Epicor CRM Integrations

Epicor Kinetic is a global, cloud-focused ERP solution built for manufacturers, driving profitability through real-time insights and collaboration. Built with deep industry expertise, it offers end-to-end capabilities for discrete, make-to-order and mixed-mode manufacturers. It supports the needs of leading manufacturers across multiple industries including Industrial Machinery, Fabricated Metals, Electronics and High Tech, Plastics and Rubber, Automotive, Aerospace and Defense, Medical Device, Consumer Products, Furniture and Fixtures, Measuring and Controlling Devices, and more. Embrace future-ready business, digital transformation, and flexible deployment with this singular solution.

Epicor® Vision® is a leading distribution ERP solution specially built for aftermarket parts distributors that connects your people and systems to fuel faster, more profitable growth. Epicor Vision enables your business to deliver superior customer service, whether it’s a single-location shop, a national service chain, or a large corporate or government account. Leverage extensive back-office automation, data-driven inventory planning, and advanced pricing strategies. Get ahead of competitors by automating processes such as transmission and receipt of POs, ASNs, e-invoices, and other documents. Conduct seamless peer-to-peer transactions and streamline special orders. Epicor Vision can help you optimize purchasing and inventory control to eliminate underperforming stock. Utilize leading-edge Epicor parts demand intelligence to fine-tune inventories at every location. Streamline purchasing and A/P operations with the Vision solution’s comprehensive three-way match feature.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

VKS is a digital work instruction software that makes it easy for companies to throw out paper work instructions and transform into a digital factory. Create digital work instructions and standard operating procedures (SOPs) using pictures, videos, PDFs, annotations and more. Integrate in-process quality checklists to help reduce defects by up to 95%. Standardize best practices and increase productivity by 20%. With real-time process control and built-in reports, you also get 100% guaranteed traceability. By switching to digital work instructions, you can capture tribal knowledge and eliminate the skills gap. You also benefit from increased communication on the shop floor and the subsequent improved accuracy of your operational decision-making.

COZYROC's SSIS+ suite includes 270+ data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services. ​141 out-of-the box adapters for consuming web API data. Connectivity for popular CRM, ERP, Accounting, Financials, Legal, Analytics, Administration, Collaboration, Communication, Security, Education, Construction, Marketing, Transportation, Project Management, Productivity, e-Commerce and HR apps ​COZYROC REST Framework for data integration with any REST service. Sync and import / export data from any REST API service to SQL Server. ​Data Flow Task Plus for dynamic data flows at runtime. No need to manually open and modify the data flow Lift and Shift your SSIS packages ! Try COZYROC Cloud for free. The COZYROC.Cloud hosted service allows you to Lift & Shift legacy SSIS workloads to the cloud in a breeze at a very affordable price which includes a license for the COZYROC SSIS+ suite.

WHERE LOGISTICS LIVES It is time to bring capacity providers, vendors and customers into a single integrated platform, not just to share information, but to interact, in the now. -Save money by reducing logistics expenses -Scalability, built and designed for complex growth -Stability, 10+ years of operation, 10+ years of profitability

The commerce platform for modern building supply. Grow sales, simplify AR, and drive efficiency across your entire business with an ERP-integrated online storefront & customer portal that will boost your bottom line. Empower your building supply store with the ultimate digital storefront for pros. We’re the all-in-one digital solution designed for the building supply industry. Tailor-made for the building supply industry, our platform takes the hassle out of selling construction materials online. Give your customers the smooth online ordering experience they crave with our digital storefront built for construction pros. Eliminate phone payments and reduce chargeback risk with our fast and secure online payments system. With a simple payment link, you can make collecting money stress-free for both you and your customers. Messages text-enables your existing landline phone number so customers can text orders, photos, and questions to your store.

TagMatiks is a next generation RFID software platform for data collection. At the heart of the platform is TagMatiks Core, a RFID middleware software component that includes extensive reader management and enterprise grade integration capabilities. In conjunction, there is a business suite of software applications to solve everyday business needs with vertical based workflows, reporting, analytical and dashboard capabilities. Pick and choose the appropriate software modules that are right for your business. At the heart of the platform is TagMatiks Core, which provides a layer for RFID device management and integration. Surrounding Core are business software applications for solving real world problems like asset tracking, field inventory, work in progress and more! By leveraging extensive data collection through RFID and other sensory technologies, the TagMatiks platform provides customizable analytical dashboards and reports.

