Epicor 9.05.700C - CRM versus SalesForce.com


(system) #1

Joe,

 

We are looking at Sales Force and using the Connect software from Alternative. How often are you running into the data out of sync problems and how do you get the data back in sync?

 

Thanks,

David

 



---In vantage@yahoogroups.com, <jrojas@...> wrote:

We are doing this.

We are on 9.05.702 and we are syncing data from Epicor to SFDC (and in
some cases from SFDC to Epicor) using a product called Connect that we
had implemented by Alternative.

Overall, it is good but we have some issues with data syncing. This is
not so much a software issue as it is addressing issues that come up
because things get way out of sync.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Turgeon, Bill
Sent: Tuesday, October 22, 2013 10:37 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.700C - CRM versus SalesForce.com





We are looking into possibly getting Salesforce.com as the Epicor CRM is
quite lacking.

Has anyone done this? Is there any company out there that has
interfaced it to Epicor?

If you have done this, are you happy with the result?

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

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[Non-text portions of this message have been removed]





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(system) #2
We are looking into possibly getting Salesforce.com as the Epicor CRM is
quite lacking.

Has anyone done this? Is there any company out there that has
interfaced it to Epicor?

If you have done this, are you happy with the result?





Regards,



Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>


P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.





[Non-text portions of this message have been removed]

(system) #3

I think SalesForce (or MS Dynamics) provide more of what typical users expect/want from CRM.

The CRM module on the other hand is good for coordinating V8/E9 activities via  "tasks", "workforce", etc...

Some companies want both, the CRM module and a separate CRM package.


If you do get SalesForce or Dynamics, be prepared to eventually looking at data syncing or integration too.

Service Connect + Scribe?






---In vantage@yahoogroups.com, <vantage@yahoogroups.com> wrote:

We are looking into possibly getting Salesforce.com as the Epicor CRM is
quite lacking.

Has anyone done this? Is there any company out there that has
interfaced it to Epicor?

If you have done this, are you happy with the result?





Regards,



Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>


P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.





[Non-text portions of this message have been removed]

(system) #4
We are doing this.

We are on 9.05.702 and we are syncing data from Epicor to SFDC (and in
some cases from SFDC to Epicor) using a product called Connect that we
had implemented by Alternative.

Overall, it is good but we have some issues with data syncing. This is
not so much a software issue as it is addressing issues that come up
because things get way out of sync.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Turgeon, Bill
Sent: Tuesday, October 22, 2013 10:37 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.700C - CRM versus SalesForce.com





We are looking into possibly getting Salesforce.com as the Epicor CRM is
quite lacking.

Has anyone done this? Is there any company out there that has
interfaced it to Epicor?

If you have done this, are you happy with the result?

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]

(system) #5

FWIW, Epicor itself just recently released its own Industry Extension for integrating Epicor 9 and Salesforce.com:

 

https://epicweb.epicor.com/resources/MRCCustomers/Epicor-Industry-Extensions-Epicor-ERP-Integration-FS-ENS.pdf

 

and

 

https://epicweb.epicor.com/Support/epicor9/downloads/Pages/default.aspx

 

Would be great to see them do something similar for SalesLogix, now that it is no longer part of Sage.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Turgeon, Bill
Sent: Tuesday, October 22, 2013 10:37 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.700C - CRM versus SalesForce.com

 

We are looking into possibly getting Salesforce.com as the Epicor CRM is
quite lacking.

Has anyone done this? Is there any company out there that has
interfaced it to Epicor?

If you have done this, are you happy with the result?

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>