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
FAQs
Does SalesJack replace Epicor BisTrack?
No. BisTrack continues to run core operational workflows. SalesJack is the sales layer that makes approved ERP data easier for reps and managers to act on.
What BisTrack data can SalesJack use?
The final field map depends on your environment and permissions. Typical planning focuses on the customer, quote, transaction, product-category, and rep context needed for approved sales workflows.
Is the integration the same for every BisTrack customer?
No. SalesJack confirms the available connection method, data structure, field mapping, and update cadence during implementation.
See the CRM built for building materials dealers
in action
We'll show you a live demo using your product lines and ERP data - not a generic walkthrough.