Epicor® Salesforce Integration
A Unity Integration | Powered by Intelligrate
Stop letting siloed data cost you customers. Intelligrate bridges your Epicor® ERP and Salesforce CRM so your sales team always has the right data at the right time.
The Problem With a Disconnected Epicor® and Salesforce
Intelligrate’s iPaaS platform was built specifically for the complexity of ERP integrations. Unlike generic middleware or one-off custom builds, Intelligrate gives you:
• AI-assisted error detection that flags issues before they become backlogs
• Intelligent connectors purpose-built for Epicor® Kinetic, Prophet 21, and BisTrack
• Dependent mapping logic that eliminates repetitive, predictable errors
• Records reconciliation so your Salesforce data and Epicor® data always match
• Full visibility into error handling — no more blind troubleshooting
What Gets Connected
A well-built Epicor® Salesforce integration syncs the data your teams actually need:
Customers & Accounts → Contacts & Opportunities → Quotes & Orders → Invoices & Payment Status → Inventory & Product Catalog → Shipment Tracking
Your sales team sees real-time order status. Your finance team trusts the numbers. Your operations team stops fielding phone calls asking “where’s my order?”
Operate Out of One System
Instead of struggling with information silos, an Epicor® Salesforce integration allows you to see all of your data in one place. With Unity, you can build strong relationships with your customers and grow your business by accessing a 360-degree view of your data.
Stop the Cycle
You can stop the cycle of losing customers by gaining complete data visibility with Unity. Unity is a scalable, fully managed integration, meaning that you don’t have to worry about your software. As ERP and Salesforce certified experts with 25 years’ experience, we take care of all the behind-the-scenes work for you. If you ever have a question or issue, you can talk directly to our Unity Support Team by phone or email at no extra charge. In fact, 100% of clients said our team cares about their account and their success with Unity when surveyed!
3 Step Process
Get Unstuck:
Talk with a Unity Expert
Talking with an expert is the first step to uncover the core issues that are keeping your organization constantly firefighting
Choose a
Best-of-Breed Solution
Our team of industry experts drill into your core issues to present options to get you out of firefighting and into full solutions
Achieve Your Success
Our Unity team guides you in the delivery of your solution. You make informed decisions and conquer your goals.
Experience Unity
STRONGER RELATIONSHIPS
Understand contacts and offer them the exceptional service they deserve
360-DEGREE VIEW
Maximize data to gain total visibility and perfect order fulfillment
FOCUSED SALES
Utilize a proper sales funnel throughout the customer journey
Save Money and Increase Profits
Having a disconnected ERP and CRM causes your business to lose time and money.
Utilize a Unity integration to:
- Increase profitability by 21%
- Cut data entry in half
- Stand out from the competition