Epicor CMS Integrations

Configure One Cloud, a product of Revalize, enhances sales cycles, simplifies business operations, and boosts efficiency through its premier CPQ solution. Leveraging over two decades of experience in the manufacturing sector, it facilitates the development of custom product configurations, instantaneous pricing calculations, seamless production data integration, and secure order placements, all integrated within a single platform. Elevate your manufacturing and sales processes with Configure One Cloud's sophisticated CPQ system, designed specifically for intricate product configurations and adaptable to global markets. As a proud member of Revalize, a frontrunner in CPQ, PLM, and design solutions, it offers a more streamlined journey from concept to revenue. Supporting over 15,000 clients worldwide, Revalize empowers businesses to effectively design, model, develop, and market an astounding $100 billion in products each year. Join a growing community of manufacturing pioneers who are adopting Configure One Cloud as a fundamental element of their digital transformation initiatives. With Revalize, no matter where your business journey begins, the potential for improved outcomes is always within reach. Discover the transformative power of Configure One Cloud today and revolutionize the way you operate.

VKS streamlines the transition from traditional paper-based work instructions to a fully digital factory environment. Our visual work instruction solution offers numerous advantages, such as eliminating the need for paper entirely. By utilizing digital formats, organizations can achieve superior outcomes, including a remarkable reduction in defects by as much as 95% through in-process quality checks. Additionally, standardizing best practices can lead to a productivity boost of 20%. With our system, you can monitor your processes with complete accuracy and gain real-time control over operations. This advancement facilitates quicker and more precise operational decision-making while also helping to capture essential tribal knowledge, effectively bridging the skills gap within your workforce. Furthermore, the transition to digital not only enhances efficiency but also fosters a culture of continuous improvement across the organization.

Aatmunn is an industrial safety and intelligence platform that connects workers, workplaces, and assets into a unified data ecosystem. The platform is designed to provide organizations with real-time visibility into safety conditions, operational risks, and equipment performance across industrial environments. Aatmunn allows companies to digitize and automate safety processes such as inspections, compliance tracking, and incident monitoring. Through its applications, organizations can manage lone worker safety, monitor hazardous gas exposure, track worker health indicators, and control access to restricted zones. The platform also includes asset tracking tools that provide real-time visibility into the location and utilization of equipment and tools. At the core of the system is SPANR, a unified data platform that collects information from connected devices and systems and transforms it into actionable insights. SPANR normalizes data from multiple sources and enables cross-application workflows, intelligent alerts, and predictive risk analysis. This integrated approach helps organizations detect potential safety issues early and take preventative action before incidents occur. Aatmunn also enables collaboration across stakeholders including safety managers, enterprise teams, system integrators, OEMs, and insurance providers. By providing a single platform for safety data, operational intelligence, and asset monitoring, Aatmunn helps industrial organizations improve safety outcomes while optimizing operational efficiency.

BestCPQ software provides an outstanding solution for users of Salesforce, allowing businesses to create detailed quotes that comply with complex product, pricing, and regulatory requirements, which ensures that sales teams quickly have the necessary resources to close larger deals efficiently. Tailored for organizations with diverse products, services, and distribution networks, it amplifies the effectiveness of Salesforce CRM to reach its fullest potential. One significant benefit of BestCPQ is its smooth integration with your ERP system, making essential information easily accessible to the relevant sales staff. This strong link guarantees that finalized orders can directly impact ERP processes, thus removing the need for redundant data entry tasks. Operating on the reliable commercial SYNC platform, BestCPQ enhances connectivity between front office and back office operations. With BestCPQ implemented, sales representatives and partners gain immediate access to intricate product configurations, pricing models, and business guidelines, which enables them to create accurate quotes swiftly. This capability minimizes mistakes while also empowering sales teams to achieve improved business outcomes, thereby nurturing stronger customer relationships. The efficiency and effectiveness of sales processes are significantly improved, making BestCPQ an indispensable asset for any organization striving for operational excellence. In summary, BestCPQ emerges as a crucial component for enhancing sales productivity and overall business function.

