Ellos dicen
«Epicor already reports sales by customer.»
Nosotros decimos
It does. It has no record of the trade show, enquiry or campaign that opened the account.
Para 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.
- Sin clave de API
- Nada que instalar en EpicorNada que instalar
- Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Epicor el 25 de septiembre de 2026.
La brecha
Sales reports show orders and reps. Nothing shows which marketing opened the accounts that now carry the business.
Epicor ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
Account contact phone or email
The buyer or purchasing contact on the account. Accounts often have several, and any of them should join.
- Necesaria
Invoice amount
Invoiced sales per account.
- Necesaria
Invoice date and account opened date
Both. The account's first invoice is the acquisition; everything after it is the account growing.
- Opcional
Sales rep and territory
Who handles the account. Needed to separate what the marketing did from what the rep did.
Paso a paso
Cómo sacar el archivo de Epicor.
Escrito para quien tiene Epicor abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export invoices by account
One row per invoice with an account contact detail, the amount and the date.
-
Include every contact on the account
The person who enquired is often not the person who orders. Any known contact should join the account.
-
Export quote requests and leads
Trade show scans, website enquiries, requests for quotation and distributor referrals, including the quotes that were lost.
-
Take two years
New accounts usually start small and grow, and a short window measures only the trial order.
-
Upload both
The join runs on the phone and the email, normalised, with first-year and later revenue reported apart.
Lo que recibe
La página que Epicor no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Fabricantes industriales, no de una cuenta de Epicor.
Atribuidos a un canal$1,062,00059% de $1,800,000
Ventas coincidentes57 de 100solo alta confianza
Ticket medio$18,000por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 24 | $396,000 | |
| Ferias | 19 | $468,000 | |
| Email marketing | 14 | $198,000 | |
| Directo / Desconocido | 43 | $738,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada account y el anuncio comparten una fila.
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.
Preguntas justas
«Epicor ya hace eso». No exactamente.
Ellos dicen
«Our business comes from reps, not marketing.»
Nosotros decimos
Then the report will show it, and carrying the rep through keeps the two from being confused.
Ellos dicen
«Two years is a long time.»
Nosotros decimos
Industrial accounts take that long to show what they are worth. The first order is a trial.
No. It reads a file you exported, so your ERP, orders and customer records stay where they are.
Invoices by account with a contact detail, the amount and the date.
Because the person who enquired is often not the person who orders.
Two years, because new accounts usually start with a trial order and grow.
Yes, where badge scans or meeting notes are kept as a lead file.
Yes. They cost estimating time, and the win rate per source is one of the most useful outputs.
Yes, where the export carries the rep and territory.
Yes, recorded as a source when the lead arrives, and named so each can be ranked.
The median account is shown beside the total so one account cannot decide a source's ranking unnoticed.
Any account revenue with no traceable lead. Its size is stated rather than distributed.
A contact detail, an amount and a date, plus a rep or territory if you include them. No parts, no pricing, no drawings, no contracts. Encrypted in transit and at rest and deleted with the import.
Account revenue per source over two years, first-year and later revenue apart, quote win rate, and everything unmatched kept visible.
Por sector
Sectores que usan Epicor.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Fabricantes industriales¿Qué canales generaron pedidos, no consultas?
- Renta de maquinaria y equipos¿Qué canales generaron rentas pagadas?
- Impresión comercial y señalización¿Qué canales generaron trabajos de impresión y señalización pagados?
- Artículos promocionales y merchandising¿Qué canales generaron pedidos pagados?
- Construcción comercial¿Qué canales trajeron las obras que ganó?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas NetSuite Mid-market companies Archivo de ventas cerradas Qué exportar Cualquiera de los dos Odoo Small and mid-sized companies Cualquiera de los dos Qué exportar Cualquiera de los dos Salesforce Equipos comerciales con Salesforce como sistema de registro Cualquiera de los dos Qué exportar
Los 122 sistemas 
Epicor y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en Epicor, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.