Looking to digitally store your FFL documents? Reduce your legal and regulatory risk and eliminate wasted labor and paper costs with Ochid eStorage™. Easily upload, manage and store your entire suite of ATF controlled documents. Cut paper printing costs and save valuable storage space. Create ATF inspection-ready folders to expedite completion. Automatically integrates with Orchid eBound™. Upload Documents, PDFs and Images individually or in bulk with a single click. Tag documents by customer / vendor serial number for easy searching. Visual indicators when customer / vendor FFLs and SOTs expire. Stored in Private Amazon AWS Gov-Cloud Servers and Backed up daily. Designed for every size FFL, but capable of handling the largest multi-site retailers and ranges. Eliminate wasted time, storage space and paper costs by storing your FFL documents in the cloud. Easily search and find what you’re looking for, all in one organized and centralized place.

Take your business online today with the most inexpensive full-service firearm website that natively integrates with Orchid POSTM. Don’t get cut off by Square, PayPal or other non-firearm-friendly banks. Manage an omni-channel firearm business. Market your business online. List and sell inventory from many sources. Sell seating to training and events. We help the shooting sports industry profitably manufacture, distribute and sell products with great efficiency and the utmost compliance. POS integrated or standalone website and webstore. We help FFL customers profitably manufacture, distribute and sell products with great efficiency and the utmost compliance. With thin margins, we help you keep and grow your hard-earned profits. We’ll never let pricing get between us and a new relationship. Between Orchid and our partner firm, FFL Law, we are the only entity that offers Software, Services, Payments and Compliance all-in-one.

A versatile platform , integrated with the apps you use every day. Welp CRM is designed to manage sales teams of any size by aggregating information and data, marketing and post-sales, analytics and business intelligence, all in a single tool. Flexible and versatile, Welp CRM focuses your team's attention on sales , aggregating information and data from all company departments all in a single platform , accessible everywhere, from desktop and mobile. Features and processes are customized to meet your needs. Designed for companies and organizations oriented towards innovation, growth and constant improvement of their business, Welp allows you to easily manage sales, relationships and contacts. You will have a consultant at your disposal to respond to requests, provide assistance and information via email and telephone.

DataBlend is an Integration Platform as a Service (iPaaS) solution designed exclusively for CFOs, controllers, and their teams. Featuring a no-code, low-code workflow builder, DataBlend allows accounting and finance professionals to create secure and worry-free data integrations. Companies use Datablend to collect and join data from multiple sources, build workflows (e.g. field to field mapping, pivot tables, and additional data transformations through virtually unlimited custom scripting possibilities), and schedule events so users are never without real-time data access. DataBlend’s intuitive interface makes it easy to manage all application integrations from a single platform, eliminating the need to rely on IT resources to manage multiple, point-to-point connections.

We design prescriptive analytics applications powered by AI; on cloud, for customer-facing businesses. Today our focus is on AI, to reimagine analytics as human intelligence never could. AI is already changing the way we do business. With your data and our AI and prescriptive analytics capabilities, we really can reimagine how you do business; reimagine your relationship with your customer in a way our human capabilities never could. In a day and age where consumers don’t just buy goods and services, but also experiences, competing and winning in retail requires treating every customer as unique. If you’re unable to run certain marketing programs today, consider a CDP.

Epicor Financial Planner is a complete, reliable, and revolutionary financial planning and analysis solution that integrates seamlessly with your ERP system. Install in as little as five minutes and start generating actuals, budgets, reports, and live forecasts that can help you align departments around shared objectives, motivate employees with a clear picture of your company’s direction, and simplify resource allocation. This cloud-based system easily connects with cloud-deployed or on-premises Kinetic (new name for Epicor ERP), Epicor iScala, or Epicor Enterprise. Quick installation, a sleek dashboard, convenient report templates, and drag-and-drop simplicity make this software easy to use. Real-time calculations and instant aggregation let you immediately see the impact of certain changes to make the best business decisions. Simpler, faster, and more focused checking and approval processes save time and allow your team to work on more important tasks.

Whether you’re a manufacturer, retailer or eCommerce merchant, you can reliably accept credit card payments wherever you sell firearms. Don’t get cut off by Square, PayPal or other non-firearm-friendly banks. Our leadership has served over 2,000 firearm industry merchants. Locked pricing and no contracts or early termination fees makes Orchid Pay flexible and safe. Select from mobile, handheld, countertop and POS payment card devices fit for your business. Pair payment devices seamlessly with Orchid POS™, Orchid Pay™, Orchid ERP™ and Orchid eBound™. We help the shooting sports industry profitably manufacture, distribute and sell products with great efficiency and the utmost compliance. Say goodbye to Square, Vend, PayPal and others. Accept credit cards for gun sales in-store and online. Accept B2B / ACH vendor payments. Unrestricted processing for FFLs. Funding in as little as 24 hours.

