Sage CRM Epicor Integration

Sage CRM Epicor Integration

Are you looking for a cost-effective Sage CRM Epicor integration solution to automatically synchronise company and contact additions or changes, and sales orders between Sage CRM and Epicor Kinetic? Or are you looking to include Sage CRM users in workflow processes that start outside of Sage CRM and improve sales team performance?

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

Sage CRM Epicor Integration Brochure

Learn how integrating Sage CRM with Epicor will eradicate repetitive bi-directional data entry, remove the risk of costly errors and improve the visibility of critical data.

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Sage CRM Epicor Integration Scenarios and Benefits

Epicor Sage CRM Overview

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

The Epicor and Sage CRM connector tool allows communication between BPA Platform, Sage CRM and Epicor. You use the Sage CRM Connector to map BPA Platform data to Sage CRM objects and operations. Operations, including ADD, UPDATE, QUERY, and DELETE, are supported for a variety of business objects, such as Person, Order and Company.

Common Epicor Sage CRM integration scenarios include:

Integrating Epicor with Sage 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 Sage CRM 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 system when it has been created in Sage CRM
• Quotes: Automate quotes created in Sage CRM with Epicor sales orders for processing
• Automatically upload ERP Items to Sage 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 and place on hold within Sage CRM
• Multilevel workflow approvals
• Allow Sage CRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Sage CRM Whitepaper

Commercial benefits of Sage 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