Epicor CRM Integrations

Epicor Vision is a robust enterprise software solution designed for automotive aftermarket parts distributors focused on enhancing customer service and boosting profitability. This all-encompassing distribution management system is equipped with numerous high-value features that not only drive efficiency and increased profitability but also connect nearly every facet of your business, ensuring competitiveness in the current aftermarket landscape. Notable features include sophisticated inventory management and adaptable pricing strategies; cutting-edge sales acceleration tools; comprehensive insights into performance analytics; essential Epicor Vista® parts demand intelligence; connectivity channels that expedite operations throughout the supply chain; distinctive tools aimed at enhancing customer loyalty, such as CRM modules; seamless integration with the JMO warehouse management system; and visibility of inventory across the enterprise at points of sale. Designed to cater specifically to your individual business needs, Epicor Vision software simplifies the integration of all essential business processes into a unified platform, thereby streamlining operations even further. By choosing Epicor Vision, companies can not only stay ahead of the competition but also create a more cohesive and responsive business environment.

Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

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.

The SSIS+ suite from COZYROC features over 270 data integration connectors, ETL components, and tasks designed to facilitate the creation of ETL solutions using Microsoft SQL Server Integration Services. This extensive collection empowers developers to streamline their data processing workflows efficiently.

With no setup fees or ongoing maintenance costs, UROUTE accommodates unlimited users across multiple locations. Its sleek design and user-friendly interface ensure that daily operations are straightforward and efficient, enabling users to quickly discover significant savings in both time and expenses. The concept of integrating the right processes and advanced tools to enhance operational capabilities provides your team with a distinct edge in the market. Thanks to UROUTE’s seamless vendor connectivity and easy-to-use platform, teams can make swift and precise decisions, which ultimately conserves resources and strengthens their competitive position. UROUTE is designed to be both scalable and rich in features, recognizing that each client may have different demands regarding volume and configurations. Our approach involves thoroughly understanding our potential customers, crafting a tailored implementation and operational strategy, and presenting a competitive monthly subscription without hidden fees. We prioritize transparency in our pricing model, ensuring our clients are never caught off guard with unexpected charges or additional fees based on their feature choices. This commitment to honesty fosters trust and builds lasting relationships with our users.

BPA Platform iPaaS allows you to reduce data integration development times and costs whilst supporting integration with any data source. Whether on-premises to on-premises, cloud-to-cloud or on-premises to cloud, BPA Platform iPaaS provides you with flexible data integration solutions with built-in business process automation tools to maintain, configure and adapt your business processes as your business evolves. Host BPA Platform in the cloud for secure end-to-end cloud-to-cloud integration. Achieve rapid deployment through iPaaS and enhance your ability to scale business operations. Deploy BPA Platform on-premises for on-premises to on-premises data integration and gain complete control over resources, security, compliance and accessibility. Achieve complete flexibility by connecting all your business systems and applications including AWS and Microsoft Azure databases across cloud and on-premises environments. Integrate cloud-based, on-premises or hybrid hosted business systems, using end-to-end AES 256 security with double encryption to protect business data and transactions.

Epicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.

TagMatiks is a sophisticated RFID software platform focused on efficient data gathering. At the heart of this platform lies TagMatiks Core, a middleware element equipped with powerful reader management and enterprise-level integration features. This core is enhanced by a collection of business applications specifically designed to tackle daily operational challenges through tailored workflows, extensive reporting, and analytical tools. Users have the option to choose among various software modules that align with their specific organizational requirements. The TagMatiks Core is essential for overseeing RFID devices and enabling seamless integration. Surrounding this core are applications that address practical challenges like asset management, inventory monitoring, and work-in-progress oversight. By leveraging RFID and other sensory technologies, the TagMatiks platform provides customizable dashboards and in-depth reports, equipping businesses with the necessary insights to make informed decisions. This adaptability allows each organization to fine-tune their operations based on their distinct needs, ultimately enhancing overall efficiency. Additionally, the platform's user-friendly interface encourages greater adoption across teams, making data accessibility a key feature in driving operational success.

