Boost Sales and Service with Epicor ERP and SugarCRM
What we'll Cover:
How Epicor ERP Can Also Support Your Customer-Facing Teams
If your business relies on Epicor ERP, you already know how valuable it is for managing operations, inventory, and finance. But did you know that the same data that powers your business processes can also help improve sales and customer service?
Epicor ERP holds a wealth of real-time insights that can enhance customer engagement, streamline sales processes, and improve service.
By integrating it with SugarCRM, you can give your sales and service teams instant access to critical data—helping them close deals faster, strengthen customer relationships, and drive revenue without extra manual work.
And the best part? IT won’t have to worry about a complicated setup or ongoing maintenance. This integration is built to be secure, easy to implement, and scalable as your business grows. It keeps data accurate and consistent while running in the background—so your teams can focus on what they do best.
Let’s explore how this integration transforms the way your teams work.
Why Sales & Service Leaders Need This Integration
SugarCRM’s integration with Epicor ERP bridges the gap between sales and operations, ensuring customer engagement doesn’t stop when a deal closes. It connects front-office sales and customer service with back-office execution, providing real-time access to critical business data. The result? More informed selling, faster response times, and better customer experiences.
5 Ways This Integration Helps Sales & Service Leaders Win
1. Make Informed Decisions With a 360-Degree Customer View
Your team shouldn’t have to hunt for customer details across different systems. By integrating Epicor ERP with SugarCRM, you have access to real-time order statuses, purchase history, and account details pulled directly from Epicor.
- Personalized Selling: Know exactly what customers have ordered and when they need a reorder.
- Smarter Forecasting: Analytics automatically predict demand so you can plan more efficiently.
- Real-Time Insights: Live inventory, pricing, and supply chain statuses help ensure accurate quotes and delivery timelines.
2. Automate Admin Work and Focus on Selling
Time spent re-entering data or fixing mistakes is time wasted. Our integration with Epicor ERP eliminates duplicate data entry, reducing errors and automating key processes.
- Seamless Quote-to-Cash Process: Automatically sync pricing, approvals, and sales cycle updates.
- Faster Order Fulfillment: Orders placed in SugarCRM are instantly shown in Epicor ERP, updating inventory and production schedules.
- Fewer Errors: Data flows both ways to keep records accurate across systems.
3. Scale Without Slowing Down
As your business expands, handling more customers, transactions, and products can become overwhelming. A unified ERP-CRM platform ensures your operations scale efficiently.
- Aligned Sales, Finance, and Operations: No more confusion over outdated or conflicting data.
- Real-Time, Predictive Insights: Predictive analytics and artificial intelligence help identify revenue opportunities.
- Cloud-Ready Flexibility: Adapt and grow without IT headaches.
4. Bridge the Gap Between Sales & Operations
Sales and customer service teams need real-time access to inventory, order statuses, and production timelines to set accurate expectations. Without this visibility, deals get delayed, and customers get frustrated.
- Sales & Service Alignment: Always have up-to-date information on hand.
- Proactive Customer Support: Proactive insights generated with AI help sales and service teams anticipate customer needs.
- One Source of Truth: Eliminate miscommunication between teams and siloed data sources.
5. Use AI to Increase Sales & Revenue
The right data can unlock new sales opportunities and drive smarter decision-making. With our ERP to CRM integration, sales teams gain deeper insights generated by AI to better optimize pricing and upsell opportunities.
- Better Forecasting: Identify trends and revenue opportunities before they happen.
- Intelligent Cross-Selling: AI suggests the best products suited for cross-selling based on purchase history.
- Real-Time Business Intelligence: See a complete picture of sales performance and customer behavior.
The Tech Behind the Scenes
For sales leaders who like to keep things simple, this integration just works—but your IT leaders might be curious about the details and techy side of it, so here’s what’s happening under the hood.
The Epicor ERP-SugarCRM connection ensures real-time synchronization of accounts, contacts, products, quotes, and sales orders. Advanced features include Epicor Business Activity Queries (BAQs), which provide deep operational insights, accessible within the Kinetic Dashlet. This means sales reps can access shop floor visibility, automate workflows, and make data-backed decisions—all without toggling between multiple systems.
Here’s why IT leaders will appreciate this integration:
1. Secure, Seamless Data Syncing
- Real-time, bi-directional synchronization between Epicor ERP and SugarCRM
- Pre-built connectors reduce development time and ensure compatibility
- Data consistency and security with API-driven architecture
2. Easy to Implement, Minimal Maintenance
- No heavy lifting for IT—the integration works out of the box
- Cloud-ready and scalable, adapting to business growth
- Low-maintenance solution that doesn’t require ongoing manual updates
Maximize Your Epicor ERP Investment with SugarCRM
You’ve already invested in Epicor ERP—now it’s time to take it further. Integrating SugarCRM empowers your sales and service teams to move faster, work smarter, and close more deals—while IT enjoys an easy, scalable integration.
Sales and service teams can close deals faster with real-time order and inventory data. This helps them improve customer satisfaction with accurate insights powered by AI and machine learning, eliminate manual work, and align sales with operations.
Meanwhile, IT leaders have access to a secure, automated integration with minimal maintenance. It’s cloud-ready, scalable, and easy to implement. With the Epicor ERP and SugarCRM integration, your data is accurate, consistent and secure.
Ready to See It in Action?
Break down silos, empower your sales and service teams, and start selling smarter. Request a demo today!
