Break down data silos and accelerate growth with real-time integration between Salesboom Cloud CRM, Epicor ERP, and Bistrack—giving your teams complete operational visibility in one unified platform.
Your sales team is closing deals in the CRM. Your operations team is managing inventory in Epicor ERP. Your finance team is reconciling invoices in Bistrack. But none of these systems are talking to each other.
Sales reps quote prices without knowing actual inventory levels, leading to overselling and customer disappointment
Finance teams waste hours manually entering the same data into multiple systems, creating opportunities for costly errors
Customer service can't access order history or account status, forcing customers to repeat information
Management makes critical decisions based on outdated reports pulled from disconnected systems
Revenue opportunities slip through the cracks because nobody has a complete view of the customer journey
Teams spend valuable time on data reconciliation instead of strategic work that drives growth
When your business systems operate in isolation, you're not just losing efficiency—you're losing competitive advantage. In today's fast-paced market, businesses that can't access real-time, unified data simply can't compete.
Salesboom's Cloud CRM integration with Epicor ERP and Bistrack eliminates data silos and creates a single source of truth for your entire organization. Our seamless integration connects your customer-facing CRM with your back-office ERP systems, enabling real-time data flow across sales, operations, finance, and customer service.
Say goodbye to batch uploads, manual exports, and data lag. Salesboom's integration engine ensures that every piece of critical business data flows automatically and instantly between your CRM, Epicor ERP, and Bistrack systems.
When a sales rep updates a customer record in Salesboom CRM, that information immediately reflects in Epicor ERP. When inventory levels change in your ERP system, sales teams see updated availability instantly. When an invoice is generated in Bistrack, customer service teams can access it in real-time.
Your customers don't care that you use separate systems for sales, operations, and finance. They expect every interaction to be informed by your complete relationship history. Salesboom delivers that unified experience.
By integrating customer data from Epicor ERP and Bistrack into your CRM, every team member gains instant access to a comprehensive 360-degree customer view. Sales reps can see complete purchase history, outstanding invoices, and service tickets before making their next call.
The order lifecycle involves multiple systems and handoffs—each one an opportunity for errors, delays, and customer frustration. Salesboom's integration transforms this fragmented process into a smooth, automated workflow that accelerates fulfillment and improves accuracy.
Sales reps generate accurate quotes directly in Salesboom CRM using real-time pricing and inventory data pulled from Epicor ERP. The system automatically applies customer-specific pricing rules, volume discounts, and promotional offers while checking inventory availability and delivery timelines. When the customer approves, the quote converts to an order with a single click—no re-entry, no errors, no delays.
Orders created in Salesboom CRM flow automatically to Epicor ERP for fulfillment, triggering warehouse picking, shipping logistics, and delivery scheduling. As the order progresses through each stage—picked, packed, shipped, delivered—status updates flow back to the CRM in real-time. Sales reps and customer service teams always know exactly where every order stands without making calls to the warehouse.
Never oversell or miss a sales opportunity due to outdated inventory information. Sales teams access live inventory levels from Epicor ERP directly within the CRM interface, including available stock, allocated quantities, incoming shipments, and expected arrival dates. The system can even suggest alternative products when preferred items are out of stock, turning potential lost sales into completed transactions.
Our pre-built integration with Epicor ERP and Bistrack delivers measurable business value from day one
Real-time access to pricing, inventory, and customer data enables sales teams to respond to inquiries instantly, generate accurate quotes on the fly, and close deals 40% faster than manual processes.
Automated data synchronization eliminates manual entry errors, reduces order mistakes by 95%, and ensures pricing accuracy across all customer touchpoints.
360-degree customer visibility enables personalized service, faster issue resolution, and proactive engagement that increases satisfaction scores by 35% on average.
Eliminate 15-20 hours per week of manual data entry, reconciliation, and system switching per employee, freeing your team to focus on strategic, revenue-generating activities.
Unified dashboards and real-time reporting provide management with accurate, up-to-the-minute insights for faster, more informed decision-making across the organization.
Companies typically see 15-25% revenue increase within the first year through improved sales efficiency, better customer retention, and identification of new opportunities.
Our proven methodology gets you up and running quickly with minimal disruption to your business
Most implementations complete in 4-6 weeks, with full user adoption achieved within 90 days.
No hidden costs, no surprise fees—just straightforward pricing that delivers exceptional value
Subscription pricing starts at $14 per user per month and scales based on user count and features activated.
One-Time Implementation: Custom quote based on integration complexity, data volume, and customization requirements. Typical range: $5,000-$25,000
Total 5-Year Cost: 40-60% less than custom-built alternatives or competing integration platforms when accounting for implementation, maintenance, and support.
The integration typically pays for itself within 6-12 months through efficiency gains and revenue growth.
Discover how Salesboom's integration with Epicor ERP and Bistrack can transform your operations. Schedule a personalized demo to see real-time data synchronization, automated workflows, and unified business intelligence in action.
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