Prophet 21 from Epicor is a distribution ERP providing SCM capabilities (warehouse, inventory) as well as the ability to streamline quote-to-cash cycle, improve margins, and fulfill orders.
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Salesforce Sales Cloud
Score 8.4 out of 10
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Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
Not sure how other Distribution focused ERPs stack up. It is a lot less expensive than SAP the industry gold standard, but is probably missing some key functionality provided from other ERP systems. For the price it does a great job recording the individual transactions that …
Good for distribution organizations with warehousing. Can also support both Accounts Receivable and Accounts Payable, although a more thorough Accounting package is recommended. Is strong when it comes to integrating bar codes and scanners, particularly for warehouse maintenance. Prophet 21 does include a basic CRM offering. However, it is very basic, and for any real Customer Resource management, a third-party tool is best (even recommended by Epicor.)
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
Prophet 21 could use better management tools for its own data. The database has a tendency to bloat and over time can grow exceedingly large without administrative intervention.
The UI can be cluttered at times and the windows tend to jump into focus or drop from focus when it isn't expected causing user confusion and data entry errors.
Branding on forms and the UI is almost nonexistent. Customizations of screen aesthetics and form layout options should be easier and not require custom programming.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
I've used Epicor Prophet 21 for about 12 years (in various iterations). It started out as CommerceCenter by Prophet 21 then became Prophet 21 by Activant and then Prophet 21 by Epicor. So frequently, when a software company is acquired, it stops being great. That has not been the case with Epicor Prophet 21. Over the years they've been under Epicor, the product has just gotten better and better, with major extensibility enhancements and new mobile components coming online.
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Overall, I love using Prophet 21. With a few rare exceptions, functions within the application have been streamlined so they can be used with as few clicks and key presses as possible. That's not to say they've given up any functionality. The platform is incredibly powerful; just easy to use.
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
When hosted locally, you don't have to worry about outages unless the power goes out and the battery backups fail. It can also be hosted in the cloud which is as reliable as your internet connection. There's really no concern for outages in the software by itself. Outages are controlled by external factors.
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
I do feel like there are some screens and reports that could be streamlined. Prophet 21 likes to load features all at once when going into a program but a quicker load time into order entry, for example, is worth having a little latency while a non-essential tab that doesn't get used very often is opened.
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
The support is some of the worst I've seen across all the 122 software vendors we work with. Everything is offshore and it is always vague answers, links to wiki's that don't apply, and when we pay for project support they charge $200 an hour for someone who works remote from Mexico to call you on a poor quality VoIP connection that isn't all that well trained and often doesn't have basic IT skills
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
The on-site training was great. I give it a 9 because the trainer was a chain smoker who had to excuse herself a lot to smoke. Kind of unprofessional. She was a very good trainer though.
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
I had a great time with the online training. Most of the online trainings were live which meant you had opportunity to interact with instructors. I liked trying to derail them by posting funny comments to the chat window. The only complaint I had about these is they weren't recorded for later use. Well, another complaint is that they were sometimes too short.
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
The overall implementation is smooth. Prophet 21 sends someone on-site for as many days as you need them to step through the initial implementation. Data conversion is the biggest trick. Make sure you get help with that portion of implementation. Also, be sure to offer plenty of training incentives to keep people coming back for more training. A little money spent up front will save you tons of headaches later.
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
I have not looked at them in detail, but have received a lot of positive comments through out the industry, we're on the fence in regards to viability of cloud based solutions, but from the information we have received it seems like NetSuite has developed a good solution for the industry.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Prophet 21 is very reliable. The database is robust and well designed. The application is also hard to break. If there's one feature I don't like, it's that they haven't accounted for the dreaded single quote. That's kind of the bane of Microsoft SQL's existence. They need to escape that character in every field that will accept it in the system. Otherwise, the system throws all kinds of errors and many times will crash.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
