Agile CRM Epicor Integration
Are you looking for an Agile CRM Epicor integration solution to include Agile CRM users in workflow processes that start outside of Agile CRM? Or are you looking to improve sales team performance and drive company revenue?
Codeless Platforms' Epicor Agile CRM integration solution provides organisations with the ability to seamlessly integrate Epicor with Agile CRM and automatically read and write data to and from each business system.
BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless system integration and business process automation capability. BPA Platform provides you with a user-friendly graphical interface, enabling you to map business data into Epicor and Agile CRM objects to facilitate data integration.
Agile CRM Epicor Integration Scenarios and Benefits
Agile CRM Epicor Integration Overview
Codeless Platforms’ drag and drop Epicor Agile CRM integration solution provides you with a way of reading and updating Agile CRM and Epicor to reduce administration time and costs, remove data entry errors, increase productivity and improve performance.
The Epicor and Agile CRM REST API integration solution simplifies communication between BPA Platform, Agile CRM and Epicor to enable integration between business systems.
Common Epicor Agile CRM integration scenarios include:
Integrating Epicor with Agile CRM can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.
- Customer and Accounts: Automatically create and update new and existing accounts and contacts between Agile CRM and your Epicor system with the associated Sales Representative linked
- Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into your Epicor Kinetic system when it has been created in Agile CRM
- Deals: Automate the creation of Deals in Agile CRM with Epicor Kinetic sales orders for processing
- Automatically upload Epicor Kinetic Items to Agile CRM
- Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within Epicor Kinetic and place on hold within Agile CRM
- Multilevel workflow approvals
- Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager
Commercial benefits of Agile CRM Epicor integration when using BPA Platform include:
- Remove repetitive, time-consuming data entry and associated costs
- Eradicate data entry errors
- Increase employee productivity and company output
- Ability to run the entire business without additional administrative support
- Reduce operational costs
- Significantly reduce bespoke development times and costs
- Ability to adapt automated business process quickly to changing business requirements
Frequently Asked Questions
Agile CRM Epicor Integration Brochure
Agile CRM Epicor Integration
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