01
Account context is scattered
Reps hunt across ERP, spreadsheets, email, and the website to answer a simple account question.
Epicor for Sales | ERP-Native B2B Buying Path | Nomad
Buying path / Sales / Epicor
Sales on Epicor.
Give reps live Epicor account pricing, order history, and 1-click reorders.
Preview
The first move
Where sales feels it.
- Account context is scattered
- Quotes live in email
- Reorders are a chore
01 / The reality
The sales reality on Epicor.
Sales does not need another screen. It needs the buying path to respect Epicor services, configured products, and order rules.
02
Quotes live in email
Pricing, terms, and product rules get re-created in a document instead of flowing from the system.
03
Reorders are a chore
A customer wants the same thing again, and the rep rebuilds the order from memory.
On Epicor
Where Epicor adds extra work.
Epicor configured-product rules can be hard to expose without a guided path.
Price lists and stock can differ by company or site.
Epicor order changes can create rework after the cart is submitted.
02 / What the ERP knows
What Epicor already knows.
We wrote and support our Epicor integration in-house — syncing all the business data in Epicor and running your Epicor pricing, inventory, credit, and order rules live on your website.
01
Customers and price lists
Accounts, contacts, and prices for each customer.
02
Stock and configured items
Stock, options, and configured-product rules.
03
Orders and bills
Orders, shipments, bills, and financial status.
03 / The buying path
From Epicor to sales.
Four fast steps to launch on Epicor.
01
Map the account
Document the hierarchy, roles, and buying relationships.
02
Map the ERP handoff
Confirm customer, pricing, and order data ownership.
03
Set up the buying flow
Product catalog, pricing, quotes, and assisted ordering.
04
Prove the rep journey
Test the account, quote, and reorder scenarios reps actually use.
04 / Questions
Questions for your Epicor team.
Bring these to the first working session.
The ERP and CRM may both have a view. Decide which one the way customers buy follows.
Map approvals, terms, and pricing before the demo.
Configured products are where the buying path either works or falls apart.
05 / Keep going
Connect the path to the rest of the system.
Start with the role, the ERP, or the buying steps.
The next moveBring Epicor.
Bring Epicor.
We’ll bring the sales path.
Tell us what Epicor owns and where the sales steps break. We will map the path honestly.