Accessing and sharing customer, vendor, or employee information from your ERP or CRM systems becomes a breeze with a SharePoint portal. This system maintains data security by restricting visibility to only those users who are authenticated. Leveraging the Office 365 platform, which underpins all DynamicPoint portals, organizations can seamlessly incorporate workflows with data collection forms, thereby optimizing their operations. With self-service options available 24/7, a noticeable enhancement in customer satisfaction is inevitable. Furthermore, partners have the ability to engage directly with your team, facilitating real-time responses to inquiries without relying on phone calls or emails. Acting as a gateway, our portal provides access to business data stored within your ERP and CRM systems, removing the need for data duplication or synchronization. The information is delivered in real-time, ensuring that it remains accurate and timely. Built on the robust Microsoft Office 365 framework, users can also leverage the suite's capabilities, including Microsoft Power Automate for improved workflow management. This seamless integration not only boosts productivity but also nurtures a collaborative atmosphere that can swiftly adapt to changing business requirements. Ultimately, the portal enhances operational efficiency, enabling teams to focus on strategic initiatives rather than administrative tasks.

Effortlessly capture vendor invoices through various adaptable methods including email, mobile apps, vendor portals, and check requests. Employing OCR technology along with predefined templates, you can automate data extraction while smoothly integrating with your ERP system. By making the most of your current Office 365 subscription, along with tools like SharePoint and Microsoft Power Automate, you have the opportunity to create an all-encompassing invoice automation system that cuts costs for your organization. This robust solution includes features such as Microsoft Power Automate workflows, the security measures inherent in SharePoint, Power App functionalities for check requests, integrated OCR technology, and Microsoft Forms to facilitate vendor onboarding. All of these capabilities can be implemented on a platform you are likely already familiar with. Our EasyAP365 application integrates directly with your ERP, ensuring that once an invoice receives approval, the related transaction is created immediately and in real time, accommodating both purchase orders and invoices without purchase orders. Built on the Microsoft Office 365 framework, this innovative product ensures smooth operation and access through tools you already use. Furthermore, the flexibility of this solution allows it to adapt and evolve alongside your business's changing requirements. It truly offers an efficient path towards streamlined invoice management and operational efficiency.

EasyEXP365 Employee Expense Management optimizes the workflow of capturing, coding, reviewing, and approving employee expense reports, providing a simpler and more cost-effective alternative to traditional methods. Utilizing Office 365 functionalities like SharePoint’s document libraries, Power Automate for automated workflows, and Power Apps for mobile entry, it offers an intuitive platform that is notably more economical than other solutions available, without sacrificing critical features. This application integrates effortlessly into your current system, ensuring a smooth user experience that takes full advantage of the Microsoft Power Platform's capabilities. The subscription model aligns with services you likely already have, enhancing its accessibility for users. Furthermore, EasyEXP365 enables integration with your ERP system, which allows for immediate transaction creation once an expense report is approved through web services. It also provides the ability for employees to assign credit card transactions to the appropriate GL accounts while conveniently attaching receipts for proper documentation. By doing this, EasyEXP365 not only boosts operational efficiency but also simplifies compliance and record-keeping processes for your organization, making financial management more streamlined and effective. With its innovative features, this tool empowers businesses to better manage their expenses while remaining compliant with regulatory requirements.

The B2B Portal serves as an advanced cloud-based e-commerce solution meticulously crafted for the complexities of business-to-business interactions, distinguishing itself from generic consumer-focused platforms and enabling companies to move away from outdated and fragmented practices towards a unified digital sales ecosystem. This portal includes a true B2B ordering interface that integrates effortlessly with current systems like ERP and PIM, guaranteeing real-time updates for product details, inventory status, pricing, and orders without the dependency on middleware or the risk of data discrepancies. Consequently, it supports self-service catalogs that feature tiered pricing, customized contract offers, bulk purchasing options, approval workflows, and access controls tailored to different buyer roles. Besides enhancing order management and processing, it also optimizes everyday tasks such as quote-to-cash processes and inventory alignment, significantly reducing mistakes and expediting order fulfillment. Additionally, the platform enables the personalization of workflows and pricing strategies to align with unique business needs while offering comprehensive analytics and reporting tools that provide critical insights into overall operational performance. By leveraging these capabilities, the B2B Portal not only improves operational efficiency but also propels companies toward sustained growth through a revitalized digital infrastructure. This comprehensive approach ultimately positions organizations to adapt to evolving market demands with greater agility and effectiveness.

