PRE-BUILT CONNECTOR
ConnectJunction unlocks Epicor Kinetic data for Salesforce with a zero-code, pre-built connector enabling two-way sync. Its unique Salesforce-native architecture makes Epicor Kinetic data searchable, actionable, and reportable with Salesforce’s Automations and Analytics, powering Agentforce’s AI insights. Bring Epicor Kinetic data to life in Salesforce, generating digital docs, automating bulk invoicing, digital payments and raising alerts in Slack, mobile or email. Give field teams mobile access to insights from Epicor Kinetic data in a Customer 360 snapshot.
NO-CODE INTEGRATION
Access product catalogue, inventory availability and order updates from Epicor Kinetic in Salesforce to create inventory-aware quotes and improve customer and order management processes.
TWO-WAY DATA SYNC IN ACTION
POINT & CLICK INTEGRATION
Sync products and pricing to enable quoting in your Salesforce. Aggregate orders and invoices data in Salesforce reports and dashboards to drive account management excellence. Extend Salesforce workflow automation to trigger alerts and customer notifications from updates to Epicor Kinetic data.
Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture
Basic point-and-click Salesforce Admin skills are all that is needed to manage the integration and easily extend it to any standard or custom object in Salesforce or Epicor
Automated bi-directional data sync maintains data integrity across both systems while invokable actions also allow on-demand click-to-sync actions where needed.
See invoices and customer balances on Salesforce Accounts and improve Account Planning by monitoring sales orders / realized revenue against forecast demand plan or targets
Leverage Epicor Kinetic data for sales orders history, shipment and returns trends to feed AgentForce AI models for Epicor Kinetic data data-driven AI insights and predictive analytics.
Sync Products data to enable Quoting in Salesforce’s Revenue Cloud and offer visibility into inventory at the time of Quote creation in Salesforce
data sync matrix
Pricing
Discounted pricing is available for not-for-profits
Customer 360 Visibility for Account Management
Enable Quoting and Automated Order Entry
Advanced Integrations & AI Connectivity
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.