Your business runs on information, but no one wants to spend their days managing documents and files. Epicor ECM is simple yet robust, so teams can streamline content management with automated workflows, real time version control and reliable security. Fast, accurate retrieval means quick answers for customers and vendors. Energized collaboration across departments. Epicor ECM empowers teams and decision-making by making content more accessible, exactly when it’s needed. Cloud-based or on-premise, Epicor ECM is the flexible, scalable content management system that grows with your business. It readily integrates with Epicor ERP and Prophet 21 for total enterprise efficiency. Capture content from any device, anywhere in the world, and automatically extract key data to reduce errors and save time. Track collaboration and revisions in real time and eliminate overwrites with content check-in/check-out controls.

Capture, route, approve, and integrate. Work smarter with real-time access to invoices, from anywhere on any device. Epicor ECM AP Automation can capture text from scanned or photographed invoices and automatically find matches in Kinetic (new name for Epicor ERP) or Prophet 21. Instantly extract key information from vendor invoices with a smartphone photo or scanned image. Configure automated workflows to fit your AP process using a simple, graphical interface. Ensure records retention compliance and keep documents safe and secure in the event of a disaster. Ensure file integrity with time and date stamps on every image and access and activity history. Epicor ECM AP Automation is fully integrated with Kinetic and Prophet 21. Email alerts with one-click approval stamps streamline the approval process. Improve supplier relationships and maintain favorable terms. Enhance visibility and control of the accounts payable (AP) process.

Did you know there are more than 14,500 United States and Canadian tax jurisdictions, with rates, rules, and boundaries that change constantly? Trying to keep up with it all is an operational distraction and a drag on the efficiency of any organization. Fortunately, there is Epicor Tax Connect: a simple, affordable, and accurate solution that relieves the accounting department of this risk and burden. Tax Connect simply gets your sales and use tax functions done, from rate research and maintenance to reporting and returns, automatically, instantly and accurately, with no change to your existing workflow. Automates all sales and use tax functions from rate research and maintenance to reporting and returns. Generates robust, dynamic reports featuring transaction details all the way down to line-item tax information, including jurisdiction-specific data. Performs functions automatically, instantly and accurately, with no change to your existing workflow.

Improve cash flow with speedier collections and better forecasting in one easy-to-use solution. View your ERP/accounting and banking data in one simple dashboard for real-time actionable insights. Save time by automating tedious data assembly tasks and free your finance team to focus on higher-value items. Payference IQ Technology™ optimizes working capital to unlock hidden cash and help you control DSO and DPO. Trust an intuitive solution that gives you all the tools and support you need for uncomplicated cash control. Automate cash collections for improved efficiency. Speed up collections to increase cash flow. Identify high-risk accounts to minimize their impact. Leverage machine learning to predict payments. Connect your ERP/accounting system, banks, and payment channels. Automatically reconcile payments with bank transactions. View all cash positions in real time from one source. Override and adjust items in cash forecasts.

Build automations and manage exceptions all in intuitive english. Intuitively automate processes that contain structured and unstructured data, large transaction volumes, and complicated, exception-heavy workflows that are difficult for traditional automation tools. Processes that encounter exceptions, like document-heavy processes, have historically been difficult for RPA to build because of all the up-front development work to build in exception handling. Kognitos takes a fundamentally different approach by allowing your users to teach your automation how to handle the exceptions using natural language. Kognitos emulates the way we would teach one another how to resolve errors and edge cases by intuitive prompting that puts humans in control. Automation can now be trained to work just as you would train another human through experience and examples.

Vista Market Share provides fully independent, unbiased, accurate insight into market and category size, growth, share, opportunity, and more to help manufacturers assess their performance, identify issues, and implement strategies for faster, more profitable growth. Vista Market Share obtains data from a robust panel of electrical distributors capturing ~30% of full-line electrical distribution channel revenues. Vista Market Share provides an uncommon range of insights into manufacturer, brand, and product performance within the independent hardware channel, utilizing point-of-sale data gathered from a large sample of stores. Vista Market Share data is delivered via flat files that can easily be imported and analyzed using Tableau, Microsoft Power BI, and other popular business intelligence solutions. Epicor also offers user licenses for the consumption of Vista Market Share intelligence through the MicroStrategy web-based analytics platform.