Customer pricing sync
Price lists and customer-specific prices from Epicor shown in Salesforce or your B2B store.
🏭 Epicor ERP
Epicor data where sales and customers need it
Epicor holds the truth about prices, stock and orders, but sales reps and customers rarely work inside it. We connect Epicor Kinetic and Prophet 21 to Salesforce and online stores, so contract prices, availability and order status show up where people need them, and orders go back into Epicor without re-keying.
ERP
Epicor
A good fit for
- Manufacturers and distributors on Epicor
- Companies selling to trade customers online
- Sales teams quoting from Epicor exports
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Epicor
Stock and availability
On-hand and available quantities refreshed on a schedule or looked up live.
Orders into Epicor
Orders from Salesforce or e-commerce created as Epicor sales orders automatically.
BAQs and reporting
Business Activity Queries that expose the data integrations and reports need.
Secure API access
Epicor REST API and functions set up with the right users and access.
Testing and monitoring
Test runs against a pilot environment and alerts when a sync fails.
💵 Pricing
Clear pricing, agreed before we start
Integration review
Free 30-minute call
We look at your Epicor version, APIs and Salesforce setup, then recommend scheduled sync, live lookups or both.
Integration project
Fixed quote after the call
Pricing, stock and order sync built, tested against a pilot environment and documented.
Support & changes
From $40 per hour
Monitoring, fixes and new fields or objects as your Epicor and Salesforce setup grows.
🗺️ How we work
Plan, build, then stay with you
Every Epicor project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Epicor connected to the rest of your tools
- Salesforce Commerce Cloud
- Sales Cloud
- Manufacturing Cloud
- Shopify
- Power BI
- Middleware
🧭 Related
You may also need
💬 FAQ
Epicor questions, answered
Something else on your mind? Ask us on a free call.
Yes. We have connected Epicor pricing to a Salesforce B2B Commerce store so each trade customer sees their own prices.
We work with both. The integration approach differs: Kinetic offers REST APIs and Epicor Functions, Prophet 21 uses its own API and database views.
Scheduled syncs are simpler and lighter on Epicor. Live lookups make sense for stock or prices that change by the minute. Many setups use both.
We focus on integrations, reporting and the CRM and commerce side. For a full Epicor rollout we work alongside your Epicor partner.