prominent driver in decision-making, and Salesforce-Epicor integrations offer unique licensing options to provide lower upfront costs as well as annual fees. As separate entities, your business will be paying for initial licensing on both ends, but when you bring one system into the other, you avoid the need to scale up on either side. Thus, by integrating your two environments, you end up saving a significant amount of money and time.
Is Salesforce better than Epicor?
Most companies will cycle through large scale operations for bigger clients and smaller ticket items for small-medium sized organizations. With Salesforce and Epicor, you get a system that addresses both sides of the spectrum. While Salesforce is excellent at tracking big order operations, Epicor is great for quoting smaller orders and single ticket entries. On both ends, you get to use both applications with accessible data for your entire team.
Description
Bridge the gap between your CRM and ERP software with Unity Salesforce to Epicor® integration. Don’t let a slow communication error cost you a sale. Fast start and easy install.
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Datix specializes in understanding business processes and leveraging that knowledge towards software that can transform your organization.
What is Salesforce EDI?
Salesforce uses EDI File Exchange for its Connector-Adapter (API). This allows for the integration of data in the Pricing and Fulfillment categories. Here's a brief list of some possible workflows:
How many endpoints can an API expose?
There can be literally hundreds of endpoints an API can expose to a connector (Clarity's eCommerce API exposes over 10,000) and the list can be very different from the two sides you're integrating. This is important because you may want to push or pull information from an application that can't be easily accessed or loaded to an application that doesn't support that type of data (Accounts and Contacts may both be in your CRM and ERP, but products and inventory may only exist within the ERP).
Succinct Data Entry and 360-Degree Customer View
Robust Dashboards and Automation
- Another significant aspect of Salesforce-Epicor integrations is the ability to use Salesforce’s robust collection of dashboard capabilities to give management/sales reps better insight into customer data. Although Epicor does have significant dashboards and reporting functions, they’re nowhere close to the cache of options a business can leverage in Salesforce. Additionally, Sales…
Integration Customization
- We’ve blogged about the effectiveness of custom Salesforce-Epicor integrationsbefore, and although out-of-the-box solutions can be helpful, there’s nothing quite like a customized environment. When you opt for a custom integration between Salesforce and Epicor, you open your business to a tailor-made solution that targets your specific pain points. As a bonus, most …
Project Versatility
- Most companies will cycle through large scale operations for bigger clients and smaller ticket items for small-medium sized organizations. With Salesforce and Epicor, you get a system that addresses both sides of the spectrum. While Salesforce is excellent at tracking big order operations, Epicor is great for quoting smaller orders and single ticke...
Cost-Efficient
- The cost of technology will always be a prominent driver in decision-making, and Salesforce-Epicor integrations offer unique licensing options to provide lower upfront costs as well as annual fees. As separate entities, your business will be paying for initial licensing on both ends, but when you bring one system into the other, you avoid the need to scale up on either side. Thus, by integ…