Introducing an innovative e-commerce platform specifically designed for the modern building supply industry. Boost your revenue, optimize accounts receivable, and enhance operational efficiency across your business with an ERP-integrated online storefront and customer portal that can significantly increase profitability. Equip your building supply enterprise with a distinctive digital storefront made exclusively for industry professionals. We offer a complete digital solution tailored solely for the building supply sector. Our platform is crafted to address the difficulties of selling construction materials online, ensuring a smooth online ordering process that your customers will truly value. With our fast and secure online payment option, you can eliminate the necessity for phone transactions and effectively reduce chargeback risks. By using a simple payment link, both you and your clients can enjoy effortless money collection. Additionally, our messaging feature allows your existing landline to receive text messages, enabling customers to send orders, images, and questions directly to your store, thereby improving customer engagement. This groundbreaking strategy not only modernizes your operations but also cultivates stronger connections with your customers, ultimately leading to greater satisfaction and loyalty. As a result, your business can thrive in a competitive landscape while adapting to the evolving needs of your clientele.

Are you looking to transition your FFL documents into a digital format? With Ochid eStorage™, you can greatly minimize your legal and regulatory risks while simultaneously reducing unnecessary labor and paper costs. This innovative platform facilitates easy uploading, managing, and storing of all your ATF-regulated documents, leading to lower printing expenses and the liberation of valuable physical storage space. Additionally, it allows you to create folders that are ready for ATF inspections, thereby streamlining the inspection process. Plus, Ochid eStorage™ works in perfect harmony with Orchid eBound™, enhancing efficiency even further. You can upload various types of files, including documents, PDFs, and images, either one at a time or in bulk with just a single click, and easily categorize them by customer or vendor serial numbers for quick access. The system also provides timely visual alerts for impending expirations of customer or vendor FFLs and SOTs. All information is securely housed in Private Amazon AWS Gov-Cloud Servers and undergoes daily backups to ensure data safety. This solution is tailored to fit FFLs of all sizes, from large multi-site retailers to shooting ranges. By moving your FFL documents to the cloud, you can not only save time but also reduce storage requirements and diminish paper expenses, all while maintaining an organized and centralized digital repository for effortless searching and access. Make a wise decision for your business and take advantage of the benefits of digital storage today, as it represents the future of document management for the firearms industry.

Welp CRM is an innovative platform that integrates effortlessly with the applications you use on a daily basis. It has been thoughtfully designed to cater to sales teams of any size by unifying data from diverse areas such as marketing, post-sales support, analytics, and business intelligence, all within a single comprehensive tool. This versatile solution allows your team to focus on sales by consolidating information from various departments into one easily accessible platform, compatible with both desktop and mobile devices. Moreover, the features and workflows can be personalized to meet your unique needs. Aimed at organizations that value innovation, growth, and ongoing business enhancement, Welp simplifies the management of sales, relationships, and contacts. Furthermore, you will have the benefit of a dedicated consultant who can assist you with inquiries and provide support via email and phone. Overall, with Welp CRM, refining your sales strategy becomes a straightforward process, enabling your team to realize their objectives more effectively and efficiently. This powerful tool not only streamlines operations but also fosters collaboration and communication within your organization.

Epicor Kinetic boasts a legacy of over five decades in manufacturing, establishing itself as a leader in delivering customized solutions on a global scale. At the heart of Epicor's strategy lies the cultivation of authentic, enduring partnerships, which ensures that its offerings are responsive to ever-evolving business requirements. Kinetic aims not only to meet existing needs but also to guide organizations towards the principles of Industry 4.0 and smarter manufacturing practices. This proactive stance is enhanced by Epicor's dedication to pioneering cloud solutions, characterized by unparalleled security, ease of use, and robust support. With an intuitive interface, Kinetic empowers everyday users to transform business data into actionable insights and impactful reports that enhance productivity. By incorporating cutting-edge AI, machine learning, and Internet of Things technologies, the user experience provided by Kinetic enables a seamless transition to modern manufacturing methodologies. While primarily focused on cloud-based solutions, Epicor Kinetic also accommodates on-premises and hybrid deployment options, ensuring flexibility for various operational needs. Kinetic not only propels customer ambitions forward by offering tools to enhance productivity, growth, and operational efficiency but also solidifies Epicor's role as an indispensable ally for the most vital enterprises worldwide. Consequently, partnering with Epicor translates into a strategic advantage in navigating the complexities of today's manufacturing landscape.

