Epicor
Identifying, engaging and converting the right Partners for long-term growth.
Epicor, is a leader in enterprise ERP embarking on a shift to Cloud. The number of Cloud-ready Partners they had was not enough to enable them to meet revenue objectives.

The challenge
Running recruitment as BAU for regional account teams presented a challenge as sales activities were prioritised, and they didn't have the required in-house recruitment expertise,
To support recruitment as a core strategic objective, Epicor utilized Sherpa’s Channel recruitment expertise for a long-term, end-to-end managed program across multiple regions.
Key features
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A strategic Partner to Epicor to drive and be accountable for the Partner recruitment
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Supported regions to self-execute based on best practice, shared learnings and campaign materials
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Piloted approach to engage influencer type Partners to support indirect revenue growth
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Clear lines of account management and reporting with insight and feedback delivered through close engagement with the Epicor team throughout the program.

Sherpa's Approach
- Utilise existing content to compose a compelling story on the value of Epicor partnership for different Partner stakeholders (business leadership, tech and commercial)
- Digital and personal outreach to create awareness in the target Partners and engage them with campaign material
- Nurture and qualify engagement until a stage fit for handover to the regional account teams
- Measure, monitor, optimise and manage the process bringing visibility of results and performance to the Epicor team
key results
Results
Through partnering with Sherpa, Epicor benefited from:
- Faster action with agency support
- Fully managed campaign reducing resource needs internally
- Strategic input and tactical expertise
- Multiple engagement tactics across social, email and personal outreach
- Rich recruitment experience to qualify and set clear success-driving expectations to new Partners
- New, compelling channel proposition to drive greater engagement
Key Partner metrics
Qualification rate
UK/I | 44% |
Nordics | 61% |
ANZ | 66% |
MEA | 50% |