_{Introduction: Why Integrating Epicor and Salesforce is Essential in 2025}

In today’s fast-paced B2B world, data silos kill momentum. Sales teams need quick access to real-time inventory, pricing, and customer histories. But when ERP and CRM systems don’t talk, it leads to miscommunication, lost opportunities, and operational delays.

This is where Epicor and Salesforce integration becomes a game-changer.

Epicor, a leading ERP platform, powers back-office processes like inventory, order fulfillment, and accounting. Salesforce, the world’s #1 CRM, empowers sales and service teams to manage leads, contacts, and relationships.

When integrated seamlessly, they create a unified view of customers, boost sales velocity, and increase operational efficiency.

In this blog, we explore the why, what, and how of integrating Epicor with Salesforce, and how B2Sell empowers distributors to unlock the full potential of this integration.

_{What Is Epicor and Salesforce Integration?}

Epicor-Salesforce integration refers to the synchronization of data between the Epicor ERP system and Salesforce CRM platform. It allows both systems to share critical information like:

• Customer data

• Order history

• Inventory levels

• Pricing and discounts

• Invoices and payments

The goal is to empower your sales, marketing, and customer service teams with real-time access to ERP data inside Salesforce, eliminating the need to toggle between platforms.

_{Why Integrate Epicor ERP with Salesforce CRM?}

_{1. Eliminate Manual Data Entry}

Avoid errors caused by duplicate entries and reduce administrative workload.

_{2. Real-Time Data Access}

Ensure your sales team sees live inventory, pricing, and customer history within Salesforce.

_{3. Shorter Sales Cycles}

Faster quoting, approval, and order processing—directly from the CRM.

_{4. Improved Customer Experience}

Deliver accurate, timely responses and personalized service with unified data.

_{5. Streamlined Order-to-Cash Process}

From quoting in Salesforce to invoicing via Epicor—everything flows seamlessly.

_{“Integration = Productivity + Customer Satisfaction + Revenue Growth.”}

_{Top Key Features to Look for in Epicor Salesforce Integration}

When evaluating an integration solution, ensure it includes:

_{✅ Bi-Directional Sync}

Keep data updated in both systems automatically.

_{✅ Real-Time Inventory Visibility}

Allow sales reps to view and quote based on real-time stock levels.

_{✅ Automated Order Sync}

Sync Salesforce opportunities/orders with Epicor in real time.

_{✅ Custom Mapping & Field-Level Control}

Match fields and customize mappings as per business needs.

_{✅ Role-Based Access}

Control who sees and modifies what data.

_{✅ API-First Architecture}

Flexible APIs for scalable and custom integration workflows.

_{How B2Sell Makes Epicor-Salesforce Integration Effortless}

When it comes to ERP CRM Integration for Distributors, B2Sell is a trusted leader. Our pre-built B2Sell Epicor Integration enables wholesale distributors to sync Epicor and Salesforce in record time—with minimal IT burden.

_{What Sets B2Sell Apart?}

✔ Plug-and-Play Epicor Salesforce Connector
Quick setup and launch, no need for custom development.

✔ Real-Time Epicor Salesforce Data Sync
Inventory, pricing, order, and customer data are always up to date.

✔ Customized Workflows and Mapping
We adapt the integration to match your processes—not the other way around.

✔ Dedicated Support Team
From onboarding to optimization, our experts guide you every step of the way.

✔ Proven Performance for Distributors
Purpose-built for wholesale and B2B environments, not generic plug-ins.

B2Sell's solution enables Epicor to Salesforce automation with minimal disruption and maximum ROI.

_{Real-Life Benefits of Epicor and Salesforce Integration}

_{1. End-to-End Visibility for Better Decision-Making}

With Epicor Salesforce Connector solutions, both systems sync data in real-time. Sales reps see real-time inventory, order status, pricing, and customer credit limits inside Salesforce. Managers access holistic dashboards and reports, giving them insight across the entire business.

This Epicor Salesforce Data Sync eliminates guesswork and provides true 360-degree visibility.

_{2. Faster Sales and Improved Efficiency}

No more switching between systems or emailing accounting for order updates. Epicor to Salesforce Automation empowers sales teams to quote faster, close deals quicker, and respond to customers confidently—without ever leaving Salesforce.

_{3. Streamlined Order Management}

With Salesforce Epicor Integration, orders entered in Salesforce automatically flow to Epicor for processing. That means no more duplicate entries, fewer errors, and faster order fulfillment.

_{4. Improved Customer Service and Experience}

Epicor CRM Integration ensures that customer service reps have full visibility into customer activity, order history, product info, and open issues—all from within Salesforce. This enhances service responsiveness and builds long-term customer trust.

_{5. Higher Data Accuracy}

Manual data entry is prone to errors. With Epicor CRM Sync, all updates—whether made in Epicor or Salesforce—sync automatically. This real-time synchronization ensures that everyone works from a single source of truth.

