Combining your Epicor 9 data with your Zoho CRM is an efficient and simple way to ensure your operations are running at optimum levels while improving visibility between your sales, customer service, and back office teams.
Epicor 9 is hard at work behind the scenes, managing inventory and resources, scheduling work orders, consolidating your finances, and more.
Meanwhile, your sales and customer service teams are front of house, monitoring and providing real-time feedback through Zoho CRM.
Thanks to SYNC, your sales and customer service teams have a comprehensive overview of your entire business.
They are able to check the progress and status of Epicor 9 jobs, resources required to complete an order, work center details, financial information, and stock levels.
Your sales team can also close new deals and instantly convert new sales to Epicor 9 as a sales order, job, or new product with a BOM.
Key Features:
How can Commercient SYNC benefit you? - Streamline your processes, sales, and customer service - Increase customer satisfaction - Cut costs - Assist with inventory control and warehouse management - Consolidate your financial information - No need to log into the ERP - Cloud-based solution allows ease of access from any location - Intelligent feedback through CRM view - Drive profitability in your business
What Commercient initially SYNCs between Epicor 9 and Zoho CRM: - Financial accounting data - Customer data - Sales order data - Invoice data - Products - Custom workflows, opportunities, orders, invoices, and custom Objects - Any other data customers request
Commercient’s SYNC application is compatible with Epicor 10, Epicor Prophet 21, P21, Epicor Eagle, Epicor Kinetic, Dataworks, DCD, Scala, ROI (Manage2000), and Epicor 10 Cloud Version.
Custom modules are available only for Zoho CRM Enterprise Edition or above versions, If the customer has purchased Zoho CRM Professional Edition they cannot have any custom modules in their Zoho CRM apart from default ERP tables.
Please note that Commercient SYNC for your ERP and Zoho CRM is free to download. The actual integration between your ERP & Zoho CRM is a subscription-based service provided by Commercient SYNC. Commercial SYNC plans are paid annually, and pricing is based on a per-user/per month basis. Please contact us for specific pricing details sales@commercient.com. Click here for further contact information https://www.commercient.com/contact-us/
1640 Powers Ferry Road Building 3, Suite 300 Marietta, GA 30067
With our leading managed integration service, SYNC by Commercient, you're provided a seamless link between your ERP data and CRM, facilitating effortless collaboration across various devices and locations, including mobile devices, warehouses, and office environments. With our standard package, you'll seamlessly sync the essential data between your ERP and Zoho CRM. Our data integration apps are continuously updated, ensuring concurrent changes in your ERP and CRM systems. Having successfully developed SYNC apps for over 150 accounting systems such as SYSPRO, Sage, and Epicor with Zoho CRM. Our SYNC applications cater to both, one-way and bi-directional data integrations. Our mission is to help growing companies run their Sales, Marketing, and Customer Service teams more efficiently by seamlessly connecting their ERP and CRM systems with an AI-driven platform.
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I would recommend you to try Epicor 9 SYNC by Commercient for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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