Epicor SugarCRM Integration

Epicor SugarCRM Integration

Are you looking for a cost-effective Epicor SugarCRM integration solution to include SugarCRM users in workflow processes that start outside of SugarCRM? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms' Epicor SugarCRM integration solution provides organisations with the ability to integrate Epicor with SugarCRM to 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, allowing you to map business data into Epicor and Sugar CRM objects to facilitate seamless data integration.

SugarCRM Epicor Integration Brochure

Discover why integrating SugarCRM with Epicor will save your organisation time and money and improve employee performance.

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Epicor SugarCRM Integration Scenarios and Benefits

SugarCRM Epicor Integration Overview

Codeless Platforms’ drag and drop Epicor SugarCRM integration solution provides you with a simple, straightforward way of reading and updating SugarCRM and Epicor to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

The Epicor and SugarCRM connector tool allows communication between BPA Platform, SugarCRM and Epicor. This enables efficient integration between Epicor, SugarCRM and your other business systems, via BPA Platform.

Common Epicor SugarCRM integration scenarios include:

Integrating Epicor with SugarCRM 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 SugarCRM and your Epicor Kinetic 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 SugarCRM
• Quotes: Automate quotes created in SugarCRM with Epicor sales orders for processing (Sugar Professional and Enterprise editions)
• Automatically upload ERP Items to SugarCRM when using Sugar Professional and Enterprise editions
• Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within an accounting/ERP system and place on hold within SugarCRM
• Multilevel workflow approvals
• Allow SugarCRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Commercial benefits of SugarCRM 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