We develop cloud-based applications for prescriptive analytics powered by AI, specifically designed for businesses that prioritize customer engagement. Our focus is on harnessing artificial intelligence to revolutionize analytics, pushing beyond what conventional human analysis can offer. The impact of AI on contemporary business methodologies is both profound and transformative. By integrating your data with our sophisticated AI and prescriptive analytics tools, we can significantly alter your operational workflows and improve your customer relationships in ways that manual efforts simply cannot replicate. In an era where consumers desire not just products but also unforgettable experiences, thriving in the retail sector requires an understanding of each customer's unique needs. If you feel constrained in implementing certain marketing strategies, considering a Customer Data Platform (CDP) could greatly enhance your approach. Furthermore, this strategy can reveal fresh insights into your clientele, paving the way for more tailored and effective marketing campaigns. Adopting such innovative solutions positions your business to not only meet but exceed customer expectations.

Contemporary enterprises face a variety of challenges such as escalating inflation, high employee turnover rates, and diminishing productivity. Epicor FP&A presents a transformative cloud-based platform designed to enhance your operational strategy by streamlining financial reporting, optimizing workflows, and empowering your business to succeed amidst constant change. With a CFO leading the charge and bolstered by cutting-edge machine learning technology, your organization will be equipped to: Quickly produce reports while maintaining compliance with internal and external standards, Accurately predict future revenues, profits, and cash flows, Craft focused, driver-based plans and simulate intricate financial and operational scenarios, Pinpoint the most lucrative products, customers, and business divisions, Effortlessly consolidate reports from multiple entities for meaningful performance assessments. This groundbreaking approach not only boosts operational efficiency but also provides businesses with the ability to make data-driven decisions as situations evolve. By embracing these advanced tools, companies can position themselves for long-term success in a volatile marketplace.

Take your business online today with the most cost-effective comprehensive firearm website available. This platform seamlessly integrates with Orchid POSTM, ensuring that you have alternatives beyond Square, PayPal, and other banks that are not supportive of firearm transactions. Effectively manage a multi-channel firearm business, as online marketing is essential for your success. You can showcase and sell inventory from various sources, enhancing your reach. From organizing training and events to providing seating solutions, we are here to help you effectively sell your products. Our mission is to support the shooting sports industry in manufacturing, distributing, and selling products efficiently and profitably. Whether you need a POS-integrated system or a standalone website, we cater to your needs. FFL customers can navigate the complexities of manufacturing and distribution while ensuring compliance and maximizing profitability. We are dedicated to helping you expand and safeguard your hard-earned profits, even in a challenging market with slim margins. Our pricing structures are designed to foster new partnerships rather than hinder them. Together with our partner firm, FFL Law, Orchid provides a comprehensive suite of Software, Services, Payments, and Compliance to empower your business. This collaboration ensures that you have all the tools necessary for sustainable growth in the firearms industry.

In a data-driven organization, handling documents and files often feels like a chore that no one looks forward to. Epicor ECM provides an effective solution that simplifies content management by implementing automated workflows, ensuring real-time version control, and upholding robust security protocols. This system empowers teams to access information quickly and accurately, facilitating prompt responses for customers and vendors alike. It enhances collaboration among various departments, improving teamwork and decision-making by guaranteeing that essential content is always accessible. Whether implemented in the cloud or on-premises, Epicor ECM is a flexible and scalable content management platform that grows with your business. It seamlessly integrates with Epicor ERP and Prophet 21, contributing to overall enterprise efficiency. Users can capture content from any device globally and leverage automated data extraction to reduce errors and conserve time. Furthermore, it allows for real-time monitoring of collaboration and revisions while preventing overwrites through effective check-in/check-out controls, thus solidifying its role as an invaluable resource for contemporary organizations. As a result, Epicor ECM not only streamlines processes but also enhances overall productivity across the enterprise.

Effortlessly capture, route, approve, and integrate invoices with Epicor ECM AP Automation, enabling enhanced efficiency through real-time access on any device from any location. The innovative system captures text from scanned or photographed invoices while automatically recognizing matches within Kinetic or Prophet 21, the updated designations for Epicor ERP solutions. By taking a quick photo with your smartphone or uploading a scanned document, you can rapidly retrieve essential information from vendor invoices. Customize automated workflows to fit your accounts payable (AP) procedures utilizing a user-friendly graphical interface. Additionally, the solution guarantees adherence to records retention policies and protects documents from potential threats. Each image is marked with a timestamp, preserving file integrity and tracking access and activity history. Epicor ECM AP Automation seamlessly integrates with Kinetic and Prophet 21, boosting overall operational efficiency. The addition of email notifications and one-click approval features streamlines the approval process, fostering better supplier relationships and helping you secure advantageous terms. With this level of automation, visibility and control over the accounts payable process are significantly improved, leading to more informed and strategic decision-making. Hence, organizations can expect a transformative impact on their financial operations, paving the way for sustained growth and efficiency.