The Glantus Data Platform acts as the core foundation of our services, offering an all-encompassing solution for overseeing accounts payable operations. This platform integrates effortlessly with your data sources, identifying discrepancies and optimizing working capital. By prioritizing intelligent automation, it quickly boosts operational efficiency, while sophisticated analytics monitor performance in real-time. You can consolidate data from diverse transactional systems and utilize it effectively. It features standard connectors that are compatible with all major ERP systems and provides a rapid no-code interface for both specialized and legacy systems. Our solutions empower Finance Shared Services and Global Business Services to recover lost profits and create new revenue streams. Additionally, we help revive stalled automation projects by facilitating data streaming from existing systems. Through the use of advanced anomaly detection, real-time data analysis is performed to drive cost savings. The recovery audit process successfully returns funds to your balance sheet in a timeframe of 4-6 weeks, granting you access to refined data from all departments and systems to identify error trends. Ultimately, this platform is crafted not only to boost efficiency but also to revolutionize your organization’s financial framework, paving the way for enhanced decision-making and strategic growth. The comprehensive nature of this platform ensures that every aspect of your financial operations is optimized for success.

Optimizing the gathering and management of tax information in your organization can significantly boost productivity, allowing you to focus more on strategic efforts that foster growth. Longview Tax equips you to utilize tax data proficiently, uncovering critical insights that shape your decision-making strategies. By automating tax data management from a unified platform, you can streamline your tax operations, enhance confidence in data accuracy, and reduce operational expenses and related risks. This automation removes the dependency on your tax team for manual data transfers from the finance department, which frequently delays the integration of book income. Consequently, you will notice a considerable decrease in the time dedicated to manual processes, enabling your team to function with greater agility and accelerate the tax filing timeline while improving the department's self-sufficiency. This evolution not only maximizes your resources but also prepares your organization to tackle tax-related issues proactively, ensuring you remain ahead in a dynamic landscape. Ultimately, embracing such innovative solutions can lead to a more resilient and responsive tax strategy.

Radley's iSC supplier management system provides a streamlined method for automating repetitive supplier transactions, which aids in the efficient management of purchase orders, shipping notifications, and invoices. This innovative platform supports demand management, reduces supplier risks, and increases visibility into supplier interactions, thereby enhancing operational efficiency. By utilizing Radley iSC, companies can significantly lower costs through complete inventory visibility, even while items are actively in transit. Additionally, the system offers the capability to swiftly switch to alternative suppliers when necessary, thus safeguarding against potential disruptions in the supply chain. The software not only automates invoicing and buyer remittances but also produces detailed performance reports for suppliers, ensuring compliance with industry standards and OEM requirements. Users benefit from the ability to efficiently monitor exceptions, track shipments, and oversee all facets of releases, shipment instructions, purchase orders, and transactions. By doing away with manual data entry, phone calls, emails, and faxes, businesses can significantly enhance their operational efficiency. Suppliers are integral to the smooth operation of production and timely order delivery. Explore how the iSC vendor management software can equip your business to outperform competitors and rejuvenate your outdated supply chain into a rapid, efficient framework that fosters growth. Furthermore, these advancements not only boost productivity but also contribute to strengthening overall supplier relationships, paving the way for long-term success.

