SugarAI for Epicor Kinetic Users
In this 30-minute demo, see how SugarAI paired with Epicor Kinetic gives your sales team one place to manage pipeline, accounts, and customer activity with real-time ERP data right where they work. The webinar shows how connecting CRM and ERP into a single sales system provides real-time visibility into orders, shipments, and invoices, eliminates spreadsheet quoting, and enables a complete quote-to-order workflow with reduced manual data entry.
In this 30-minute demo, we'll show you how SugarAI paired with Epicor Kinetic gives your sales team one place to manage pipeline, accounts, and customer activity with real-time ERP data right where they work.
How Epicor Kinetic Manufacturers Use CRM to Grow Revenue
Most Epicor Kinetic companies run their operations in ERP but struggle to manage sales with the same level of visibility.
Sales teams often rely on spreadsheets, email, and disconnected systems. Customer information lives in Epicor. Sales activity lives somewhere else.
The result is predictable:
- Sales reps calling the office for order status
- Quotes rebuilt manually from ERP data
- Forecasts based on guesswork instead of pipeline
This webinar shows how manufacturers solve that problem by connecting CRM and ERP into a single sales system.
TCP has worked with dozens of Epicor customers to deploy SugarAI that gives sellers real-time visibility into orders, shipments, and invoices without leaving CRM.
What You’ll Learn
We will demonstrate how to:
1. Give sales teams full visibility into ERP data
Account history, invoices, orders, pricing, and inventory inside the CRM interface.
2. Eliminate spreadsheet quoting
Quotes generated using real-time Epicor product and pricing data.
3. Create a complete quote-to-order workflow
Sales opportunities start in CRM and convert to Epicor sales orders automatically.
4. Reduce manual data entry
Customer records, contacts, quotes, and orders synchronized between systems.
5. Give leadership accurate forecasts
Pipeline visibility based on real sales activity rather than spreadsheets.
When CRM and ERP work together, sales teams spend less time searching for information and more time selling.
Date
March 12, 2026
Time
2:00 PM - 2:30 PM ET
Webinar
Online Event
Related Products
Hosts
Christian Wettre
EVP, GM North America
Ron Canty
SVP, North America
Frequently Asked Questions
The SugarCRM for Epicor Kinetic Users event is a webinar designed to show how manufacturers using Epicor Kinetic ERP can improve customer relationship management by integrating SugarCRM. The event demonstrates how CRM and ERP data can be unified to give sales teams access to customer activity, order history, opportunities, and service interactions in one platform. Attendees learn how SugarCRM helps Epicor users: Gain full visibility into customer relationships Automate sales and service workflows Improve forecasting and pipeline management Connect CRM data with ERP transactions Increase sales efficiency across manufacturing teams The session is especially relevant for manufacturers looking to bridge the gap between ERP operations and customer-facing sales processes.
During the event, attendees will see how SugarCRM connects with Epicor Kinetic to deliver a complete view of customer data and sales performance. Key topics typically covered include: How CRM and ERP data synchronization works Viewing Epicor order history and transactions inside SugarCRM Automating sales processes using CRM workflows Identifying cross-sell and upsell opportunities using ERP data Improving forecasting with unified pipeline insights Streamlining collaboration between sales, service, and operations teams The webinar also demonstrates how integration reduces manual data entry and ensures that sales teams always work with accurate operational data.
Integrating SugarCRM with Epicor Kinetic provides manufacturers with a connected ecosystem that combines operational ERP data with customer engagement tools. Key benefits include: Unified customer view: Access ERP transactions, quotes, and account information directly within CRM. Improved sales intelligence: Identify opportunities based on historical purchase behavior. Automated workflows: Reduce manual processes by syncing customer data between systems. Better forecasting: Combine CRM pipeline data with ERP financial insights. Enhanced customer service: Give support teams access to order history and account details in real time. Together, Epicor Kinetic and SugarCRM create a powerful technology stack that enables manufacturers to improve sales productivity, customer retention, and long-term revenue growth.
The webinar is intended for professionals working in manufacturing companies that currently use Epicor Kinetic ERP and want to enhance customer relationship management. Typical attendees include: Sales leaders using Epicor Kinetic Manufacturing executives responsible for digital transformation CRM or ERP administrators IT leaders evaluating CRM integration Customer service managers seeking better case management tools The event is particularly valuable for organizations that currently manage customer interactions in spreadsheets, disconnected CRM systems, or directly inside ERP, which can limit visibility into the full customer lifecycle.
Epicor Kinetic ERP manages operational and financial processes, but it is not designed to fully support sales pipeline management, marketing automation, or customer engagement workflows. A CRM like SugarCRM complements Epicor by providing: Pipeline and opportunity tracking Customer communication history Marketing campaign automation Lead management and nurturing Case management and customer service tools By integrating SugarCRM with Epicor Kinetic, manufacturers can create a unified customer data environment where sales, service, and operations teams share the same information. This improves collaboration, accelerates sales cycles, and strengthens customer relationships.