Did you realize that there are more than 14,500 distinct tax jurisdictions across the United States and Canada, each with rates, regulations, and boundaries that are in a state of constant flux? Navigating these complexities can pose a considerable operational challenge, detracting from an organization’s overall effectiveness. Fortunately, Epicor Tax Connect offers a viable solution; it is a user-friendly, cost-efficient, and accurate tool designed to relieve the pressures and risks that accounting teams often face. This platform streamlines the management of your sales and use tax processes, addressing everything from rate research and ongoing maintenance to reporting and filing returns, all while integrating seamlessly into your current operational framework. By automating every aspect of sales and use tax functions, it produces thorough and dynamic reports that detail transaction information down to the individual line-item tax specifics, including pertinent jurisdictional details. This capability allows organizations to manage the intricate demands of tax compliance with ease, freeing up resources to concentrate on more strategic business objectives. In the end, Tax Connect not only facilitates tax management but also significantly boosts overall operational productivity, making it an invaluable asset for any organization. Moreover, its implementation can lead to enhanced accuracy in tax filings, reducing the potential for costly errors and penalties.

Improve your cash flow by adopting quicker collection methods and enhanced forecasting capabilities all on a single, user-friendly platform. Gain access to your ERP, accounting, and banking data through a streamlined dashboard that offers real-time insights for swift decision-making. By automating repetitive data collection tasks, you free up precious time, allowing your finance team to focus on strategic initiatives that drive growth. The Payference IQ Technology™ is specifically crafted to optimize your working capital, helping you identify hidden cash while efficiently managing your Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO). Count on a simple solution that comes with all the essential tools and support needed for effective cash management. Improve the efficiency of your cash collection operations to accelerate cash inflow. Furthermore, identify high-risk accounts to minimize their impact on your financial health. Leverage machine learning capabilities to accurately predict payment behaviors, while seamlessly integrating your ERP/accounting systems, banking partners, and various payment methods. Enjoy the convenience of automatic matching of payments with bank transactions for easy reconciliation, and keep track of your entire cash position in real-time from one central location. Additionally, you have the ability to make adjustments to your cash forecasts as circumstances change, ensuring that you remain proactive in addressing your financial needs. This level of adaptability can significantly enhance your overall financial strategy and resilience.

Utilize straightforward and user-friendly language to create automations and manage exceptions effectively. Kognitos enables you to effortlessly automate tasks that involve both organized and disorganized data while efficiently handling substantial transaction volumes and complicated workflows that typical automation solutions might struggle with. Historically, managing exceptions in processes—especially those needing detailed documentation—has posed notable challenges for robotic process automation due to the extensive groundwork required for effective exception management. Kognitos transforms this landscape by allowing users to communicate with automation systems about how to tackle exceptions using natural language. This method reflects our innate way of teaching one another to resolve issues and manage irregularities, employing intuitive prompts to ensure human oversight remains integral. Furthermore, automation can be developed and honed similarly to how we train people, drawing on shared experiences and practical instances to significantly boost its performance. This groundbreaking approach not only streamlines the automation process but also nurtures a collaborative atmosphere, empowering users to feel more involved and in command of the technology while enhancing overall efficiency. By bridging the gap between human intuition and technological capability, Kognitos redefines the future of automation.

DataBlend functions as a dedicated Integration Platform as a Service (iPaaS) specifically designed for CFOs, controllers, and their teams, offering a no-code, low-code workflow builder. This platform empowers finance and accounting professionals to effortlessly develop secure and smooth data integrations. Organizations leverage DataBlend to collect and consolidate data from a multitude of sources, implement workflows—including field mapping, pivot tables, and extensive data transformations through nearly unlimited custom scripting capabilities—and schedule events, ensuring users have continual access to up-to-date information. With DataBlend’s intuitive interface, managing all application integrations is simplified, eliminating the need to rely on IT staff for the oversight of numerous point-to-point connections. Consequently, teams can significantly boost their data management efficiency and make well-informed decisions easily, free from the constraints of technical difficulties. Additionally, this streamlined approach allows finance teams to focus more on strategic tasks rather than getting bogged down in technical implementation details.