_{6. Optimized Inventory and Order Fulfillment}

Real-time data from Epicor helps sales reps in Salesforce know exactly what’s in stock and when it can be delivered. No overpromising. No delays. Better planning. Happy customers.

_{7. Scalability and Long-Term Growth}

As your business grows, your tech stack should scale too. A seamless ERP to CRM connector allows your team to focus on growth initiatives, not administrative work.

_{B2Sell's Key Integration Features}

_{How Epicor and Salesforce Integration Boosts Distributor ROI}

Distributors using Epicor and Salesforce often struggle with delayed sales cycles, disconnected data, and poor customer visibility.

B2Sell’s integration solves these pain points and delivers:

• 20–40% faster sales cycles

• 30% reduction in admin overhead

• Accurate demand forecasting

• Happier, more informed customers

• Reduced IT costs with automated workflows

_{Common Use Cases for Epicor and Salesforce Integration}

• Sales reps check real-time product availability during calls

• Marketing segments based on purchase history from Epicor

• Customer service agents review invoices from Salesforce

• Auto-sync closed deals from Salesforce to Epicor sales orders

• Distributors offer CPQ with real-time pricing and margin control

_{Epicor Integration Challenges and How B2Sell Solves Them}

_{Epicor and Salesforce Integration for Wholesale Distributors}

Wholesale distributors, more than anyone, need accurate data at speed.

Whether you're in industrial supply, agriculture, electronics, or medical distribution, you need a CRM that talks to your ERP without lag.

B2Sell empowers distributors to:

• Enable faster quoting and order entry

• Give customers self-service access through integrated portals

• Track customer health, order status, and service in one place

• Close more deals with confidence using integrated data

_{Planning Your Epicor Salesforce Integration: A Step-by-Step Guide}

Successful integration requires a thoughtful approach. Here’s how to get started:

_{1. Define Business Objectives}

Do you want to shorten sales cycles? Improve inventory management? Reduce errors? Pinpoint your goals first.

_{2. Identify Key Data to Sync}

Common data sets include:

• Customer records

• Products and pricing

• Orders and invoices

• Inventory levels

• Payment and credit status

_{3. Choose the Right Integration Partner}

A proven provider like B2Sell offers ready-to-use Salesforce ERP Integration Tools tailored for distribution workflows.

_{4. Plan for Data Mapping and Field Matching}

Ensure Epicor and Salesforce fields match correctly. B2Sell helps with seamless data mapping to prevent duplication or misalignment.

_{5. Test and Validate}

Run tests to confirm that the integration is working as expected before going live.

_{6. Train Your Teams}

Even the best integration fails without adoption. Train sales, service, and back-office teams to maximize the integration’s value.

_{Frequently Asked Questions (FAQs)}

How can Epicor and Salesforce integration streamline B2B sales operations?
It enables real-time access to ERP data inside the CRM, automating quotes, improving order accuracy, and reducing sales cycle time.  

What is the best way to connect Epicor with Salesforce?

Use a specialized connector like B2Sell that offers real-time, bidirectional sync tailored for distributor workflows.

Can Salesforce pull inventory data from Epicor?

Yes. B2Sell’s integration allows real-time inventory sync so your sales reps always see accurate stock levels.

Will I need custom development?

No heavy custom code is needed. B2Sell uses pre-built templates and configurable mappings.

How long does integration take?

Most deployments go live in 4–6 weeks, depending on custom workflows and data structure.

Is my data secure?

Yes. B2Sell uses enterprise-grade encryption and secure APIs to protect your ERP and CRM data.

Which industries benefit most from Epicor and Salesforce integration?
Wholesale distribution, manufacturing, and B2B sectors that rely on ERP for inventory and Salesforce for sales benefit the most.

Can Salesforce CPQ work with Epicor ERP?
Yes, with B2Sell’s integration, Salesforce CPQ can pull product data, inventory, and pricing directly from Epicor ERP.

_{Final Thoughts: Elevate Sales with Epicor + Salesforce Integration}

In a B2B world where speed and precision win deals, Epicor and Salesforce integration is no longer optional—it’s a competitive necessity. With B2Sell’s purpose-built connector, distributors can:

• Streamline operations

• Empower sales teams

• Improve customer experiences

• Make smarter decisions faster

Ready to unify your ERP and CRM systems?

Let B2Sell show you how seamless Epicor and Salesforce integration can be.

_{🚀 Promote B2Sell: The Trusted ERP-CRM Integration Partner}

B2Sell’s platform goes beyond just Epicor and Salesforce. We specialize in:

• ERP Integrations: Epicor, NetSuite, Sage, Microsoft Dynamics

• CRM Integrations: Salesforce, HubSpot, Zoho

• eCommerce Integrations: BigCommerce, Shopify, Adobe Commerce

👉 Explore B2Sell Epicor Integration today - View All Integrations
👉 Request a demo or speak with an integration expert - Click here

Transform your ERP and CRM into one powerful engine that drives growth, visibility, and customer satisfaction.  Supercharge your sales and ERP processes—without headaches.

‍