How TCP Combines AI with CRM and ERP to Transform Sales and Growth

The Perfect Synergy: CRM, ERP, and Artificial Intelligence in Action

During the demo (see video above), TCP showcased how it aligns lead management and marketing with ERP operations, using Sugar Market, SugarCRM, and EPICOR to deliver a fully integrated, results-driven experience. Key highlights included:

• Sugar Market enables the design and delivery of marketing campaigns, creation of landing pages, automated lead nurturing, and direct connection with social platforms such as LinkedIn, Instagram, YouTube, and Facebook.
• A powerful scoring system qualifies each lead, predicting its probability of conversion.
• The sales team gains enriched insights with SureHeat, along with a full view of a prospect’s previous interactions.
• Pipeline visibility with opportunity management, sales stages, predictions based on historical data, and AI‑powered purchase intent analysis. Automatic summaries generated by AI make the process even more efficient.

The result: a more intuitive, predictable, and customer‑aligned sales process — from the very first touchpoint to closing the deal.

Fluent: The Brain Behind Intelligent Integration and Analysis

TCP strengthens this vision with Fluent, a platform designed to amplify ERP systems like EPICOR Kinetic through advanced AI and analytics.

Fluent stands out for:

• Natural Language Queries (NLQ) that allow users to ask questions about data without requiring technical expertise.
• Context‑specialized agents (sales, orders, inventory) that seamlessly cross‑reference CRM, ERP, and other data sources, generating useful visualizations automatically.
• Real‑world use cases, including:
  • Analyzing open opportunities by customers’ credit status.
  • Comparing production capacity against projected demand.
  • Predicting demand and optimizing inventory to meet market needs.

With multiple predictive models —from commercial forecasting to product‑specific demand projections— Fluent anticipates scenarios with accuracy and efficiency, continuously evaluating real‑world results to refine predictions.

Value Proposition for Sales Teams and Operations

The SugarCRM–EPICOR integration, driven by TCP as a no‑code solution, enables seamless bidirectional synchronization of accounts, contacts, product catalogs, pricing lists, and opportunities.

Key benefits include:

• Immediate access to ERP data directly within the CRM.
• Unified dashboards with real KPIs for a comprehensive view of the business.
• Automation of the “call‑to‑cash” cycle, reducing errors and eliminating the “swivel chair” problem of switching between multiple systems.
• Faster customer response times with greater data confidence.
• Automatic and proactive identification of new revenue opportunities.

Recommended Next Steps for a Successful Adoption

TCP outlines a clear implementation roadmap:

1. Activate CRM‑ERP integration to automate the full sales cycle.
2. Configure custom dashboards for sales representatives with mission‑critical KPIs.
3. Establish a lead scoring system aligned with early‑conversion goals.
4. Create Fluent agents specialized by context — sales, production, inventory.
5. Implement predictive models for sales and demand forecasting.