Effortlessly streamline, enhance, and share product information across a variety of languages and platforms with ease. DCKAP PIM, formerly known as flexiPIM, provides a robust, dynamic, and user-centric product information management solution. You can effortlessly gather complex product data and import it in multiple formats, such as .xlsx, .xls, and .csv. The platform automates data collection from existing legacy systems and data providers, which significantly simplifies your workflows. Thanks to its built-in connectors and flexible import options, managing data becomes a straightforward task rather than a burden. You can import various product data file formats into DCKAP PIM from nearly any source, making the process highly accessible. Frequently utilized import files can be conveniently saved as templates for easy reuse, further optimizing your operations. The system also simplifies the acquisition of high-quality product content through integration with content aggregators like CNET, DDS, Unilog, and Trade Service. Furthermore, it allows you to efficiently organize your products and maintain a well-structured catalog that is easy to navigate. You can effortlessly add, adjust, and distribute assets to enrich your product descriptions, all from a unified interface, ensuring your eCommerce store remains both visually appealing and user-friendly. Ultimately, DCKAP PIM empowers you with the essential tools needed to elevate your product information management to an entirely new level, enhancing your overall business efficiency. By leveraging its features, you can focus more on strategic initiatives rather than getting bogged down by data management tasks.

AtClose represents the future of digital solutions for title, mortgage, and escrow services, facilitating quicker closings and providing data-driven insights that enhance communication while shortening the processing time for title and mortgage lending. The platform automates various aspects of title, settlement, and appraisal processes, with workflows and comprehensive vendor management tools that simplify intricate tasks. Seamlessly integrated with major lenders and vendors, it supports all stakeholders involved in both pre- and post-closing phases. This powerful software is crafted to boost accuracy, minimize repetitive tasks, strengthen vendor partnerships, and significantly save time. It also features automated processes for appraisals, along with title and settlement processing, ensuring efficiency through advanced search automation. Furthermore, it offers post-close and recording automation, effectively managing underwriters, vendor oversight, and detailed reporting. Users benefit from a dynamic, template-driven document generation system, with distinct portals and systems tailored for both vendors and clients, enhancing the overall user experience. As a result, AtClose sets a new standard in the real estate industry, paving the way for innovations that transform how transactions are handled.

Swift Finance provides a customized solution specifically designed for accountants and financial analysts working in the finance departments of medium-sized companies. Our platform significantly boosts the productivity of critical financial tasks, such as month-end and year-end closings, along with planning and forecasting activities. Supported by the cutting-edge infrastructure of Virtual Cube Solutions, we have been assisting finance teams in both mid-sized and large organizations for over twenty years, optimizing their financial workflows. Users can operate effortlessly within a standard Excel sheet instead of relying on pivot tables, allowing for easy drag-and-drop manipulation of data elements. With a single click, you can arrange your figures precisely as needed. Activities like formatting, incorporating Excel formulas, and hiding rows or columns become straightforward. Moreover, typical Excel worksheets streamline data entry and validation processes, enabling users to create and manage multiple budgeting scenarios directly within the Microsoft Excel framework. This adaptability also allows for the rapid generation of various budget iterations, which enhances overall financial planning capabilities. In summary, Swift Finance makes complex financial operations more accessible and user-friendly, ultimately transforming how finance teams approach their tasks.

SupplyMover stands out as the premier CRM, e-commerce, and sales enablement platform tailored specifically for distributors. With this all-in-one solution, you can streamline your operations seamlessly using a user-friendly interface that includes specialized tools for your industry. Accessing and structuring your data is a breeze, allowing you to leverage AI-driven sales recommendations, a dedicated online shopping portal, and robust management capabilities for both customers and products. Additionally, you can take advantage of comprehensive analytics, workflow automation, and automated lead management, among other features. SupplyMover empowers distributors to create an optimized workspace that caters to their unique needs, ensuring efficiency and effectiveness in every aspect of their business. By harnessing these advanced capabilities, your distribution operations can thrive like never before.

Longview Transfer Pricing optimizes and simplifies operational transfer pricing by integrating data from multiple sources into a cohesive system that manages elements such as data gathering, allocation, segmented reporting, and profitability assessments through customizable and user-friendly modules. Its rule-based engine enables the calculation of transfer pricing targets and necessary adjustments at various levels, including product, entity, and counterparty, while allowing for intraperiod analyses and goal-seeking scenarios, leveraging historical data to monitor margins and maintain adherence to global compliance standards. Users can efficiently coordinate intercompany transactions, create multi-dimensional segments encompassing product, geographic area, and cost center, and execute real-time currency conversions while managing foreign exchange rates effortlessly. Additionally, with the support of dynamic dashboards, captivating visualizations, and in-depth analytics, finance and tax experts can extract valuable insights into pricing strategies, ensuring thorough audit trails and documentation in accordance with BEPS regulations. This holistic approach not only facilitates compliance but also significantly enhances decision-making capabilities throughout the organization, fostering a more informed and agile business environment. Moreover, it empowers teams to adapt swiftly to changing market conditions and regulatory requirements, ultimately driving improved financial performance and strategic alignment.

