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Für Epicor

The first order was a trial. The account is what the trade show was for.

Export invoices from Epicor, upload the leads and quote requests behind them, and rank sources on the accounts they opened.

  • Kein API-Schlüssel
  • Nichts in Epicor zu installierenNichts zu installieren
  • Keine Karte nötigOhne Karte

CloseRev reads an Epicor export of invoices — the account's contact phone or email, the amount and the date — and matches it against the trade shows, enquiries, quote requests and campaigns that opened the account. For manufacturers and distributors a customer is an account that orders repeatedly and often grows, so the value of a source is what its accounts bought over a year or two, not the first order. Revenue with no traceable lead is reported as Direct / Unknown.

Zuletzt am 25. September 2026 anhand der eigenen Dokumentation von Epicor geprüft.

Die Lücke

Sales reports show orders and reps. Nothing shows which marketing opened the accounts that now carry the business.

Epicor sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Account contact phone or email

    The buyer or purchasing contact on the account. Accounts often have several, and any of them should join.

  2. Erforderlich

    Invoice amount

    Invoiced sales per account.

  3. Erforderlich

    Invoice date and account opened date

    Both. The account's first invoice is the acquisition; everything after it is the account growing.

  4. Optional

    Sales rep and territory

    Who handles the account. Needed to separate what the marketing did from what the rep did.

Schritt für Schritt

So holen Sie die Datei aus Epicor.

Geschrieben für alle, die Epicor im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export invoices by account

    One row per invoice with an account contact detail, the amount and the date.

  2. Include every contact on the account

    The person who enquired is often not the person who orders. Any known contact should join the account.

  3. Export quote requests and leads

    Trade show scans, website enquiries, requests for quotation and distributor referrals, including the quotes that were lost.

  4. Take two years

    New accounts usually start small and grow, and a short window measures only the trial order.

  5. Upload both

    The join runs on the phone and the email, normalised, with first-year and later revenue reported apart.

Was zurückkommt

Die Seite, die Epicor Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Industriehersteller – nicht aus einem Epicor-Konto.

Einem Kanal zugeordnet$1,062,00059% von $1,800,000
Zugeordnete Verkäufe57 von 100nur hohe Konfidenz
Durchschn. Verkauf$18,000pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads24$396,000
Messen19$468,000
E‑Mail-Marketing14$198,000
Direkt / Unbekannt43$738,000

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn account und Anzeige in einer Zeile stehen.

A new account starts small on purpose

Industrial buyers usually test a new supplier with a small order before moving more of their spend to it.

Ranked on the first order, every source looks modest and the differences between them are noise.

Summing each account's invoices over two years shows which sources opened accounts that grew into meaningful customers.

That is the ranking that should set next year's trade show and campaign budget, and it usually differs from a first-order ranking.

The report shows the median account beside the total, because one very large account can otherwise decide a source's result on its own.

Trade shows are measurable when the scans are kept

Trade shows are often the largest marketing line for a manufacturer or distributor, and among the least measured.

Badge scans and meeting notes carry the visitor's company, phone and email. Kept as a lead file, they match against the accounts that later ordered.

Over two years, the report shows what each show produced in account revenue against what it cost to attend.

Shows that produce a lot of conversations and few accounts become visible, as do smaller shows that quietly produce the best customers.

The scans are the part most often lost. They sit in a rep's inbox or a spreadsheet after the event and never reach a system, so the show's results can only be argued about. Keeping them as a file, with the show named on every row, is what turns a line in the events budget into something that can be ranked.

A lost quote still cost something

Much industrial business is quoted: a request for quotation arrives, engineering or estimating prices it, and the customer accepts or goes elsewhere.

Every quote costs time whether or not it is won, and sources differ in how many quotes they generate per order.

Including quote requests, lost ones as well, shows the win rate per source beside the revenue.

A source producing many requests from buyers gathering prices is expensive in estimating time, which no revenue-only report shows.

The report also shows the lag from quote to first order per source. In industries where a qualified supplier list is reviewed once a year, a quote that loses today can become an account at the next review, and a short window would count it as a loss for good.

Reps and marketing are confounded, and should be separated

In a business with field sales, the rep who manages an account shapes how much it grows, and reps are not assigned to accounts at random.

Without the rep in the file, a source whose accounts happened to go to the strongest reps looks better than it is.

Carrying the rep and territory through lets the report compare sources within the same rep's accounts, which removes most of the distortion.

It also shows the reverse: a strong source whose accounts are struggling under a particular territory, which is a sales-management finding rather than a marketing one.

Berechtigte Fragen

„Epicor kann das doch schon.“ Nicht ganz.

Sie sagen

„Epicor already reports sales by customer.“

Wir sagen

It does. It has no record of the trade show, enquiry or campaign that opened the account.

Sie sagen

„Our business comes from reps, not marketing.“

Wir sagen

Then the report will show it, and carrying the rep through keeps the two from being confused.

Sie sagen

„Two years is a long time.“

Wir sagen

Industrial accounts take that long to show what they are worth. The first order is a trial.

Fragen

Epicor im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads a file you exported, so your ERP, orders and customer records stay where they are.

Epicor und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in Epicor zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.