Prioritize aging quotes
Bring approved quote status and account context into the rep workflow so open opportunities are easier to review and follow up.
CRM for building materials retailers using Epicor BisTrack
Turn Epicor BisTrack data into sales actions with SalesJack
Keep BisTrack as your operational system of record while SalesJack turns connected customer, quote, transaction, and product-category data into clear follow-ups for your sales team.
- Keep Epicor BisTrack as the operational system of record
- Automate approved CRM updates from connected dealer data
- Give reps clearer quote, account, and cross-sell priorities
SalesJack works with the ERP your team already uses. See why ERP-to-CRM data flow matters
What connects
Keep Epicor BisTrack in place. Make its data easier to act on.
The connection
SalesJack builds the data feed during implementation and maps the BisTrack information your team needs in its sales workflows. The exact connection approach depends on the access and environment available to your business.
The data foundation
BisTrack supports customer, quote, order, product, pricing, and sales information for building supply operations. SalesJack maps the approved data needed for CRM updates, account visibility, quote follow-up, and product-category analysis.
View official Epicor BisTrack product informationFrom ERP event to rep action
Build sales workflows around the data your team already trusts
Find category gaps
Use mapped transaction and product-category history to surface accounts that may be buying key categories elsewhere.
Watch account movement
Give managers and reps a clearer view of changes in customer activity without asking the team to rebuild reports manually.
Implementation
Built around your Epicor BisTrack setup
SalesJack reviews your BisTrack environment, confirms the available data path, maps approved fields and categories, validates outputs with your team, and trains users on the resulting workflows. Scope and timing are confirmed for the specific environment before launch.
- 1Review the environment
- 2Map approved data
- 3Validate the outputs
- 4Train the team
See SalesJack for your full catalog
See how your reps can follow up on contractor projects and find the next category to sell. We will review your product mix, team and ERP connection.