DDS operates as a cloud-based platform dedicated to "data delivery," specifically designed for manufacturers and distributors engaged in the industrial supply chain. It streamlines the automated gathering, enhancement, standardization, and dissemination of extensive product information. By connecting with thousands of manufacturers, DDS collects a wealth of approved product data, encompassing specifications, images, and documentation. The platform utilizes AI-driven techniques to enrich and standardize catalogs, ensuring that the data is prepared for seamless distribution across various systems, including ERP, PIM, ecommerce, or custom platforms. Furthermore, DDS offers automated exports that can be scheduled, unlimited, or on-demand, distributing to over 450 distributor endpoints while accommodating various system formats. This capability significantly speeds up SKU publication, setting a new industry standard for time to market, while also boosting online conversion rates and reducing manual data management costs by 60-80%. Unlike traditional product information management (PIM) systems that focus primarily on internal data governance, DDS prioritizes effective data delivery and syndication. This distinct emphasis on operational efficiency allows businesses to thrive and maintain a competitive edge in a fast-paced market. In doing so, DDS not only enhances the flow of information but also fosters innovation in the supply chain landscape.

B2wise is a cloud-based platform designed for effective supply chain management and execution, rooted in the philosophy of Demand Driven Material Requirements Planning (DDMRP). Eschewing conventional MRP systems that depend heavily on predictions, it embraces a pull-based approach that utilizes real demand, strategic inventory buffers, and flexible scheduling to maintain a smooth flow of materials and cash flow. The key modules of this platform work in harmony to address supply chain unpredictability, adapt to demand fluctuations, and provide clear, prioritized planning cues as opposed to complex and error-laden schedules. Furthermore, B2wise integrates AI capabilities, highlighted by its unique CommWise.AI module, which allows organizations to develop customized S&OP dashboards, scenario planning tools, and real-time tactical hubs. This functionality supports rapid "what-if" assessments, automated alerts, buffer modifications, and continuous alignment between supply and demand, ultimately improving decision-making and efficiency in operations. Additionally, these innovative features empower businesses to respond to evolving market conditions with greater agility than ever before, fostering resilience and adaptability in their supply chain strategies. As a result, companies leveraging B2wise are better positioned to navigate the complexities of modern supply chain challenges.

Kurv serves as a comprehensive payment solution designed to revolutionize how businesses manage and accept payments, offering a diverse suite of tools for in-person, online, mobile, and self-service checkout options, all seamlessly integrated into a unified system that evolves with business needs. Key aspects include the secure acceptance of contactless payments and Tap to Pay directly on compatible smartphones, eliminating the requirement for extra hardware, in addition to integrated payment gateways, virtual terminal processing, and flexible invoicing that allows merchants to send payment requests or invoices via text or email. Moreover, merchants can generate personalized QR codes, keep track of sales and inventory, and access real-time reporting and analytics through an intuitive dashboard, complemented by 24/7 customer support based in the U.S. Kurv also integrates robust fraud prevention techniques, chargeback detection, AI-driven risk analysis, and compliance measures to ensure transaction security, while providing customizable options like automated recurring billing and white-label payment pages, which allow businesses to tailor solutions to their unique needs effectively. By adopting this all-encompassing approach, Kurv not only streamlines payment processes but also significantly boosts customer satisfaction, reinforcing its value proposition in the competitive payment solutions market. With Kurv, businesses are equipped to adapt swiftly to changing market dynamics while ensuring a hassle-free payment experience for their customers.