Vista Market Share offers thorough and unbiased perspectives on market trends, encompassing aspects like size, growth, share, and potential opportunities, which allows manufacturers to assess their performance, identify obstacles, and implement strategies for faster and more lucrative growth. With a significant panel of electrical distributors representing around 30% of total revenues in the full-line electrical distribution industry, Vista Market Share guarantees that the data is both accurate and pertinent. The platform is distinguished by its provision of specialized insights into manufacturer, brand, and product performance within the independent hardware channel, utilizing point-of-sale data gathered from a varied range of retail locations. Furthermore, the information from Vista Market Share is conveniently available in flat file formats, facilitating easy integration and analysis with widely used business intelligence tools like Tableau and Microsoft Power BI. Additionally, Epicor offers user licenses for accessing Vista Market Share insights via the MicroStrategy web-based analytics platform, ensuring that users can interact with the data more effectively. This comprehensive strategy not only equips manufacturers with critical decision-making tools but also fosters a proactive approach to navigating the competitive landscape. Ultimately, such resources support manufacturers in achieving sustainable growth and enhanced profitability in their respective markets.

Numerous popular dashboards, reporting, and ETL tools often struggle with connecting to particular data sources, resulting in considerable integration challenges for users. To mitigate this issue, Simba delivers ready-made, standards-compliant drivers that enable effortless connectivity, simplifying the integration process significantly. Organizations that provide data to clients often encounter difficulties in ensuring easy and direct access for their users. By utilizing Simba’s SDK, developers can craft custom, standards-based drivers that enhance data accessibility, surpassing traditional methods like CSV exports or API integrations. Additionally, specific backend requirements imposed by certain applications or internal workflows can complicate connectivity efforts even further. With the support of Simba’s SDK or its managed services, it is feasible to create drivers tailored to meet these distinct needs effectively. Moreover, Simba boasts extensive ODBC/JDBC compatibility that accommodates a wide variety of applications and data tools, boosting their overall performance. By integrating Simba Drivers into their platforms, organizations can significantly enhance their connectivity capabilities, thus broadening the spectrum of data sources available to their users. This enhancement ultimately fosters a more cohesive and efficient data environment for businesses, paving the way for improved decision-making and operational productivity.

Gain an all-encompassing understanding of customer interactions, histories, and records through a unified interface. Reduce the number of clicks required while boosting efficiency with a comprehensive view of customer data. Dive deep into customer insights utilizing advanced drill-down capabilities. Leverage integrated AI to pinpoint the best opportunities and accelerate deal closures. Receive personalized recommendations for the most impactful actions to undertake in diverse sales situations. Focus on high-potential leads with predictive analytics that evaluate the likelihood of deal success. Replicate successful methodologies by using sophisticated forecasting techniques and timely analytics. Track sales performance through real-time metrics and reporting, removing the necessity for manual spreadsheets. Anticipate changes in the sales pipeline and quota achievements using role-specific dashboards. Simplify and automate your sales processes with intuitive drag-and-drop functionalities and in-built instructional resources. Utilize Smart Guides to navigate complex sales tasks effortlessly. Collaborate seamlessly by taking advantage of native integrations with external document management systems, ensuring a smooth workflow across different platforms. This thorough approach not only boosts efficiency but also equips sales teams to operate more effectively and with greater strategic insight. By enhancing collaboration and data accessibility, teams can make informed decisions that lead to improved sales outcomes.

You have the ability to accept credit card payments for firearm sales no matter if you operate as a retailer, manufacturer, or eCommerce seller. It's important to know that relying solely on services like Square or PayPal, which may not be firearm-friendly, is not your only choice. Our leadership has successfully assisted over 2,000 merchants in the firearms industry. With Orchid Pay, you benefit from a secure and adaptable payment solution that features locked pricing without the need for contracts. You can select from a diverse range of payment devices, including mobile, countertop, POS, and handheld options that cater to your specific business needs. Whether you use Orchid POS™, Orchid Pay™, Orchid ERP™, or Orchid eBound™, we are committed to enhancing the shooting sports industry's capacity to efficiently manufacture, distribute, and sell their products. It’s time to move on from Square, Vend, and PayPal, enabling you to accept credit card transactions for gun sales both online and in physical stores. Additionally, you can also process B2B and ACH vendor payments without any hindrances. Federal Firearms Licensees (FFLs) can be handled seamlessly, and funding can be available in as quickly as 24 hours, ensuring your business keeps moving forward.