We have been using Epicor's CRM tools since we upgraded to 905 and find that they are OK, depending on your expectations.
So to avoid you integration question, wanted to outline what you CAN do with their tools.
1 – we are using IW with a limited scope and syncing only customers, contacts and CRM calls into Outlook (2007)
This allows all contacts to `drop' onto our sales people Blackberries and contacts can be updated on the BB or Outlook and synced back to Epicor
Users also can create their CRM calls and capture outgoing emails to Epicor contacts as CRM calls
2 – Use of Epicor Mobile allows us to create dashboards and updateable dashboards to be displayed on users Blackberries – performance is very good and development tools are OK if you don't need to get too complicated with requirements
3 – Planning to use EWA Epicor Web Anywhere as a lightweight client – down the road will evaluate integration into Outlook and SharePoint as Web Parts
All in all, Epicor does not have a complete solution that can be called CRM but has developed a pretty good platform that organizations with IT staff can develop and deploy a good solution.
If you would like to know more, let me know
Take care
Motty
So to avoid you integration question, wanted to outline what you CAN do with their tools.
1 – we are using IW with a limited scope and syncing only customers, contacts and CRM calls into Outlook (2007)
This allows all contacts to `drop' onto our sales people Blackberries and contacts can be updated on the BB or Outlook and synced back to Epicor
Users also can create their CRM calls and capture outgoing emails to Epicor contacts as CRM calls
2 – Use of Epicor Mobile allows us to create dashboards and updateable dashboards to be displayed on users Blackberries – performance is very good and development tools are OK if you don't need to get too complicated with requirements
3 – Planning to use EWA Epicor Web Anywhere as a lightweight client – down the road will evaluate integration into Outlook and SharePoint as Web Parts
All in all, Epicor does not have a complete solution that can be called CRM but has developed a pretty good platform that organizations with IT staff can develop and deploy a good solution.
If you would like to know more, let me know
Take care
Motty
--- In vantage@yahoogroups.com, Joe Sanders <vantage@...> wrote:
>
> Currently, We are on Vantage 6.1 and have been trying to get to Epicor 904
> or 9.05 for almost 2 years. We have had issues with data migration of
> dimensional tracked inventory. But believe Epicor has gotten it to work
> now. We planning on going live with Epicor 9.05 on September 1, 2011.
>
>
>
> I was approached by the owner that wants to start using Act 2011 for his
> sales people. The owner isn't tech savvy. So he will do basically what
> most people want to do as far as software. While there are about 12 sales
> people that want Act against a couple that would rather go with Epicor 9 CRM
> and Information Worker.
>
>
>
> Now the question, How well would Act integrate with Epicor 9?
>
>
>
> Any information that you have would be greatly appreciated.
>
>
>
> Thanks,
>
> Joe Sanders
>
> Wipaire, Inc.
>
> jsanders@...
>
> 651-209-7181
>
>
>
> [Non-text portions of this message have been removed]
>