Point of Rental delivers advanced software solutions designed for rental and inventory management, focusing on the automation and optimization of all facets of rental operations, including inventory tracking, online booking management, contract oversight, inspection processes, billing and invoicing, maintenance scheduling, dispatch management, customer relationship management, data analysis, and integrated e-commerce functionalities that offer real-time updates. This software is versatile, suitable for cloud-based applications tailored to small and mid-sized rental businesses, as well as extensive, ERP-compatible systems for large enterprises operating in various locations, featuring a built-in CRM, mobile optimized capabilities via the POR One app, customizable dashboards, and a wide range of integration possibilities with accounting software, telematics, and other business systems, which collectively boost operational effectiveness and enhance customer satisfaction. By utilizing Point of Rental, rental teams can minimize the chances of double bookings, maintain accurate inventory control, and significantly improve the overall experience for their customers, ultimately leading to increased loyalty and repeat business. Additionally, the comprehensive nature of the software ensures that all rental operations are seamlessly coordinated, allowing businesses to focus on growth and service excellence.

Kavida.ai is an advanced platform dedicated to knowledge management and collaborative workspaces, utilizing artificial intelligence to help users and teams efficiently capture, connect, and contextualize their information within a unified notebook interface. By removing the necessity for manual tagging, folders, and disorganized documents, it adeptly manages notes, research, documents, links, and conversations through the use of semantic AI, which builds a detailed knowledge graph that showcases related concepts. This cutting-edge system not only automatically produces summaries but also delivers pertinent insights in real-time as users work on their projects, effectively reducing cognitive load and simplifying the process of finding and reusing information. Moreover, it supports natural language queries, enabling users to ask questions about their knowledge repository and receive clear, AI-generated answers that reference the original context. In addition, Kavida.ai features a range of versatile tools specifically crafted for outlining, brainstorming, planning, and project tracking, which adapt to the distinct workflows of each user, ensuring a personalized and effective experience. The platform ultimately seeks to revolutionize how individuals and teams engage with their knowledge resources, promoting enhanced collaboration and productivity across diverse tasks, while also continuously adapting to user feedback and evolving needs.

Puntt AI is an automated review solution specifically designed for regulated enterprises, aimed at efficiently verifying that marketing and packaging materials adhere to brand, legal, and regulatory requirements within the tools already in use by teams. By utilizing AI agents to examine creative assets, it significantly accelerates the review process, cutting down approval times from weeks to just hours, which is a remarkable improvement over traditional manual methods. The platform offers seamless integration with popular project and design tools such as Wrike, Asana, Figma, Adobe Creative Cloud, Google Drive, Microsoft 365, Jira, and Esko, allowing teams to perform compliance checks without disrupting their existing workflows. Additionally, it proactively detects possible issues like unauthorized claims, packaging errors, or typographical mistakes, which helps in enabling prompt revisions and reducing costly rework. This innovative approach not only streamlines the review process but also empowers teams to concentrate on creativity and innovation while ensuring adherence to compliance standards. As a result, Puntt AI transforms the landscape of compliance reviews, making them faster and more efficient for enterprises.

Adopting Headless architecture not only simplifies and accelerates the shopping journey but also personalizes it to align with individual consumer preferences. This innovative framework enables the independent operation of the front-end and back-end of your eCommerce platform, thereby maximizing their respective strengths to enhance business performance. The dynamic nature of consumer preferences and industry advancements can present significant challenges; however, Headless eCommerce facilitates a more efficient adaptation to these changes. By being proactive in fulfilling customer expectations and embracing new technologies, you can deliver an outstanding shopping experience. The omnichannel advantages of this approach ensure that content is tailored for your audience, leading to highly personalized interactions. This allows you to effectively engage with your customers through both current and emerging technologies, including the Internet of Things (IoT), which boosts your operational flexibility. Furthermore, this strategy enhances your business's resilience against potential disruptions by introducing greater adaptability. It also strengthens your defenses against fraud and cybersecurity threats, which are increasingly important in today's digital landscape. Neglecting to evolve with the demands of experience-driven shopping can have serious repercussions. Transitioning to a Headless model unlocks numerous competitive advantages, particularly in collaboration with partners like DCKAP, who can help amplify your eCommerce initiatives. In conclusion, shifting to Headless architecture is more than a mere technical upgrade; it represents a strategic decision that lays the groundwork for sustained success and growth in the ever-evolving marketplace.